Voluntary Benefits Plan For Uaw Retired Employees Of Allis-Chalmers Corp. — Form 5500 plan (Allis-Chalmers Uaw Retiree 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, Voluntary Benefits Plan For Uaw Retired Employees Of Allis-Chalmers Corp. is a benefit plan reported by Allis-Chalmers Uaw Retiree Benefit Trust under EIN 94-3101366 and plan number 501. The latest loaded filing year is 2023. The filing reports 223 participants and $32,102,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allis-Chalmers Uaw Retiree Benefit Trust
- EIN
- 94-3101366
- Plan number
- 501
- Plan type
- 2
- Location
- Richmond Hts, OH
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $32,102,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241015212415NAL0030945905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,102,751
- Total liabilities (EOY)
- $11,376
- Net assets (EOY)
- $32,091,375
- Net assets (BOY)
- $32,642,577
Income & contributions
- Participant contributions
- $14,748
- Total contributions
- $84,726
- Total income / additions
- $1,861,297
Expenses & distributions
- Benefits paid
- $1,859,006
- Administrative expenses
- $553,493
- Total expenses
- $2,412,499
- Net increase / (decrease)
- -$551,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Administrative Services Co | not reported in the loaded dataset | $234,933 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | not reported in the loaded dataset | $84,194 | not reported in the loaded dataset | 2023 |
| Milliman Usa | not reported in the loaded dataset | $37,540 | not reported in the loaded dataset | 2023 |
| Richard Lichtenstein | not reported in the loaded dataset | $32,810 | not reported in the loaded dataset | 2023 |
| Cds Administrators, Inc. | not reported in the loaded dataset | $29,431 | not reported in the loaded dataset | 2023 |
| Groom Law Group | not reported in the loaded dataset | $26,148 | not reported in the loaded dataset | 2023 |
| The Segal Co. | not reported in the loaded dataset | $17,125 | not reported in the loaded dataset | 2023 |
| Principal | not reported in the loaded dataset | $17,025 | not reported in the loaded dataset | 2023 |
| Jeff Kosanke | not reported in the loaded dataset | $12,915 | not reported in the loaded dataset | 2023 |
| Gerald Halliburton | not reported in the loaded dataset | $12,915 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Ohio | BENEFIT ADMIN ISTRATOR | $6,957 | not reported in the loaded dataset | 2023 |
| Ian D. Lanoff | not reported in the loaded dataset | $5,928 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allis-Chalmers Uaw Retiree Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Richmond Hts, OH
- Benefits Administrative Services Co — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Richard Lichtenstein — Schedule C compensation
- Cds Administrators, Inc. — Schedule C compensation
- Groom Law Group — Schedule C compensation
- The Segal Co. — Schedule C compensation
- Principal — Schedule C compensation
- Jeff Kosanke — Schedule C compensation
- Gerald Halliburton — Schedule C compensation
- Delta Dental Of Ohio — Schedule C compensation
- Ian D. Lanoff — Schedule C compensation