2023 Form 5500 filing — Uaw Retirees Of Mack Trucks Health Benefit Fund
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 20241015113040NAL0014492707001) for Uaw Retirees Of Mack Trucks Health Benefit Fund, reported by Uaw Retirees Of Mack Trucks Health Benefit Fund under EIN 45-6488442 and plan number 501. It reports 2,555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113040NAL0014492707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uaw Retirees Of Mack Trucks Health Benefit Fund
- EIN
- 45-6488442
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 2,555
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $501,891,021
- Total liabilities (EOY)
- $768,542
- Net assets (EOY)
- $501,122,479
- Participant contributions
- $2,062,128
- Total income / additions
- $34,145,641
- Benefits paid
- $22,499,983
- Administrative expenses
- $1,664,776
- Total expenses
- $24,164,759
- Net increase / (decrease)
- $9,980,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services | NONE KNOWN | $410,179 | not reported in the loaded dataset |
| Hamlin Capital Management, LLC | NONE KNOWN | $175,566 | $0 |
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $165,000 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE KNOWN | $141,589 | not reported in the loaded dataset |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $94,301 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $86,023 | not reported in the loaded dataset |
| Milliman, Inc. | NONE KNOWN | $78,878 | not reported in the loaded dataset |
| Clarkston Capital Partners, LLC | NONE KNOWN | $77,862 | $0 |
| Reinhart Partners, LLC | NONE KNOWN | $62,985 | $0 |
| American Realty Advisors, LLC | NONE KNOWN | $51,826 | not reported in the loaded dataset |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $45,635 | $0 |
| Groom Law Group, Chartered | NONE KNOWN | $44,120 | not reported in the loaded dataset |
| Gary Petroni | TRUSTEE | $41,277 | not reported in the loaded dataset |
| Madison Investment Holdings | NONE KNOWN | $40,069 | not reported in the loaded dataset |
| Jack Martin | TRUSTEE | $32,891 | not reported in the loaded dataset |
| Sng Consulting | TRUSTEE | $32,891 | not reported in the loaded dataset |
| Parker Business Solutions | TRUSTEE | $32,891 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE KNOWN | $0 | $14,464 |
| Richard Saylor | TRUSTEE | $9,643 | not reported in the loaded dataset |