2023 Form 5500 filing — Uaw Retirees Of Acc Benefit Trust
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 20241015095423NAL0014350931001) for Uaw Retirees Of Acc Benefit Trust, reported by Uaw Retirees Of Acc Benefit Trust Committee under EIN 27-6927927 and plan number 501. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095423NAL0014350931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uaw Retirees Of Acc Benefit Trust Committee
- EIN
- 27-6927927
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,337,576
- Total liabilities (EOY)
- $32,139
- Net assets (EOY)
- $15,305,437
- Total income / additions
- $1,072,082
- Benefits paid
- $514,365
- Administrative expenses
- $290,551
- Total expenses
- $804,916
- Net increase / (decrease)
- $267,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plante & Moran, Pllc | NONE KNOWN | $55,065 | not reported in the loaded dataset |
| Milliman Inc. | NONE KNOWN | $33,640 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Mi | NONE KNOWN | $19,807 | $0 |
| Benesys Inc. | NONE KNOWN | $18,195 | not reported in the loaded dataset |
| Sng Consulting, LLC | TRUSTEE | $16,621 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE KNOWN | $16,300 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $15,654 | not reported in the loaded dataset |
| Gary Petroni | TRUSTEE | $14,774 | not reported in the loaded dataset |
| Richard Isaacson | TRUSTEE | $14,774 | not reported in the loaded dataset |
| Jack Martin | TRUSTEE | $14,159 | not reported in the loaded dataset |
| Comerica Bank | NONE KNOWN | $12,508 | $0 |
| Parker Business Solutions, LLC | TRUSTEE | $11,696 | not reported in the loaded dataset |
| Hamlin Capital Management, LLC | NONE KNOWN | $9,781 | $0 |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $6,524 | not reported in the loaded dataset |
| Reinhart Partners, LLC | NONE KNOWN | $5,870 | $0 |
| Clarkston Capital Parnters, LLC | NONE KNOWN | $2,559 | $0 |