Hourly Nummi Retiree Supplemental Health Insurance Plan — Form 5500 plan (New United Motor Manufacturing, Inc.)

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, Hourly Nummi Retiree Supplemental Health Insurance Plan is a benefit plan reported by New United Motor Manufacturing, Inc. under EIN 94-2930678 and plan number 511. The latest loaded filing year is 2023. The filing reports 391 participants and $50,332,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New United Motor Manufacturing, Inc.
EIN
94-2930678
Plan number
511
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
391
End-of-year plan assets
$50,332,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023391H, C20241011152930NAL0037505920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,332,030
Total liabilities (EOY)
$0
Net assets (EOY)
$50,332,030
Net assets (BOY)
$48,341,371

Income & contributions

Total contributions
$0
Total income / additions
$3,121,696

Expenses & distributions

Benefits paid
$769,179
Administrative expenses
$361,858
Total expenses
$1,131,037
Net increase / (decrease)
$1,990,659

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupNONE$136,802not reported in the loaded dataset2023
Newport Trust CompanyNONE$93,033not reported in the loaded dataset2023
Bank Of AmericaTRUSTEE$69,387$02023
Columbia Management Investment Adv.NONE$62,636not reported in the loaded dataset2023

Related Form 5500 pages