2023 Form 5500 filing — Hayes Lemmerz Non-Union Retiree Veba Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724141507NAL0008241459001) for Hayes Lemmerz Non-Union Retiree Veba Plan, reported by Hayes Lemmerz Non-Union Retiree Veba Trust under EIN 27-1280515 and plan number 501. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724141507NAL0008241459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hayes Lemmerz Non-Union Retiree Veba Trust
- EIN
- 27-1280515
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,055,844
- Total liabilities (EOY)
- $218,950
- Net assets (EOY)
- $836,894
- Total income / additions
- $103,908
- Benefits paid
- $320,742
- Administrative expenses
- $316,633
- Total expenses
- $637,375
- Net increase / (decrease)
- -$533,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dickinson Wright Pllc | ATTORNEY | $40,579 | not reported in the loaded dataset |
| Meritain Health Company | THIRD PARTY ADMINISTRATOR | $27,008 | not reported in the loaded dataset |
| Andrews Hooper Pavlik Plc | ACCOUNTANT | $18,525 | not reported in the loaded dataset |
| Segal Consulting | INSURANCE | $6,521 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT BANKER | $4,540 | not reported in the loaded dataset |