2018-11-13T13:11:01-06:00 2017-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 500 AUBURN HILLS MI 48326 990 2017-01-01 476377585 UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST UAWR 2488139800 700 TOWER DRIVE SUITE 300 TROY MI 48098 SUZANNE DANIELS CHAIRPERSON 2488139800 2018-11-09 1 LYNNE M HUISMANN P00053811 2483757100 2018-11-08 67.59.56.33 2018-11-09 08:11:24 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 13294B3BD47BDBF51EAE5F44CB3E88F2ACA714C2 2017 2019-02-21 02:37:17Z 41317924 0 X N/A X 2014 MI THE TRUST WAS ESTABLISHED AND IS CONTINUED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 7 7 0 2 0 0 0 0 20852914 21665766 14484298 19652158 227606 0 35564818 41317924 0 0 13022869 13389180 94684 94650 0 0 0 2162179 2121135 15279732 15604965 20285086 25712959 521300533 577180695 474593 909634 520825940 576271061 THE TRUST WAS ESTABLISHED AND IS CONTINUED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS INC 2488139800 700 TOWER DRIVE STE 300 TROY MI 48098 SUZANNE DANIELS CHAIRPERSON 2.00 6.00 X 22650 63400 0 JACK MARTIN COMMITTEE MEMBER 0.50 1.50 X 18000 60830 0 FRANCINE PARKER COMMITTEE MEMBER 0.50 1.50 X 18000 56050 0 GARY PETRONI COMMITTEE MEMBER 0.50 1.50 X 18000 67830 0 ALLEN PENLEY COMMITTEE MEMBER 0.50 1.50 X 18000 0 0 TIM BRESSLER COMMITTEE MEMBER 0.50 1.50 X 0 0 0 CHUCK DAVENPORT COMMITTEE MEMBER 0.50 1.50 X 0 0 0 COMERICA BANK INSTITUTIONAL TRUSTEE 0.50 1.50 X 55673 0 0 150323 248110 0 0 0 0 0 BENESYS INC 700 TOWER DR SUITE 300 TROY MI 48098 PLAN ADMINISTRATION 287467 BLUE CROSS BLUE SHIELD OF MICHIGAN 600 E LAFAYETTE BLVD DETROIT MI 48226 ADMINISTRATIVE SERVICES 278633 REINHART PARTNERS INC 1500 W MARKET ST STE 100 MEQUON WI 53092 INVESTMENT MANAGEMENT FEES 237012 HAMLIN CAPITAL MANAGEMENT LLC 640 FIFTH AVE 6TH FLOOR NEW YORK NY 10019 INVESTMENT MANAGEMENT FEES 231195 CLARKSTON CAPITAL PARTNERS LLC 91 WEST LONG LAKE RD BLOOMFIELD HILLS MI 48304 INVESTMENT MANAGEMENT FEES 227639 10 EMPLOYER CONTRIBUTIONS 900099 18262609 18262609 SELF PAYMENTS 900099 1376637 1376637 CMS 900099 1313139 1313139 COVERAGE GAP DISCOUNT 900099 665206 665206 LITIGATION SETTLEMENT 900099 48175 48175 21665766 13849598 13849598 5802560 0 5802560 5802560 5802560 41317924 21665766 0 19652158 13389180 94650 751524 44569 72965 1034507 130574 30794 54383 CORPORATE BONDS 1707 MISCELLANEOUS EXPENSE 112 15604965 5115207 4522106 74412774 47242032 4012942 4496930 517009 591827 205315 235670 306173671 362719577 129701976 155692010 1161639 1680543 521300533 577180695 474593 909634 474593 909634 X 485671507 520825940 0 0 35154433 55445121 520825940 576271061 521300533 577180695 25712959 29732162 0 X X 0 1 X 1 0 0 HEDGE FUND 30135902 C PARTNERSHIP 81075475 C REAL ESTATE FUND 44480633 C 155692010 71050086 29732162 29732162 41317924 0 41317924 15604965 0 15604965 0 15604965 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 53838586 BERMUDA 0 0 INVESTMENTS 24821871 0 0 0 0 0 0 78660457 0 78660457 1 0 1 1 1 0 FORM 990, PART VI, SECTION A, LINE 7A THERE ARE 3 MEMBERS OF THE BOARD SERVING AT THE DISCRETION OF THE UAW INTERNATIONAL PRESIDENT AND 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 CHAIR, LEGAL COUNSEL, AND ADMINISTRATOR REVIEW 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 B, LINE 15 THE FUND IS COLLECTIVELY-BARGAINED AND WAS ESTABLISHED PURSUANT TO A COURT-APPROVED TRUST AGREEMENT. THE TRUST SETS FORTH THE COMPENSATION OF THE INDEPENDENT MEMBERS OF THE COMMITTEE AND SUCH COMPENSATION IS NOT SUBJECT TO ADJUSTMENT EXCEPT AS SPECIFICALLY PROVIDED THEREIN. 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. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE AUDIT IN THE CURRENT YEAR. 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