Plan5500

Uaw - Lear Retiree Health Care Plan — Form 5500 plan (Joint Cmte Of The Uaw-Lear Retiree Healthcare Plan - Romulus Retirees)

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 - Lear Retiree Health Care Plan is a benefit plan reported by Joint Cmte Of The Uaw-Lear Retiree Healthcare Plan - Romulus Retirees under EIN 41-2260347 and plan number 543. The latest loaded filing year is 2023. The filing reports 151 participants and $1,823,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Cmte Of The Uaw-Lear Retiree Healthcare Plan - Romulus Retirees
EIN
41-2260347
Plan number
543
Plan type
2
Location
Southfield, MI
Latest filing year
2023
Participants
151
End-of-year plan assets
$1,823,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241007142744NAL0008961299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,823,286
Total liabilities (EOY)
$0
Net assets (EOY)
$1,823,286
Net assets (BOY)
$1,701,322

Income & contributions

Total contributions
$0
Total income / additions
$190,476

Expenses & distributions

Benefits paid
$45,641
Administrative expenses
$22,871
Total expenses
$68,512
Net increase / (decrease)
$121,964

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Comerica BankNONE$19,224$02023
Benefit Outsourcing SolutionsNONE$10,592not reported in the loaded dataset2023

Related Form 5500 pages