2016-11-15T10:49:57-06:00 2015-12-31 381357951 PLANTE & MORAN PLLC 10 S Riverside Plaza Chicago IL 60606 990 2015-12-17 477404015 UAW Retirees Health Care Trust UAWR 2488139800 700 TOWER DRIVE SUITE 300 TROY MI 48098 Francine Parker CHAIRPERSON 2488139800 2016-11-10 1 David Lowenthal P00378651 3122071040 2016-11-10 2015 2017-02-10 21:41:12Z X 375740413 0 X N/A X 2015 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 INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA (UAW), AND OTHER ELIGIBLE INDIVIDUALS. 8 5 0 0 0 0 0 375450693 289720 0 375740413 0 0 0 0 0 133218 133218 375607195 375740413 133218 375607195 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. 0 0 Provide Health and welfare benefits to eligible participants. 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X BeneSys Inc 2488139800 700 TOWER DRIVE STE 300 TROY MI 48098 X FRANCINE PARKER CHAIRPERSON 1.00 0.00 X 0 0 0 KAREN DUNNING COMMITTEE MEMBER 1.00 0.00 X 0 2390 0 THOMAS F DUZAK COMMITTEE MEMBER 1.00 0.00 X 0 0 0 CHARLES KEARNEY COMMITTEE MEMBER 1.00 0.00 X 0 4618 1987 FRANK KEATTS COMMITTEE MEMBER 1.00 0.00 X 0 5121 2313 JAMES L KING COMMITTEE MEMBER 1.00 0.00 X 0 0 0 GARY B MANN COMMITTEE MEMBER 1.00 0.00 X 0 0 0 GARY PETRONI COMMITTEE MEMBER 1.00 0.00 X 0 0 0 COMERICA INSTITUTIONAL TRUSTEE 1.00 0.00 X 0 0 0 0 12129 4300 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 375450693 375450693 375450693 289720 289720 375740413 375450693 0 289720 X 45747 51781 608 1035 IMPLEMENTATION FEE 16667 ADMINISTRATIVE FEE 14338 BANK FEE 3042 133218 240730693 134720000 0 289720 0 375740413 0 133218 0 133218 X 0 0 0 0 0 375607195 0 375607195 0 375740413 375607195 0 X 0 1 X 1 0 0 375740413 0 375740413 0 375740413 133218 0 133218 0 133218 Form 990, Part VI, Section A, line 7a The 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 11 THE CHAIR, LEGAL COUNSEL, AND ADMINISTRATOR REVIEW THE 990 PRIOR TO FILING. 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. 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 11g Fiduciary Fees 7,124. CONSULTANT FEES 44,657. International Union - UAW 8000 E JEFFERSON AVENUE DETROIT MI 48214 380679801 LABOR UNION REPRESENTING WORKERS IN AUTO, AIRCRAFT AND AGRICULTURE. MI 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 International Union - UAW S 375450693 COST