2025-11-05T10:00:32-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-01-01 477404015 UAW RETIREES HEALTH CARE TRUST UAWR 2028570620 1701 PENNSYLVANIA AVE NW 1200 WASHINGTON DC 20006 FRANCINE PARKER CHAIRPERSON 2028570620 2025-11-04 1 1 DAVID LOWENTHAL P00378651 3122071040 2025-11-04 2024 2025-03-06 01:10:19Z 30941968 0 X N/A X 2015 MI 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. 8 5 0 1 0 0 0 0 728111 621704 9037785 19762370 0 0 9765896 20384074 0 0 17106750 16155482 162313 181142 0 0 0 2587289 2534956 19856352 18871580 -10090456 1512494 421563386 440036782 79201 159029 421484185 439877753 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. 0 0 PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X GROOM LAW GROUP CHARTERED ATTN MICHAEL KREPS 2028570620 1701 PENNSYLVANIA AVE NW SUITE 1200 WASHINGTON DC 20006 RENEE TURNER-BAILEY COMMITTEE MEMBER 1.00 40.00 X 0 169881 1246 SCOTT ANDREWS COMMITTEE MEMBER 1.00 0.00 X 30086 610 0 JANICE CARUSO COMMITTEE MEMBER 1.00 0.00 X 24903 115 0 JAMES L KING COMMITTEE MEMBER 1.00 0.00 X 27416 0 0 GARY PETRONI COMMITTEE MEMBER 1.00 0.00 X 24902 0 0 JESSICA GUBING COMMITTEE MEMBER 1.00 0.00 X 24902 0 0 GARY B MANN COMMITTEE MEMBER 1.00 0.00 X 27079 0 0 FRANCINE PARKER CHAIRPERSON 1.00 0.00 X 30822 0 0 COMERICA INSTITUTIONAL TRUSTEE 1.00 0.00 X 81289 0 0 271399 170606 1246 0 0 1 0 BLUE CROSS BLUE SHIELD OF MICHIGAN 20500 CIVIC CENTER DR SOUTHFIELD MI 48076 ADMINISTRATIVE SERVICES 970583 CENTRAL DATA SERVICES 60 BOULEVARD OF THE ALLIES 620 PITTSBURGH PA 15222 ADMINISTRATIVE SERVICES 401098 MILLIMAN INC 1301 FIFTH AVENUE SUITE 3800 SEATTLE WA 981012646 ACTUARIAL SERVICES 294138 PRUDENTIAL TRUST CO 30 SCRANTON OFFICE PARK SCRANTON PA 18507 INVESTMENT MANAGEMENT 148990 SEGAL MARCO ADVISORS 2727 PACES FERRY ROAD SUITE 1400 ATLANTA GA 30339 INVESTMENT MANAGEMENT 130000 7 CMS RETIREE DRUG SUBSIDIES 900099 506541 506541 PARTICIPANT CONTRIBUTIONS 900099 115163 115163 621704 11570264 11570264 18750000 10557894 8192106 8192106 8192106 20384074 621704 0 19762370 16155482 181142 57543 120968 357247 492679 22021 20175 6611 ADMINISTRATIVE FEE 1435076 BANK FEE 16067 TAXES 6569 18871580 5755973 6713127 97336808 6192979 129902 0 67964945 151637350 247614191 272799961 2761567 2693365 421563386 440036782 79201 159029 79201 159029 X 0 0 0 0 421484185 439877753 421484185 439877753 421563386 440036782 1512494 16881074 0 X 0 1 X 1 0 0 COMMON COLLECTIVE TRUST FUND 272799961 F 272799961 37265148 16881074 16881074 20384074 0 20384074 18871580 0 18871580 0 18871580 0 0 0 RENEE TURNER-BAILEY COMMITTEE MEMBER 0 169881 0 0 0 0 0 0 0 1246 0 171127 0 0 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. INTERNATIONAL UNION - UAW 8000 E JEFFERSON AVENUE DETROIT MI 48214 380679801 LABOR UNION REPRESENTING WORKERS IN AUTO, AIRCRAFT AND AGRICULTURE. MI 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1