2023 Form 5500 filing — Uaw Group Health And Welfare 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 20240904091116NAL0019978833001) for Uaw Group Health And Welfare Plan, reported by Uaw Group Health And Welfare Plan under EIN 22-3789539 and plan number 501. It reports 821 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904091116NAL0019978833001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Uaw Group Health And Welfare Plan
- EIN
- 22-3789539
- Plan number
- 501
- Location
- West Trenton, NJ
- Participants
- 821
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,107,212
- Total liabilities (EOY)
- $2,565,365
- Net assets (EOY)
- $7,541,847
- Employer contributions
- $12,939,881
- Participant contributions
- $1,181,134
- Total income / additions
- $14,495,865
- Benefits paid
- $14,213,137
- Administrative expenses
- $927,394
- Total expenses
- $15,140,531
- Net increase / (decrease)
- -$644,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services | NONE | $487,323 | not reported in the loaded dataset |
| I. E. Shaffer & Co. | NONE | $280,399 | not reported in the loaded dataset |
| Novak Francella | NONE | $43,358 | not reported in the loaded dataset |
| Susanin Widman & Brennan, Pc | NONE | $33,556 | not reported in the loaded dataset |
| John M. Fowler LLC | TRUSTEE | $20,000 | not reported in the loaded dataset |
| Cleary Josem & Trigiani, Llp | NONE | $17,165 | not reported in the loaded dataset |
| Milliman | NONE | $7,885 | not reported in the loaded dataset |
| Uaw Local 3170 | NONE | $7,800 | not reported in the loaded dataset |