Tax Forms

W-2 Forms: If you received Loss Of Time benefits in calendar year 2020 for a short term disability, you will receive a W-2 form for the amount of benefits paid to you by the Health Fund in 2020. Loss of Time benefits are taxable income for the IRS.

Form 1095-B: No forms are being mailed for 2020. While the Health Fund is required to report information to the IRS of the months that each of the participants and their dependents had health coverage in calendar year 2020, as an individual you are not required to report that information on your tax filing. If you need the form, please contact the Health Fund office.

Free Quit Smoking Program in December

If you or a loved one is interesting is quitting smoking, attached is a flyer from Aurora about a free program in December to help people quit smoking.  Their Freshstart program will be offered virtually via Zoom.  With COVID-19 being a respiratory illness, this is great timing for Aurora to reach out to help people quit smoking.  Review the attached flyer for program details.

Freshstart Smoking Cessation Program

TeleHealth Coverage Temporarily Expanded

With restricted access to medical and mental health treatment related to the COVID19 health crisis and Governor Tony Evers’ “Safer At Home” Order, the Board of Trustees approved temporary expansion of coverage for telehealth services.  Telehealth services for medically necessary treatment from Anthem network providers will be covered at the same benefit level as in-person…

Statement from the Health Fund Administrator

As of Wednesday morning, March 25, 2020, the Health Fund office will be closed to the public based on the Governor’s “Safer At Home” Order.

Be assured that we will continue to work to provide the remaining services necessary for the continued administration of the Health Fund.

Most staff will be working from home and using temporary cell phones for customer service. If you call our office and get voice mail, please leave a DETAILED message and your call will be returned. Leave your name, telephone number, OEF number (not union membership number) and a brief reason for your call. We will use the information you left on the message to properly identify ourselves when returning your call. Always be careful of unsolicited calls when they ask you for personal information. Don’t give that information out if you didn’t reach out first. If we are calling you, it’s because you left a voice mail asking for information from the Health Fund.

You will need to use mail, email, phone calls, and the web site until the Safer At Home Order is lifted.

During these stressful times, try to take care of yourself with healthy eating, proper sleep, exercise, good hygiene, laughter, and patience. Continue to check our website for updates and links to services.

Rita Becker
Health Fund Administrator

Form 1095-B for 2019

Form 1095-B for calendar year 2019 will not automatically be printed and mailed. According to the IRS, the form is no longer needed to complete your federal income tax return. To request a copy, call the Health Fund at 262.549.9190, email hra@iuoe139.org, or mail your request to the Operating Engineers Health Fund, PO Box 160, Pewaukee, WI 53072.