2018-10-11T09:55:24-05:00 2017-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE COURT SUITE 500 AUBURN HILLS MI 48362 990 2017-01-01 813021883 UAW RETIREES OF THE BUDD COMPANY HEALTH AND WELFARE TRUST UAWR 2488139800 700 TOWER DRIVE NO 300 TROY MI 48098 GARY PETRONI CHAIRPERSON 2488139800 2018-10-05 1 LYNNE M HUISMANN P00053811 2483757100 2018-10-05 2017 2022-09-23 18:48:47Z 480641791 0 X N/A X 2016 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 BUDD COMPANY, INC. WHO ENDED THEIR EMPLOYMENT AT THE BUDD COMPANY IN THE UAW REPRESENTED BARGAINING UNIT, AND SURVIVING SPOUSES, SPOUSES AND DEPENDENTS WHO MAY BE ENTITLED TO SUCH BENEFITS THROUGH THEIR RELATIONSHIP WITH SUCH RETIREES. 5 5 0 1 0 0 0 0 509986061 6476504 108681 2662473 0 0 510094742 9138977 0 0 13103362 29705751 49536 78500 0 0 0 1248202 3047037 14401100 32831288 495693642 -23692311 495755813 492445583 62171 141992 495693642 492303591 TO HELP FUND CERTAIN BENEFITS PROVIDED TO ELIGIBLE RETIRED EMPLOYEES OF THE BUDD COMPANY AND OTHER ELIGIBLE INDIVIDUALS. 0 0 PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS 2488139800 700 TOWER DRIVE SUITE 300 TROY MI 48098 GARY PETRONI CHAIRPERSON 1.00 1.50 X 28750 35860 0 SUZANNE DANIELS PHD COMMITTEE MEMBER 1.00 1.50 X 23750 42930 0 FRANCINE PARKER COMMITTEE MEMBER 1.00 1.50 X 22250 33330 0 GEORGE HARDY COMMITTEE MEMBER 1.00 0.00 X 0 0 0 JOSEPH STACKPOOLE COMMITTEE MEMBER 1.00 0.50 X 23750 24360 0 COMERICA INSTITUTIONAL TRUSTEE 1.00 X 17300 0 0 115800 136480 0 0 0 0 0 BLUE CROSS BLUE SHEILD OF MICHIGAN 205000 CIVIC CENTER DRIVE SOUTHFIELD MI 48076 ADMINISTRATIVE SERVICES 1281113 BENESYS INC 700 TOWER DR SUITE 300 TROY MI 48098 ADMINISTRATIVE AND IT SERVICES 598746 SILVER SCRIPT PO BOX 52424 PHOENIX AZ 850722424 ADMINISTRATIVE SERVICES 391559 UNICARE PO BOX 91664 CHICAGO IL 60693 ADMINISTRATIVE SERVICES 137031 MILLIMAN INC 1301 FIFTH AVENUE SUITE 3800 SEATTLE WA 981012646 ACTUARIAL SERVIES 130876 6 CMS SUBSIDIES 900099 6101653 6101653 EMPLOYER CONTRIBUTIONS 900099 374851 374851 6476504 1547656 1547656 472617631 471502814 1114817 1114817 1114817 9138977 6476504 0 2662473 29705751 78500 249496 59199 71455 180876 17979 4410 42274 ADMINISTRATIVE FEE 2402208 PCORI FEE 11470 BOND EXPENSE 4269 BANK FEE 3311 90 32831288 9546477 5006212 200149156 15854 285718593 243504858 0 55747106 0 187887365 341587 284188 495755813 492445583 62171 141992 62171 141992 X 0 0 0 0 495693642 492303591 495693642 492303591 495755813 492445583 -23692311 20302260 0 X X 0 1 X 1 0 0 PRUDENTIAL CORE PLUS FIXED INCOME 27926718 F MSCI ACWI EX USA 59650420 F MSCI CAD SMALL CAP INDEX 681951 F MSCI EAFE SMALL CAP INDEX 7141218 F MSCI EMERGING MARKETS SMALL CAP INDEX 2227683 F MSCI UNITED STATES INDEX 65212673 F MSCI US SMALL CAP INDEX 9429212 F BOYD WATTERSON GSA FUND 15617490 F 187887365 29441237 20302260 20302260 9138977 0 9138977 32831288 0 32831288 0 32831288 FORM 990, PART VI, SECTION B, LINE 11B THE CHAIR, LEGAL COUNSEL, AND ADMINISTRATOR REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST WAS ESTABLISHED BY COURT APPROVED BANKRUPTCY PLAN. 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. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE AUDIT IN THE CURRENT YEAR. UAW RETIREES OF THE DANA CORPORATION AND WELFARE TRUST 700 TOWER DR SUITE 300 TROY MI 48098 261851652 PROVIDE HEALTH & WELFARE BENEFITS MI 501(C)(9) N/A N/A 0 UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST 700 TOWER DR SUITE 300 TROY MI 48098 271401289 PROVIDE HEALTH & WELFARE BENEFITS MI 501(C)(9) N/A N/A 0 UAW RETIREES OF ACC BENEFIT TRUST 700 TOWER DR SUITE 300 TROY MI 48098 276927927 PROVIDE HEALTH & WELFARE BENEFITS MI 501(C)(9) N/A N/A 0 THYSSENKRUPP NORTH AMERICA INC 111 W JACKSON BLVD SUITE 2400 CHICAGO IL 60604 ENGINEERING IL C 0 THYSSENKRUPP FINANCE USA INC 3155 W BIG BEAVER RD TROY MI 48084 MANAGEMENT SERVICES MI C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1