2023 Form 5500 filing — Uaw Ford Retirees Medical Benefits 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 20241010092314NAL0011330195001) for Uaw Ford Retirees Medical Benefits Plan, reported by The Committee Of The Uaw Retiree Medical Benefits Trust under EIN 90-0424876 and plan number 502. It reports 62,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092314NAL0011330195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Committee Of The Uaw Retiree Medical Benefits Trust
- EIN
- 90-0424876
- Plan number
- 502
- Location
- Detroit, MI
- Participants
- 62,324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,835,069,967
- Total liabilities (EOY)
- $1,087,199,293
- Net assets (EOY)
- $18,747,870,674
- Participant contributions
- $5,791,233
- Total income / additions
- $1,457,089,529
- Benefits paid
- $603,161,258
- Administrative expenses
- $191,722,752
- Total expenses
- $794,884,010
- Net increase / (decrease)
- $662,205,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $12,793,275 | not reported in the loaded dataset |
| Tempo Holding Company LLC | NONE | $3,963,167 | not reported in the loaded dataset |
| Uaw Retiree Medical Benefits Trust | MANAGEMENT | $3,779,667 | not reported in the loaded dataset |
| Uaw Retiree Medical Benefits Trust | STAFF | $3,577,205 | not reported in the loaded dataset |
| Delta Dental Of Michigan | NONE | $2,264,272 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $2,097,660 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | NONE | $1,562,950 | not reported in the loaded dataset |
| Wellington Management Company Llp | NONE | $1,527,008 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $1,452,322 | not reported in the loaded dataset |
| Lgt Capital Partners (Usa) Inc | NONE | $1,297,435 | not reported in the loaded dataset |
| Goldman Sachs Asset Management, Lp | NONE | $1,195,358 | $0 |
| Uaw Retiree Medical Benefits Trust | OFFICERS | $1,027,054 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $1,018,235 | not reported in the loaded dataset |
| Dialogdirect Inc | NONE | $1,000,728 | not reported in the loaded dataset |
| Mcr Hospitality Fund Ii, Lp | NONE | $933,000 | not reported in the loaded dataset |
| Stepstone Group Lp | NONE | $0 | $914,909 |
| Kpeif Ii Gp LLC | NONE | $0 | $857,944 |
| Merative Us L.P. | NONE | $848,533 | not reported in the loaded dataset |
| Nav Consulting Inc | NONE | $806,400 | not reported in the loaded dataset |
| Convey Health Solutions, Inc. | NONE | $750,452 | not reported in the loaded dataset |
| Schroders Inv Mgmt, Na Inc | NONE | $713,390 | not reported in the loaded dataset |
| Tcw Asset Managemt Company LLC | NONE | $696,823 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $696,207 | not reported in the loaded dataset |
| Pacific Investment Management Compa | NONE | $682,596 | not reported in the loaded dataset |
| Kayne Anderson Re Advisors Vi LLC | NONE | $0 | $676,500 |
| Medco Health Solutions Inc | NONE | $623,065 | not reported in the loaded dataset |
| Stellex Management Ii Lp | NONE | $607,287 | not reported in the loaded dataset |
| Shenkman Capital Management, Inc. | NONE | $571,753 | not reported in the loaded dataset |
| Barings LLC | NONE | $0 | $569,208 |
| Vital Decisions LLC | NONE | $560,675 | not reported in the loaded dataset |
| Kayne Anderson Re Advisors V LLC | NONE | $0 | $545,879 |
| Fiera Capital Inc. | NONE | $544,702 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $530,213 | not reported in the loaded dataset |
| Groom Law Group Chartered | NONE | $515,008 | not reported in the loaded dataset |
| Kayne Commercial Re Debt Advisors L | NONE | $0 | $496,701 |
| Voya Investment Management Co LLC | NONE | $435,766 | $0 |
| Citisoft, Inc. | NONE | $419,175 | not reported in the loaded dataset |
| Btg Pactual Asset Management Us LLC | NONE | $0 | $407,890 |
| Francisco Partners Vii, Lp | NONE | $392,894 | not reported in the loaded dataset |
| Pugh Capital Management Inc | NONE | $367,583 | not reported in the loaded dataset |
| Milliman Inc | NONE | $356,250 | not reported in the loaded dataset |
| Kayne Anderson Re Debt Advisors Iv | NONE | $0 | $351,778 |
| Mandiant | NONE | $324,563 | not reported in the loaded dataset |
| Optumrx Inc | NONE | $323,092 | not reported in the loaded dataset |
| Brookfield Asset Mgmt Pvt Ins Cap | NONE | $0 | $323,016 |
| Ka Credit Advisors Ii, LLC | NONE | $0 | $316,397 |
| Garcia Hamilton & Associates Lp | NONE | $313,584 | not reported in the loaded dataset |
| Pinebridge Investments LLC | NONE | $310,774 | not reported in the loaded dataset |
| Alterna Capital Partners LLC | NONE | $0 | $305,085 |
| J.P. Morgan Investment Management I | NONE | $290,516 | not reported in the loaded dataset |
| Stellex Management Lp | NONE | $279,781 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $265,865 | not reported in the loaded dataset |
| Longfellow Ig Credit | NONE | $250,527 | not reported in the loaded dataset |
| Rocaton Investment Advisors, LLC | NONE | $232,232 | not reported in the loaded dataset |
| Milliman Solutions LLC | NONE | $230,712 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $230,354 | not reported in the loaded dataset |
| Kpeif Gp LLC | NONE | $0 | $226,871 |
| Davis Vision | NONE | $184,982 | not reported in the loaded dataset |
| Deloitte And Touche Llp | NONE | $160,027 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $154,149 | not reported in the loaded dataset |
| Francisco Partners Agility Ii Lp | NONE | $149,879 | not reported in the loaded dataset |
| Mvp Collaborative, LLC | NONE | $133,874 | not reported in the loaded dataset |
| Korn Ferry Us | NONE | $129,227 | not reported in the loaded dataset |
| Enterprise Castlehall Alternatives | NONE | $126,645 | not reported in the loaded dataset |
| The Burgiss Group LLC | NONE | $111,710 | not reported in the loaded dataset |
| Blackrock Institutional Trust Compa | NONE | $111,425 | not reported in the loaded dataset |
| Centroid Systems Inc | NONE | $95,757 | not reported in the loaded dataset |
| Labell Consulting LLC | NONE | $89,957 | not reported in the loaded dataset |
| Brightwood Capital Advisors LLC | NONE | $83,963 | not reported in the loaded dataset |
| Albourne America LLC | NONE | $81,000 | not reported in the loaded dataset |
| Hudson Advisors Lp | NONE | $0 | $74,863 |
| Deloitte Tax Llp | NONE | $67,435 | not reported in the loaded dataset |
| Gallagher Benefit Services | NONE | $62,455 | not reported in the loaded dataset |
| Truhearing, Inc. | NONE | $61,885 | not reported in the loaded dataset |
| Attac Consulting Group, LLC | NONE | $60,194 | not reported in the loaded dataset |
| Public Consulting Group, Inc | NONE | $57,600 | not reported in the loaded dataset |
| D A Berger Consulting | NONE | $57,496 | not reported in the loaded dataset |
| K-Force Inc | NONE | $48,105 | not reported in the loaded dataset |
| Healthcare Recovery Solutions LLC | NONE | $47,517 | not reported in the loaded dataset |
| Mary J. Ptacek | NONE | $42,487 | not reported in the loaded dataset |
| Rehmann Group LLC | NONE | $40,000 | not reported in the loaded dataset |
| Glidefast Consulting, LLC | NONE | $34,286 | not reported in the loaded dataset |
| Keppel Fund Management Limited | NONE | $29,000 | not reported in the loaded dataset |
| Salesforce.Com, Inc. | NONE | $27,745 | not reported in the loaded dataset |
| Aon Consulting | NONE | $27,667 | not reported in the loaded dataset |
| Finn Dixon And Herling Llp | NONE | $27,343 | not reported in the loaded dataset |
| Managed Markets Insight & Technolog | NONE | $26,220 | not reported in the loaded dataset |
| Robert Naftaly | COMMITTEE MEMBER | $24,179 | not reported in the loaded dataset |
| The Softad Group LLC Dba Channelnet | NONE | $23,998 | not reported in the loaded dataset |
| Ddj Capital Mgt LLC | NONE | $22,651 | not reported in the loaded dataset |
| Alan Reuther | NONE | $21,998 | not reported in the loaded dataset |
| Celeste T Williams | COMMITTEE MEMBER | $21,672 | not reported in the loaded dataset |
| Gerald D. Bantom | COMMITTEE MEMBER | $20,787 | not reported in the loaded dataset |
| Amy B Robinson | COMMITTEE MEMBER | $20,770 | not reported in the loaded dataset |
| Denise J. Lewis | COMMITTEE MEMBER | $17,542 | not reported in the loaded dataset |
| Mercer Inc. | NONE | $17,523 | not reported in the loaded dataset |
| Pension Benefit Information LLC | NONE | $17,250 | not reported in the loaded dataset |
| Flexential Corp | NONE | $17,106 | not reported in the loaded dataset |
| Captrust Financial Advisors | NONE | $16,444 | not reported in the loaded dataset |
| Richard Evan Inglis | COMMITTEE MEMBER | $15,648 | not reported in the loaded dataset |
| Acre Recruitment Inc. | NONE | $15,248 | not reported in the loaded dataset |
| Us Cloud Lc | NONE | $15,131 | not reported in the loaded dataset |
| Adp, Inc | NONE | $12,866 | not reported in the loaded dataset |
| Dykema Gossett Pllc | NONE | $11,948 | not reported in the loaded dataset |
| Manatt, Phelps, & Phillips, Llp | NONE | $10,998 | not reported in the loaded dataset |
| Rockpoint Real Estate Fund Iv Gp Lp | NONE | $10,868 | $0 |
| Cf Health Advisors | NONE | $9,332 | not reported in the loaded dataset |
| Kienbaum, Hardy, Viviano, Pelton & | NONE | $9,104 | not reported in the loaded dataset |
| Marsh & Mclennan Agency LLC | NONE | $8,932 | not reported in the loaded dataset |
| Fidelity | NONE | $8,161 | not reported in the loaded dataset |
| Bluewater Technologies Group, Inc. | NONE | $8,119 | not reported in the loaded dataset |
| Jns Facility Maintenance | NONE | $6,754 | not reported in the loaded dataset |
| Darrell Giles | NONE | $6,666 | not reported in the loaded dataset |
| Michael P. Vecchioni, Cpa, Pllc | NONE | $6,666 | not reported in the loaded dataset |
| Helse Consulting Group, LLC | NONE | $6,426 | not reported in the loaded dataset |
| David Lewis | COMMITTEE MEMBER | $5,977 | not reported in the loaded dataset |
| Agility Recovery Solutions, Inc. | NONE | $5,534 | not reported in the loaded dataset |
| Teresa Ghilarducci | COMMITTEE MEMBER | $5,091 | not reported in the loaded dataset |