Uaw St. Joseph Retirees Health & Welfare Trust — Form 5500 plan (Uaw St. Joseph Retirees Health & Welfare Trust 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, Uaw St. Joseph Retirees Health & Welfare Trust is a benefit plan reported by Uaw St. Joseph Retirees Health & Welfare Trust Committee under EIN 27-1401289 and plan number 501. The latest loaded filing year is 2023. The filing reports 493 participants and $82,629,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uaw St. Joseph Retirees Health & Welfare Trust Committee
- EIN
- 27-1401289
- Plan number
- 501
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $82,629,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241015113929NAL0014506675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,629,845
- Total liabilities (EOY)
- $3,716,775
- Net assets (EOY)
- $78,913,070
- Net assets (BOY)
- $80,356,636
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,595,225
Expenses & distributions
- Benefits paid
- $2,617,030
- Administrative expenses
- $421,761
- Total expenses
- $3,038,791
- Net increase / (decrease)
- -$1,443,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $60,331 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $52,270 | not reported in the loaded dataset | 2023 |
| Benesys Inc. | NONE KNOWN | $48,390 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE KNOWN | $35,995 | not reported in the loaded dataset | 2023 |
| Hamlin Capital Management, LLC | NONE KNOWN | $34,504 | $0 | 2023 |
| Cigna Health And Life Ins. Co. | NONE KNOWN | $27,274 | $0 | 2023 |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $26,568 | not reported in the loaded dataset | 2023 |
| Reinhart Partners, Inc. | NONE KNOWN | $21,700 | $0 | 2023 |
| Groom Law Group, Chartered | NONE KNOWN | $19,875 | not reported in the loaded dataset | 2023 |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $17,919 | $0 | 2023 |
| Clarkston Capital Partners, LLC | NONE KNOWN | $13,696 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE KNOWN | $10,092 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE KNOWN | $9,717 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uaw St. Joseph Retirees Health & Welfare Trust Committee
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Benesys Inc. — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Hamlin Capital Management, LLC — Schedule C compensation
- Cigna Health And Life Ins. Co. — Schedule C compensation
- Sage Advisory Services, Ltd. Co. — Schedule C compensation
- Reinhart Partners, Inc. — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Clarkston Capital Partners, LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Vision Service Plan — Schedule C compensation