2025-10-22T15:17:06+00:00 2024-12-31 135381590 BDO USA ONE ERDMAN PLACE SUITE 404 MADISON WI 53717 990 2024-01-01 320167983 HDMC GROUP INC BARGAINING UNIT EMPLOYEES POST-RETIREMENT WELFARE BENEFITS T RUST HDMC 4143434680 C/O TAX DEPT 3700 WEST JUNEAU AVE MILWAUKEE WI 53208 DAVID VINEY OFFICER 4143434505 2025-10-22 true JAKE COOK P01240455 6088367500 2025-10-21 2024 2025-03-06 01:10:19Z DAVID VINEY C/O TAX DEPT 3700 WEST JUNEAU AVE MILWAUKEE WI 53208 212294001 false X N/A X 2005 WI TO PROVIDE POST-RETIREMENT HEALTHCARE TO BARGAINING UNIT EMPLOYEES. 5 0 0 0 0 0 0 0 1759713 506888 8763767 19085034 0 0 10523480 19591922 0 0 11452238 9219441 0 0 0 0 789238 760138 12241476 9979579 -1717996 9612343 220107734 239233929 13480 0 220094254 239233929 ORGANIZATION'S PURPOSE IS TO PROVIDE POST-RETIREMENT HEALTHCARE TO THE WISCONSIN AND PENNSYLVANIA BARGAINING UNIT EMPLOYEES OF HARLEY-DAVIDSON. false false ORGANIZATION'S PURPOSE IS TO PROVIDE POST-RETIREMENT HEALTHCARE TO THE WISCONSIN AND PENNSYLVANIA BARGAINING UNIT EMPLOYEES OF HARLEY DAVIDSON. 0 false false false false false false false false false false false true false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false true 0 0 0 true true false false false false false false false X 5 0 true false false false false true false true true false false false false true true true true true false false false false X HDMC CO TAX DEPT 4143434680 3700 WEST JUNEAU AVENUE MILWAUKEE WI 53208 X DAVID VINEY RETIREMENT PLAN COMMITTEE-RPC 0.3 X 0 0 0 JONATHAN THEROUX RPC 0.3 X 0 0 0 MARK KORNETZKE RPC 0.3 X 0 0 0 PAUL KRAUSE RPC 0.3 X 0 0 0 SUSAN PASKVAN RPC 0.3 X 0 0 0 0 0 0 0 false false false JOHNSTON ASSET MANAGEMENT 1 LANDMARK SQUARE STAMFORD CT 06901 INVESTMENT MANAGEMENT FEES 184186 TOWERS WATSON DELAWARE INC 901 N GLEBE ROAD ARLINGTON VA 22203 INVESTMENT MANAGEMENT FEES 106704 2 0 RETIREES CONTRIBUTIONS 900009 506888 506888 0 0 0 0 506888 4150813 4150813 0 0 207636300 192702079 14934221 0 14934221 14934221 0 0 0 0 0 0 19591922 19591922 0 0 9219441 6205 609800 20000 CLAIMS PROCESSING CHARGE 108375 OTHER FEES 15758 0 9979579 2287218 1726776 1102727 1115212 0 0 0 0 0 0 0 0 201262689 221380356 15250610 14872048 0 204490 139537 220107734 239233929 0 0 13480 0 13480 0 X 100000000 100000000 120094254 139233929 220094254 239233929 220107734 239233929 9612343 9527332 0 X false true true false Closely-held equity interests Financial derivatives LIMITED PARTNERSHIP INTERESTS 14536109 F REAL ESTATE INVESTMENT TRUST INTERESTS 335939 F 14872048 Federal Income Taxes DUE TO BROKER 0 X 29119254 9527332 0 9527332 19591922 0 0 19591922 9979579 0 0 9979579 0 0 9979579 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. 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. HARLEY-DAVIDSON INC & SUBSIDIARIES 3700 WEST JUNEAU AVE MILWAUKEE WI 53208 391382325 MANUFACTURING WI NA C Corporation false false false false false false false false false false false false false false false false false false false false