Uaw Employees' Pension And Severance Plan — Form 5500 plan (International Union, Uaw)

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 Employees' Pension And Severance Plan is a benefit plan reported by International Union, Uaw under EIN 38-0679801 and plan number 004. The latest loaded filing year is 2023. The filing reports 579 participants and $86,547,792 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$86.5MPlan net assets, end of year$86,547,792
Participants579Covered participants reported
Assets / participant$149.5KComputed: assets ÷ participants$149,478 (computed)
Provider compensationNone reported
Plan sponsor
International Union, Uaw
EIN
38-0679801
Plan number
004
Plan type
2
Location
Detroit, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023579H20241013165015NAL0014170947004
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$86.5M total assets
Net assets$86.5MLiabilities
Money in vs. money out
Total income / additions$9.4M
Total expenses$6.4M
Benefits paid / distributions$6.4M
Full reported line items

Net assets

Total assets (EOY)
$86,547,792
Net assets (EOY)
$86,547,792
Net assets (BOY)
$83,541,687

Income & contributions

Total income / additions
$9,428,943

Expenses & distributions

Benefits paid
$6,421,699
Administrative expenses
$1,139
Total expenses
$6,422,838
Net increase / (decrease)
$3,006,105
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income68%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages