UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND

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Cite this

Plain text UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/uaw-retirees-of-mack-trucks-health-benefit-fund-456488442. Retrieved 2026-11-07.

APA furp.org. (n.d.). UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND [Nonprofit organization profile; tax years 2012–2024]. Retrieved November 7, 2026, from https://furp.org/org/uaw-retirees-of-mack-trucks-health-benefit-fund-456488442

MLA “UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND.” furp.org, tax years 2012–2024, https://furp.org/org/uaw-retirees-of-mack-trucks-health-benefit-fund-456488442. Accessed 7 Nov. 2026.

Retrieved 2026-11-07; covers tax years 2012–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $28.5M · expenses $24.7M · assets $518.6M

Also known as: HEALTH BENEFIT FUND
EIN: 45-6488442
Address: 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
NTEE code: Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) published (IRS Business Master File)
Exempt type: 501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date: May 2013 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: No
Cross-check: ProPublica Nonprofit Explorer

Mission

TO HELP FUND CERTAIN BENEFITS PROVIDED TO CERTAIN MACK RETIREES AND OTHER ELIGIBLE INDIVIDUALS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Suzanne Daniels	COMMITTEE MEMBER	2012-2024	$112,879	$1,186,341	10
Gary Petroni	CHAIRPERSON	2012-2024	$107,093	$1,115,556	10
Jack Martin	COMMITTEE MEMBER	2012-2024	$106,745	$1,035,783	5
Francine Parker	COMMITTEE MEMBER	2012-2024	$98,390	$1,016,047	12
Comerica Bank Institution	INSTITUTIONAL TRUSTEE	2015-2024	$15,418	$408,352	346
Richard Saylor	COMMITTEE MEMBER	2012-2024	$2,500	$34,982	1

Officers and directors, no compensation reported

7 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Compensation	Organizations
David Perkins	COMMITTEE MEMBER	2016-2024	$0 reported	1
John Eblin	COMMITTEE MEMBER	2023-2024	$0 reported	2
Tim Bressler (former)	COMMITTEE MEMBER - PART YEAR	2016-2023	$0 reported	2
David Bortz (former)	COMMITTEE MEMBER	2015-2016	$0 reported	1
Willard Back (former)	COMMITTEE MEMBER	2016	$0 reported	1
Willard Beck (former)	COMMITTEE MEMBER	2012-2015	$0 reported	1
Raymond Curry (former)	COMMITTEE MEMBER	2012-2014	$0 reported	1

People by year

2024 · 8 people listed · 6 paid, $443K · 0 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE MEMBER	0	$30,827	$82,052	$0	$112,879	10
GARY PETRONI	CHAIRPERSON	2	$39,530	$67,563	$0	$107,093	10
JACK MARTIN	COMMITTEE MEMBER	0	$30,827	$75,918	$0	$106,745	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$30,827	$67,563	$0	$98,390	12
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$15,418	$0	$0	$15,418	346
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,500	$0	$0	$2,500	1
DAVID PERKINS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
JOHN EBLIN	COMMITTEE MEMBER	0	$0	$0	$0	$0	2

2023 · 9 people listed · 6 paid, $376K · 0 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE MEMBER	0	$27,409	$61,916	$0	$89,325	10
GARY PETRONI	CHAIRPERSON	2	$33,805	$54,414	$0	$88,219	10
JACK MARTIN	COMMITTEE MEMBER	0	$27,409	$53,798	$0	$81,207	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$27,409	$52,667	$0	$80,076	12
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$31,483	$0	$0	$31,483	346
RICHARD SAYLOR	COMMITTEE MEMBER	0	$5,482	$0	$0	$5,482	1
TIM BRESSLER	COMMITTEE MEMBER - PART YEAR	0	$0	$0	$0	$0	2
DAVID PERKINS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
JOHN EBLIN	COMMITTEE MEMBER	0	$0	$0	$0	$0	2

2022 · 8 people listed · 6 paid, $393K · 0 employees · 2 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE MEMBER	0	$27,000	$66,080	$0	$93,080	10
GARY PETRONI	CHAIRPERSON	2	$34,000	$54,360	$0	$88,360	10
JACK MARTIN	COMMITTEE MEMBER	0	$27,000	$54,360	$0	$81,360	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$27,000	$54,360	$0	$81,360	12
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$46,296	$0	$0	$46,296	346
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
TIM BRESSLER	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
DAVID PERKINS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2021 · 8 people listed · 6 paid, $416K · 0 employees · 2 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE MEMBER	0	$27,000	$66,080	$0	$93,080	10
GARY PETRONI	CHAIRPERSON	2	$34,000	$54,360	$0	$88,360	10
JACK MARTIN	COMMITTEE MEMBER	0	$27,000	$54,360	$0	$81,360	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$27,000	$54,360	$0	$81,360	12
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$69,263	$0	$0	$69,263	346
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
TIM BRESSLER	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
DAVID PERKINS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2020 · 8 people listed · 6 paid, $418K · 0 employees · 2 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE MEMBER	0	$27,000	$66,080	$0	$93,080	10
GARY PETRONI	CHAIRPERSON	2	$34,000	$54,360	$0	$88,360	10
JACK MARTIN	COMMITTEE MEMBER	0	$27,000	$54,360	$0	$81,360	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$27,000	$54,360	$0	$81,360	12
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$71,129	$0	$0	$71,129	346
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
TIM BRESSLER	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
DAVID PERKINS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2019 · 8 people listed · 6 paid, $395K · 0 employees · 2 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE MEMBER	0	$27,000	$66,080	$0	$93,080	10
GARY PETRONI	CHAIRPERSON	2	$34,000	$54,360	$0	$88,360	10
JACK MARTIN	COMMITTEE MEMBER	0	$27,000	$54,360	$0	$81,360	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$24,750	$52,860	$0	$77,610	12
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$52,765	$0	$0	$52,765	346
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
TIM BRESSLER	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
DAVID PERKINS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2018 · 8 people listed · 6 paid, $384K · 0 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE MEMBER	0	$27,000	$66,080	$0	$93,080	10
GARY PETRONI	CHAIRPERSON	2	$34,000	$54,360	$0	$88,360	10
JACK MARTIN	COMMITTEE MEMBER	0	$27,000	$54,360	$0	$81,360	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$27,000	$47,330	$0	$74,330	12
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$44,534	$0	$0	$44,534	346
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
TIM BRESSLER	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
DAVID PERKINS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2017 · 8 people listed · 6 paid, $372K · 0 employees · 2 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE MEMBER	0	$22,500	$63,550	$0	$86,050	10
GARY PETRONI	CHAIRPERSON	2	$34,000	$51,830	$0	$85,830	10
JACK MARTIN	COMMITTEE MEMBER	0	$27,000	$51,830	$0	$78,830	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$24,750	$49,300	$0	$74,050	12
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$45,202	$0	$0	$45,202	346
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
TIM BRESSLER	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
DAVID PERKINS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2016 · 10 people listed · 6 paid, $417K · 0 employees · 2 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
GARY PETRONI	CHAIRPERSON	2	$34,000	$74,390	$0	$108,390	10
FRANCINE PARKER	COMMITTEE MEMBER	0	$27,000	$68,450	$0	$95,450	12
SUZANNE DANIELS	COMMITTEE MEMBER	0	$27,000	$68,110	$0	$95,110	10
JACK MARTIN	COMMITTEE MEMBER	0	$27,000	$56,390	$0	$83,390	5
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$32,262	$0	$0	$32,262	346
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
TIM BRESSLER	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
DAVID PERKINS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
DAVID BORTZ	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
WILLARD BACK	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2015 · 8 people listed · 5 paid, $409K · 0 employees · 2 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE MEMBER	0	$35,337	$79,945	$0	$115,282	10
GARY PETRONI	CHAIRPERSON	2	$34,163	$66,458	$0	$100,621	10
JACK MARTIN	COMMITTEE MEMBER	0	$31,500	$68,488	$0	$99,988	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$29,250	$61,458	$0	$90,708	12
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
WILLARD BECK	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
DAVID BORTZ	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	0	$0	$0	$0	$0	346

2014 · 7 people listed · 5 paid, $251K · 0 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	CHAIRPERSON	2	$27,750	$0	$44,960	$72,710	10
GARY PETRONI	COMMITTEE MEMBER	0	$22,500	$37,890	$0	$60,390	10
FRANCINE PARKER	COMMITTEE MEMBER	0	$20,250	$37,890	$0	$58,140	12
JACK MARTIN	COMMITTEE MEMBER	0	$22,500	$35,360	$0	$57,860	5
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
WILLARD BECK	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
RAYMOND CURRY	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2013 · 7 people listed · 5 paid, $287K · 0 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	CHAIRPERSON	2	$38,000	$44,960	$0	$82,960	10
JACK MARTIN	COMMITTEE MEMBER	0	$29,250	$37,890	$0	$67,140	5
FRANCINE PARKER	COMMITTEE MEMBER	0	$29,250	$37,890	$0	$67,140	12
GARY PETRONI	COMMITTEE MEMBER	0	$29,250	$37,890	$0	$67,140	10
RICHARD SAYLOR	COMMITTEE MEMBER	0	$2,250	$0	$0	$2,250	1
WILLARD BECK	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
RAYMOND CURRY	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2012 · 7 people listed · 5 paid, $237K · 0 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	CHAIRPERSON	2	$30,000	$36,625	$0	$66,625	10
FRANCINE PARKER	COMMITTEE MEMBER	0	$24,750	$31,323	$0	$56,073	12
GARY PETRONI	COMMITTEE MEMBER	0	$24,750	$31,323	$0	$56,073	10
JACK MARTIN	COMMITTEE MEMBER	0	$22,500	$31,323	$0	$53,823	5
RICHARD SAYLOR	COMMITTEE MEMBER	0	$4,500	$0	$0	$4,500	1
WILLARD BECK	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
RAYMOND CURRY	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

Highest-paid independent contractors

2024 · 5 contractors · $1.1M

Name	Location	Service	Paid
CENTRAL DATA SERVICES	PITTSBURGH, PA	ADMINISTRATIVE SERVICES	$404,009
HAMLIN CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$293,451
MORGAN STANLEY SMITH BARNEY LLC	PURCHASE, NY	INVESTMENT MANAGEMENT FEES	$180,000
AETNA LIFE INSURANCE COMPANY	HARTFORD, CT	ADMINISTRATIVE SERVICES	$141,265
PLANTE MORAN	SOUTHFIELD, MI	ADMINISTRATIVE SERVICES	$116,775

2023 · 4 contractors · $892K

Name	Location	Service	Paid
CENTRAL DATA SERVICES	PITTSBURGH, PA	ADMINISTRATIVE SERVICES	$410,179
HAMLIN CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$175,566
MORGAN STANLEY SMITH BARNEY LLC	PURCHASE, NY	INVESTMENT MANAGEMENT FEES	$165,000
AETNA LIFE INSURANCE COMPANY	HARTFORD, CT	ADMINISTRATIVE SERVICES	$141,589

2022 · 5 contractors · $1.1M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$454,433
MORGAN STANLEY SMITH BARNEY LLC	PURCHASE, NY	INVESTMENT MANAGEMENT FEES	$192,500
AETNA LIFE INSURANCE COMPANY	HARTFORD, CT	ADMINISTRATIVE SERVICES	$170,574
BAIRD ADVISORS	MILWAUKEE, WI	INVESTMENT MANAGEMENT FEES	$124,312
MILLIMAN INC	SEATTLE, WA	ACTUARIAL SERVICES	$121,017

2021 · 5 contractors · $1.6M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$419,068
ROBERT W BAIRD & CO	MILWAUKEE, WI	INVESTMENT MANAGEMENT FEES	$369,614
BRANDYWINE GLOBAL	PHILADELPHIA, PA	INVESTMENT MANAGEMENT FEES	$324,720
SAGE ADVISORY SERVICES LTD CO	AUSTIN, TX	INVESTMENT MANAGEMENT FEES	$289,431
MADISON INVESTMENT HOLDINGS	MADISON, WI	INVESTMENT MANAGEMENT FEES	$195,977

2020 · 5 contractors · $1.6M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$427,452
ROBERT W BAIRD & CO	MILWAUKEE, WI	INVESTMENT MANAGEMENT FEES	$371,256
BRANDYWINE GLOBAL	PHILADELPHIA, PA	INVESTMENT MANAGEMENT FEES	$337,836
SAGE ADVISORY SERVICES LTD CO	AUSTIN, TX	INVESTMENT MANAGEMENT FEES	$297,863
REINHART PARTNERS	MEQUON, WI	INVESTMENT MANAGEMENT FEES	$209,285

2019 · 5 contractors · $1.4M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$477,863
ROBERT W BAIRD & CO	MILWAUKEE, WI	INVESTMENT MANAGEMENT FEES	$282,537
BRANDYWINE GLOBAL	PHILADELPHIA, PA	INVESTMENT MANAGEMENT FEES	$272,690
SAGE ADVISORY SERVICES LTD CO	AUSTIN, TX	INVESTMENT MANAGEMENT FEES	$190,388
AETNA LIFE INSURANCE COMPANY	CHICAGO, IL	ADMINISTRATIVE SERVICES	$186,427

2018 · 5 contractors · $1.2M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$455,019
ROBERT W BAIRD & CO	MILWAUKEE, WI	INVESTMENT MANAGEMENT FEES	$219,969
BRANDYWINE GLOBAL	PHILADELPHIA, PA	INVESTMENT MANAGEMENT FEES	$206,194
AETNA LIFE INSURANCE COMPANY	CHICAGO, IL	ADMINISTRATIVE SERVICES	$205,008
MORGAN STANLEY SMITH BARNEY LLC	BIRMINGHAM, MI	INVESTMENT MANAGEMENT FEES	$161,653

2017 · 5 contractors · $1.2M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$465,326
ROBERT W BAIRD & CO	MILWAUKEE, WI	INVESTMENT MANAGEMENT FEES	$223,590
AETNA LIFE INSURANCE COMPANY	CHICAGO, IL	ADMINISTRATIVE SERVICES	$216,106
LOOMIS SAYLES & COMPANY	PHILADELPHIA, PA	INVESTMENT MANAGEMENT FEES	$174,382
MORGAN STANLEY SMITH BARNEY LLC	BIRMINGHAM, MI	INVESTMENT MANAGEMENT FEES	$165,000

2016 · 5 contractors · $1.3M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$462,802
AETNA-MIDDLETOWN	CHICAGO, IL	ADMINISTRATIVE SERVICES	$268,193
LAZARD ASSET MANAGEMENT	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$211,042
STATE STREET GLOBAL ADVISORS	BOSTON, MA	INVESTMENT MANAGEMENT FEES	$184,082
LOOMIS SAYLES & COMPANY	PHILADELPHIA, PA	INVESTMENT MANAGEMENT FEES	$174,528

2015 · 5 contractors · $1.3M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$447,974
AETNA-MIDDLETOWN	CHICAGO, IL	ADMINISTRATIVE SERVICES	$285,829
LAZARD ASSET MANAGEMENT	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$202,097
SEGAL ROGERSCASEY	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$180,000
LOOMIS SAYLES & COMPANY	PHILADELPHIA, PA	INVESTMENT MANAGEMENT FEES	$166,209

2014 · 5 contractors · $1.5M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$468,306
AETNA-MIDDLETOWN	CHICAGO, IL	ADMINISTRATIVE SERVICES	$304,636
PIMCO	LOS ANGELES, CA	INVESTMENT MANAGEMENT FEES	$271,185
LAZARD ASSET MANAGEMENT	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$211,051
STATE STREET GLOBAL ADVISORS	BOSTON, MA	INVESTMENT MANAGEMENT FEES	$208,809

2013 · 5 contractors · $1.3M

Name	Service	Paid
BENESYS INC	PLAN ADMINISTRATION	$460,854
AETNA-MIDDLETOWN	ADMINISTRATIVE SERVICES	$339,686
SEGAL ROGERSCASEY	CONSULTING FEES	$186,667
PIMCO	INVESTMENT MANAGEMENT FEES	$158,726
STATE STREET GLOBAL ADVISORS	INVESTMENT MANAGEMENT FEES	$108,529

2012 · 3 contractors · $1.0M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$436,241
HIGHMARK INC	PITTSBURGH, PA	CLAIMS ADMINISTRATION	$435,914
MILLIMAN INC	ROCHESTER, MI	ACTUARY SERVICES	$144,153

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$28,480,993	$24,658,511	$518,618,671	$518,424,837	$0	$1,984,630	$138,649	0	3
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$17,941,262	$24,552,759	$501,891,021	$501,625,479	$0	$2,062,128	$149,594	0	3
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
-$28,498,416	$24,988,700	$501,652,282	$492,032,597	$0	$2,078,652	$139,417	0	2
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$18,777,025	$26,611,039	$618,064,056	$614,207,777	$0	$2,784,917	$117,250	0	2
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$28,906,987	$25,188,256	$643,001,412	$642,024,342	$0	$3,750,369	$117,250	0	2
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$55,310,775	$25,562,364	$591,215,410	$584,702,249	$0	$4,641,741	$115,000	0	2
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$16,377,883	$27,555,254	$554,598,987	$552,354,049	$0	$4,727,894	$117,250	0	3
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$19,108,560	$23,528,656	$596,608,790	$594,759,073	$0	$4,749,571	$110,500	0	2
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$70,663,904	$26,159,870	$558,252,714	$557,533,020	$0	$4,812,845	$119,136	0	2
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$16,435,980	$27,482,173	$552,365,266	$552,131,636	$0	$4,949,274	$132,500	0	2
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$14,784,981	$28,341,155	$585,617,323	$582,869,606	$0	$5,080,168	$95,250	0	3
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$31,265,296	$24,896,801	$585,323,315	$583,183,289	$0	$25,325,331	$112,750	0	3
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$20,653,871	$38,971,060	$747,461,873	$542,108,573	$0	$19,207,471	$119,500	0	3

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR Washington, DC · 5 people in common (Francine Parker, Gary Petroni, Jack Martin) · related organization (Schedule R)
UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU Troy, MI · 4 people in common (Francine Parker, Gary Petroni, Jack Martin) · related organization (Schedule R)
UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST Washington, DC · 4 people in common (Francine Parker, Gary Petroni, Jack Martin) · related organization (Schedule R)
UAW RETIREES OF ACC BENEFIT TR Troy, MI · 4 people in common (Francine Parker, Gary Petroni, Jack Martin) · related organization (Schedule R)
UAW RETIREES OF THE BUDD COMPANY HEALTH & WELFARE TRUST Pittsburgh, PA · 3 people in common (Francine Parker, Gary Petroni, Suzanne Daniels)
UAW RETIREES HEALTH CARE TR Pittsburgh, PA · 2 people in common (Francine Parker, Gary Petroni)
THE GREATER DETROIT HEALTH TRANSITION Novi, MI · 2 people in common (Francine Parker, Gary Petroni)
AEPC Birmingham, MI · 2 people in common (Gary Petroni, Suzanne Daniels)
HENRY FORD HEALTH SYSTEM Detroit, MI · 1 person in common (Francine Parker)
UAW RETIREE MEDICAL BENEFITS TR Detroit, MI · 1 person in common (Francine Parker)
HEALTH ALLIANCE PLAN OF MICHIGAN Detroit, MI · 1 person in common (Francine Parker)
SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION Southfield, MI · 1 person in common (Gary Petroni)
CONSOLIDATED BENEFIT TRUST Grand Rapids, MI · 1 person in common (Suzanne Daniels)
THE ECONOMIC ALLIANCE FOR MICHIGAN Novi, MI · 1 person in common (Francine Parker)
MICHIGAN PUBLIC EMPLOYEES BENEFIT TRUST Detroit, MI · 1 person in common (Suzanne Daniels)
MICHIGAN STATE AFL-CIO PUBLIC EMPLOYEES Grand Rapids, MI · 1 person in common (Suzanne Daniels)

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Organizations like this one

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
UAW RETIREES OF THE BUDD COMPANY HEALTH & WELFARE TRUST	PA	Y43	$23,560,896	$28,792,353	COMMITTEE MEMBER	$75,491	Same NTEE code Y43, revenue within 2x, same state, similar mission
UAW RETIREES HEALTH CARE TR	PA	Y43	$20,384,074	$18,871,580	COMMITTEE MEMBER	$171,127	Same NTEE code Y43, revenue within 2x, same state, similar mission
RETIREES OF CTNA HEALTH CARE TRUST	PA	Y43	$14,576,351	$5,334,523	COMMITTEE MEMBER, CHAIR	$30,706	Same NTEE code Y43, revenue within 2x, same state
POST-RETIREMENT BENEFIT TR FOR SHARED RETIREES	PA	Y43	$18,593,289	$18,983,130	TRUSTEE (SEE SCHEDULE O)	$0	Same NTEE code Y43, revenue within 2x, same state, similar mission
VEBA FOR RETIREES OF KAISER ALUMINUM	PA	Y43	$23,837,686	$35,270,642	TRUSTEE/CHAIRMAN	$0	Same NTEE code Y43, revenue within 2x, same state, similar mission
TEAMSTERS 261 & EMPLOYERS WELFARE FUND	PA	Y43	$41,614,608	$41,960,901	TRUSTEE	$88,100	Same NTEE code Y43, revenue within 2x, same state, similar mission
ALPA RETIREE HEALTH PLAN FOR JETBLUE PILOTS VEBA TR	PA	Y43	$19,539,134	$739,398	ASSISTANT DIR, REPRESENTATION	$459,831	Same NTEE code Y43, revenue within 2x, same state
BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 1 PA-DE HEALTH & WELFARE FUD	PA	Y43	$35,415,586	$25,902,007	UNION TRUSTEE	$258,865	Same NTEE code Y43, revenue within 2x, same state, similar mission
UNITED STATES STEEL CORPORATION LEGACY RETIREE INS BENEFITS TRU	PA	Y43	$27,029,951	$27,854,760	INSTITUTIONAL TRUSTEE	$0	Same NTEE code Y43, revenue within 2x, same state
ATI USW VEBA TRUST	PA	Y43	$41,280,644	$22,568,424	TRUSTEE	$29,739	Same NTEE code Y43, revenue within 2x, same state, similar mission
FEDEX PILOTS POST-MEDICARE RETIREE PREMIUM REIMBURSEMENT PLAN	PA	Y43	$17,961,634	$5,649,400	ASST. DIRECTOR, REPRESENTATION	$459,861	Same NTEE code Y43, revenue within 2x, same state
VEBA HEALTH INSURANCE TRUST FOR NON-UNION EMPLOYEES OF KEYSPAN	PA	Y43	$56,104,317	$47,697,484	TRUSTEE (See Schedule O)	$74,512	Same NTEE code Y43, revenue within 2x, same state
IUPAT OF WESTERN PENNSYLVANIA WELFARE FUND	PA	Y43	$23,112,780	$21,516,322	TRUSTEE	$0	Same NTEE code Y43, revenue within 2x, same state
GLENN O HAWBAKER INC EMPLOYEE WELFARE TRUST	PA	Y43	$18,605,085	$18,120,816	TRUSTEE	$0	Same NTEE code Y43, revenue within 2x, same state
NORTHERN TIER INSURANCE CONSORTIUM	PA	Y43	$46,607,847	$51,726,416	CHAIR	$0	Same NTEE code Y43, revenue within 2x, same state
UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU	MI	Y43	$21,595,074	$19,575,256	COMMITTEE CHAIR	$133,305	Same NTEE code Y43, revenue within 2x
NYSUT RETIREE VEBA HEALTH FUND	NY	Y43	$14,390,641	$12,308,674	TRUSTEE/CHAIRPERSON	$345,374	Same NTEE code Y43, revenue within 2x
PIPE TRADES SERVICES MN RETIREE HEALTH FUND	MN	Y43	$27,775,099	$12,232,887	CHAIR (THRU 12/2024)	$0	Same NTEE code Y43, revenue within 2x
TWU LOCAL 100 HEALTH FUND	NY	Y43	$22,337,428	$19,152,850	TRUSTEE	$252,416	Same NTEE code Y43, revenue within 2x, similar mission
UNITED BENEFIT FUND	NY	Y43	$35,497,062	$31,721,286	FUND ADMINIS	$166,403	Same NTEE code Y43, revenue within 2x, similar mission
MEDICAL AND LIFE BENEFITS PLAN TR FOR HOURLY RETIREES	TX	Y43	$27,615,629	$41,313,406	TRUSTEE	$0	Same NTEE code Y43, revenue within 2x
THE YWCA RETIREMENT FUND INC	NY	Y43	$19,949,886	$38,285,230	Chief Executive Officer	$481,650	Same NTEE code Y43, revenue within 2x, similar mission
JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES	NJ	Y43	$21,601,209	$47,299,102	Trustee	$0	Same NTEE code Y43, revenue within 2x, similar mission
PINNACLE WEST CAPITAL CORPORATION UNION HEALTH BENEFITS MASTER TRUST	MA	Y43	$17,048,028	$20,265,401	TRUSTEE	$0	Same NTEE code Y43, revenue within 2x, similar mission
MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND	OH	Y43	$52,725,460	$97,715,528	CO-CHAIRMAN	$40,000	Same NTEE code Y43, revenue within 2x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $24,658,511 spent · pay $138,649 · grants $0 · events $600

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$22,823,881	-	-	-	92.6%
Fees: investment management		$641,313	-	-	-	2.6%
Other (as described)	ADMINISTRATIVE FEE	$536,257	-	-	-	2.2%
Fees: other services		$272,958	-	-	-	1.1%
Pay: officers, directors, trustees, key employees		$138,649	-	-	-	0.6%
Fees: accounting		$116,775	-	-	-	0.5%
Insurance		$68,813	-	-	-	0.3%
Office expenses		$27,152	-	-	-	0.1%
Fees: legal		$25,920	-	-	-	0.1%
Other (as described)	FIDELITY BOND	$5,660	-	-	-	0.0%
Conferences, conventions and meetings		$600	-	-	-	0.0%
Other (as described)	SUBSCRIPTIONS	$533	-	-	-	0.0%
Total		$24,658,511				100%

View the filing

2023 · Form 990 · $24,552,759 spent · pay $149,594 · grants $0 · events $1,612

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$22,887,983	-	-	-	93.2%
Other (as described)	ADMINISTRATIVE FEE	$537,960	-	-	-	2.2%
Fees: investment management		$474,484	-	-	-	1.9%
Fees: other services		$276,489	-	-	-	1.1%
Pay: officers, directors, trustees, key employees		$149,594	-	-	-	0.6%
Fees: accounting		$86,023	-	-	-	0.4%
Insurance		$75,679	-	-	-	0.3%
Fees: legal		$44,120	-	-	-	0.2%
Office expenses		$17,872	-	-	-	0.1%
Conferences, conventions and meetings		$1,612	-	-	-	0.0%
Other (as described)	FIDELITY BOND	$943	-	-	-	0.0%
Total		$24,552,759				100%

View the filing

2022 · Form 990 · $24,988,700 spent · pay $139,417 · grants $0 · events $8,930

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$23,297,465	-	-	-	93.2%
Fees: management		$649,798	-	-	-	2.6%
Fees: investment management		$518,193	-	-	-	2.1%
Pay: officers, directors, trustees, key employees		$139,417	-	-	-	0.6%
Fees: other services		$122,317	-	-	-	0.5%
Insurance		$75,383	-	-	-	0.3%
Fees: accounting		$60,025	-	-	-	0.2%
Fees: legal		$53,927	-	-	-	0.2%
Office expenses		$33,232	-	-	-	0.1%
Other (as described)	LOW INCOME SUB PAYMENTS	$29,512	-	-	-	0.1%
Conferences, conventions and meetings		$8,930	-	-	-	0.0%
Other (as described)	SUBSCRIPTIONS	$501	-	-	-	0.0%
Total		$24,988,700				100%

View the filing

2021 · Form 990 · $26,611,039 spent · pay $117,250 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$24,187,955	-	-	-	90.9%
Fees: investment management		$1,344,742	-	-	-	5.1%
Fees: management		$637,510	-	-	-	2.4%
Fees: other services		$117,655	-	-	-	0.4%
Pay: officers, directors, trustees, key employees		$117,250	-	-	-	0.4%
Insurance		$73,752	-	-	-	0.3%
Fees: accounting		$56,097	-	-	-	0.2%
Office expenses		$31,332	-	-	-	0.1%
Fees: legal		$30,630	-	-	-	0.1%
Other (as described)	LOW INCOME SUB PAYMENTS	$13,709	-	-	-	0.1%
Other (as described)	SUBSCRIPTIONS	$407	-	-	-	0.0%
Total		$26,611,039				100%

View the filing

2020 · Form 990 · $25,188,256 spent · pay $117,250 · grants $0 · events $1,256

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$22,726,755	-	-	-	90.2%
Fees: investment management		$1,370,743	-	-	-	5.4%
Fees: management		$671,955	-	-	-	2.7%
Pay: officers, directors, trustees, key employees		$117,250	-	-	-	0.5%
Fees: other services		$85,057	-	-	-	0.3%
Insurance		$73,738	-	-	-	0.3%
Fees: accounting		$64,810	-	-	-	0.3%
Office expenses		$34,063	-	-	-	0.1%
Fees: legal		$33,580	-	-	-	0.1%
Other (as described)	LOW INCOME SUB PAYMENTS	$9,049	-	-	-	0.0%
Conferences, conventions and meetings		$1,256	-	-	-	0.0%
Total		$25,188,256				100%

View the filing

2019 · Form 990 · $25,562,364 spent · pay $115,000 · grants $0 · events $4,972

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$23,452,120	-	-	-	91.7%
Fees: investment management		$992,710	-	-	-	3.9%
Fees: management		$675,588	-	-	-	2.6%
Fees: other services		$149,146	-	-	-	0.6%
Pay: officers, directors, trustees, key employees		$115,000	-	-	-	0.4%
Insurance		$73,963	-	-	-	0.3%
Fees: accounting		$51,630	-	-	-	0.2%
Office expenses		$22,605	-	-	-	0.1%
Fees: legal		$21,985	-	-	-	0.1%
Conferences, conventions and meetings		$4,972	-	-	-	0.0%
Other (as described)	LOW INCOME SUB PAYMENTS	$2,645	-	-	-	0.0%
Total		$25,562,364				100%

View the filing

2018 · Form 990 · $27,555,254 spent · pay $117,250 · grants $0 · events $6,639

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$25,526,845	-	-	-	92.6%
Fees: investment management		$935,070	-	-	-	3.4%
Fees: management		$696,842	-	-	-	2.5%
Pay: officers, directors, trustees, key employees		$117,250	-	-	-	0.4%
Fees: other services		$102,216	-	-	-	0.4%
Insurance		$81,964	-	-	-	0.3%
Fees: accounting		$38,870	-	-	-	0.1%
Fees: legal		$31,765	-	-	-	0.1%
Other (as described)	LOW INCOME SUB PAYMENTS	$10,045	-	-	-	0.0%
Office expenses		$7,748	-	-	-	0.0%
Conferences, conventions and meetings		$6,639	-	-	-	0.0%
Total		$27,555,254				100%

View the filing

2017 · Form 990 · $23,528,656 spent · pay $110,500 · grants $0 · events $7,083

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$21,471,377	-	-	-	91.3%
Fees: investment management		$947,731	-	-	-	4.0%
Fees: management		$716,034	-	-	-	3.0%
Pay: officers, directors, trustees, key employees		$110,500	-	-	-	0.5%
Insurance		$82,186	-	-	-	0.3%
Fees: other services		$77,260	-	-	-	0.3%
Fees: accounting		$51,784	-	-	-	0.2%
Fees: legal		$29,331	-	-	-	0.1%
Office expenses		$20,898	-	-	-	0.1%
Other (as described)	LOW INCOME SUB PAYMENTS	$9,972	-	-	-	0.0%
Conferences, conventions and meetings		$7,083	-	-	-	0.0%
Other (as described)	RETAINER ADJUSTMENT	$4,500	-	-	-	0.0%
Total		$23,528,656				100%

View the filing

2016 · Form 990 · $26,159,870 spent · pay $119,136 · grants $0 · events $7,949

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$24,064,581	-	-	-	92.0%
Fees: investment management	$1,006,542	-	-	-	3.8%
Fees: management	$721,986	-	-	-	2.8%
Pay: officers, directors, trustees, key employees	$119,136	-	-	-	0.5%
Insurance	$86,018	-	-	-	0.3%
Fees: other services	$64,961	-	-	-	0.2%
Fees: accounting	$41,198	-	-	-	0.2%
Fees: legal	$33,323	-	-	-	0.1%
Office expenses	$14,176	-	-	-	0.1%
Conferences, conventions and meetings	$7,949	-	-	-	0.0%
Total	$26,159,870				100%

View the filing

2015 · Form 990 · $27,482,173 spent · pay $132,500 · grants $0 · events $5,534

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$25,533,186	-	-	-	92.9%
Fees: management	$724,119	-	-	-	2.6%
Fees: investment management	$624,699	-	-	-	2.3%
Fees: other services	$304,087	-	-	-	1.1%
Pay: officers, directors, trustees, key employees	$132,500	-	-	-	0.5%
Insurance	$99,058	-	-	-	0.4%
Fees: accounting	$31,120	-	-	-	0.1%
Fees: legal	$14,489	-	-	-	0.1%
Office expenses	$13,381	-	-	-	0.0%
Conferences, conventions and meetings	$5,534	-	-	-	0.0%
Total	$27,482,173				100%

View the filing

2014 · Form 990 · $28,341,155 spent · pay $95,250 · grants $0 · events $8,123

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$26,132,384	-	-	-	92.2%
Fees: investment management	$898,409	-	-	-	3.2%
Fees: other services	$517,708	-	-	-	1.8%
Fees: management	$468,306	-	-	-	1.7%
Insurance	$99,663	-	-	-	0.4%
Pay: officers, directors, trustees, key employees	$95,250	-	-	-	0.3%
Office expenses	$71,539	-	-	-	0.3%
Fees: accounting	$41,000	-	-	-	0.1%
Fees: legal	$8,773	-	-	-	0.0%
Conferences, conventions and meetings	$8,123	-	-	-	0.0%
Total	$28,341,155				100%

View the filing

2013 · Form 990 · $24,896,801 spent · pay $112,750 · grants $0 · events $6,873

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$22,866,679	-	-	-	91.8%
Fees: other services	$1,092,781	-	-	-	4.4%
Fees: investment management	$586,745	-	-	-	2.4%
Pay: officers, directors, trustees, key employees	$112,750	-	-	-	0.5%
Insurance	$111,984	-	-	-	0.4%
Fees: accounting	$52,050	-	-	-	0.2%
Fees: legal	$38,760	-	-	-	0.2%
Office expenses	$28,179	-	-	-	0.1%
Conferences, conventions and meetings	$6,873	-	-	-	0.0%
Total	$24,896,801				100%

View the filing

2012 · Form 990 · $38,971,060 spent · pay $119,500 · grants $0 · events $14,105

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$37,454,766	-	-	-	96.1%
Fees: other services	$1,191,169	-	-	-	3.1%
Pay: officers, directors, trustees, key employees	$119,500	-	-	-	0.3%
Fees: investment management	$56,648	-	-	-	0.1%
Fees: legal	$54,898	-	-	-	0.1%
Insurance	$52,679	-	-	-	0.1%
Office expenses	$22,945	-	-	-	0.1%
Conferences, conventions and meetings	$14,105	-	-	-	0.0%
Fees: accounting	$4,350	-	-	-	0.0%
Total	$38,971,060				100%

View the filing

State business registration

UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND DC, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025

The same business name in the same state, from the state’s official registry data.

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Record	Name as filed	Where	Dataset	Matched by
Plan sponsor	UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND	DC	Form 5500 (employee benefit plans)	EIN (EXACT)

Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.

UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND

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