Participating Union Gm Bankruptcy Claim Health Care Reimbursement Plan — Form 5500 plan (Participating Union Gm Bankruptcy Claim Health Care Reimbursement Trus)

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, Participating Union Gm Bankruptcy Claim Health Care Reimbursement Plan is a benefit plan reported by Participating Union Gm Bankruptcy Claim Health Care Reimbursement Trus under EIN 45-6218538 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,435 participants and $4,566,902 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Participating Union Gm Bankruptcy Claim Health Care Reimbursement Trus
EIN
45-6218538
Plan number
501
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
2,435
End-of-year plan assets
$4,566,902

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,435H, C20241011171838NAL0039626080002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,566,902
Total liabilities (EOY)
$5,741
Net assets (EOY)
$4,561,161
Net assets (BOY)
$7,102,064

Income & contributions

Total income / additions
$227,848

Expenses & distributions

Benefits paid
$2,632,245
Administrative expenses
$136,506
Total expenses
$2,768,751
Net increase / (decrease)
-$2,540,903

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Central Data Services, Inc.NONE$67,193not reported in the loaded dataset2023
Novak Francella LLCNONE$13,722not reported in the loaded dataset2023
Pnc Bank, National AssociationNONE$9,287$02023
Buck Global, LLCNONE$6,915not reported in the loaded dataset2023
Segal Marco AdvisorsNONE$6,667not reported in the loaded dataset2023

Related Form 5500 pages