Tax Forms

W-2 Forms: If you received Loss Of Time benefits in calendar year 2023 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 2023. Loss of Time benefits are taxable income for the IRS.

Form 1095-B: No forms are being mailed for 2023. 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 2023, 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.

Vaccine Coverage – Frequently Asked Questions

Vaccine Coverage Flyer

Flu Shot Flyer

Health Dynamics Program Ending November 30, 2022

Health Dynamics is terminating its annual wellness exam program as of December 1, 2022.  Health Dynamics exams will be available and covered through November 30, 2022.  As always, you can have wellness exams (annual physicals) from your primary care doctor.  If you need help finding a primary care doctor in your area, go to www.anthem.com.  Or call the Health Fund for assistance.

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.