Uaw Retirees Of Acc Benefit Trust — Form 5500 plan (Uaw Retirees Of Acc Benefit 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 Retirees Of Acc Benefit Trust is a benefit plan reported by Uaw Retirees Of Acc Benefit Trust Committee under EIN 27-6927927 and plan number 501. The latest loaded filing year is 2023. The filing reports 110 participants and $15,337,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uaw Retirees Of Acc Benefit Trust Committee
- EIN
- 27-6927927
- Plan number
- 501
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 110
- End-of-year plan assets
- $15,337,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20241015095423NAL0014350931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,337,576
- Total liabilities (EOY)
- $32,139
- Net assets (EOY)
- $15,305,437
- Net assets (BOY)
- $15,038,271
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,072,082
Expenses & distributions
- Benefits paid
- $514,365
- Administrative expenses
- $290,551
- Total expenses
- $804,916
- Net increase / (decrease)
- $267,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plante & Moran, Pllc | NONE KNOWN | $55,065 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE KNOWN | $33,640 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Mi | NONE KNOWN | $19,807 | $0 | 2023 |
| Benesys Inc. | NONE KNOWN | $18,195 | not reported in the loaded dataset | 2023 |
| Sng Consulting, LLC | TRUSTEE | $16,621 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE KNOWN | $16,300 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $15,654 | not reported in the loaded dataset | 2023 |
| Gary Petroni | TRUSTEE | $14,774 | not reported in the loaded dataset | 2023 |
| Richard Isaacson | TRUSTEE | $14,774 | not reported in the loaded dataset | 2023 |
| Jack Martin | TRUSTEE | $14,159 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE KNOWN | $12,508 | $0 | 2023 |
| Parker Business Solutions, LLC | TRUSTEE | $11,696 | not reported in the loaded dataset | 2023 |
| Hamlin Capital Management, LLC | NONE KNOWN | $9,781 | $0 | 2023 |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $6,524 | not reported in the loaded dataset | 2023 |
| Reinhart Partners, LLC | NONE KNOWN | $5,870 | $0 | 2023 |
| Clarkston Capital Parnters, LLC | NONE KNOWN | $2,559 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uaw Retirees Of Acc Benefit Trust Committee
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Plante & Moran, Pllc — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Mi — Schedule C compensation
- Benesys Inc. — Schedule C compensation
- Sng Consulting, LLC — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Gary Petroni — Schedule C compensation
- Richard Isaacson — Schedule C compensation
- Jack Martin — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Parker Business Solutions, LLC — Schedule C compensation
- Hamlin Capital Management, LLC — Schedule C compensation
- Sage Advisory Services, Ltd. Co. — Schedule C compensation
- Reinhart Partners, LLC — Schedule C compensation
- Clarkston Capital Parnters, LLC — Schedule C compensation