2023 Form 5500 filing — Uaw St. Joseph Retirees Health & Welfare Trust
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 20241015113929NAL0014506675001) for Uaw St. Joseph Retirees Health & Welfare Trust, reported by Uaw St. Joseph Retirees Health & Welfare Trust Committee under EIN 27-1401289 and plan number 501. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113929NAL0014506675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uaw St. Joseph Retirees Health & Welfare Trust Committee
- EIN
- 27-1401289
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,629,845
- Total liabilities (EOY)
- $3,716,775
- Net assets (EOY)
- $78,913,070
- Total income / additions
- $1,595,225
- Benefits paid
- $2,617,030
- Administrative expenses
- $421,761
- Total expenses
- $3,038,791
- Net increase / (decrease)
- -$1,443,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $60,331 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $52,270 | not reported in the loaded dataset |
| Benesys Inc. | NONE KNOWN | $48,390 | not reported in the loaded dataset |
| Milliman Inc. | NONE KNOWN | $35,995 | not reported in the loaded dataset |
| Hamlin Capital Management, LLC | NONE KNOWN | $34,504 | $0 |
| Cigna Health And Life Ins. Co. | NONE KNOWN | $27,274 | $0 |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $26,568 | not reported in the loaded dataset |
| Reinhart Partners, Inc. | NONE KNOWN | $21,700 | $0 |
| Groom Law Group, Chartered | NONE KNOWN | $19,875 | not reported in the loaded dataset |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $17,919 | $0 |
| Clarkston Capital Partners, LLC | NONE KNOWN | $13,696 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE KNOWN | $10,092 | not reported in the loaded dataset |
| Vision Service Plan | NONE KNOWN | $9,717 | not reported in the loaded dataset |