Ua Local 190 Medicare Retiree Health & Welfare Plan — Form 5500 plan (Joint Board Of Trustees Of The Ua Local 190 Medicare Retiree Health &)
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, Ua Local 190 Medicare Retiree Health & Welfare Plan is a benefit plan reported by Joint Board Of Trustees Of The Ua Local 190 Medicare Retiree Health & under EIN 47-4017809 and plan number 505. The latest loaded filing year is 2023. The filing reports 377 participants and $33,903,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of The Ua Local 190 Medicare Retiree Health &
- EIN
- 47-4017809
- Plan number
- 505
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $33,903,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20250314155402NAL0022481105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,903,445
- Total liabilities (EOY)
- $1,569,227
- Net assets (EOY)
- $32,334,218
- Net assets (BOY)
- $30,373,341
Income & contributions
- Employer contributions
- $19,700,946
- Participant contributions
- $1,278,098
- Total contributions
- $20,979,044
- Total income / additions
- $23,236,067
Expenses & distributions
- Benefits paid
- $20,056,643
- Administrative expenses
- $1,218,547
- Total expenses
- $21,275,190
- Net increase / (decrease)
- $1,960,877
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $779,647 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $237,538 | not reported in the loaded dataset | 2023 |
| Benefits Partner LLC | NONE | $63,350 | $18,934 | 2023 |
| Ferguson Widmayer & Clark Pc | NONE | $52,871 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Michigan | NONE | $52,717 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates, Inc | NONE | $29,400 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc | NONE | $28,664 | not reported in the loaded dataset | 2023 |
| Bennett & Associates Cpas Pllc | NONE | $27,490 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $18,554 | not reported in the loaded dataset | 2023 |
| Davis Vision, Inc | NONE | $5,311 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of The Ua Local 190 Medicare Retiree Health &
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Benefits Partner LLC — Schedule C compensation
- Ferguson Widmayer & Clark Pc — Schedule C compensation
- Delta Dental Of Michigan — Schedule C compensation
- O'Sullivan Associates, Inc — Schedule C compensation
- Wex Health, Inc — Schedule C compensation
- Bennett & Associates Cpas Pllc — Schedule C compensation
- Comerica — Schedule C compensation
- Davis Vision, Inc — Schedule C compensation