Uaw Gm 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 Gm 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 504. The latest loaded filing year is 2023. The filing reports 178,555 participants and $31,359,699,378 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
504
Plan type
2
Location
Detroit, MI
Latest filing year
2023
Participants
178,555
End-of-year plan assets
$31,359,699,378

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178,555H, C20241010092428NAL0011331203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,359,699,378
Total liabilities (EOY)
$1,760,174,482
Net assets (EOY)
$29,599,524,896
Net assets (BOY)
$28,825,293,793

Income & contributions

Participant contributions
$20,739,276
Total contributions
$239,141,467
Total income / additions
$2,468,438,323

Expenses & distributions

Benefits paid
$1,380,278,431
Administrative expenses
$313,928,789
Total expenses
$1,694,207,220
Net increase / (decrease)
$774,231,103

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of MichiganNONE$37,298,129not reported in the loaded dataset2023
Tempo Holding Company LLCNONE$10,920,049not reported in the loaded dataset2023
Uaw Retiree Medical Benefits TrustMANAGEMENT$5,535,135not reported in the loaded dataset2023
Delta Dental Of MichiganNONE$5,510,085not reported in the loaded dataset2023
Uaw Retiree Medical Benefits TrustSTAFF$5,238,639not reported in the loaded dataset2023
Pricewaterhousecoopers LlpNONE$3,131,008not reported in the loaded dataset2023
Lgt Capital Partners (Usa) IncNONE$2,896,355not reported in the loaded dataset2023
Dialogdirect IncNONE$2,787,729not reported in the loaded dataset2023
Wellington Management Company LlpNONE$2,490,895not reported in the loaded dataset2023
Nav Consulting IncNONE$2,456,000not reported in the loaded dataset2023
Blackrock Financial Management, IncNONE$2,308,983not reported in the loaded dataset2023
Medco Health Solutions IncNONE$1,735,125not reported in the loaded dataset2023
Nisa Investment Advisors LLCNONE$1,692,215not reported in the loaded dataset2023
Goldman Sachs Asset Management LpNONE$1,688,365$02023
Vital Decisions LLCNONE$1,570,300not reported in the loaded dataset2023
Uaw Retiree Medical Benefits TrustOFFICERS$1,504,069not reported in the loaded dataset2023
Mcr Hospitality Fund Ii LpNONE$1,467,000not reported in the loaded dataset2023
State Street Bank And Trust CompanyNONE$1,452,757not reported in the loaded dataset2023
Stepstone Group LpNONE$0$1,318,7232023
Kpeif Ii Gp LLCNONE$0$1,273,5112023
Pacific Investment Mgmt Company LLCNONE$1,144,982not reported in the loaded dataset2023
Earnest Partners LLCNONE$1,141,323not reported in the loaded dataset2023
Fiera Capital IncNONE$1,140,393not reported in the loaded dataset2023
Tcw Asset Mgmt Company LLCNONE$1,134,728not reported in the loaded dataset2023
Schroders Inv Mgmt, Na IncNONE$1,085,276not reported in the loaded dataset2023
Kayne Anderson Re Advisors Vi LLCNONE$0$954,9382023
Shenkman Capital Management, IncNONE$900,743not reported in the loaded dataset2023
Stellex Management Ii LpNONE$861,717not reported in the loaded dataset2023
Metlife Investment ManagementNONE$854,591not reported in the loaded dataset2023
Merative Us L.P.NONE$848,763not reported in the loaded dataset2023
MandiantNONE$834,225not reported in the loaded dataset2023
Barings LLCNONE$0$807,6832023
Optumrx IncNONE$781,298not reported in the loaded dataset2023
Kayne Anderson Re Advisors V LLCNONE$0$774,5672023
Convey Health Solutions, Inc.NONE$750,675not reported in the loaded dataset2023
Voya Investment Management Co LLCNONE$722,689$02023
Kayne Commercial Re Debt Advisors LNONE$0$713,7392023
Citisoft, Inc.NONE$663,465not reported in the loaded dataset2023
Btg Pactual Asset Management Us LLCNONE$0$657,8882023
Francisco Partners Vii LpNONE$638,132not reported in the loaded dataset2023
J.P. Morgan Investment Mgmt IncNONE$599,542not reported in the loaded dataset2023
Pugh Capital Management IncNONE$589,131not reported in the loaded dataset2023
Kayne Anderson Re Debt Adv Iv LLCNONE$0$582,8122023
Ka Credit Advisors Ii, LLCNONE$0$521,4302023
Groom Law Group CharteredNONE$515,158not reported in the loaded dataset2023
Brookfield Asset Mgmt Pvt Ins CapNONE$0$514,5482023
Garcia Hamilton & Associates LpNONE$512,538not reported in the loaded dataset2023
Davis VisionNONE$505,612not reported in the loaded dataset2023
State Street Global Advisors TrustNONE$495,332not reported in the loaded dataset2023
Kpmg LlpNONE$478,563not reported in the loaded dataset2023
Pinebridge Investments LLCNONE$438,344not reported in the loaded dataset2023
Alterna Capital Partners LLCNONE$0$409,7882023
Longfellow Ig CreditNONE$409,681not reported in the loaded dataset2023
Stellex Management LpNONE$399,075not reported in the loaded dataset2023
Rocaton Investment Advisors, LLCNONE$367,573not reported in the loaded dataset2023
Mvp Collaborative, LLCNONE$362,929not reported in the loaded dataset2023
Milliman IncNONE$356,250not reported in the loaded dataset2023
Kpeif Gp LLCNONE$0$344,4332023
Keppel Fund Mgmt LtdNONE$334,000not reported in the loaded dataset2023
Milliman Solutions LLCNONE$298,806not reported in the loaded dataset2023
Francisco Partners Agility Ii LpNONE$213,131not reported in the loaded dataset2023
Truhearing, Inc.NONE$179,144not reported in the loaded dataset2023
The Burgiss Group LLCNONE$176,812not reported in the loaded dataset2023
Gallagher Benefit ServicesNONE$164,831not reported in the loaded dataset2023
Deloitte And Touche LlpNONE$160,075not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$154,196not reported in the loaded dataset2023
Healthcare Recovery Solutions LLCNONE$151,944not reported in the loaded dataset2023
Attac Consulting Group, LLCNONE$145,291not reported in the loaded dataset2023
Labell Consulting LLCNONE$142,383not reported in the loaded dataset2023
Ddj Capital Management LLCNONE$133,902not reported in the loaded dataset2023
Enterprise Castlehall AlternativesNONE$133,412not reported in the loaded dataset2023
Korn Ferry UsNONE$129,266not reported in the loaded dataset2023
Brightwood Capital Advisors LLCNONE$120,843not reported in the loaded dataset2023
Blackrock Institutional Trust CompaNONE$116,456not reported in the loaded dataset2023
Mary J. PtacekNONE$114,530not reported in the loaded dataset2023
Hudson Advisors LpNONE$0$112,2952023
Public Consulting Group, IncNONE$102,900not reported in the loaded dataset2023
Centroid Systems IncNONE$95,786not reported in the loaded dataset2023
Glidefast Consulting, LLCNONE$92,422not reported in the loaded dataset2023
Albourne America LLCNONE$81,000not reported in the loaded dataset2023
Salesforce.Com, Inc.NONE$74,791not reported in the loaded dataset2023
Managed Markets Insight & TechnologNONE$70,680not reported in the loaded dataset2023
Deloitte Tax LlpNONE$67,455not reported in the loaded dataset2023
K-Force IncNONE$64,834not reported in the loaded dataset2023
D A Berger ConsultingNONE$57,513not reported in the loaded dataset2023
Pension Benefit Information LLCNONE$46,500not reported in the loaded dataset2023
Flexential CorpNONE$46,112not reported in the loaded dataset2023
Newport Trust CompanyNONE$45,000not reported in the loaded dataset2023
Us Cloud LcNONE$40,787not reported in the loaded dataset2023
Aon ConsultingNONE$27,667not reported in the loaded dataset2023
Finn Dixon And Herling LlpNONE$27,352not reported in the loaded dataset2023
Robert NaftalyCOMMITTEE MEMBER$24,187not reported in the loaded dataset2023
The Softad Group LLC Dba ChannelnetNONE$24,005not reported in the loaded dataset2023
Alan ReutherNONE$22,004not reported in the loaded dataset2023
Bluewater Technologies Group, Inc.NONE$21,886not reported in the loaded dataset2023
Celeste T WilliamsCOMMITTEE MEMBER$21,679not reported in the loaded dataset2023
Gerald D. BantomCOMMITTEE MEMBER$20,793not reported in the loaded dataset2023
Amy B RobinsonCOMMITTEE MEMBER$20,776not reported in the loaded dataset2023
Adp, IncNONE$18,812not reported in the loaded dataset2023
Denise J. LewisCOMMITTEE MEMBER$17,547not reported in the loaded dataset2023
Mercer Inc.NONE$17,528not reported in the loaded dataset2023
Equian LLC (Trover)NONE$17,116not reported in the loaded dataset2023
Captrust Financial AdvisorsNONE$16,449not reported in the loaded dataset2023
Rockpoint Real Estate Fd Iv Gp LpNONE$16,301$02023
Richard Evan InglisCOMMITTEE MEMBER$15,653not reported in the loaded dataset2023
Acre Recruitment Inc.NONE$15,253not reported in the loaded dataset2023
Dykema Gossett PllcNONE$11,951not reported in the loaded dataset2023
Manatt, Phelps, & Phillips, LlpNONE$11,002not reported in the loaded dataset2023
Jns Facility MaintenanceNONE$9,984not reported in the loaded dataset2023
Cf Health AdvisorsNONE$9,335not reported in the loaded dataset2023
Kienbaum, Hardy, Viviano, Pelton &NONE$9,106not reported in the loaded dataset2023
FidelityNONE$9,093not reported in the loaded dataset2023
Marsh & Mclennan Agency LLCNONE$8,935not reported in the loaded dataset2023
Pluralsight, LLCNONE$7,739not reported in the loaded dataset2023
Darrell GilesNONE$6,668not reported in the loaded dataset2023
Michael P. Vecchioni, Cpa, PllcNONE$6,668not reported in the loaded dataset2023
Helse Consulting Group, LLCNONE$6,428not reported in the loaded dataset2023
David LewisCOMMITTEE MEMBER$5,978not reported in the loaded dataset2023
Agility Recovery Solutions, Inc.NONE$5,536not reported in the loaded dataset2023
Speak By DesignNONE$5,391not reported in the loaded dataset2023
Teresa GhilarducciCOMMITTEE MEMBER$5,093not reported in the loaded dataset2023
Glass Lewis & Co LLCNONE$5,034not reported in the loaded dataset2023

Related Form 5500 pages