2023 Form 5500 filing — Voluntary Benefits Plan For Uaw Retired Employees Of Allis-Chalmers Corp.
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 20241015212415NAL0030945905001) for Voluntary Benefits Plan For Uaw Retired Employees Of Allis-Chalmers Corp., reported by Allis-Chalmers Uaw Retiree Benefit Trust under EIN 94-3101366 and plan number 501. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212415NAL0030945905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allis-Chalmers Uaw Retiree Benefit Trust
- EIN
- 94-3101366
- Plan number
- 501
- Location
- Richmond Hts, OH
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,102,751
- Total liabilities (EOY)
- $11,376
- Net assets (EOY)
- $32,091,375
- Participant contributions
- $14,748
- Total income / additions
- $1,861,297
- Benefits paid
- $1,859,006
- Administrative expenses
- $553,493
- Total expenses
- $2,412,499
- Net increase / (decrease)
- -$551,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Administrative Services Co | not reported in the loaded dataset | $234,933 | not reported in the loaded dataset |
| Bdo Usa, P.C. | not reported in the loaded dataset | $84,194 | not reported in the loaded dataset |
| Milliman Usa | not reported in the loaded dataset | $37,540 | not reported in the loaded dataset |
| Richard Lichtenstein | not reported in the loaded dataset | $32,810 | not reported in the loaded dataset |
| Cds Administrators, Inc. | not reported in the loaded dataset | $29,431 | not reported in the loaded dataset |
| Groom Law Group | not reported in the loaded dataset | $26,148 | not reported in the loaded dataset |
| The Segal Co. | not reported in the loaded dataset | $17,125 | not reported in the loaded dataset |
| Principal | not reported in the loaded dataset | $17,025 | not reported in the loaded dataset |
| Jeff Kosanke | not reported in the loaded dataset | $12,915 | not reported in the loaded dataset |
| Gerald Halliburton | not reported in the loaded dataset | $12,915 | not reported in the loaded dataset |
| Delta Dental Of Ohio | BENEFIT ADMIN ISTRATOR | $6,957 | not reported in the loaded dataset |
| Ian D. Lanoff | not reported in the loaded dataset | $5,928 | not reported in the loaded dataset |