Plan5500

Hayes Lemmerz Non-Union Retiree Veba Plan — Form 5500 plan (Hayes Lemmerz Non-Union Retiree Veba Trust)

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, Hayes Lemmerz Non-Union Retiree Veba Plan is a benefit plan reported by Hayes Lemmerz Non-Union Retiree Veba Trust under EIN 27-1280515 and plan number 501. The latest loaded filing year is 2023. The filing reports 215 participants and $1,055,844 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hayes Lemmerz Non-Union Retiree Veba Trust
EIN
27-1280515
Plan number
501
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
215
End-of-year plan assets
$1,055,844

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20240724141507NAL0008241459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,055,844
Total liabilities (EOY)
$218,950
Net assets (EOY)
$836,894
Net assets (BOY)
$1,370,361

Income & contributions

Total income / additions
$103,908

Expenses & distributions

Benefits paid
$320,742
Administrative expenses
$316,633
Total expenses
$637,375
Net increase / (decrease)
-$533,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dickinson Wright PllcATTORNEY$40,579not reported in the loaded dataset2023
Meritain Health CompanyTHIRD PARTY ADMINISTRATOR$27,008not reported in the loaded dataset2023
Andrews Hooper Pavlik PlcACCOUNTANT$18,525not reported in the loaded dataset2023
Segal ConsultingINSURANCE$6,521not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCINVESTMENT BANKER$4,540not reported in the loaded dataset2023

Related Form 5500 pages