2023 Form 5500 filing — Uaw Retirees Of Daimler Trucks North America Welfare 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 20241015115838NAL0028294145001) for Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust, reported by Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust under EIN 47-6377585 and plan number 501. It reports 1,580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115838NAL0028294145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust
- EIN
- 47-6377585
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 1,580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $752,749,794
- Total liabilities (EOY)
- $2,336,191
- Net assets (EOY)
- $750,413,603
- Employer contributions
- $13,247,838
- Participant contributions
- $2,674,322
- Total income / additions
- $69,922,740
- Benefits paid
- $22,556,175
- Administrative expenses
- $3,427,967
- Total expenses
- $25,984,142
- Net increase / (decrease)
- $43,938,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $554,956 | $0 |
| Hamlin Capital Management, LLC | NONE KNOWN | $509,295 | $0 |
| Clarkston Capital Partners, LLC | NONE KNOWN | $425,576 | $0 |
| Reinhart Partners, Inc. | NONE KNOWN | $350,287 | $0 |
| Benesys, Inc. | NONE KNOWN | $335,909 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE KNOWN | $323,579 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $180,000 | not reported in the loaded dataset |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $103,382 | $0 |
| Plante & Moran, Pllc | NONE KNOWN | $95,475 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE KNOWN | $92,264 | not reported in the loaded dataset |
| Milliman, Inc. | NONE KNOWN | $85,110 | not reported in the loaded dataset |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $70,381 | not reported in the loaded dataset |
| Madison Investment Holdings | NONE KNOWN | $67,502 | not reported in the loaded dataset |
| Oregon Dental Service | NONE KNOWN | $30,106 | not reported in the loaded dataset |
| Sng Consulting | TRUSTEE | $26,379 | not reported in the loaded dataset |
| Gary Petroni | TRUSTEE | $20,963 | not reported in the loaded dataset |
| Jack Martin | TRUSTEE | $20,963 | not reported in the loaded dataset |
| Parker Business Solutions | TRUSTEE | $19,217 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE KNOWN | $17,040 | not reported in the loaded dataset |
| Gilbert Allen Penley | TRUSTEE | $16,748 | not reported in the loaded dataset |
| Segal Select Insurance Services,Inc | NONE KNOWN | $0 | $15,902 |
| Smart Source LLC | NONE KNOWN | $9,936 | not reported in the loaded dataset |