International Uaw Staff Cash Balance 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, International Uaw Staff Cash Balance Plan is a benefit plan reported by International Union, Uaw under EIN 38-0679801 and plan number 008. The latest loaded filing year is 2023. The filing reports 400 participants and $15,675,526 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.7MPlan net assets, end of year$15,675,526
Participants400Covered participants reported
Assets / participant$39.2KComputed: assets ÷ participants$39,189 (computed)
Provider compensationNone reported
Plan sponsor
International Union, Uaw
EIN
38-0679801
Plan number
008
Plan type
2
Location
Detroit, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    400 participants · 2Sch H
    View filing →
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)$15.7M total assets
Net assets$15.7MLiabilities
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$610K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$15,675,526
Net assets (EOY)
$15,675,526
Net assets (BOY)
$14,865,663

Income & contributions

Employer contributions
$610,000
Total contributions
$610,000
Total income / additions
$2,303,630

Expenses & distributions

Benefits paid
$1,493,767
Total expenses
$1,493,767
Net increase / (decrease)
$809,863
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 assets10%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages