2023 Form 5500 filing — Uaw Retiree Medical Benefits Trust Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731133316NAL0012709251001) for Uaw Retiree Medical Benefits Trust Savings Plan, reported by Uaw Retiree Medical Benefits Trust under EIN 90-0424876 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$28.6MReported net assets$28,612,922
Participants158
Provider compensation$9.2K1 Schedule C row(s)$9,196
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731133316NAL0012709251001
- Plan sponsor
- Uaw Retiree Medical Benefits Trust
- EIN
- 90-0424876
- Plan number
- 001
- Location
- Detroit, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$28.6M total assets
Net assets$28.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $28,612,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,612,922
- Employer contributions
- $1,472,780
- Participant contributions
- $1,800,744
- Total income / additions
- $8,052,308
- Benefits paid
- $2,698,432
- Administrative expenses
- $12,194
- Total expenses
- $2,729,825
- Net increase / (decrease)
- $5,322,483
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,196 | $0 |