Uaw Retiree Medical Benefits Trust Savings Plan — Form 5500 plan (Uaw Retiree Medical Benefits 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 Retiree Medical Benefits Trust Savings Plan is a benefit plan reported by Uaw Retiree Medical Benefits Trust under EIN 90-0424876 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $28,612,922 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$28.6MPlan net assets, end of year$28,612,922
Participants158Covered participants reported
Assets / participant$181.1KComputed: assets ÷ participants$181,094 (computed)
Provider compensation$9.2K1 Schedule C provider row(s)$9,196
- Plan sponsor
- Uaw Retiree Medical Benefits Trust
- EIN
- 90-0424876
- Plan number
- 001
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20240731133316NAL0012709251001 |
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)$28.6M total assets
Net assets$28.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $28,612,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,612,922
- Net assets (BOY)
- $23,290,439
Income & contributions
- Employer contributions
- $1,472,780
- Participant contributions
- $1,800,744
- Total contributions
- $3,895,056
- Total income / additions
- $8,052,308
Expenses & distributions
- Benefits paid
- $2,698,432
- Administrative expenses
- $12,194
- Total expenses
- $2,729,825
- Net increase / (decrease)
- $5,322,483
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.
45%55%
Employer 45%Participant 55%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,196 | $0 | 2023 |