2023 Form 5500 filing — Uaw - Lear Retiree Health Care 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 20241007142744NAL0008961299001) for Uaw - Lear Retiree Health Care Plan, reported by Joint Cmte Of The Uaw-Lear Retiree Healthcare Plan - Romulus Retirees under EIN 41-2260347 and plan number 543. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007142744NAL0008961299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joint Cmte Of The Uaw-Lear Retiree Healthcare Plan - Romulus Retirees
- EIN
- 41-2260347
- Plan number
- 543
- Location
- Southfield, MI
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,823,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,823,286
- Total income / additions
- $190,476
- Benefits paid
- $45,641
- Administrative expenses
- $22,871
- Total expenses
- $68,512
- Net increase / (decrease)
- $121,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comerica Bank | NONE | $19,224 | $0 |
| Benefit Outsourcing Solutions | NONE | $10,592 | not reported in the loaded dataset |