Civic Intelligence

Hdmc Group Inc Bargaining Unit Employees Post-Retirement Welfare Benefits Trust

EIN 32-0167983 • 501(c)9 • Milwaukee, WI

Profile

Organization's purpose is to provide post-retirement healthcare to the wisconsin and pennsylvania bargaining unit employees of harley-davidson.

C/O Tax Dept 3700 West Juneau AveMilwaukee, WI 53208

not applicable

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

58th percentile

8.7%

Faster asset growth than 58% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

86%

Faster revenue growth than 94% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$239,233,929

Up $19,126,195 (+8.7%) from 2023

Liabilities

Down

$0

Down $13,480 (-100%) from 2023

Net Assets

Up

$239,233,929

Up $19,139,675 (+8.7%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin90th percentile

Revenue

Up

$19,591,922

Up $9,068,442 (+86%) from 2023

Expenses

Down

$9,979,579

Down $2,261,897 (-18%) from 2023

Net Income

Up

$9,612,343

Up $11,330,339 (+660%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2016: $166,042,790Liabilities 2016: $54,298Net Assets 2016: $165,988,4922016Assets 2017: $212,809,820Liabilities 2017: $121,548Net Assets 2017: $212,688,2722017Assets 2018: $186,000,312Liabilities 2018: $93,258Net Assets 2018: $185,907,0542018Assets 2019: $215,492,798Liabilities 2019: $90,499Net Assets 2019: $215,402,2992019Assets 2020: $238,129,630Liabilities 2020: $683,331Net Assets 2020: $237,446,2992020Assets 2021: $257,540,698Liabilities 2021: $8,678Net Assets 2021: $257,532,0202021Assets 2022: $201,381,050Liabilities 2022: $40,658Net Assets 2022: $201,340,3922022Assets 2023: $220,107,734Liabilities 2023: $13,480Net Assets 2023: $220,094,2542023Assets 2024: $239,233,929Liabilities 2024: $0Net Assets 2024: $239,233,9292024

Highlighted filing

2024

Assets$239,233,929
Liabilities$0
Net Assets$239,233,929
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2016: $25,681,293Expenses 2016: $22,766,783Net Income 2016: $2,914,5102016Revenue 2017: $45,791,734Expenses 2017: $21,221,193Net Income 2017: $24,570,5412017Revenue 2018: $16,651,468Expenses 2018: $20,054,958Net Income 2018: -$3,403,4902018Revenue 2019: $17,432,334Expenses 2019: $16,814,500Net Income 2019: $617,8342019Revenue 2020: $16,930,122Expenses 2020: $17,349,838Net Income 2020: -$419,7162020Revenue 2021: $30,202,112Expenses 2021: $13,351,426Net Income 2021: $16,850,6862021Revenue 2022: $12,883,467Expenses 2022: $12,292,310Net Income 2022: $591,1572022Revenue 2023: $10,523,480Expenses 2023: $12,241,476Net Income 2023: -$1,717,9962023Revenue 2024: $19,591,922Expenses 2024: $9,979,579Net Income 2024: $9,612,3432024

Highlighted filing

2024

Revenue$19,591,922
Expenses$9,979,579
Net Income$9,612,343
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$239,233,929
Liabilities
$0
Net assets
$239,233,929
Revenue
$19,591,922
Expenses
$9,979,579
Net income
$9,612,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$239$0.00$239$19.6$9.98$9.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$220$0.01$220$10.5$12.2$1.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$201$0.04$201$12.9$12.3$0.59
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$258$0.01$258$30.2$13.4$16.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$238$0.68$237$16.9$17.3$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$215$0.09$215$17.4$16.8$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$186$0.09$186$16.7$20.1$3.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$213$0.12$213$45.8$21.2$24.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$166$0.05$166$25.7$22.8$2.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 22, 2025
Return Version
2024v5.1
Gross Receipts
$212,294,001
Mission and Program Overview

Mission

Organization's purpose is to provide post-retirement healthcare to the Wisconsin and Pennsylvania bargaining unit employees of Harley-Davidson.

To provide post-retirement healthcare to bargaining unit employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$201,262,689$221,380,356▲ $20,117,667
Rtn Earn Endowment Incm Other Fnds$120,094,254$139,233,929▲ $19,139,675
Cap Stk Tr Prin Current Funds$100,000,000$100,000,000→ $0
Investments Other Securities$15,250,610$14,872,048▼ $378,562
Cash and Non-Interest-Bearing Accounts$2,287,218$1,726,776▼ $560,442
Accounts Receivable$1,102,727$1,115,212▲ $12,485
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$220,107,734$239,233,929▲ $19,126,195
Other Assets Total$204,490$139,537▼ $64,953
Liabilities
Other Liabilities$13,480$0▼ $13,480
Total Liabilities$13,480$0▼ $13,480
Net Assets / Fund Balance
Total Net Assets Fund Balance$220,094,254$239,233,929▲ $19,139,675
Total Liabilities and Net Assets / Fund Balance$220,107,734$239,233,929▲ $19,126,195

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$335,939--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
David VineyRetirement Plan Committee-rpc
Jonathan TherouxRpc
Mark KornetzkeRpc
Paul KrauseRpc
Susan PaskvanRpc

Highest Paid Contractors

ContractorServicesLocationCompensation
Johnston Asset ManagementInvestment Management Fees1 LANDMARK SQUARE, Stamford, CT 06901$184,186
Towers Watson Delaware INCInvestment Management Fees901 N GLEBE ROAD, Arlington, VA 22203$106,704
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$506,888
Investment Income
$19,085,034
Other Revenue
$0
Change in Net Assets
$9,612,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,591,922
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$9,527,332
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$29,119,254
Total Revenue per Form 990
$19,591,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$760,138
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,219,441
Fees for Service Investment Mgmnt Fees---$609,800
Fees for Services Other---$20,000
Other Expenses---$15,758
Fees for Services Accounting---$6,205
Total Functional Expenses$0$0$0$9,979,579

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,979,579
Total Expenses per Audited Statements$9,979,579
Total Expenses per Form 990$9,979,579
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes-
Due to Broker-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“DAVID VINEY, PAUL KRAUSE, AND SUSAN PASKVAN HAVE A BUSINESS RELATIONSHIP WITH THE OTHER MEMBERS OF THE RETIREMENT PLAN COMMITTEE. - Business relationship”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“The board of directors of harley-davidson motor company group appoints the governing body.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The form 990 is prepared by an outside accountant and subsequently reviewed by the tax department of the grantor of the trust.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Compliance with the policy is enforced through regular training, maintaining a code of business conduct, maintaining regular communication on how to report conflicts of interest, and requiring members to complete an annual report to identify any conflict of interest.”

Form 990, Part VI, Line 19 Required documents available to the public

“The governing documents, conflicts of interest policy, and financial statements are available upon request. Certain policies are also available at harley-davidson.com.”

Filing and Contact Details

Filer

Filer Name
Hdmc Group Inc Bargaining Unit Employees Post-retirement Welfare Benefits T
EIN
32-0167983
Phone
4143434680
Address
C/O TAX DEPT 3700 WEST JUNEAU AVE, MILWAUKEE, WI 53208

Signing Officer

Name
David Viney
Title
Officer
Phone
4143434505
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Bdo USA
Address
ONE ERDMAN PLACE SUITE 404, MADISON, WI 53717
Preparer
Jake Cook
Phone
6088367500
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The trust funding the plan obtained its latest exemption letter on february 12, 2007, in which the internal revenue service (irs) stated that the trust is tax-exempt under the provision of section 501(c)(9) of the code as a voluntary employee beneficiary association. The plan and trust are required to operate in conformity with the code to maintain the tax-exempt status of the trust. The plan has been amended since receiving the exemption letter. Plan management and the company believe that the plan is currently designed and being operated in compliance with the applicable requirements of the code. Therefore, no provision for income taxes has been included in the plan's financial statements. Accounting principles generally accepted in the united states require plan management to evaluate uncertain tax positions taken by the plan. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the irs. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2024 and 2023, there were no uncertain positions taken or expected to be taken. The plan has recognized no interest or penalties related to uncertain tax positions. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix390 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/BOYAmt01102727
IRS990/AccountsReceivableGrp/EOYAmt01115212
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IRS990/ActivityOrMissionDesc0TO PROVIDE POST-RETIREMENT HEALTHCARE TO BARGAINING UNIT EMPLOYEES.
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt09219441
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HDMC CO TAX DEPT
IRS990/BooksInCareOfDetail/PhoneNum04143434680
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03700 WEST JUNEAU AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053208
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0100000000
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0100000000
IRS990/CashNonInterestBearingGrp/BOYAmt02287218
IRS990/CashNonInterestBearingGrp/EOYAmt01726776
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/CompensationProcessOtherInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/ContractorCompensationGrp/CompensationAmt1106704
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1901 N GLEBE ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0STAMFORD
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006901
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd122203
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0JOHNSTON ASSET MANAGEMENT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1TOWERS WATSON DELAWARE INC
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGEMENT FEES
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MANAGEMENT FEES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt09219441
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019085034
IRS990/CYOtherExpensesAmt0760138
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0506888
IRS990/CYRevenuesLessExpensesAmt09612343
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt09979579
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt019591922
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ORGANIZATION'S PURPOSE IS TO PROVIDE POST-RETIREMENT HEALTHCARE TO THE WISCONSIN AND PENNSYLVANIA BARGAINING UNIT EMPLOYEES OF HARLEY DAVIDSON.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt06205
IRS990/FeesForServicesOtherGrp/TotalAmt020000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0609800
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.3
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID VINEY
IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHAN THEROUX
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK KORNETZKE
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL KRAUSE
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN PASKVAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt1RPC
IRS990/Form990PartVIISectionAGrp/TitleTxt2RPC
IRS990/Form990PartVIISectionAGrp/TitleTxt3RPC
IRS990/Form990PartVIISectionAGrp/TitleTxt4RPC
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IRS990/FSAuditedInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0207636300
IRS990/GrossReceiptsAmt0212294001
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc0CLAIMS PROCESSING CHARGE
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0RETIREES CONTRIBUTIONS
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Financial derivatives
IRS990ScheduleD/OtherSecuritiesGrp/Desc2LIMITED PARTNERSHIP INTERESTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3REAL ESTATE INVESTMENT TRUST INTERESTS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN OBTAINED ITS LATEST EXEMPTION LETTER ON FEBRUARY 12, 2007, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISION OF SECTION 501(C)(9) OF THE CODE AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER. PLAN MANAGEMENT AND THE COMPANY BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE PLAN MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE PLAN. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE PLAN HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAVID VINEY, PAUL KRAUSE, AND SUSAN PASKVAN HAVE A BUSINESS RELATIONSHIP WITH THE OTHER MEMBERS OF THE RETIREMENT PLAN COMMITTEE. - Business relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS OF HARLEY-DAVIDSON MOTOR COMPANY GROUP APPOINTS THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND SUBSEQUENTLY REVIEWED BY THE TAX DEPARTMENT OF THE GRANTOR OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPLIANCE WITH THE POLICY IS ENFORCED THROUGH REGULAR TRAINING, MAINTAINING A CODE OF BUSINESS CONDUCT, MAINTAINING REGULAR COMMUNICATION ON HOW TO REPORT CONFLICTS OF INTEREST, AND REQUIRING MEMBERS TO COMPLETE AN ANNUAL REPORT TO IDENTIFY ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CERTAIN POLICIES ARE ALSO AVAILABLE AT HARLEY-DAVIDSON.COM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2 Family/business relationships amongst interested persons
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a Members or stockholders electing members of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19 Required documents available to the public
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID VINEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04143434505
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HDMC GROUP INC BARGAINING UNIT EMPLOYEES POST-RETIREMENT WELFARE BENEFITS T
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RUST
ReturnHeader/Filer/BusinessNameControlTxt0HDMC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE ERDMAN PLACE SUITE 404
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
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ReturnHeader/PreparerPersonGrp/PhoneNum06088367500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAKE COOK
ReturnHeader/ReturnTs02025-10-22T15:17:06+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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