Uaw Retirees Of The Dana Corporation Health And Welfare Trust — Form 5500 plan (Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee)
Plain-English plan 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, Uaw Retirees Of The Dana Corporation Health And Welfare Trust is a benefit plan reported by Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee under EIN 26-1851652 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,440 participants and $368,425,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee
- EIN
- 26-1851652
- Plan number
- 501
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 2,440
- End-of-year plan assets
- $368,425,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,440 | H, C | 20241015130213NAL0014678771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $368,425,763
- Total liabilities (EOY)
- $3,175,330
- Net assets (EOY)
- $365,250,433
- Net assets (BOY)
- $357,631,264
Income & contributions
- Total contributions
- $1,506,200
- Total income / additions
- $25,793,200
Expenses & distributions
- Benefits paid
- $16,912,211
- Administrative expenses
- $1,261,820
- Total expenses
- $18,174,031
- Net increase / (decrease)
- $7,619,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Inc. | NONE KNOWN | $200,910 | not reported in the loaded dataset | 2023 |
| Hamlin Capital Management, LLC | NONE KNOWN | $133,497 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $110,084 | not reported in the loaded dataset | 2023 |
| Madison Investment Holdings | NONE KNOWN | $91,630 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE KNOWN | $91,362 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Wisconsin | NONE KNOWN | $74,811 | not reported in the loaded dataset | 2023 |
| Plante & Moran,Pllc | NONE KNOWN | $62,190 | not reported in the loaded dataset | 2023 |
| Clarkston Capital Partners, LLC | NONE KNOWN | $47,582 | $0 | 2023 |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $46,436 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE KNOWN | $40,155 | not reported in the loaded dataset | 2023 |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $38,844 | $0 | 2023 |
| Macomb Business Forms Inc. Dba | NONE KNOWN | $37,806 | not reported in the loaded dataset | 2023 |
| Sng Consulting, LLC | TRUSTEE | $34,084 | not reported in the loaded dataset | 2023 |
| Jack Martin | TRUSTEE | $30,297 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE KNOWN | $26,123 | not reported in the loaded dataset | 2023 |
| Gary Petroni | TRUSTEE | $25,248 | not reported in the loaded dataset | 2023 |
| Parker Business Solutions, LLC | TRUSTEE | $25,248 | not reported in the loaded dataset | 2023 |
| Richard Isaacson | TRUSTEE | $25,248 | not reported in the loaded dataset | 2023 |
| Anthony Feyers | TRUSTEE | $25,248 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE KNOWN | $22,371 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE KNOWN | $0 | $10,424 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Benesys Inc. — Schedule C compensation
- Hamlin Capital Management, LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Madison Investment Holdings — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Wisconsin — Schedule C compensation
- Plante & Moran,Pllc — Schedule C compensation
- Clarkston Capital Partners, LLC — Schedule C compensation
- Sage Advisory Services, Ltd. Co. — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Macomb Business Forms Inc. Dba — Schedule C compensation
- Sng Consulting, LLC — Schedule C compensation
- Jack Martin — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Gary Petroni — Schedule C compensation
- Parker Business Solutions, LLC — Schedule C compensation
- Richard Isaacson — Schedule C compensation
- Anthony Feyers — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation