UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU (EIN 26-1851652)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349303023
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T11:22:38-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382030285 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALSH & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 W LONG LAKE SUITE 300 | AddressLine1 |
| City | BLOOMFIELD HILLS | City |
| State | MI | State |
| ZIP Code | 48302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261851652 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UAW RETIREES OF THE DANA CORP | BusinessNameLine1 |
| Business Name Line2 | HEALTH AND WELFARE TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UAWR | NameControl |
| Phone | 2488139800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DR NO 300 | AddressLine1 |
| City | TROY | City |
| State | MI | State |
| ZIP Code | 48098 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUZANNE PARANJPE PHD | Name |
| Title | COMMITTEE CHAIR | Title |
| Phone | 2488139800 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY E BECK | Name |
| PTIN | P00447949 | PTIN |
| Phone | 2486445233 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUZANNE PARANJPE PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DRIVE SUITE 300 | AddressLine1 |
| City | TROY | City |
| State | MI | State |
| ZIP Code | 48098 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 768629148 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | THE TRUST WAS ORGANIZED TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIRED EMPLOYEES AND LONG TERM DISABILITY BENEFITS FOR QUALIFYING PLAN PARTICIPANTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16324742 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14113765 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15226628 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19502020 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2294 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 31551370 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33618079 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 34363224 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 32936079 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 180467 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 196874 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2626696 | OtherExpensePriorYear |
| Other Expenses Current Year | 2661925 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 37170387 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35794878 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5619017 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2176799 | RevenuesLessExpensesCY |
| Total Assets BOY | 374213350 | TotalAssetsBOY |
| Total Assets EOY | 373554647 | TotalAssetsEOY |
| Total Liabilities BOY | 3862433 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 931420 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 370350917 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 372623227 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIRED, QUALIFYING UNION EMPLOYEES OF THE DANA CORPORATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE TRUST HAS A SINGLE PROGRAM, WHICH IS TO PROVIDE HEALTH AND WELFARE BENEFITS FOR APPROXIMATELY 6,000 PARTICIPANTS AND THEIR FAMILIES. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER CARMAN BENESYS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2488139800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DR SUITE 300 | AddressLine1 |
| City | TROY | City |
| State | MI | State |
| ZIP Code | 48098 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee |
|---|---|---|---|---|---|---|
| JACK MARTIN | ||||||
| COMMITTEE MEMBER | 4.00 | X | 22330 | 22030 | 0 | |
| GARY PETRONI | ||||||
| COMMITTEE MEMBER | 4.00 | X | 22330 | 22030 | 0 | |
| FRANCINE PARKER | ||||||
| COMMITTEE MEMBER | 4.00 | X | 22330 | 22030 | 0 | |
| MIGUEL FOSTER | ||||||
| COMMITTEE MEMBER | 0.00 | X | 0 | 0 | 0 | |
| RICHARD LEIN | ||||||
| COMMITTEE MEMBER | 4.00 | X | 22330 | 2030 | 0 | |
| SUZANNE PARANJPE PHD | ||||||
| COMMITTEE CHAIR | 6.00 | X | 27400 | 25197 | 0 | |
| DAVID BURTCH | ||||||
| COMMITTEE MEMBER | 4.00 | X | 0 | 0 | 0 | |
| GEORGE HARDY | ||||||
| COMMITTEE MEMBER | 4.00 | X | 0 | 0 | 0 | |
| COMERICA BANK | ||||||
| TRUSTEE | 4.00 | 80154 | 22455 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 196874 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 115772 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BENESYS INC | |||||
| 700 TOWER DR SUITE 300 | TROY | MI | 48098 | PLAN ADMINISTRATOR | 541666 |
| BLUE CROSS AND BLUE SHIELD OF WISCONSIN | |||||
| DEPT 4085 POB 2088 | MILWAUKEE | WI | 532012088 | BENEFITS ADMINISTRATION | 490605 |
| REINHART PARTNERS | |||||
| 1500 W MARKET STREET | MEQUON | WI | 53092 | INVESTMENT MANAGER | 284415 |
| LOOMIS SAYLES & COMPANY | |||||
| POB 7247-6804 | PHILADELPHIA | PA | 191706804 | INVESTMENT MANAGER | 250625 |
| TRADEWINDS GLOBAL INVESTORS LLC | |||||
| 2049 CENTURY PARK EAST 20TH FLOOR | LOS ANGELES | CA | 90067 | INVESTMENT MANAGER | 199538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PARTICIPANT PAYMENTS | 900099 | 9427478 | 9427478 |
| REBATES AND SUBSIDIES | 900099 | 4686287 | 4686287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14113765 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12845989 | TotalRevenueColumn |
| Exclusion | $12,845,989 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 741667100 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 735011069 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6656031 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6656031 | TotalRevenueColumn |
| Exclusion | $6,656,031 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LITIGATION SETTLEMENT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2294 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2294 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2294 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33618079 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14116059 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $19,502,020 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32936079 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196874 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22878 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36443 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1183026 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130148 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53050 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175000 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PLAN ADMINISTRATION | 541666 |
| BENEFIT ADMINISTRATION | 517368 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2346 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35794878 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5031574 | BOY |
| EOY | 1722585 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4721680 | BOY |
| EOY | 4316993 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242959 | BOY |
| EOY | 545623 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364217137 | BOY |
| EOY | 366639810 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 329636 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374213350 | BOY |
| EOY | 373554647 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255559 | BOY |
| EOY | 405241 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3606874 | BOY |
| EOY | 526179 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3862433 | BOY |
| EOY | 931420 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370350917 | BOY |
| EOY | 372623227 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370350917 | BOY |
| EOY | 372623227 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374213350 | BOY |
| EOY | 373554647 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2176799 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4449109 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED BENEFITS | Description |
| Amount | $526,179 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 526179 | TotalOfAmounts |
| Total Revenue | 33618079 | TotalRevenue |
| Total Expenses | 35794878 | TotalExpenses |
| Excess Or Deficit For Year | -2176799 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4449109 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 4449109 | TotalAdjustments |
| Excess Or Deficit Per FS | 2272310 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 38067187 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4449109 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4449109 | RevenueNotRptdF990 |
| Revenue Subtotal | 33618078 | RevenueSubtotal |
| Other Revenues Not Included | 1 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 33618079 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35794878 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35794878 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35794878 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XII, LINE 4B - OTHER ADJUSTMENTS: | Identifier |
| Explanation | ROUNDING 1. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| 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. MIGUEL FOSTER - 8000 E. JEFFERSON, DETROIT, MI 48214. 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. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| PART VII 1A (B) HOURS FOR RELATED ORGANIZATIONS | HOURS PER WEEK FOR RELATED ORGANIZATIONS ARE SIMILAR TO THIS REPORTING ENTITY AND PRIMARILY CONSIST OF ATTENDING COMMITTEE MEETINGS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 4,449,109. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |