2013-11-15T16:38:47-06:00 2012-12-31 382030285 WALSH & COMPANY PC 860 W LONG LAKE SUITE 300 BLOOMFIELD HILLS MI 48302 990 2012-01-01 261851652 UAW RETIREES OF THE DANA CORP HEALTH AND WELFARE TRUST UAWR 2488139800 700 TOWER DR NO 300 TROY MI 48098 SUZANNE DANIELS PHD 2488139800 2013-11-14 1 JEFFREY E BECK P00447949 2486445233 2013-11-12 2012 2016-03-07 17:11:31Z SUZANNE DANIELS PHD 700 TOWER DR NO 300 TROY MI 48098 314063243 0 X N/A X 2008 MI THE TRUST WAS ORGANIZED TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIRED EMPLOYEES AND LONG TERM DISABILITY BENEFITS FOR QUALIFYING PLAN PARTICIPANTS. 7 7 0 0 0 0 0 0 14113765 11706948 19502020 21026868 2294 20000 33618079 32753816 0 0 32936079 30866237 196874 195159 0 0 0 2661925 2382026 35794878 33443422 -2176799 -689606 373554647 382117101 931420 4053305 372623227 378063796 TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIRED, QUALIFYING UNION EMPLOYEES OF THE DANA CORPORATION. 0 0 THE TRUST HAS A SINGLE PROGRAM, WHICH IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR FAMILIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 9 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 1 1 0 1 0 X HEATHER CARMAN BENESYS INC 2488139800 700 TOWER DR SUITE 300 TROY MI 48098 JACK MARTIN 4.00 1.50 X 24360 34500 0 GARY PETRONI 4.00 1.50 X 24360 36750 0 FRANCINE PARKER 4.00 1.50 X 24360 36750 0 RICHARD LEIN 4.00 0.50 X 24360 0 0 SUZANNE DANIELS PHD 6.00 6.00 X 29430 44000 0 DAVID BURTCH 4.00 0.50 X 0 0 0 GEORGE HARDY 4.00 1.00 X 0 0 0 COMERICA BANK 4.00 1.00 X 68289 62012 0 195159 214012 0 0 0 0 0 BLUE CROSS AND BLUE SHIELD OF WISCONSIN DEPT 4085 POB 2088 MILWAUKEE WI 532012088 BENEFITS ADMINISTRATION 417905 BENESYS INC 700 TOWER DR SUITE 300 TROY MI 48098 PLAN ADMINISTRATOR 302278 REINHART PARTNERS 1500 W MARKET STREET MEQUON WI 53092 INVESTMENT MANAGER 300481 HAMLIN 640 FIFTH AVE 6TH FLOOR NEW YORK NY 10019 INVESTMENT MANAGER 284073 LOOMIS SAYLES & COMPANY POB 7247-6804 PHILADELPHIA PA 191706804 INVESTMENT MANAGER 242970 5 PARTICIPANT PAYMENTS 900099 8797200 8797200 REBATES AND SUBSIDIES 900099 2909748 2909748 11706948 13631929 13631929 288704366 281309427 7394939 7394939 7394939 SUBROGATION LIEN 900099 20000 20000 20000 32753816 11726948 0 21026868 30866237 195159 302278 22865 36438 1252650 567713 39806 209 160067 33443422 1722585 4772132 4316993 3740260 545623 554888 366639810 373049821 329636 0 373554647 382117101 405241 328250 526179 3725055 931420 4053305 X 372623227 378063796 372623227 378063796 373554647 382117101 -689606 6130175 0 X 0 1 X 1 0 0 ACCRUED BENEFITS 551242 UNSETTLED INVESTMENT TRANSACTIONS 3173813 3725055 38883991 6130175 6130175 32753816 0 32753816 33443422 0 33443422 0 33443422 FORM 990, PART VI, SECTION A, LINE 7A THREE COMMITTEE MEMBERS ARE APPOINTED BY THE UAW. FORM 990, PART VI, SECTION B, LINE 11 EACH MEMBER OF THE GOVERNING BODY RECEIVES, REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C UPON JOINING THE COMMITTEE, MEMBERS ARE GIVEN THE CONFLICT OF INTEREST POLICY. ANNUALLY THE POLICY IS REVIEWED WITH THE COMMITTEE MEMBERS. IN ADDITION, ANNUALLY EACH COMMITTEE MEMBER MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15B THE TRUST WAS ESTABLISHED BY COURT APPROVAL OF A BANKRUPTCY SETTLEMENT. THE COURT APPROVED THE TRUST DOCUMENT WHICH SETS FORTH THE COMPENSATION OF THE TRUST COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII JACK MARTIN - 30200 TELEGRAPH RD., SUITE 444, BINGHAM FARMS, MI 48025. GARY PETRONI - 3011 WEST GRAND BLVD., SUITE 200, DETROIT, MI 48202. DAVID BURTCH - 8000 E. JEFFERSON, DETROIT, MI 48214. COMERICA BANK - TAFT-HARTLEY SERVICES, POB 75000, DETROIT, MI 48275. GEORGE HARDY - 8000 E. JEFFERSON, DETROIT, MI 48214. UAW ST JOSEPH RETIREES HEALTH & WELFARE TRUST 700 TOWER DR STE 300 TROY MI 48098 271401289 PROVIDING HEALTH AND WELFARE BENEFITS TO QUALIFYING RETIRED UNION EMPLOYEES. MI 501(C)(9) N/A 0 UAW RETIREES OF ACC BENEFIT TRUST 700 TOWER DR STE 300 TROY MI 48098 276927927 PROVIDING HEALTH AND WELFARE BENEFITS TO QUALIFYING RETIRED UNION EMPLOYEES. MI 501(C)(9) N/A 0 UAW RETIREES OF THE MACK TRUCKS HEALTH BENEFIT FUND 700 TOWER DR STE 300 TROY MI 48098 456488442 PROVIDING HEALTH AND WELFARE BENEFITS TO QUALIFYING RETIRED UNION EMPLOYEES. MI 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0