Uaw Retirees Of The Budd Company Health And Welfare Plan — Form 5500 plan (Committee Of Uaw Retirees Of The Budd Company Health And Welfare Plan)
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 The Budd Company Health And Welfare Plan is a benefit plan reported by Committee Of Uaw Retirees Of The Budd Company Health And Welfare Plan under EIN 81-3021883 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,250 participants and $454,507,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Committee Of Uaw Retirees Of The Budd Company Health And Welfare Plan
- EIN
- 81-3021883
- Plan number
- 501
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 2,250
- End-of-year plan assets
- $454,507,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,250 | H, C | 20241015115055NAL0057323890001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $454,507,305
- Total liabilities (EOY)
- $1,716,277
- Net assets (EOY)
- $452,791,028
- Net assets (BOY)
- $425,348,469
Income & contributions
- Employer contributions
- $3,548,240
- Total contributions
- $8,489,670
- Total income / additions
- $52,788,430
Expenses & distributions
- Benefits paid
- $22,860,084
- Administrative expenses
- $2,485,787
- Total expenses
- $25,345,871
- Net increase / (decrease)
- $27,442,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $935,058 | $0 | 2023 |
| Central Data Services | NONE KNOWN | $437,152 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE KNOWN | $291,490 | $0 | 2023 |
| Unicare Life & Health Insurance Co. | NONE KNOWN | $162,925 | not reported in the loaded dataset | 2023 |
| Silverscript | NONE KNOWN | $123,646 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE KNOWN | $104,184 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE KNOWN | $102,154 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $79,232 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE KNOWN | $33,137 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE KNOWN | $28,845 | not reported in the loaded dataset | 2023 |
| Gary Petroni | TRUSTEE | $26,117 | not reported in the loaded dataset | 2023 |
| Rick Isaacson | TRUSTEE | $21,692 | not reported in the loaded dataset | 2023 |
| Parker Business Solutions | TRUSTEE | $21,692 | not reported in the loaded dataset | 2023 |
| Sng Consulting LLC | TRUSTEE | $21,692 | not reported in the loaded dataset | 2023 |
| Macomb Business Forms Inc. Dba | NONE KNOWN | $11,863 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE KNOWN | $0 | $9,313 | 2023 |
| Comerica Bank | INSTITUTIONAL TRUSTEE | $9,120 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Committee Of Uaw Retirees Of The Budd Company Health And Welfare Plan
- 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
- Central Data Services — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Unicare Life & Health Insurance Co. — Schedule C compensation
- Silverscript — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Gary Petroni — Schedule C compensation
- Rick Isaacson — Schedule C compensation
- Parker Business Solutions — Schedule C compensation
- Sng Consulting LLC — Schedule C compensation
- Macomb Business Forms Inc. Dba — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Comerica Bank — Schedule C compensation