2023 Form 5500 filing — Participating Union Gm Bankruptcy Claim Health Care Reimbursement 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 20241011171838NAL0039626080002) for Participating Union Gm Bankruptcy Claim Health Care Reimbursement Plan, reported by Participating Union Gm Bankruptcy Claim Health Care Reimbursement Trus under EIN 45-6218538 and plan number 501. It reports 2,435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171838NAL0039626080002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Participating Union Gm Bankruptcy Claim Health Care Reimbursement Trus
- EIN
- 45-6218538
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 2,435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,566,902
- Total liabilities (EOY)
- $5,741
- Net assets (EOY)
- $4,561,161
- Total income / additions
- $227,848
- Benefits paid
- $2,632,245
- Administrative expenses
- $136,506
- Total expenses
- $2,768,751
- Net increase / (decrease)
- -$2,540,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services, Inc. | NONE | $67,193 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $13,722 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $9,287 | $0 |
| Buck Global, LLC | NONE | $6,915 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $6,667 | not reported in the loaded dataset |