Plan5500

International Uaw Staff Severance Plan — Form 5500 plan (International Union, Uaw)

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, International Uaw Staff Severance Plan is a benefit plan reported by International Union, Uaw under EIN 38-0679801 and plan number 001. The latest loaded filing year is 2023. The filing reports 859 participants and $197,107,530 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$197.1MPlan net assets, end of year$197,107,530
Participants859Covered participants reported
Assets / participant$229.5KComputed: assets ÷ participants$229,462 (computed)
Provider compensation$34.7K2 Schedule C provider row(s)$34,680
Plan sponsor
International Union, Uaw
EIN
38-0679801
Plan number
001
Plan type
2
Location
Detroit, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    859 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$197.1M total assets
Net assets$197.1MLiabilities—
Money in vs. money out
Total income / additions$41M
Total expenses$23.7M
Benefits paid / distributions$23.7M
Contributions
Employer$4.1M
Participant$5.7M
Full reported line items

Net assets

Total assets (EOY)
$197,107,530
Net assets (EOY)
$197,107,530
Net assets (BOY)
$179,904,949

Income & contributions

Employer contributions
$4,085,586
Participant contributions
$5,695,277
Total contributions
$10,428,662
Total income / additions
$40,950,291

Expenses & distributions

Benefits paid
$23,713,030
Administrative expenses
$34,680
Total expenses
$23,747,710
Net increase / (decrease)
$17,202,581
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Strategic Advisors, Inc.$32.5K
    NONE · Direct $32.5K
  2. 2
    Fidelity Investments Institutional$2.2K
    RECORDKEEPER · Direct $2.2K · Indirect $0

Related Form 5500 pages