Uaw Retirees Of Mack Trucks Health Benefit Fund

Organization Overview

Uaw Retirees Of Mack Trucks Health Benefit Fund is located in Washington, DC. The organization was established in 2013. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Uaw Retirees Of Mack Trucks Health Benefit Fund is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.

For the year ending 12/2021, Uaw Retirees Of Mack Trucks Health Benefit Fund generated $18.8m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.9% each year. All expenses for the organization totaled $26.6m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

THE TRUST WAS ESTABLISHED AND IS CONTINUED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPEDENTS.

Describe the Organization's Program Activity:

Part 3 - Line 4a

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.


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Board, Officers & Key Employees

Name (title)Compensation
Name Not Listed
Institutional Trustee
$69,263
Gary Petroni
Chairperson
$34,000
Suzanne Daniels
Committee Member
$27,000
Francine Parker
Committee Member
$27,000
Jack Martin
Committee Member
$27,000
Richard Saylor
Committee Member
$2,250

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Benesys Inc
Plan Administration
$419,068
Robert W Baird & Co
Investment Management Fees
$369,614
Brandywine Global
Investment Management Fees
$324,720
Sage Advisory Services Ltd Co
Investment Management Fees
$289,431
Madison Investment Holdings
Investment Management Fees
$195,977
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$2,784,917
Investment income $14,263,452
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $1,728,656
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $18,777,025

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