Uaw Retirees Of Mack Trucks Health Benefit Fund — Form 5500 plan (Uaw Retirees Of Mack Trucks Health Benefit Fund)
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 Mack Trucks Health Benefit Fund is a benefit plan reported by Uaw Retirees Of Mack Trucks Health Benefit Fund under EIN 45-6488442 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,555 participants and $501,891,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uaw Retirees Of Mack Trucks Health Benefit Fund
- EIN
- 45-6488442
- Plan number
- 501
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 2,555
- End-of-year plan assets
- $501,891,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,555 | H, C | 20241015113040NAL0014492707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $501,891,021
- Total liabilities (EOY)
- $768,542
- Net assets (EOY)
- $501,122,479
- Net assets (BOY)
- $491,141,597
Income & contributions
- Participant contributions
- $2,062,128
- Total contributions
- $2,062,128
- Total income / additions
- $34,145,641
Expenses & distributions
- Benefits paid
- $22,499,983
- Administrative expenses
- $1,664,776
- Total expenses
- $24,164,759
- Net increase / (decrease)
- $9,980,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services | NONE KNOWN | $410,179 | not reported in the loaded dataset | 2023 |
| Hamlin Capital Management, LLC | NONE KNOWN | $175,566 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $165,000 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE KNOWN | $141,589 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $94,301 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $86,023 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE KNOWN | $78,878 | not reported in the loaded dataset | 2023 |
| Clarkston Capital Partners, LLC | NONE KNOWN | $77,862 | $0 | 2023 |
| Reinhart Partners, LLC | NONE KNOWN | $62,985 | $0 | 2023 |
| American Realty Advisors, LLC | NONE KNOWN | $51,826 | not reported in the loaded dataset | 2023 |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $45,635 | $0 | 2023 |
| Groom Law Group, Chartered | NONE KNOWN | $44,120 | not reported in the loaded dataset | 2023 |
| Gary Petroni | TRUSTEE | $41,277 | not reported in the loaded dataset | 2023 |
| Madison Investment Holdings | NONE KNOWN | $40,069 | not reported in the loaded dataset | 2023 |
| Jack Martin | TRUSTEE | $32,891 | not reported in the loaded dataset | 2023 |
| Sng Consulting | TRUSTEE | $32,891 | not reported in the loaded dataset | 2023 |
| Parker Business Solutions | TRUSTEE | $32,891 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE KNOWN | $0 | $14,464 | 2023 |
| Richard Saylor | TRUSTEE | $9,643 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uaw Retirees Of Mack Trucks Health Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Central Data Services — Schedule C compensation
- Hamlin Capital Management, LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Sage Advisory Services, Ltd. Co. — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Clarkston Capital Partners, LLC — Schedule C compensation
- Reinhart Partners, LLC — Schedule C compensation
- American Realty Advisors, LLC — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Gary Petroni — Schedule C compensation
- Madison Investment Holdings — Schedule C compensation
- Jack Martin — Schedule C compensation
- Sng Consulting — Schedule C compensation
- Parker Business Solutions — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Richard Saylor — Schedule C compensation