UAW RETIREE MEDICAL BENEFITS TR: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UAW RETIREE MEDICAL BENEFITS TR (EIN 90-0424876)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201243149349300324
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T12:50:31-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 RENAISSANCE CENTER SUITE 3900 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48243 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900424876 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UAW RETIREE MEDICAL BENEFITS TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UAWR | NameControl |
| Phone | 3133245900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WALKER STREET NO 400 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY BETH KUDERIK | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 3133245900 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI BOYCE | Name |
| PTIN | P00121981 | PTIN |
| Phone | 3133963000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT NAFTALY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WALKER STREET NO 400 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 179655239916 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION ("VEBA") ORGANIZED TO FUND OBLIGATIONS FOR POST-RETIREMENT MEDICAL BENEFITS FOR AUTO UAW RETIREES AND THEIR DEPENDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 78 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3155426 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 50455523734 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 140085518 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3701297860 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2125307681 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 63828446 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15764910 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 54220650040 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2281158109 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 3701207769 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 3787319214 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8264873 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10101650 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 265245620 | OtherExpensePriorYear |
| Other Expenses Current Year | 272112871 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3974718262 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4069533735 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 50245931778 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1788375626 | RevenuesLessExpensesCY |
| Total Assets BOY | 63429868226 | TotalAssetsBOY |
| Total Assets EOY | 54972635282 | TotalAssetsEOY |
| Total Liabilities BOY | 4880178449 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2872604561 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 58549689777 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52100030721 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION ORGANIZED TO HOLD, INVEST AND ADMINISTER FUNDS FOR POST-RETIREMENT MEDICAL BENEFITS. THE PRIMARY MISSION OF THE RMBT IS TO SERVE AS A SOURCE FOR RETIREE HEALTH CARE COVERAGE FOR ITS' MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE UAW RETIREE MEDICAL BENEFITS TRUST (THE "TRUST") PROVIDES HEALTH CARE BENEFITS TO ELIGIBLE CURRENT AND FUTURE UAW RETIREES FROM GENERAL MOTORS, FORD, AND CHRYSLER, ALONG WITH THEIR ELIGIBLE DEPENDENTS. THE TRUST IS AN INDEPENDENT ENTITY AND IS NOT GOVERNED BY, OR A PART OF, THE UAW OR AUTO COMPANIES. THIS ARRANGEMENT WAS ESTABLISHED THROUGH A PROVISION IN THE 2007 COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UAW AND THE THREE AUTO COMPANIES. UNDER THESE AGREEMENTS, ALL OF THE RETIREE HEALTH CARE LIABILITIES WERE TRANSFERRED TO A NEW AND INDEPENDENT VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA). THE FEDERAL COURTS APPROVED THESE AGREEMENTS IN A SERIES OF CLASS ACTION SETTLEMENTS, AND THE ARRANGEMENTS WERE ALSO APPROVED BY THE BANKRUPTCY COURTS IN THE GENERAL MOTORS AND CHRYSLER CHAPTER 11 BANKRUPTCY PROCEEDINGS DURING 2009. THE TRUST IS GOVERNED BY AN 11-PERSON COMMITTEE COMPRISED OF SIX INDEPENDENT MEMBERS AND FIVE MEMBERS APPOINTED BY THE UAW. ADDITIONAL SUBCOMMITTEES OF THE COMMITTEE EXIST FOR PLAN ADMINISTRATION, INVESTMENT, AND AUDIT. ALL COMMITTEE MEMBERS AND TRUST STAFF ADHERE TO A STRICT CODE OF ETHICS FOR TRUST OPERATION.THE PURPOSE OF THE TRUST IS TO SERVE AS A SOURCE FOR RETIREE HEALTH CARE COVERAGE FOR ITS MEMBERS, ADMINISTERING THE HEALTH CARE PLANS COVERING UAW RETIREES FROM ALL THREE AUTO COMPANIES. THERE ARE SEPARATE TRUST ACCOUNTS FOR EACH AUTO PLAN FROM WHICH BENEFITS ARE PAID. WHEN THE TRUST LAUNCHED IN JANUARY 2010, IT BECAME THE LARGEST NON-GOVERNMENTAL PURCHASER OF RETIREE HEALTH CARE IN THE UNITED STATES, PROVIDING HEALTH CARE BENEFITS TO MORE THAN 865,000 PERSONS. IN 2011, THE TRUST CONTINUED EFFORTS TO IMPROVE ADMINISTRATIVE OPERATIONS, DEVELOP RETIREE-CENTRIC PROGRAMS, AND ENHANCE MEMBER OUTREACH EFFORTS. THE TRUST PARTNERED WITH ITS MEMBERS, HEALTH PLANS, AND PROVIDERS TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR RETIREES, INCLUDING REACHING OUT TO ASSIST MEMBERS WITH DISABILITIES ENROLL IN MEDICARE. PHARMACY PROGRAMS INCREASED THE ADHERENCE TO MEDICAL GUIDELINES AND UTILIZATION OF LOW-COST GENERIC MEDICATIONS. WORKING WITH ITS PHARMACY BENEFIT MANAGER, THE TRUST DEVELOPED POLYPHARMACY PROGRAMS TO ASSIST MEMBERS WHO TAKE SEVEN OR MORE MEDICATIONS. AFTER ONE YEAR OF OPERATION, ANALYSIS OF TRUST ACTUAL EXPERIENCE BROUGHT FORTH ADDITIONAL OPPORTUNITIES TO ENHANCE OPERATIONS AND MEMBER BENEFITS. THE TRUST EXPANDED AREAS IN NEED ADMINISTRATIVELY AND IN POPULATION HEALTH, CORPORATE GOVERNANCE, AND COMPLIANCE. INITIAL MEMBER RESEARCH CONDUCTED IN 2010 AIDED IN THE DEVELOPMENT OF PROGRAMS FOR 2011 TARGETING IMPROVED OUTCOMES FOR MEMBERS WITH CHRONIC CONDITIONS. FOR EXAMPLE, CONTINUED STUDY OF THE POPULATION REVEALED OPPORTUNITIES FOR EARLY DETECTION AND DIAGNOSIS OF DIABETES AND CANCER. IT ALSO PROVIDED INSIGHT TO UTILIZATION OF PREVENTIVE AND OUTPATIENT SERVICES, AS WELL AS GEOGRAPHIC VARIATION THAT EXISTS SUBSEQUENTLY LEADING TO NEW HEALTH IMPROVEMENT PROGRAMS FOR MEMBERS. IN ADDITION, THE TRUST WORKED WITH HEALTH PLAN CARRIERS TO PROVIDE PROGRAMS FOR ADVANCED ILLNESS MANAGEMENT AND END-OF-LIFE CARE. IN 2011, THE TRUST INITIATED RETIREE-CENTRIC PROGRAMS AND BENEFITS INCLUDING:A) NEW COVERAGE FOR DIABETES EDUCATION, SMOKING CESSATION AND CARDIAC REHABILITATION; B) EXPANDED COVERAGE FOR DEPENDENT CHILDREN TO AGE 26;C) INTRODUCTION OF URGENT CARE BENEFITS AT A FLAT RATE $50 CO-PAY AND COVERAGE FOR SHINGLES VACCINE;D) EXPANDED PROVIDER TYPES FOR OFFICE VISIT COVERAGE TO INCLUDE NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS; ANDE) INITIATED A 3-TIER CO-PAY STRUCTURE FOR PRESCRIPTION DRUGS TO ENCOURAGE GENERIC UTILIZATION.THE TRUST MEMBERSHIP IS GEOGRAPHICALLY AND DEMOGRAPHICALLY DIVERSE. THE TRUST CONTINUES TO LEVERAGE COMMUNICATION FORMATS THAT COMPLEMENT MAILINGS, INCLUDING ENHANCEMENTS TO THE TRUST-BRANDED WEBSITE (WWW.UAWTRUST.ORG). WITH SIZABLE TEXT AND SEARCH FUNCTIONALITY, MEMBERS HAVE ACCESS TO ALL OF THEIR BENEFIT INFORMATION ONLINE. THE TRUST INCREASED JOINT TRAINING WITH UAW LEADERSHIP AND ITS EDUCATION OF MEMBERS THROUGH THE USE OF PRESENTATIONS, DVDS, WEB VIDEO, BROCHURES, AND FACE-TO-FACE OUTREACH AT HUNDREDS OF RETIREE MEETINGS THROUGHOUT THE COUNTRY. THE TRUST ACTIVELY MONITORS AND MANAGES, THROUGH INVESTMENT MANAGERS, A DIVERSE PORTFOLIO OF INVESTMENTS BASED ON AN ASSET INVESTMENT POLICY THAT SETS THE LEVEL OF INVESTMENT RISK. THE AUTOMOTIVE COMPANY HOLDINGS ARE INDEPENDENTLY MANAGED BY APPOINTED INDEPENDENT FIDUCIARIES. IN ACCORDANCE WITH THE COURT-APPROVED SETTLEMENT AGREEMENTS, THE TRANSFERS OF ASSETS FROM THE AUTOMOTIVE COMPANIES CAME IN THE FORM OF CASH, AS WELL AS INVESTMENT SECURITIES, INSTALLMENT NOTES, AND OWNERSHIP INTERESTS IN THE AUTOMOTIVE COMPANIES (WARRANTS, COMMON AND PREFERRED STOCK, AND MEMBERSHIP INTERESTS). THE TRUST ASSETS ARE SECURED BY THE TRUSTEE AND INVESTED IN ACCORDANCE WITH THE TRUST INVESTMENT POLICY. THE INDEPENDENT FIDUCIARY MANAGE THE DISPOSITION OF THE AUTOMOTIVE COMPANY HOLDINGS.OVERALL, 2011 FURTHER FOCUSED ON CREATING A SUSTAINABLE ADMINISTRATIVE PLATFORM AND PREVENTIVE BENEFIT OFFERINGS TO IMPROVE HEALTH OUTCOMES WITH A FOCUS TO KEEP TRUST FUNDS VIABLE IN FUTURE YEARS. THE TRUST MAINTAINS A STRICT ETHICAL POLICY HIGHLIGHTING ITS FIDUCIARY RESPONSIBILITY TO MEMBERS, WHICH CONTINUES TO BE THE HALLMARK OF TRANSPARENT OPERATION AND MEMBER COMMUNICATION. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 78 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BETH KUDERIK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3133245900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WALKER STREET SUITE 400 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT NAFTALY | ||||||||||
| COMMITTEE CHAIR | 4.00 | X | 55238 | 0 | 0 | |||||
| DENNIS WILLIAMS | ||||||||||
| COMMITTEE MEMBER | 2.00 | X | 0 | 0 | 0 | |||||
| GENERAL HOLIEFIELD | ||||||||||
| COMMITTEE MEMBER | 2.00 | X | 0 | 0 | 0 | |||||
| OLENA LACY | ||||||||||
| COMMITTEE MEMBER | 3.00 | X | 50120 | 0 | 0 | |||||
| ROBERT KING | ||||||||||
| COMMITTEE MEMBER | 2.00 | X | 0 | 0 | 0 | |||||
| TERESA GHILARDUCCI | ||||||||||
| COMMITTEE MEMBER | 2.00 | X | 48475 | 0 | 0 | |||||
| DAVID BAKER LEWIS | ||||||||||
| COMMITTEE CHAIR | 3.00 | X | 46617 | 0 | 0 | |||||
| DOUGLAS WOLL | ||||||||||
| COMMITTEE MEMBER | 2.00 | X | 46762 | 0 | 0 | |||||
| JAMES SETTLES | ||||||||||
| COMMITTEE MEMBER | 2.00 | X | 0 | 0 | 0 | |||||
| JOE ASHTON | ||||||||||
| COMMITTEE MEMBER | 2.00 | X | 0 | 0 | 0 | |||||
| WILLIAM PATTERSON | ||||||||||
| COMMITTEE MEMBER | 2.00 | X | 38857 | 0 | 0 | |||||
| STATE STREET BANK TRUST | ||||||||||
| INSTITUTIONAL TRUSTEE | 2.00 | 0 | 0 | 0 | X | |||||
| FRANCINE PARKER | ||||||||||
| CHIEF EXECUTIVE OFFICER | 60.00 | 374014 | 0 | 26998 | X | |||||
| ERIC HENRY | ||||||||||
| CHIEF INVESTMENT OFFICER | 60.00 | 613964 | 0 | 27316 | X | |||||
| MARY BETH KUDERIK | ||||||||||
| CHIEF FINANCIAL OFFICER | 60.00 | 305302 | 0 | 33283 | X | |||||
| JAMES CHERUNDOLO | ||||||||||
| DIRECTOR | 60.00 | 188245 | 0 | 28913 | X | |||||
| WOODROW TYLER | ||||||||||
| INVESTMENT MANAGER | 60.00 | 356811 | 0 | 26555 | X | |||||
| JAMES GROSS | ||||||||||
| INVESTMENT MANAGER | 60.00 | 354144 | 0 | 34406 | X | |||||
| BENJANMIN COTTON | ||||||||||
| INVESTMENT MANAGER | 60.00 | 356357 | 0 | 28906 | X | |||||
| BRUCE CARL MD | ||||||||||
| MEDICAL DIRECTOR | 40.00 | 258997 | 0 | 32452 | X | |||||
| MEREDITH MILLER | ||||||||||
| DIRECTOR CORP GOVERNMENT | 40.00 | 253844 | 0 | 7968 | X | |||||
| EDWARD WELCH | ||||||||||
| FORMER COMMITTEE MEMBER | 1.00 | 11975 | 0 | 0 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3359722 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 246797 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | |||||
| PO BOX 77000 | DETROIT | MI | 482770017 | HEALTHCARE PROVIDER | 147163527 |
| HEWITT ASSOCIATES LLC | |||||
| PO BOX 95135 | CHICAGO | IL | 606945135 | CONSULTANT, TPA | 15794334 |
| ACS HR SOLUTIONS LLC | |||||
| AIM 154-0455 BOX 371143 | PITTSBURGH | PA | 152517143 | THIRD PARTY ADMINISTRATOR | 6529742 |
| MEDCO HEALTH SOLUTIONS INC | |||||
| 3585 ATLANTA AVENUE | HAPEVILLE | GA | 30354 | PRESCRIPTION DRUG PROVIDER | 6358556 |
| PIMCO | |||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NV | 10105 | INVESTMENT MANAGER | 4025111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 68 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTICIPANT CONTR. | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 140085518 | TotalRevenueColumn |
| Related Or Exempt Function Income | 140085518 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 140085518 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1558253305 | TotalRevenueColumn |
| Exclusion | $1,558,253,305 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 177931770651 | Securities |
| Other | 9365532 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 177374081807 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 557688844 | Securities |
| Other | 9365532 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 567054376 | TotalRevenueColumn |
| Exclusion | $567,054,376 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVEST. INCOME | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 15764910 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15764910 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15764910 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2281158109 | TotalRevenueColumn |
| Related Or Exempt Function Income | 155850428 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,125,307,681 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3787319214 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1767594 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6874584 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431127 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511202 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517143 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1206974 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1287987 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50965488 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200562736 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350309 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312007 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416207 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293028 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106159 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268079 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2901961 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| INVESTMENT FUND EXPENSE | 12085655 |
| TAXES - CHRYSLER HOLDCO | 1107561 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248720 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4069533735 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5755371521 | BOY |
| EOY | 2108205339 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237565356 | BOY |
| EOY | 219083809 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4629461948 | BOY |
| EOY | 4399903020 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3727351 | BOY |
| EOY | 3679815 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1224705 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 497824 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 805710 | BOY |
| EOY | 726881 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45227308361 | BOY |
| EOY | 41526129555 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7575627979 | BOY |
| EOY | 6714906863 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63429868226 | BOY |
| EOY | 54972635282 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327799929 | BOY |
| EOY | 365778036 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4552378520 | BOY |
| EOY | 2506826525 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4880178449 | BOY |
| EOY | 2872604561 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58549689777 | BOY |
| EOY | 52100030721 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58549689777 | BOY |
| EOY | 52100030721 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63429868226 | BOY |
| EOY | 54972635282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1788375626 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4661283430 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 69517 | OtherCostOrOtherBasis |
| Depreciation | 22160 | Depreciation |
| Book Value | 47357 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 387410 | OtherCostOrOtherBasis |
| Depreciation | 222292 | Depreciation |
| Book Value | 165118 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 767778 | OtherCostOrOtherBasis |
| Depreciation | 253372 | Depreciation |
| Book Value | 514406 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 726881 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| GENERAL MOTORS COMPANY COMMON STOCK | 3246240500 | F |
| GENERAL MOTORS COMPANY PREFERRED STOCK | 7000000000 | F |
| GENERAL MOTORS COMPANY WARRANTS | 55000000 | F |
| OTHER FIXED INCOME SECURITIES | 13405797103 | F |
| OTHER EQUITY SECURITIES | 17819091952 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 41526129555 | TotalOfBookValueSecurities |
Other Assets OtherAssets (10 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INTEREST/DIVIDENDS RECEIVABLE | 22475481 |
| CLASS A INDIRECT MEMBERSHIP INTERESTS IN CHRYSLER GROUP | 2696183481 |
| ABSOLUTE RETURN | 1491204253 |
| REAL ESTATE | 296195793 |
| LIMITED PARTNERSHIPS | 445832726 |
| RECEIVABLE FOR UNSETTLED TRADES | 1605843314 |
| COLLATERAL ON LOANED SECURITIES | 122891435 |
| OTHER | 4500 |
| PRESCRIPTION DRUG REBATE RECEIVABLE | 20149544 |
| TAX RECEIVABLE | 14126336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6714906863 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MITIGATION TRUE UP AND ALLOWANCE CREDITS | $75,000 |
| PAYABLE TO BROKER FOR SECURITIES PURCHASED | $2,506,751,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2506826525 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE D, PART IX, LINE 2: THE TAXPAYER'S INDIRECT INTEREST IN CHRYSLER GROUP LLC HELD THROUGH THE 13 CHRYSLER HOLDCO ENTITIES HAS BEEN REDUCED FROM 67.692% TO 41.46% AS A RESULT OF DILUTION EVENTS AS FOLLOWS: IN JANUARY 2011, THE TRUST RECEIVED WRITTEN NOTICE FROM CHRYSLER GROUP THAT FIAT HAD MET ONE OF THE THREE CONDITIONS IN SECTION 3.4 (A). IN THIS REGARD, FIAT HAD MET THE CONDITION THAT REQUIRED COMMERCIAL PRODUCTION OF AN ENGINE BASED ON THE FIAT FULLY INTEGRATED ROBOTIZED ENGINE FAMILY AND THAT IT HAD RECEIVED THE TECHNOLOGY EVENT GOVERNMENTAL APPROVALS AND DELIVERED THE IRREVOCABLE COMMITMENT. AS A RESULT, FIAT'S CLASS B MEMBERSHIP INTERESTS HAVE BEEN ADJUSTED AUTOMATICALLY FROM 20% TO 25%. AT THE EARLIER OF (I) 12:01 A.M. ON JANUARY 1, 2013 AND (II) 12:01 A.M. ON THE DATE OF ANY CHRYSLER INITIAL PUBLIC OFFERING, EACH OUTSTANDING CLASS B MEMBERSHIP INTEREST SHALL BE CONVERTED INTO CLASS A MEMBERSHIP INTERESTS. FOLLOWING THE EXCHANGE, THE AGGREGATE CLASS B MEMBERSHIP INTERESTS WOULD REPRESENT A PORTION OF THE TOTAL NUMBER OF CLASS A MEMBERSHIP INTERESTS EQUAL TO THE CLASS B AGGREGATE MEMBERSHIP INTEREST IMMEDIATELY PRIOR TO SUCH EXCHANGE. THROUGH THE RIGHT GRANTED TO FIAT TO CONVERT ITS CLASS B MEMBERSHIP INTERESTS ON THE CONVERSION DATE, THE PLAN'S HOLDINGS, CONSISTING OF CLASS A MEMBERSHIP INTERESTS WOULD BE DILUTED FROM 67.69% TO 63.46% DUE TO THE ISSUANCE OF ADDITIONAL CLASS A MEMBERSHIP INTERESTS TO FIAT. IN APRIL 2011, THE TRUST RECEIVED WRITTEN NOTICE FROM CHRYSLER GROUP THAT FIAT HAD MET THE SECOND OF THE THREE CONDITIONS IN SECTION 3.4(A). IN THIS REGARD, FIAT HAD MET THE CONDITION THAT REQUIRED CHRYSLER TO REACH A CERTAIN SALES GOAL IN REVENUE OUTSIDE OF NORTH AMERICA. AS A RESULT, FIAT'S CLASS B MEMBERSHIP INTERESTS HAVE BEEN ADJUSTED AUTOMATICALLY FROM 25% TO 30%. THROUGH THE RIGHT GRANTED TO FIAT TO CONVERT ITS CLASS B MEMBERSHIP INTERESTS ON THE CONVERSION DATE, THE PLAN'S HOLDINGS, CONSISTING OF CLASS A MEMBERSHIP INTERESTS WOULD BE FURTHER DILUTED DUE TO THE ISSUANCE OF ADDITIONAL CLASS A MEMBERSHIP INTERESTS TO FIAT. IN MAY 2011, THE CHRYSLER GROUP REPAID, IN FULL, $5.9 BILLION IN OUTSTANDING U.S. GOVERNMENT LOANS AND $1.7 BILLION CANADIAN GOVERNMENT LOANS FOLLOWING THE COMPLETION OF NEW REFINANCING TRANSACTIONS. THESE REPAYMENTS TRIGGERED THE GOVERNMENT LOAN TERMINATION DATE, RELEASING FIAT FROM EXERCISE OR ACQUISITION RESTRICTIONS OF SECTION 3.6 OF THE OPERATING AGREEMENT. UPON THIS RELEASE, FIAT EXERCISED ITS INCREMENTAL CALL OPTION FOR $1.3 BILLION, UNDER THE PROVISIONS OF SECTION 3.5 TO INCREASE ITS OWNERSHIP IN CHRYSLER GROUP BY 17.2% TO 47.2%. THROUGH EXERCISE OF THE CALL OPTION, THE PLAN'S HOLDINGS, CONSISTING OF CLASS A MEMBERSHIP INTERESTS WERE FURTHER DILUTED TO 44.7% DUE TO THE ISSUANCE OF ADDITIONAL CLASS A MEMBERSHIP INTERESTS TO FIAT. IN 2011, THE LAST CLASS B EVENT TOOK PLACE PER SECTION 3.6 OF THE OPERATING AGREEMENT THUS REDUCING THE PLAN'S HOLDINGS OF CLASS A MEMBERSHIP INTEREST TO 41.46%. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 864603436 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 864603436 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 864603436 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANCINE PARKER | |||||||||||||
| 372930 | 0 | 0 | 0 | 1084 | 0 | 22000 | 0 | 4998 | 0 | 401012 | 0 | 0 | 0 |
| ERIC HENRY | |||||||||||||
| 313586 | 0 | 300000 | 0 | 378 | 0 | 16429 | 0 | 10887 | 0 | 641280 | 0 | 0 | 0 |
| MARY BETH KUDERIK | |||||||||||||
| 303737 | 0 | 0 | 0 | 1565 | 0 | 22000 | 0 | 11283 | 0 | 338585 | 0 | 0 | 0 |
| JAMES CHERUNDOLO | |||||||||||||
| 186586 | 0 | 0 | 0 | 1659 | 0 | 17951 | 0 | 10962 | 0 | 217158 | 0 | 0 | 0 |
| WOODROW TYLER | |||||||||||||
| 180948 | 0 | 175000 | 0 | 863 | 0 | 22000 | 0 | 4555 | 0 | 383366 | 0 | 0 | 0 |
| JAMES GROSS | |||||||||||||
| 178281 | 0 | 175000 | 0 | 863 | 0 | 22000 | 0 | 12406 | 0 | 388550 | 0 | 0 | 0 |
| BENJANMIN COTTON | |||||||||||||
| 180982 | 0 | 175000 | 0 | 375 | 0 | 16500 | 0 | 12406 | 0 | 385263 | 0 | 0 | 0 |
| BRUCE CARL MD | |||||||||||||
| 258004 | 0 | 0 | 0 | 993 | 0 | 22000 | 0 | 10452 | 0 | 291449 | 0 | 0 | 0 |
| MEREDITH MILLER | |||||||||||||
| 252760 | 0 | 0 | 0 | 1084 | 0 | 7500 | 0 | 468 | 0 | 261812 | 0 | 0 | 0 |
| EDWARD WELCH | |||||||||||||
| 11975 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11975 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCBS OF MICHIGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | COMMON DIRECTOR | Relationship |
| Amount Of Transaction | 147163527 | AmountOfTransaction |
| Description Of Transaction | ADMIN FEES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE L, PART IV | Identifier |
| Return Reference | BUSINESS RELATIONSHIP: | ReturnReference |
| Explanation | JIM SETTLES AND ROBERT KING ARE 2 OF 11 DIRECTORS OF THE UAW RETIREE MEDICAL BENEFITS TRUST (THE "TRUST"), AND 2 OF 33 DIRECTORS OF BLUE CROSS BLUE SHIELD OF MICHIGAN. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| AUDITED FINANCIAL STATEMENTS: | FORM 990, PART IV, LINE 11F, 12A AND 12B | THE TRUST WAS ESTABLISHED BETWEEN THE UAW AND GENERAL MOTORS, FORD MOTOR COMPANY, INC., AND CHRYSLER LLC (COLLECTIVELY, THE "AUTOMAKERS"). THE PURPOSE OF THE TRUST IS TO PROVIDE FUNDING OF THE RETIREE MEDICAL BENEFITS FOR SPECIFIED UAW REPRESENTED RETIREES OF THE AUTOMAKERS WITH RESPECT TO CLAIMS INCURRED ON OR AFTER JANUARY 1, 2010 AS PERMISSIBLE UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(9). THE TRUST CONSISTS OF THREE SEPARATE EMPLOYEES' BENEFICIARY ASSOCIATIONS ("EBA") WHEREBY EACH RESPECTIVE EBA INCLUDES THE ELIGIBLE PARTICIPANTS OF EACH OF THE SEPARATE EMPLOYEE WELFARE BENEFIT PLANS. THE TRUST'S ASSETS ARE SEGREGATED INTO THREE SEPARATE ACCOUNTS - GENERAL MOTORS, FORD MOTOR COMPANY, INC. AND CHRYSLER LLC. THE THREE SEPARATE ACCOUNT PLANS EACH UNDERGO AN ANNUAL AUDIT. HOWEVER, THE UAW RETIREE MEDICAL BENEFITS TRUST ("RMBT") ITSELF DOES NOT HAVE AN ANNUAL AUDIT. THE AUDITED FINANCIAL STATEMENTS FROM THE THREE PLANS ARE USED BY THE RMBT AS THE BASIS FOR THE PREPARATION OF THE FORM 990. THE PLAN'S FINANCIAL STATEMENTS FOR THE PLAN YEAR ENDED DECEMBER 31, 2011 EACH RECEIVED AN UNQUALIFIED OPINION FROM DELOITTE & TOUCHE LLP. |
| NUMBER OF EMPLOYEES: | FORM 990, PART V, LINE 2A | TOTAL FORM W-2'S FILED PER THE FORM W-3 IS 250 WHICH INCLUDES PLAN PARTICIPANTS WHO ARE REQUIRED TO RECEIVE FORM W-2 FOR IMPUTED INCOME TO REPORT FUTA WITHHOLDING. THE RMBT ITSELF HAS A TOTAL OF 78 EMPLOYEES. |
| FORM 990, PART VI, SECTION A, LINE 2 | JIM SETTLES AND ROBERT KING ARE 2 OF 11 DIRECTORS OF THE UAW RETIREE MEDICAL BENEFITS TRUST ("RMBT"), AND 2 OF 33 DIRECTORS OF BLUE CROSS BLUE SHIELD OF MICHIGAN RMBT TRUSTEES GENERAL HOLIEFIELD, DENNIS WILLIAMS, ROBERT KING, JAMES SETTLES, AND JOE ASHTON ARE ALL MEMBERS OR OFFICERS OF THE INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE AND AGRICULTURAL IMPLEMENT WORKERS OF AMERICA ("UAW"). | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE UAW MEMBERS WHO ARE ELECTED TO THE RMBT BOARD SERVE AT THE DISCRETION OF THE UAW INTERNATIONAL PRESIDENT, AND MAY BE REMOVED OR REPLACED, AND A SUCCESSOR DESIGNATED, AT ANY TIME BY WRITTEN NOTICE FROM THE UAW INTERNATIONAL PRESIDENT TO THE COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A PROFESSIONAL TAX PREPARER IS ENGAGED TO PREPARE THE FORM 990. THE TRUST'S CHIEF FINANCIAL OFFICER, AS WELL AS EXTERNAL COUNSEL, REVIEW THE FORM 990 PRIOR TO SUBMITTING TO THE AUDIT COMMITTEE OF THE TRUST FOR THEIR REVIEW. A DRAFT COPY OF FORM 990 IS PROVIDED TO THE MEMBERS OF THE COMMITTEE (I.E. THE GOVERNING BODY OF THE TRUST) FOR REVIEW PRIOR TO FINALIZATION AND FILING WITH THE INTERNAL REVENUE SERVICE. THE INDEPENDENT CPA FIRM PREPARING THE RETURN IS AVAILABLE FOR THE COMMITTEE MEMBERS TO ASK QUESTIONS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUST'S CONFLICT OF INTEREST POLICY IS APPLIED TO ALL EMPLOYEES AND COMMITTEE MEMBERS, AS WELL AS THEIR IMMEDIATE FAMILY MEMBERS. EACH OF THESE INDIVDUALS MUST DISCLOSE ALL 5% OR GREATER OWNERHSIP INTERESTS, COMPENSATION ARRANGEMENTS AND BOARD MEMBERSHIPS TO THE TRUST UPON COMMENCEMENT OF THEIR ROLE, AND TO PROVIDE QUARTERLY UPDATES OF ANY CHANGES IN THEIR DISCLOSURES. FURTHER, BUSINESS MEALS AND EDUCATIONAL CONFERENCES ARE SEVERELY RESTRICTED AND MUST BE DISCLOSED. THE TRUST'S GENERAL COUNSEL REVIEWS ALL CONFLICT OF INTEREST DISCLOUSRE FORMS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AT INCEPTION, THE TRUST'S GOVERNING BODY ("THE COMMITTEE") ENGAGED IN A ROBUST PROCESS TO ESTABLISH A COMPENSATION STRUCTURE INCLUDING DEVELOPMENT OF JOB DESCRIPTIONS, ASSIGNING PAY GRADES TO EACH POSITION, AND UTILIZING BENCHMARK SALARY SURVEYS PREPARED BY INDEPENDENT CONSULTANTS TO ESTABLISH THE INITIAL COMPENSATION OF THE CEO, CFO AND CIO, AND TO ESTABLISH PAY RATES FOR EACH LOWER PAY GRADE. THE TRUST UTILIZED THE SAME SALARY INFORMATION, SURVEYS AND BENCHMARK DATA OBTAINED FROM INDEPENDENT CONSULTANTS FOR 2011 NEW HIRES. THE TRUST'S COMMITTEE APPROVED THE COMPENSATION OF THE CEO, AND BUDGETED A 3% RAISE FOR EXISTING EMPLOYEES. THE CEO IS RESPONSIBLE FOR ESTABLISHING COMPENSATION INCREASES FOR INDIVIDUAL EMPLOYEES SUBJECT TO THESE BUDGET LIMITATIONS. THE TRUST HAS COMPLETED A COMPENSATION STUDY FOR 2012. THE COMMITTEE WAS ADVISED ON A PERIODIC BASIS OF STAFFING STATUS AND ACTIVITIES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST MADE DIRECTLY TO THE ORGANIZATION. | |
| INDEPENDENT FIDUCIARY: | FORM 990, PART VII | AN INDEPENDENT FIDUCIARY HAS BEEN APPOINTED FOR BOTH CHRYSLER GROUP LLC AND GENERAL MOTORS COMPANY (BROCK SECURITIES LLC). THE INDEPENDENT FIDUCIARY IS NOT REQUIRED TO BE REPORTED IN PART VII BUT IS BEING DISCLOSED IN SCHEDULE O DUE TO THE IMPORTANT ROLE IN ADMINISTERING THE RMBT INVESTMENTS. THE FOLLOWING EXPLAINS THE ROLE AND RESPONSIBILITIES OF THE INDEPENDENT FIDUCIARY IN MORE DETAIL: PURSUANT TO ARTICLE XI OF THE TRUST AGREEMENT, THE COMMITTEE, IN ITS SOLE DISCRETION, IS INSTRUCTED TO SELECT AND APPOINT AN INDEPENDENT FIDUCIARY AS NAMED FIDUCIARY AND INVESTMENT MANAGER WHO, FROM AND AFTER THE DATE OF THE SETTLEMENT AGREEMENTS WITH EACH OF CHRYSLER GROUP LLC, AND GENERAL MOTORS COMPANY, SHALL HAVE AND EXERCISE ALL DISCRETIONARY POWER AND AUTHORITY OF THE TRUST WITH RESPECT TO THE MANAGEMENT, DISPOSITION AND VOTING OF THE RESPECTIVE SECURITIES CONTRIBUTED BY EACH OF THE AUTOMOTIVE COMPANIES, EXCEPT THAT THE RIGHT TO DESIGNATE OR REPLACE ANY DIRECTOR OF THE CONTRIBUTING AUTOMOTIVE COMPANY SHALL BE EXERCISED BY THE COMMITTEE. PURSUANT TO ITS AUTHORITY UNDER THE TRUST AGREEMENT, THE COMMITTEE HAS DELEGATED TO THE INVESTMENT SUBCOMITTEE THE AUTHORITY TO RETAIN THE INDEPENDENT FIDUCIARY AND MONITOR THE PERFORMANCE OF ITS SERVICES. THE COMMITTEE HAS THE POWER TO REMOVE AND REPLACE AN INDEPENDENT FIDUCIARY FOR CAUSE. THE INDEPENDENT FIDUCIARY IS AUTHORIZED AS FOLLOWS FOR THE RESPECTIVE SECURITIES: 1. EXERCISE DIRECTLY OR ON BEHALF OF THE TRUST, OR DIRECT THE TRUSTEE TO EXERCISE AS APPROPRIATE, ALL OF THE TRUST'S LEGAL AND CONTRACTUAL AUTHORITY AND RESPONSIBILITY AS OWNER OF THE NOTES, THE SHARES, AND ANY FUTURE SECURITIES (AS APPLICABLE) (HEREIN COLLECTIVELY REFERRED TO AS "AUTO SECURITIES") ACQUIRED BY THE TRUST, INCLUDING: A. EXERCISING ALL RIGHTS OF THE TRUST OR VEBA HOLDCO IN ITS SOLE DISCRETION INCLUDING BUT NOT LIMITED TO INITIATION OR PARTICIPATION IN THE REGISTRATION OF ANY AUTO SECURITIES; EXERCISING ALL VOTING RIGHTS WITH RESPECT TO AUTO SECURITIES, AND NEGOTIATING AND ACCEPTING ANY AMENDMENTS TO THE TRANSACTION AGREEMENTS; B. ACCEPTING ANY CONTRIBUTION OF ADDITIONAL AUTO SECURITIES; C. VALUING THE AUTO SECURITIES; D. MAKING ANY DECISION TO SELL, LOAN, HYPOTHECATE, PLEDGE AS SECURITY FOR A LOAN, EXCHANGE, CONVERT OR OTHERWISE DISPOSE OF ALL OR ANY OF THE AUTO SECURITIES; E. COMPLYING WITH ANY CONDITIONS OR LIMITATIONS IN ANY FINAL PROHIBITED TRANSACTION EXEMPTION ("PTE") ISSUED BY THE DEPARTMENT OF LABOR; F. COMPLYING OR ASSISTING AUTO IN COMPLYING AS REQUIRED IN ANY TRANSACTION AGREEMENT, WITH ANY REGULATORY OR OTHER REQUIREMENTS, INCLUDING FILING OBLIGATIONS; G. INITIATING OR PARTICIPATING IN ANY CLAIM OR SUIT AGAINST A PARTY TO ANY OF THE TRANSACTION AGREEMENTS ARISING OUT OF BREACH, OR RELATED TO THE ISSUANCE AND OWNERSHIP OF, THE AUTO SECURIITIES; H. THE INDEPENDENT FIDUCIARY MAY ALSO SELECT AND CONTRACT ON BEHALF OF THE TRUST WITH SUCH AUDITORS, APPRAISERS, ACTUARIES, INVESTMENT ADVISORS, BROKERS, DEALERS AND UNDERWRITERS, AND OUTSIDE LEGAL COUNSEL AS THE INDEPENDENT FIDUCIARY DEEMS APPROPRIATE TO ASSIST THE INDEPENDENT FIDUCIARY IN THE PERFORMANCE OF ITS DUTIES. 2. ADVISE THE COMMITTEE WITH RESPECT TO THE MANNER IN WHICH AUTO SECURITIES SHOULD BE REFLECTED OR INCORPORATED INTO THE FUNDING POLICY TO BE ADOPTED BY THE COMMITTEE. 3. REPORT AT LEAST ONCE A YEAR TO THE COMMITTEE AS A WHOLE, AND PERIODICALLY REPORT AS NECESSARY TO THE INVESTMENT COMMITTEE. |
| HOURS DEVOTED TO RELATED ORGANIZATIONS: | FORM 990, PART VII: | IN ADDITION TO THE HOURS DEVOTED TO THE UAW RETIREE MEDICAL BENEFITS TRUST, ERIC HENRY, MARY BETH KUDERIK, ROBERT NAFTALY, AND OLENA LACY DEVOTE TIME WEEKLY TO A RELATED ORGANIZATION. THEIR TIME IS SPENT AS FOLLOWS: ERIC HENRY DEVOTES APPROXIMATELY 2 HOURS TO THE VARIOUS CHRYSLER HOLDCOS. MARY BETH KUDERIK DEVOTES APPROXIMATELY 2 HOURS TO THE VARIOUS CHRYSLER HOLDCOS. ROBERT NAFTALY DEVOTES APPROXIMATELY 1 HOUR TO THE VARIOUS CHRYSLER HOLDCOS. OLENA LACY DEVOTES APPROXIMATELY 1 HOUR TO THE VARIOUS CHRYSLER HOLDCOS. |
| FOR PROFIT SUBSIDIARY PRESENTATION: | FORM 990 PART VIII AND IX | THIS FORM 990 IS FOR THE TRUST THAT ENCOMPASSES THREE PLANS. THE FORM 990 IS REPORTED AT THE TRUST LEVEL AND INCLUDES THE SUM OF THE THREE PLAN FINANCIAL STATEMENTS. PLAN FINANCIAL STATEMENT REPORTING FOR THE CHRYSLER PLAN INCLUDES THE 13 CHRYSLER HOLDCO ENTITIES AS DESCRIBED IN SCHEDULE O AND REPORTED ON SCHEDULE R. ACCORDINGLY, BASED ON THE PLAN REPORTING REQUIREMENTS, CERTAIN ACTIVITIES OF THE HOLDCO LEGAL ENTITIES ALSO APPEAR ON THE FORM 990 OF THE TAXPAYER. STATE TAXES IS AN EXAMPLE OF AN EXPENSE ITEM OF THE HOLDCO'S THAT APPEAR ON THE FORM 990 OF THE TAXPAYER. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -4,661,283,430. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| UAW VEBA HOLDCO CH-00 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270266892 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11489464 | 1.00000 |
| UAW VEBA HOLDCO CH-01 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270266962 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-02 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267005 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-03 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267044 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-04 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267079 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-05 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267225 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-06 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267268 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-07 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267295 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-08 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267453 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-09 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267494 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-10 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267527 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-11 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267573 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -11578018 | 1.00000 |
| UAW VEBA HOLDCO CH-12 LLC | ||||||||||
| PO BOX 14309 | DETROIT | MI | 48214 | 270267593 | HOLDING COMPANY | MI | UAW RETIREE MEDICAL BENEFITS TRUST | C | -5789010 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RELATED ORGANIZATIONS: | Identifier |
| Return Reference | SCHEDULE R | ReturnReference |
| Explanation | THE UAW RETIREE MEDICAL BENEFITS TRUST ("RMBT") HAS A 100% OWNERSHIP IN EACH OF THE THIRTEEN UAW VEBA HOLDCO ENTITIES. THESE HOLDCO COMPANIES IN TURN OWN A COMBINED 41.46% OF CHRSYLER GROUP LLC. | Explanation |