UAW RETIREES HEALTH CARE TR: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
UAW RETIREES HEALTH CARE TR (EIN 47-7404015)
Tax period
2015-12-17 to 2015-12-31
Filed
2016-11-15
IRS object ID
201603209349303130
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-11-15T10:49:57-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S Riverside PlazaAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-12-17TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN477404015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UAW Retirees Health Care TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUAWRBusinessNameControlTxt
Phone2488139800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 TOWER DRIVE SUITE 300AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFrancine ParkerPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone2488139800PhoneNum
Signature2016-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid LowenthalPreparerPersonNm
PTINP00378651PTIN
Phone3122071040PhoneNum
Preparation2016-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Gross Receipts$375,740,413GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2015FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTHE 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 INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA (UAW), AND OTHER ELIGIBLE INDIVIDUALS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$375,450,693CYProgramServiceRevenueAmt
CY Investment Income$289,720CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$375,740,413CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$133,218CYOtherExpensesAmt
CY Total Expenses$133,218CYTotalExpensesAmt
CY Revenues Less Expenses$375,607,195CYRevenuesLessExpensesAmt
Total Assets EOY$375,740,413TotalAssetsEOYAmt
Total Liabilities EOY$133,218TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$375,607,195NetAssetsOrFundBalancesEOYAmt
MissionTo help fund certain benefits provided to eligible retired employees of the international union, united automobile, aerospace & agricultural implement workers of america (UAW), and other eligible individuals.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescProvide Health and welfare benefits to eligible participants.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BeneSys IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2488139800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 TOWER DRIVE STE 300AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
FRANCINE PARKER
CHAIRPERSON1.000.00Yes (X)$0$0$0
KAREN DUNNING
COMMITTEE MEMBER1.000.00Yes (X)$0$2,390$0
THOMAS F DUZAK
COMMITTEE MEMBER1.000.00Yes (X)$0$0$0
CHARLES KEARNEY
COMMITTEE MEMBER1.000.00Yes (X)$0$4,618$1,987
FRANK KEATTS
COMMITTEE MEMBER1.000.00Yes (X)$0$5,121$2,313
JAMES L KING
COMMITTEE MEMBER1.000.00Yes (X)$0$0$0
GARY B MANN
COMMITTEE MEMBER1.000.00Yes (X)$0$0$0
GARY PETRONI
COMMITTEE MEMBER1.000.00Yes (X)$0$0$0
COMERICA
INSTITUTIONAL TRUSTEE1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$12,129TotReportableCompRltdOrgAmt
Total Other Compensation$4,300TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$375,450,693TotalRevenueColumnAmt
Related Or Exempt Func Income$375,450,693RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$375,450,693TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$289,720TotalRevenueColumnAmt
Exclusion$289,720ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$375,740,413TotalRevenueColumnAmt
Related Or Exempt Func Income$375,450,693RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$289,720ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$45,747TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$51,781TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$608TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,035TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
IMPLEMENTATION FEE$16,667
ADMINISTRATIVE FEE$14,338
BANK FEE$3,042

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$133,218TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$240,730,693EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$134,720,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$289,720EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$375,740,413EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$133,218EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$133,218EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$375,607,195EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$375,607,195EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$375,740,413EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$375,607,195ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$375,740,413TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$375,740,413RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$375,740,413TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$133,218TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$133,218ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$133,218TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 7aThe governing body is comprised of eight (8) individuals, consisting of four (4) Independent Members, two (2) Staff Council-appointed Members, one (1) OPEIU-appointed member, and one (1) UAW-appointed member. The UAW Member shall be subject to removal, and replacement, at any time by action of the President of the UAW.
Form 990, Part VI, Section B, line 11THE CHAIR, LEGAL COUNSEL, AND ADMINISTRATOR REVIEW THE 990 PRIOR TO FILING.
Form 990, Part VI, Section C, line 19THE 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.
FORM 990, PART VI, SECTION B, LINES 12 - 14:THE ORGANIZATION DID NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WHISTLEBLOWER POLICY OR A DOCUMENT RETENTION AND DESCRUCTION POLICY IN EFFECT AS OF 12/31/15. AS RESULT, THE QUESTIONS ON FORM 990, PART VI, LINES 12 - 14 ARE ANSWERED "NO". HOWEVER, AS OF THE DATE OF FILING OF THE 2015 FORM 990, THE ORGNIZATION DID HAVE THE AFOREMENTIONED POLICIES IN EFFECT.
FORM 990, PART VII, SECTION A:AMOUNTS REPORTED IN COLUMN (E), "REPORTABLE COMPENSATION FROM RELATED ORGANIZATION AND COLUMN (F), "ESTIMATED AMOUNT OF OTHER COMPENSATION FROM RELATED ORGANIZATION" ARE FOR THE PERIOD FROM DECEMBER 17, 2015 (TRUST INCEPTION) TO DECEMBER 31, 2015.
Form 990, Part IX, line 11gFiduciary Fees 7,124. CONSULTANT FEES 44,657.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1International Union - UAWBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18000 E JEFFERSON AVENUEAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48214ZIPCd
FieldValueIRS element (for citing)
EIN380679801EIN
Primary ActivitiesLABOR UNION REPRESENTING WORKERS IN AUTO, AIRCRAFT AND AGRICULTURE.PrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd
Exempt Code Section501(C)(5)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1International Union - UAWBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$375,450,693InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt

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