2023 Form 5500 filing — Dana Non-Union Retiree Veba 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 20241015194404NAL0030783889001) for Dana Non-Union Retiree Veba Trust, reported by The Dana Non-Union Retiree Committee under EIN 20-7392576 and plan number 501. It reports 1,563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194404NAL0030783889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Dana Non-Union Retiree Committee
- EIN
- 20-7392576
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 1,563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,967,957
- Total liabilities (EOY)
- $1,279,868
- Net assets (EOY)
- $40,688,089
- Participant contributions
- $1,282,580
- Total income / additions
- $6,689,537
- Benefits paid
- $5,498,931
- Administrative expenses
- $623,115
- Total expenses
- $6,122,046
- Net increase / (decrease)
- $567,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comprehensive Benefits | NONE | $333,866 | not reported in the loaded dataset |
| Mycio Wealth Partners LLC | NONE | $102,849 | not reported in the loaded dataset |
| Dickinson-Wright Plcc | NONE | $45,204 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $39,377 | not reported in the loaded dataset |
| Donna Doyle | NONE | $12,000 | not reported in the loaded dataset |
| John Black | NONE | $8,000 | not reported in the loaded dataset |