2023 Form 5500 filing — Uaw-Gm Voluntary Employees' Beneficiary Association Trust Fund
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 20241015115635NAL0029492689001) for Uaw-Gm Voluntary Employees' Beneficiary Association Trust Fund, reported by Board Of Trustees Of The Uaw-Gm Veba Trust Fund under EIN 87-1547593 and plan number 501. It reports 322,315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115635NAL0029492689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of The Uaw-Gm Veba Trust Fund
- EIN
- 87-1547593
- Plan number
- 501
- Location
- Warren, MI
- Participants
- 322,315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,738,940
- Total liabilities (EOY)
- $3,992,101
- Net assets (EOY)
- $3,746,839
- Total income / additions
- $0
- Benefits paid
- $1,774,324
- Administrative expenses
- $280,890
- Total expenses
- $2,055,214
- Net increase / (decrease)
- -$2,055,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Lewis Brockius, Llp | NONE | $28,562 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $26,000 | not reported in the loaded dataset |
| Bredhoff And Kaiser | NONE | $22,327 | not reported in the loaded dataset |