2023 Form 5500 filing — Uaw Retirees 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 20241015082723NAL0015985347001) for Uaw Retirees Health Care Plan, reported by Committee Of Uaw Retirees Health Care Plan under EIN 47-7404015 and plan number 501. It reports 1,313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082723NAL0015985347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Committee Of Uaw Retirees Health Care Plan
- EIN
- 47-7404015
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 1,313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $421,563,386
- Total liabilities (EOY)
- $1,142,201
- Net assets (EOY)
- $420,421,185
- Employer contributions
- $285,924
- Participant contributions
- $73,966
- Total income / additions
- $46,680,493
- Benefits paid
- $17,234,812
- Administrative expenses
- $2,748,540
- Total expenses
- $19,983,352
- Net increase / (decrease)
- $26,697,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $1,015,659 | $0 |
| Milliman, Inc. | NONE KNOWN | $288,548 | not reported in the loaded dataset |
| Central Data Services | NONE KNOWN | $266,345 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE KNOWN | $206,253 | $0 |
| Benesys, Inc. | NONE KNOWN | $156,715 | not reported in the loaded dataset |
| State Street Global Advisors | NONE KNOWN | $145,135 | $0 |
| Segal Marco Advisors | NONE KNOWN | $105,000 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE KNOWN | $81,949 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $67,722 | not reported in the loaded dataset |
| Delta Dental Of Michigan | NONE KNOWN | $54,338 | not reported in the loaded dataset |
| Dialog Direct | NONE KNOWN | $36,937 | not reported in the loaded dataset |
| Gary Mann | TRUSTEE | $28,247 | not reported in the loaded dataset |
| Parker Business Solutions LLC | TRUSTEE | $28,139 | not reported in the loaded dataset |
| Scott Andrews | TRUSTEE | $24,659 | not reported in the loaded dataset |
| James Lee King | TRUSTEE | $23,552 | not reported in the loaded dataset |
| Gary Petroni | TRUSTEE | $22,362 | not reported in the loaded dataset |
| The Cortex Group, Inc. | TRUSTEE | $22,362 | not reported in the loaded dataset |
| Janice Caruso | TRUSTEE | $22,362 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE KNOWN | $0 | $10,539 |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $7,589 | $0 |