Uaw Retirees Health Care Plan — Form 5500 plan (Committee Of Uaw Retirees Health Care Plan)
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 Retirees Health Care Plan is a benefit plan reported by Committee Of Uaw Retirees Health Care Plan under EIN 47-7404015 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,313 participants and $421,563,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Committee Of Uaw Retirees Health Care Plan
- EIN
- 47-7404015
- Plan number
- 501
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,313
- End-of-year plan assets
- $421,563,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,313 | H, C | 20241015082723NAL0015985347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $421,563,386
- Total liabilities (EOY)
- $1,142,201
- Net assets (EOY)
- $420,421,185
- Net assets (BOY)
- $393,724,044
Income & contributions
- Employer contributions
- $285,924
- Participant contributions
- $73,966
- Total contributions
- $728,111
- Total income / additions
- $46,680,493
Expenses & distributions
- Benefits paid
- $17,234,812
- Administrative expenses
- $2,748,540
- Total expenses
- $19,983,352
- Net increase / (decrease)
- $26,697,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $1,015,659 | $0 | 2023 |
| Milliman, Inc. | NONE KNOWN | $288,548 | not reported in the loaded dataset | 2023 |
| Central Data Services | NONE KNOWN | $266,345 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE KNOWN | $206,253 | $0 | 2023 |
| Benesys, Inc. | NONE KNOWN | $156,715 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE KNOWN | $145,135 | $0 | 2023 |
| Segal Marco Advisors | NONE KNOWN | $105,000 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE KNOWN | $81,949 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $67,722 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Michigan | NONE KNOWN | $54,338 | not reported in the loaded dataset | 2023 |
| Dialog Direct | NONE KNOWN | $36,937 | not reported in the loaded dataset | 2023 |
| Gary Mann | TRUSTEE | $28,247 | not reported in the loaded dataset | 2023 |
| Parker Business Solutions LLC | TRUSTEE | $28,139 | not reported in the loaded dataset | 2023 |
| Scott Andrews | TRUSTEE | $24,659 | not reported in the loaded dataset | 2023 |
| James Lee King | TRUSTEE | $23,552 | not reported in the loaded dataset | 2023 |
| Gary Petroni | TRUSTEE | $22,362 | not reported in the loaded dataset | 2023 |
| The Cortex Group, Inc. | TRUSTEE | $22,362 | not reported in the loaded dataset | 2023 |
| Janice Caruso | TRUSTEE | $22,362 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE KNOWN | $0 | $10,539 | 2023 |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $7,589 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Committee Of Uaw Retirees Health Care Plan
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Central Data Services — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Delta Dental Of Michigan — Schedule C compensation
- Dialog Direct — Schedule C compensation
- Gary Mann — Schedule C compensation
- Parker Business Solutions LLC — Schedule C compensation
- Scott Andrews — Schedule C compensation
- James Lee King — Schedule C compensation
- Gary Petroni — Schedule C compensation
- The Cortex Group, Inc. — Schedule C compensation
- Janice Caruso — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Comerica Bank — Schedule C compensation