2023 Form 5500 filing — Uaw Retirees Of The Budd Company Health And Welfare 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 20241015115055NAL0057323890001) for Uaw Retirees Of The Budd Company Health And Welfare Plan, reported by Committee Of Uaw Retirees Of The Budd Company Health And Welfare Plan under EIN 81-3021883 and plan number 501. It reports 2,250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115055NAL0057323890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Committee Of Uaw Retirees Of The Budd Company Health And Welfare Plan
- EIN
- 81-3021883
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 2,250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $454,507,305
- Total liabilities (EOY)
- $1,716,277
- Net assets (EOY)
- $452,791,028
- Employer contributions
- $3,548,240
- Total income / additions
- $52,788,430
- Benefits paid
- $22,860,084
- Administrative expenses
- $2,485,787
- Total expenses
- $25,345,871
- Net increase / (decrease)
- $27,442,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $935,058 | $0 |
| Central Data Services | NONE KNOWN | $437,152 | not reported in the loaded dataset |
| State Street Global Advisors | NONE KNOWN | $291,490 | $0 |
| Unicare Life & Health Insurance Co. | NONE KNOWN | $162,925 | not reported in the loaded dataset |
| Silverscript | NONE KNOWN | $123,646 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE KNOWN | $104,184 | not reported in the loaded dataset |
| Milliman, Inc. | NONE KNOWN | $102,154 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $79,232 | not reported in the loaded dataset |
| Benesys, Inc. | NONE KNOWN | $33,137 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE KNOWN | $28,845 | not reported in the loaded dataset |
| Gary Petroni | TRUSTEE | $26,117 | not reported in the loaded dataset |
| Rick Isaacson | TRUSTEE | $21,692 | not reported in the loaded dataset |
| Parker Business Solutions | TRUSTEE | $21,692 | not reported in the loaded dataset |
| Sng Consulting LLC | TRUSTEE | $21,692 | not reported in the loaded dataset |
| Macomb Business Forms Inc. Dba | NONE KNOWN | $11,863 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE KNOWN | $0 | $9,313 |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $9,120 | $0 |