Plan5500

Racine/Uaw Retiree Group Medical Trust — Form 5500 plan (Board Of Trustees Of Racine/Uaw Retiree Group Med Tr Evans Asset Holdi)

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, Racine/Uaw Retiree Group Medical Trust is a benefit plan reported by Board Of Trustees Of Racine/Uaw Retiree Group Med Tr Evans Asset Holdi under EIN 65-0088772 and plan number 680. The latest loaded filing year is 2023. The filing reports 3 participants and $432,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Racine/Uaw Retiree Group Med Tr Evans Asset Holdi
EIN
65-0088772
Plan number
680
Plan type
2
Location
Ottawa, IL
Latest filing year
2023
Participants
3
End-of-year plan assets
$432,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I, C20250415113554NAL0003218769001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$432,732
Total liabilities (EOY)
$9,425
Net assets (EOY)
$423,307
Net assets (BOY)
$426,841

Income & contributions

Total income / additions
$31,383

Expenses & distributions

Benefits paid
$10,626
Administrative expenses
$11,000
Total expenses
$34,917
Net increase / (decrease)
-$3,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sikich Cpa LLCNONE$11,000not reported in the loaded dataset2023

Related Form 5500 pages