Dana Non-Union Retiree Veba Trust — Form 5500 plan (The Dana Non-Union Retiree Committee)
Plain-English plan 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, Dana Non-Union Retiree Veba Trust is a benefit plan reported by The Dana Non-Union Retiree Committee under EIN 20-7392576 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,563 participants and $41,967,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dana Non-Union Retiree Committee
- EIN
- 20-7392576
- Plan number
- 501
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,563
- End-of-year plan assets
- $41,967,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,563 | H, C | 20241015194404NAL0030783889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,967,957
- Total liabilities (EOY)
- $1,279,868
- Net assets (EOY)
- $40,688,089
- Net assets (BOY)
- $40,120,598
Income & contributions
- Participant contributions
- $1,282,580
- Total contributions
- $1,282,580
- Total income / additions
- $6,689,537
Expenses & distributions
- Benefits paid
- $5,498,931
- Administrative expenses
- $623,115
- Total expenses
- $6,122,046
- Net increase / (decrease)
- $567,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Comprehensive Benefits | NONE | $333,866 | not reported in the loaded dataset | 2023 |
| Mycio Wealth Partners LLC | NONE | $102,849 | not reported in the loaded dataset | 2023 |
| Dickinson-Wright Plcc | NONE | $45,204 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $39,377 | not reported in the loaded dataset | 2023 |
| Donna Doyle | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| John Black | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Dana Non-Union Retiree Committee
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Comprehensive Benefits — Schedule C compensation
- Mycio Wealth Partners LLC — Schedule C compensation
- Dickinson-Wright Plcc — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Donna Doyle — Schedule C compensation
- John Black — Schedule C compensation