Uaw Group Health And Welfare Plan — Form 5500 plan (Uaw Group Health And Welfare Plan)
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, Uaw Group Health And Welfare Plan is a benefit plan reported by Uaw Group Health And Welfare Plan under EIN 22-3789539 and plan number 501. The latest loaded filing year is 2023. The filing reports 821 participants and $10,107,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uaw Group Health And Welfare Plan
- EIN
- 22-3789539
- Plan number
- 501
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 821
- End-of-year plan assets
- $10,107,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 821 | H, C | 20240904091116NAL0019978833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,107,212
- Total liabilities (EOY)
- $2,565,365
- Net assets (EOY)
- $7,541,847
- Net assets (BOY)
- $8,186,513
Income & contributions
- Employer contributions
- $12,939,881
- Participant contributions
- $1,181,134
- Total contributions
- $14,121,015
- Total income / additions
- $14,495,865
Expenses & distributions
- Benefits paid
- $14,213,137
- Administrative expenses
- $927,394
- Total expenses
- $15,140,531
- Net increase / (decrease)
- -$644,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services | NONE | $487,323 | not reported in the loaded dataset | 2023 |
| I. E. Shaffer & Co. | NONE | $280,399 | not reported in the loaded dataset | 2023 |
| Novak Francella | NONE | $43,358 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan, Pc | NONE | $33,556 | not reported in the loaded dataset | 2023 |
| John M. Fowler LLC | TRUSTEE | $20,000 | not reported in the loaded dataset | 2023 |
| Cleary Josem & Trigiani, Llp | NONE | $17,165 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $7,885 | not reported in the loaded dataset | 2023 |
| Uaw Local 3170 | NONE | $7,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uaw Group Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Horizon Healthcare Services — Schedule C compensation
- I. E. Shaffer & Co. — Schedule C compensation
- Novak Francella — Schedule C compensation
- Susanin Widman & Brennan, Pc — Schedule C compensation
- John M. Fowler LLC — Schedule C compensation
- Cleary Josem & Trigiani, Llp — Schedule C compensation
- Milliman — Schedule C compensation
- Uaw Local 3170 — Schedule C compensation