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Form 5500 · Employee benefit plan · DAYTON, OH

BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND

BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND of DAYTON, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE SEGAL CO EASTERN STATES INC. Coverage is written through THE UNION LABOR LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-6173363 · plan 501 · as of Jul 2026

Participants
52,816
Carriers on file
2
Disclosed commissions
$10,000
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE UNION LABOR LIFE INSURANCE COMPANYStop-loss2,616December$10,000
SYMETRA LIFE INSURANCE COMPANYLife40,407December$0

Questions

Who is BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND's benefits broker?

Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND's broker of record is THE SEGAL CO EASTERN STATES INC.

What insurance carrier does BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND use?

BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND's benefit plan is written through THE UNION LABOR LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND's group plan renew?

The most recent Schedule A policy period for BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.