Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust — Form 5500 plan (Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust)
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 Daimler Trucks North America Welfare Benefit Trust is a benefit plan reported by Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust under EIN 47-6377585 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,580 participants and $752,749,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust
- EIN
- 47-6377585
- Plan number
- 501
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,580
- End-of-year plan assets
- $752,749,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,580 | H, C | 20241015115838NAL0028294145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $752,749,794
- Total liabilities (EOY)
- $2,336,191
- Net assets (EOY)
- $750,413,603
- Net assets (BOY)
- $706,475,005
Income & contributions
- Employer contributions
- $13,247,838
- Participant contributions
- $2,674,322
- Total contributions
- $19,132,967
- Total income / additions
- $69,922,740
Expenses & distributions
- Benefits paid
- $22,556,175
- Administrative expenses
- $3,427,967
- Total expenses
- $25,984,142
- Net increase / (decrease)
- $43,938,598
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $554,956 | $0 | 2023 |
| Hamlin Capital Management, LLC | NONE KNOWN | $509,295 | $0 | 2023 |
| Clarkston Capital Partners, LLC | NONE KNOWN | $425,576 | $0 | 2023 |
| Reinhart Partners, Inc. | NONE KNOWN | $350,287 | $0 | 2023 |
| Benesys, Inc. | NONE KNOWN | $335,909 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE KNOWN | $323,579 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE KNOWN | $180,000 | not reported in the loaded dataset | 2023 |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $103,382 | $0 | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $95,475 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE KNOWN | $92,264 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE KNOWN | $85,110 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services, Ltd. Co. | NONE KNOWN | $70,381 | not reported in the loaded dataset | 2023 |
| Madison Investment Holdings | NONE KNOWN | $67,502 | not reported in the loaded dataset | 2023 |
| Oregon Dental Service | NONE KNOWN | $30,106 | not reported in the loaded dataset | 2023 |
| Sng Consulting | TRUSTEE | $26,379 | not reported in the loaded dataset | 2023 |
| Gary Petroni | TRUSTEE | $20,963 | not reported in the loaded dataset | 2023 |
| Jack Martin | TRUSTEE | $20,963 | not reported in the loaded dataset | 2023 |
| Parker Business Solutions | TRUSTEE | $19,217 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE KNOWN | $17,040 | not reported in the loaded dataset | 2023 |
| Gilbert Allen Penley | TRUSTEE | $16,748 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services,Inc | NONE KNOWN | $0 | $15,902 | 2023 |
| Smart Source LLC | NONE KNOWN | $9,936 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Hamlin Capital Management, LLC — Schedule C compensation
- Clarkston Capital Partners, LLC — Schedule C compensation
- Reinhart Partners, Inc. — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Sage Advisory Services, Ltd. Co. — Schedule C compensation
- Madison Investment Holdings — Schedule C compensation
- Oregon Dental Service — Schedule C compensation
- Sng Consulting — Schedule C compensation
- Gary Petroni — Schedule C compensation
- Jack Martin — Schedule C compensation
- Parker Business Solutions — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Gilbert Allen Penley — Schedule C compensation
- Segal Select Insurance Services,Inc — Schedule C compensation
- Smart Source LLC — Schedule C compensation