NonprofitsUaw Retirees Of Mack Trucks Health Benefit Fund

Mutual & Membership Benefit

Uaw Retirees Of Mack Trucks Health Benefit Fund

WASHINGTON, DC

Total revenue

$28.5M

Total expenses

$24.7M

Net assets

$518.4M

Grants received

EIN

456488442

Tax year

2024

Mission

The trust was established and is continued for the purpose of providing health and welfare benefits to eligible participants and their dependents.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$2.0M
Investment income$26.5M
Other revenue
Total revenue$28.5M

Expenses

Grants paid
Salaries & benefits$139K
Fundraising
Other expenses$1.7M
Total expenses$24.7M
Total assets$518.6M
Net assets$518.4M

People

8 listed

NameRoleCompensation

GARY PETRONI

CHAIRPERSON

Board

$40K

2 hrs/wk

SUZANNE DANIELS

COMMITTEE MEMBER

Board

$31K

0.5 hrs/wk

JACK MARTIN

COMMITTEE MEMBER

Board

$31K

0.5 hrs/wk

FRANCINE PARKER

COMMITTEE MEMBER

Board

$31K

0.5 hrs/wk

COMERICA BANK

INSTITUTIONAL TRUSTEE

Board

$15K

0.5 hrs/wk

RICHARD SAYLOR

COMMITTEE MEMBER

Board

$3K

0.5 hrs/wk

DAVID PERKINS

COMMITTEE MEMBER

Board

0.5 hrs/wk

JOHN EBLIN

COMMITTEE MEMBER

Board

0.5 hrs/wk

Independent contractors

CENTRAL DATA SERVICES

ADMINISTRATIVE SERVICES

$404K

HAMLIN CAPITAL MANAGEMENT LLC

INVESTMENT MANAGEMENT FEES

$293K

MORGAN STANLEY SMITH BARNEY LLC

INVESTMENT MANAGEMENT FEES

$180K

AETNA LIFE INSURANCE COMPANY

ADMINISTRATIVE SERVICES

$141K

PLANTE MORAN

ADMINISTRATIVE SERVICES

$117K

Details

EIN456488442
NTEE codeY43
Subsection09
Ruling date2013-05
Formed2011
Employees0
Volunteers3
UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND — Mission, Financials & Grants Received | Grantivo