Civic Intelligence

Uaw Retirees Health Care Trust

EIN 47-7404015 • 501(c)9 • Washington, DC

Profile

To help fund certain benefits provided to eligible retired employees of the international union, united automobile, aerospace & agricultural implement workers of america (uaw), and other eligible individuals.

1701 Pennsylvania Ave NW 1200Washington, DC 20006

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

66th percentile

$171,127

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

44th percentile

4.4%

Faster asset growth than 44% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

109%

Faster revenue growth than 91% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Up

$440,036,782

Up $18,473,396 (+4.4%) from 2023

Liabilities

Up

$159,029

Up $79,828 (+101%) from 2023

Net Assets

Up

$439,877,753

Up $18,393,568 (+4.4%) from 2023

Revenue

Up

$20,384,074

Up $10,618,178 (+109%) from 2023

Expenses

Down

$18,871,580

Down $984,772 (-5.0%) from 2023

Net Income

Up

$1,512,494

Up $11,602,950 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2015: $375,740,413Liabilities 2015: $133,218Net Assets 2015: $375,607,1952015Assets 2016: $377,586,585Liabilities 2016: $2,142,008Net Assets 2016: $375,444,5772016Assets 2017: $401,262,820Liabilities 2017: $501,830Net Assets 2017: $400,760,9902017Assets 2018: $379,183,947Liabilities 2018: $200,802Net Assets 2018: $378,983,1452018Assets 2019: $415,019,451Liabilities 2019: $243,597Net Assets 2019: $414,775,8542019Assets 2020: $442,097,842Liabilities 2020: $128,789Net Assets 2020: $441,969,0532020Assets 2021: $461,032,982Liabilities 2021: $197,002Net Assets 2021: $460,835,9802021Assets 2022: $394,862,366Liabilities 2022: $202,322Net Assets 2022: $394,660,0442022Assets 2023: $421,563,386Liabilities 2023: $79,201Net Assets 2023: $421,484,1852023Assets 2024: $440,036,782Liabilities 2024: $159,029Net Assets 2024: $439,877,7532024

Highlighted filing

2024

Assets$440,036,782
Liabilities$159,029
Net Assets$439,877,753

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400M$300M$200M$100M$0-$100MRevenue 2015: $375,740,413Expenses 2015: $133,218Net Income 2015: $375,607,1952015Revenue 2016: $9,639,573Expenses 2016: $14,664,184Net Income 2016: -$5,024,6112016Revenue 2017: $11,004,220Expenses 2017: $16,660,804Net Income 2017: -$5,656,5842017Revenue 2018: $46,557,954Expenses 2018: $15,877,241Net Income 2018: $30,680,7132018Revenue 2019: $11,361,476Expenses 2019: $16,312,904Net Income 2019: -$4,951,4282019Revenue 2020: $13,254,841Expenses 2020: $16,095,578Net Income 2020: -$2,840,7372020Revenue 2021: $16,855,371Expenses 2021: $17,160,735Net Income 2021: -$305,3642021Revenue 2022: $11,275,375Expenses 2022: $17,102,014Net Income 2022: -$5,826,6392022Revenue 2023: $9,765,896Expenses 2023: $19,856,352Net Income 2023: -$10,090,4562023Revenue 2024: $20,384,074Expenses 2024: $18,871,580Net Income 2024: $1,512,4942024

Highlighted filing

2024

Revenue$20,384,074
Expenses$18,871,580
Net Income$1,512,494

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$29,932,858
Mission and Program Overview

Mission

To help fund certain benefits provided to eligible retired employees of the international union, united automobile, aerospace & agricultural implement workers of america (UAW), and other eligible individuals.

The trust was established and is continued for the purpose of providing health and welfare benefits to help fund certain benefits provided to eligible retired employees of the international union, united automobile, aerospace & agricultural implement workers of america (uaw), and other eligible individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$460,835,980$394,660,044▼ $66,175,936
Investments Other Securities$279,908,649$231,979,455▼ $47,929,194
Other Notes and Loans Receivable, Net$86,270,371$79,430,900▼ $6,839,471
Investments in Publicly Traded Securities$76,925,656$64,076,894▼ $12,848,762
Cash and Non-Interest-Bearing Accounts$8,682,800$9,147,682▲ $464,882
Savings and Temporary Cash Investments$7,761,861$8,622,632▲ $860,771
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$461,032,982$394,862,366▼ $66,170,616
Other Assets Total$1,483,645$1,604,803▲ $121,158
Liabilities
Accounts Payable and Accrued Expenses$197,002$202,322▲ $5,320
Total Liabilities$197,002$202,322▲ $5,320
Net Assets / Fund Balance
Total Net Assets Fund Balance$460,835,980$394,660,044▼ $66,175,936
Total Liabilities and Net Assets / Fund Balance$461,032,982$394,862,366▼ $66,170,616

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$18,687,395--
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Janice CarusoCommittee Member-$84,869$84,869
Francine ParkerChairperson$22,650-$22,650
Gary B MannCommittee Member$18,000-$18,000
Gary PetroniCommittee Member$18,000-$18,000
James L KingCommittee Member$18,000-$18,000
Jessica GubingCommittee Member$18,000-$18,000
-Institutional Trustee$5,996-$5,996

Board Members and Trustees

NameTitle
Renee Turner BaileyCommittee Member
Scott AndrewsCommittee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of MichiganAdministrative Services20500 CIVIC CENTER DR, Southfield, MI 48076$1,020,616
Benesys INCAdministrative And It Services700 TOWER DR SUITE 300, Troy, MI 48098$322,639
Milliman INCActuarial Services1301 FIFTH AVENUE SUITE 3800, Seattle, WA 98101-2646$268,751
Prudential Trust CoInvestment Management30 SCRANTON OFFICE PARK, Scranton, PA 18507$191,431
State Street Global Advisors Trust CoInvestment ManagementONE LINCOLN STREET, Boston, MA 02111$114,562
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,134,147
Investment Income
$10,141,228
Other Revenue
$0
Change in Net Assets
$-5,826,639

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,275,375
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-60,349,297
Total Revenue per Audited Statements
$-49,073,922
Total Revenue per Form 990
$11,275,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,308,760
Salaries, Compensation, and Employee Benefits$96,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,696,849
Fees for Services Other---$429,151
Fees for Service Investment Mgmnt Fees---$311,989
Current Officers, Directors, Trustees, and Key Employees---$96,405
Fees for Services Legal---$77,687
Fees for Services Accounting---$45,628
Office Expenses---$29,511
Conferences and Meetings---$8,505
Insurance---$3,525
Other Expenses---$2,600
Total Functional Expenses$0$0$0$17,102,014

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,102,014
Total Expenses per Audited Statements$17,102,014
Total Expenses per Form 990$17,102,014
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The governing body is comprised of eight (8) individuals, consisting of four (4) independent members, two (2) staff council-appointed members, one (1) opeiu-appointed member, and one (1) uaw-appointed member. The uaw member shall be subject to removal, and replacement, at any time by action of the president of the uaw. The amount of compensation paid to the trustees by the trust is set by the terms of the trust agreement. The terms of the trust agreement were established pursuant to a court-approved settlement agreement between the parties to office and professional employees international union local 494, et al v. United automobile, aerospace, and agricultural implement workers of america, civil action no. 2:14-cv- 14868-dph-eas (e.d. Michigan).

Form 990, Part VI, Section B, Line 11B

The legal counsel, audit subcommittee and administrator review the 990 prior to filing. The entire board receives a copy of the 990 prior to filing.

Form 990, Part VI, Section B, Line 12C

The trust was established by court settlement. The court-approved trust agreement includes a code of ethics by which each committee member agrees to abide. It is regularly reviewed with the committee. In addition, each committee member must answer the fiduciary liability insurance renewal questionnaire which contains questions regarding potential and actual conflicts of interest. If such a conflict is present the involved member(s) do not participate in the discussion or voting.

Form 990, Part VI, Section C, Line 19

The trust is established and maintained pursuant to the employee retirement income security act of 1974, as amended. It operates in compliance with the reporting and disclosure requirements of subtitle b, part 1 of erisa with respect to disclosure of its governing documents and financial information. It operates in compliance with the fiduciary responsibility requirements of subtitle b, part 4 of erisa.

Filing and Contact Details

Filer

Filer Name
Uaw Retirees Health Care Trust
EIN
47-7404015
Phone
2028570620
Address
1701 PENNSYLVANIA AVE NW 1200, WASHINGTON, DC 20006

Signing Officer

Name
Francine Parker
Title
Chairperson
Phone
2028570620
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
5
Employees
0
Volunteers
1

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 300, AUBURN HILLS, MI 48326
Preparer
Tina Peters
Phone
2483757100
Raw XML AppendixShowing 400 of 457 raw XML fields

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IRS990/InvestmentsPubTradedSecGrp/EOYAmt064076894
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018657483
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HELP FUND CERTAIN BENEFITS PROVIDED TO ELIGIBLE RETIRED EMPLOYEES OF THE INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA (UAW), AND OTHER ELIGIBLE INDIVIDUALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0460835980
IRS990/NetAssetsOrFundBalancesEOYAmt0394660044
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03034010
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03034010
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-60349297
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt029511
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01483645
IRS990/OtherAssetsTotalGrp/EOYAmt01604803
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEE
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/Desc2BANK FEE
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt01386701
IRS990/OtherExpensesGrp/TotalAmt16797
IRS990/OtherExpensesGrp/TotalAmt26666
IRS990/OtherExpensesGrp/TotalAmt32600
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt086270371
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt079430900
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EARLY RETIREMENT INCENTIVE PROGRA
IRS990/ProgramServiceRevenueGrp/Desc1CMS RETIREE DRUG SUBSIDIES
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0559900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1504531
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt269716
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0559900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1504531
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt269716
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt014727609
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016108643
IRS990/PYOtherExpensesAmt02332558
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0746728
IRS990/PYRevenuesLessExpensesAmt0-305364
IRS990/PYSalariesCompEmpBnftPaidAmt0100568
IRS990/PYTotalExpensesAmt017160735
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt016855371
IRS990/ReconcilationRevenueExpnssAmt0-5826639
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0460835980
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0394660044
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07761861
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08622632
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt017102014
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-60349297
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0213292060
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt118687395
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LIMITED PARTNERSHIP INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0-60349297
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt011275375
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0231979455
IRS990ScheduleD/TotalExpensesPerForm990Amt017102014
IRS990ScheduleD/TotalRevenuePerForm990Amt011275375
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-49073922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017102014
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0158412
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1154149
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt02998
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt12161
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RENEE TURNER BAILEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SCOTT ANDREWS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COMMITTEE MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COMMITTEE MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0161410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1156310
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY IS COMPRISED OF EIGHT (8) INDIVIDUALS, CONSISTING OF FOUR (4) INDEPENDENT MEMBERS, TWO (2) STAFF COUNCIL-APPOINTED MEMBERS, ONE (1) OPEIU-APPOINTED MEMBER, AND ONE (1) UAW-APPOINTED MEMBER. THE UAW MEMBER SHALL BE SUBJECT TO REMOVAL, AND REPLACEMENT, AT ANY TIME BY ACTION OF THE PRESIDENT OF THE UAW. THE AMOUNT OF COMPENSATION PAID TO THE TRUSTEES BY THE TRUST IS SET BY THE TERMS OF THE TRUST AGREEMENT. THE TERMS OF THE TRUST AGREEMENT WERE ESTABLISHED PURSUANT TO A COURT-APPROVED SETTLEMENT AGREEMENT BETWEEN THE PARTIES TO OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL 494, ET AL V. UNITED AUTOMOBILE, AEROSPACE, AND AGRICULTURAL IMPLEMENT WORKERS OF AMERICA, CIVIL ACTION NO. 2:14-CV- 14868-DPH-EAS (E.D. MICHIGAN).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LEGAL COUNSEL, AUDIT SUBCOMMITTEE AND ADMINISTRATOR REVIEW THE 990 PRIOR TO FILING. THE ENTIRE BOARD RECEIVES A COPY OF THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST WAS ESTABLISHED BY COURT SETTLEMENT. THE COURT-APPROVED TRUST AGREEMENT INCLUDES A CODE OF ETHICS BY WHICH EACH COMMITTEE MEMBER AGREES TO ABIDE. IT IS REGULARLY REVIEWED WITH THE COMMITTEE. IN ADDITION, EACH COMMITTEE MEMBER MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. IF SUCH A CONFLICT IS PRESENT THE INVOLVED MEMBER(S) DO NOT PARTICIPATE IN THE DISCUSSION OR VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL UNION - UAW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0380679801
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION REPRESENTING WORKERS IN AUTO, AIRCRAFT AND AGRICULTURE.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08000 E JEFFERSON AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd048214
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0461032982
IRS990/TotalAssetsEOYAmt0394862366
IRS990/TotalAssetsGrp/BOYAmt0461032982
IRS990/TotalAssetsGrp/EOYAmt0394862366
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt017102014
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0197002

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