UAW RETIREES OF THE BUDD COMPANY HEALTH & WELFARE TRUST: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: UAW RETIREES OF THE BUDD COMPANY HEALTH & WELFARE TRUST (EIN 81-3021883)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-10-13
IRS object ID: 202022879349300302
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-10-13T07:43:55-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	381357951	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PLANTE & MORAN PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2601 CAMBRIDGE COURT SUITE 500	AddressLine1Txt
City	AUBURN HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48362	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	813021883	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UAW RETIREES OF THE BUDD COMPANY HEALTH	BusinessNameLine1Txt
Business Name Line2	AND WELFARE TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	UAWR	BusinessNameControlTxt
Phone	2488139800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1423 EAST TWELVE MILE ROAD	AddressLine1Txt
City	MADISON HEIGHTS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48071	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GARY PETRONI	PersonNm
Person Title	CHAIRPERSON	PersonTitleTxt
Phone	2488139800	PhoneNum
Signature	2020-10-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LISA FORT	PreparerPersonNm
PTIN	P00223532	PTIN
Phone	2483757100	PhoneNum
Preparation	2020-09-22	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	73.18.16.165	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-10-09	IPDt
IP Tm	11:13:17	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	FA6B6BDBF4F55FC4B74C781E24C8D16A421CCE4E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	$136,377,618	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.OURBENEFITOFFICE.COM/BUDDRETIREEBENEFITS/	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	2016	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	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 BUDD COMPANY, INC. WHO ENDED THEIR EMPLOYMENT AT THE BUDD COMPANY IN THE UAW REPRESENTED BARGAINING UNIT, AND SURVIVING SPOUSES, SPOUSES AND DEPENDENTS WHO MAY BE ENTITLED TO SUCH BENEFITS THROUGH THEIR RELATIONSHIP WITH SUCH RETIREES.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	1	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$6,266,479	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,391,201	CYProgramServiceRevenueAmt
PY Investment Income	$25,267,429	PYInvestmentIncomeAmt
CY Investment Income	$7,268,760	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$31,533,908	PYTotalRevenueAmt
CY Total Revenue	$12,659,961	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$27,289,876	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$26,395,405	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$80,000	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$78,500	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,813,952	PYOtherExpensesAmt
CY Other Expenses	$2,827,592	CYOtherExpensesAmt
PY Total Expenses	$30,183,828	PYTotalExpensesAmt
CY Total Expenses	$29,301,497	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,350,080	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$16,641,536	CYRevenuesLessExpensesAmt
Total Assets BOY	$455,748,646	TotalAssetsBOYAmt
Total Assets EOY	$477,202,112	TotalAssetsEOYAmt
Total Liabilities BOY	$182,979	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$122,202	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$455,565,667	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$477,079,910	NetAssetsOrFundBalancesEOYAmt
Mission	TO HELP FUND CERTAIN BENEFITS PROVIDED TO ELIGIBLE RETIRED EMPLOYEES OF THE BUDD COMPANY AND OTHER ELIGIBLE INDIVIDUALS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	6	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WATKINS PAWLICK CALATI & PRIFTI PC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2486580800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1423 EAST TWELVE MILE ROAD	AddressLine1Txt
City	MADISON HEIGHTS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48071	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Institutional TrusteeInstitutionalTrusteeInd
GARY PETRONI
CHAIRPERSON	1.00	1.00	Yes (X)	$23,000	$38,390	$0
SUZANNE DANIELS PHD
COMMITTEE MEMBER	1.00		Yes (X)	$19,000	$45,460	$0
FRANCINE PARKER
COMMITTEE MEMBER	1.00	1.00	Yes (X)	$17,500	$38,390	$0
GEORGE HARDY
COMMITTEE MEMBER	1.00		Yes (X)	$0	$0	$0
RICK ISAACSON
COMMITTEE MEMBER	1.00		Yes (X)	$19,000	$42,557	$0
COMERICA
INSTITUTIONAL TRUSTEE	1.00	1.00		$5,350	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$83,850	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$164,797	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BLUE CROSS BLUE SHIELD OF MICHIGAN
205000 CIVIC CENTER DRIVE	SOUTHFIELD	MI	48076	ADMINISTRATIVE SERVICES	$1,170,100
BENESYS INC
700 TOWER DR SUITE 300	TROY	MI	48098	ADMINISTRATIVE AND IT SERVICES	$483,883
SILVER SCRIPT
PO BOX 30001	PITTSBURGH	PA	152220330	ADMINISTRATIVE SERVICES	$351,183
UNICARE LIFE & HEALTH INSURANCE CO
3200 GREENFIELD RD	DEARBORN	MI	48120	ADMINISTRATIVE SERVICES	$152,645
STATE STREET GLOBAL ADVISORS
10 SOUTH WACKER DRIVE SUITE 1260	CHICAGO	IL	60606	INVESTMENT MANAGEMENT FEES	$147,848

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	6	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CMS SUBSIDIES	Desc
Business	900099	BusinessCd
Total Revenue Column	$5,391,201	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,391,201	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,391,201	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,391,145	TotalRevenueColumnAmt
Exclusion	$3,391,145	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$127,595,272	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$123,717,657	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,877,615	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,877,615	TotalRevenueColumnAmt
Exclusion	$3,877,615	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,659,961	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,391,201	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$7,268,760	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$26,395,405	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$78,500	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$353,985	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$43,699	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$58,990	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$83,243	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$40,937	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,964	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$48,251	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
ADMINISTRATIVE FEE	$2,158,389
DEATH/ ADDRESS SEARCH	$26,846
PCORI FEE	$11,152
BANK FEE	$136

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$29,301,497	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$5,319,579	BOYAmt
EOY	$7,005,264	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$260,076	BOYAmt
EOY	$302,112	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$203,176,489	BOYAmt
EOY	$163,609,476	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$63,840,723	BOYAmt
EOY	$96,172,740	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$182,833,284	BOYAmt
EOY	$209,872,725	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$318,495	BOYAmt
EOY	$239,795	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$455,748,646	BOYAmt
EOY	$477,202,112	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$182,979	BOYAmt
EOY	$122,202	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$182,979	BOYAmt
EOY	$122,202	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$455,565,667	BOYAmt
EOY	$477,079,910	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$455,565,667	BOYAmt
EOY	$477,079,910	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$455,748,646	BOYAmt
EOY	$477,202,112	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$16,641,536	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$38,155,779	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PRUDENTIAL CORE PLUS FIXED INCOME	$47,848,930	F
BOYD WATTERSON GSA FUND	$18,279,253	F
MSCI ACWI IMI NL INDEX	$143,744,542	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$209,872,725	TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt	$50,815,740	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$38,155,779	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$38,155,779	RevenueNotReportedAmt
Revenue Subtotal	$12,659,961	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$12,659,961	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$29,301,497	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$29,301,497	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$29,301,497	TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7A	THERE ARE 2 MEMBERS OF THE COMMITTEE SERVING AT THE DISCRETION OF THE UAW INTERNATIONAL PRESIDENT WHO MAY BE REMOVED OR REPLACED AND A SUCCESSOR DESIGNATED AT ANY TIME BY WRITTEN NOTICE FROM THE UAW INTERNATIONAL PRESIDENT TO THE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 11B	THE AUDIT COMMITTEE, LEGAL COUNSEL, AND ADMINISTRATOR REVIEW THE 990 PRIOR TO FILING. THE ENTIRE BOARD IS PROVIDED A COPY OF THE 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE TRUST WAS ESTABLISHED BY COURT APPROVED BANKRUPTCY PLAN. 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.
PART XII, LINE 2C	THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE AUDIT IN THE CURRENT YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
UAW RETIREES OF THE DANA CORPORATION AND WELFARE TRUST
1423 EAST TWELVE MILE ROAD	MADISON HEIGHTS	MI	48071	261851652	PROVIDE HEALTH & WELFARE BENEFITS	MI	501(C)(9)	N/A	N/A	0
UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST
1423 EAST TWELVE MILE ROAD	MADISON HEIGHTS	MI	48071	271401289	PROVIDE HEALTH & WELFARE BENEFITS	MI	501(C)(9)	N/A	N/A	0
UAW RETIREES OF ACC BENEFIT TRUST
1423 EAST TWELVE MILE ROAD	MADISON HEIGHTS	MI	48071	276927927	PROVIDE HEALTH & WELFARE BENEFITS	MI	501(C)(9)	N/A	N/A	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
THYSSENKRUPP NORTH AMERICA INC
111 W JACKSON BLVD SUITE 2400	CHICAGO	IL	60604	ENGINEERING	IL	C	0
THYSSENKRUPP FINANCE USA INC
3155 W BIG BEAVER RD	TROY	MI	48084	MANAGEMENT SERVICES	MI	C	0
THE BUDD COMPANY INC
111 W JACKSON BLVD SUITE 2400	CHICAGO	IL	60604	AUTOMOTIVE	IL	C	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd