2023 Form 5500 filing — Uaw Retirees Of The Dana Corporation Health And 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 20241015130213NAL0014678771001) for Uaw Retirees Of The Dana Corporation Health And Welfare Trust, reported by Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee under EIN 26-1851652 and plan number 501. It reports 2,440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130213NAL0014678771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee
- EIN
- 26-1851652
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 2,440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $368,425,763
- Total liabilities (EOY)
- $3,175,330
- Net assets (EOY)
- $365,250,433
- Total income / additions
- $25,793,200
- Benefits paid
- $16,912,211
- Administrative expenses
- $1,261,820
- Total expenses
- $18,174,031
- Net increase / (decrease)
- $7,619,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Inc. | NONE KNOWN | $200,910 | not reported in the loaded dataset |
| Hamlin Capital Management, LLC | NONE KNOWN | $133,497 | $0 |
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $110,084 | not reported in the loaded dataset |
| Madison Investment Holdings | NONE KNOWN | $91,630 | not reported in the loaded dataset |
| Milliman Inc. | NONE KNOWN | $91,362 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Wisconsin | NONE KNOWN | $74,811 | not reported in the loaded dataset |
| Plante & Moran,Pllc | NONE KNOWN | $62,190 | not reported in the loaded dataset |
| Clarkston Capital Partners, LLC | NONE KNOWN | $47,582 | $0 |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $46,436 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE KNOWN | $40,155 | not reported in the loaded dataset |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $38,844 | $0 |
| Macomb Business Forms Inc. Dba | NONE KNOWN | $37,806 | not reported in the loaded dataset |
| Sng Consulting, LLC | TRUSTEE | $34,084 | not reported in the loaded dataset |
| Jack Martin | TRUSTEE | $30,297 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE KNOWN | $26,123 | not reported in the loaded dataset |
| Gary Petroni | TRUSTEE | $25,248 | not reported in the loaded dataset |
| Parker Business Solutions, LLC | TRUSTEE | $25,248 | not reported in the loaded dataset |
| Richard Isaacson | TRUSTEE | $25,248 | not reported in the loaded dataset |
| Anthony Feyers | TRUSTEE | $25,248 | not reported in the loaded dataset |
| Smart Source LLC | NONE KNOWN | $22,371 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE KNOWN | $0 | $10,424 |