Uaw Ford Retirees Medical Benefits Plan — Form 5500 plan (The Committee Of The Uaw Retiree Medical Benefits Trust)

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 Ford Retirees Medical Benefits Plan is a benefit plan reported by The Committee Of The Uaw Retiree Medical Benefits Trust under EIN 90-0424876 and plan number 502. The latest loaded filing year is 2023. The filing reports 62,324 participants and $19,835,069,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Committee Of The Uaw Retiree Medical Benefits Trust
EIN
90-0424876
Plan number
502
Plan type
2
Location
Detroit, MI
Latest filing year
2023
Participants
62,324
End-of-year plan assets
$19,835,069,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202362,324H, C20241010092314NAL0011330195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,835,069,967
Total liabilities (EOY)
$1,087,199,293
Net assets (EOY)
$18,747,870,674
Net assets (BOY)
$18,085,665,155

Income & contributions

Participant contributions
$5,791,233
Total contributions
$85,466,909
Total income / additions
$1,457,089,529

Expenses & distributions

Benefits paid
$603,161,258
Administrative expenses
$191,722,752
Total expenses
$794,884,010
Net increase / (decrease)
$662,205,519

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of MichiganNONE$12,793,275not reported in the loaded dataset2023
Tempo Holding Company LLCNONE$3,963,167not reported in the loaded dataset2023
Uaw Retiree Medical Benefits TrustMANAGEMENT$3,779,667not reported in the loaded dataset2023
Uaw Retiree Medical Benefits TrustSTAFF$3,577,205not reported in the loaded dataset2023
Delta Dental Of MichiganNONE$2,264,272not reported in the loaded dataset2023
Pricewaterhousecoopers LlpNONE$2,097,660not reported in the loaded dataset2023
Blackrock Financial Management, IncNONE$1,562,950not reported in the loaded dataset2023
Wellington Management Company LlpNONE$1,527,008not reported in the loaded dataset2023
State Street Bank And Trust CompanyNONE$1,452,322not reported in the loaded dataset2023
Lgt Capital Partners (Usa) IncNONE$1,297,435not reported in the loaded dataset2023
Goldman Sachs Asset Management, LpNONE$1,195,358$02023
Uaw Retiree Medical Benefits TrustOFFICERS$1,027,054not reported in the loaded dataset2023
Nisa Investment Advisors LLCNONE$1,018,235not reported in the loaded dataset2023
Dialogdirect IncNONE$1,000,728not reported in the loaded dataset2023
Mcr Hospitality Fund Ii, LpNONE$933,000not reported in the loaded dataset2023
Stepstone Group LpNONE$0$914,9092023
Kpeif Ii Gp LLCNONE$0$857,9442023
Merative Us L.P.NONE$848,533not reported in the loaded dataset2023
Nav Consulting IncNONE$806,400not reported in the loaded dataset2023
Convey Health Solutions, Inc.NONE$750,452not reported in the loaded dataset2023
Schroders Inv Mgmt, Na IncNONE$713,390not reported in the loaded dataset2023
Tcw Asset Managemt Company LLCNONE$696,823not reported in the loaded dataset2023
Earnest Partners, LLCNONE$696,207not reported in the loaded dataset2023
Pacific Investment Management CompaNONE$682,596not reported in the loaded dataset2023
Kayne Anderson Re Advisors Vi LLCNONE$0$676,5002023
Medco Health Solutions IncNONE$623,065not reported in the loaded dataset2023
Stellex Management Ii LpNONE$607,287not reported in the loaded dataset2023
Shenkman Capital Management, Inc.NONE$571,753not reported in the loaded dataset2023
Barings LLCNONE$0$569,2082023
Vital Decisions LLCNONE$560,675not reported in the loaded dataset2023
Kayne Anderson Re Advisors V LLCNONE$0$545,8792023
Fiera Capital Inc.NONE$544,702not reported in the loaded dataset2023
Metlife Investment ManagementNONE$530,213not reported in the loaded dataset2023
Groom Law Group CharteredNONE$515,008not reported in the loaded dataset2023
Kayne Commercial Re Debt Advisors LNONE$0$496,7012023
Voya Investment Management Co LLCNONE$435,766$02023
Citisoft, Inc.NONE$419,175not reported in the loaded dataset2023
Btg Pactual Asset Management Us LLCNONE$0$407,8902023
Francisco Partners Vii, LpNONE$392,894not reported in the loaded dataset2023
Pugh Capital Management IncNONE$367,583not reported in the loaded dataset2023
Milliman IncNONE$356,250not reported in the loaded dataset2023
Kayne Anderson Re Debt Advisors IvNONE$0$351,7782023
MandiantNONE$324,563not reported in the loaded dataset2023
Optumrx IncNONE$323,092not reported in the loaded dataset2023
Brookfield Asset Mgmt Pvt Ins CapNONE$0$323,0162023
Ka Credit Advisors Ii, LLCNONE$0$316,3972023
Garcia Hamilton & Associates LpNONE$313,584not reported in the loaded dataset2023
Pinebridge Investments LLCNONE$310,774not reported in the loaded dataset2023
Alterna Capital Partners LLCNONE$0$305,0852023
J.P. Morgan Investment Management INONE$290,516not reported in the loaded dataset2023
Stellex Management LpNONE$279,781not reported in the loaded dataset2023
State Street Global Advisors TrustNONE$265,865not reported in the loaded dataset2023
Longfellow Ig CreditNONE$250,527not reported in the loaded dataset2023
Rocaton Investment Advisors, LLCNONE$232,232not reported in the loaded dataset2023
Milliman Solutions LLCNONE$230,712not reported in the loaded dataset2023
Kpmg LlpNONE$230,354not reported in the loaded dataset2023
Kpeif Gp LLCNONE$0$226,8712023
Davis VisionNONE$184,982not reported in the loaded dataset2023
Deloitte And Touche LlpNONE$160,027not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$154,149not reported in the loaded dataset2023
Francisco Partners Agility Ii LpNONE$149,879not reported in the loaded dataset2023
Mvp Collaborative, LLCNONE$133,874not reported in the loaded dataset2023
Korn Ferry UsNONE$129,227not reported in the loaded dataset2023
Enterprise Castlehall AlternativesNONE$126,645not reported in the loaded dataset2023
The Burgiss Group LLCNONE$111,710not reported in the loaded dataset2023
Blackrock Institutional Trust CompaNONE$111,425not reported in the loaded dataset2023
Centroid Systems IncNONE$95,757not reported in the loaded dataset2023
Labell Consulting LLCNONE$89,957not reported in the loaded dataset2023
Brightwood Capital Advisors LLCNONE$83,963not reported in the loaded dataset2023
Albourne America LLCNONE$81,000not reported in the loaded dataset2023
Hudson Advisors LpNONE$0$74,8632023
Deloitte Tax LlpNONE$67,435not reported in the loaded dataset2023
Gallagher Benefit ServicesNONE$62,455not reported in the loaded dataset2023
Truhearing, Inc.NONE$61,885not reported in the loaded dataset2023
Attac Consulting Group, LLCNONE$60,194not reported in the loaded dataset2023
Public Consulting Group, IncNONE$57,600not reported in the loaded dataset2023
D A Berger ConsultingNONE$57,496not reported in the loaded dataset2023
K-Force IncNONE$48,105not reported in the loaded dataset2023
Healthcare Recovery Solutions LLCNONE$47,517not reported in the loaded dataset2023
Mary J. PtacekNONE$42,487not reported in the loaded dataset2023
Rehmann Group LLCNONE$40,000not reported in the loaded dataset2023
Glidefast Consulting, LLCNONE$34,286not reported in the loaded dataset2023
Keppel Fund Management LimitedNONE$29,000not reported in the loaded dataset2023
Salesforce.Com, Inc.NONE$27,745not reported in the loaded dataset2023
Aon ConsultingNONE$27,667not reported in the loaded dataset2023
Finn Dixon And Herling LlpNONE$27,343not reported in the loaded dataset2023
Managed Markets Insight & TechnologNONE$26,220not reported in the loaded dataset2023
Robert NaftalyCOMMITTEE MEMBER$24,179not reported in the loaded dataset2023
The Softad Group LLC Dba ChannelnetNONE$23,998not reported in the loaded dataset2023
Ddj Capital Mgt LLCNONE$22,651not reported in the loaded dataset2023
Alan ReutherNONE$21,998not reported in the loaded dataset2023
Celeste T WilliamsCOMMITTEE MEMBER$21,672not reported in the loaded dataset2023
Gerald D. BantomCOMMITTEE MEMBER$20,787not reported in the loaded dataset2023
Amy B RobinsonCOMMITTEE MEMBER$20,770not reported in the loaded dataset2023
Denise J. LewisCOMMITTEE MEMBER$17,542not reported in the loaded dataset2023
Mercer Inc.NONE$17,523not reported in the loaded dataset2023
Pension Benefit Information LLCNONE$17,250not reported in the loaded dataset2023
Flexential CorpNONE$17,106not reported in the loaded dataset2023
Captrust Financial AdvisorsNONE$16,444not reported in the loaded dataset2023
Richard Evan InglisCOMMITTEE MEMBER$15,648not reported in the loaded dataset2023
Acre Recruitment Inc.NONE$15,248not reported in the loaded dataset2023
Us Cloud LcNONE$15,131not reported in the loaded dataset2023
Adp, IncNONE$12,866not reported in the loaded dataset2023
Dykema Gossett PllcNONE$11,948not reported in the loaded dataset2023
Manatt, Phelps, & Phillips, LlpNONE$10,998not reported in the loaded dataset2023
Rockpoint Real Estate Fund Iv Gp LpNONE$10,868$02023
Cf Health AdvisorsNONE$9,332not reported in the loaded dataset2023
Kienbaum, Hardy, Viviano, Pelton &NONE$9,104not reported in the loaded dataset2023
Marsh & Mclennan Agency LLCNONE$8,932not reported in the loaded dataset2023
FidelityNONE$8,161not reported in the loaded dataset2023
Bluewater Technologies Group, Inc.NONE$8,119not reported in the loaded dataset2023
Jns Facility MaintenanceNONE$6,754not reported in the loaded dataset2023
Darrell GilesNONE$6,666not reported in the loaded dataset2023
Michael P. Vecchioni, Cpa, PllcNONE$6,666not reported in the loaded dataset2023
Helse Consulting Group, LLCNONE$6,426not reported in the loaded dataset2023
David LewisCOMMITTEE MEMBER$5,977not reported in the loaded dataset2023
Agility Recovery Solutions, Inc.NONE$5,534not reported in the loaded dataset2023
Teresa GhilarducciCOMMITTEE MEMBER$5,091not reported in the loaded dataset2023

Related Form 5500 pages