UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR
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Cite this
Plain text UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/uaw-retirees-of-daimler-trucks-north-america-welfare-benefits-tr-476377585. Retrieved 2026-11-05.
APA furp.org. (n.d.). UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 5, 2026, from https://furp.org/org/uaw-retirees-of-daimler-trucks-north-america-welfare-benefits-tr-476377585
MLA “UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR.” furp.org, tax years 2015–2024, https://furp.org/org/uaw-retirees-of-daimler-trucks-north-america-welfare-benefits-tr-476377585. Accessed 5 Nov. 2026.
Retrieved 2026-11-05; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $65.6M · expenses $29.2M · assets $799.5M
- Also known as
- AMERICA WELFARE BENEFIT TRUST
- EIN
- 47-6377585
- Address
- 1701 PENNSYLVANIA AVE NW STE 1200, WASHINGTON, DC 20006-5811
- NTEE code
- Y43
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- January 2016 (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
THE TRUST WAS ESTABLISHED AND IS CONTINUED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
8 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 | CHAIRPERSON | 2015-2024 | $112,879 | $964,045 | 10 |
| Gary Petroni | COMMITTEE MEMBER | 2015-2024 | $107,093 | $931,953 | 10 |
| Jack Martin | COMMITTEE MEMBER | 2015-2024 | $106,745 | $856,960 | 5 |
| Francine Parker | COMMITTEE MEMBER | 2015-2024 | $98,390 | $834,694 | 12 |
| Comerica Bank Institution | INSTITUTIONAL TRUSTEE | 2015-2024 | $0 | $432,810 | 346 |
| Allen Penley | COMMITTEE MEMBER | 2015-2024 | $1,025 | $170,820 | 1 |
| Timothy Bridges | COMMITTEE MEMBER | 2024 | $15,160 | $15,160 | 1 |
| Robert Riggins | COMMITTEE MEMBER | 2018-2024 | $3,007 | $3,007 | 1 |
Officers and directors, no compensation reported
4 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 | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Adam Stevenson | COMMITTEE MEMBER | 2024 | 0 | $0 reported | 1 |
| John Eblin (former) | COMMITTEE MEMBER | 2023 | 0 | $0 reported | 2 |
| Tim Bressler (former) | COMMITTEE MEMBER | 2015-2023 | 0 | $0 reported | 2 |
| Chuck Davenport (former) | COMMITTEE MEMBER- PART YEAR | 2015-2018 | 0 | $0 reported | 1 |
People by year
2024 · 9 people listed · 7 paid, $444K · 0 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON | 2 | $26,987 | $85,892 | $0 | $112,879 | 10 |
| GARY PETRONI | COMMITTEE MEMBER | 0 | $21,457 | $85,636 | $0 | $107,093 | 10 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $21,457 | $85,288 | $0 | $106,745 | 5 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $21,457 | $76,933 | $0 | $98,390 | 12 |
| TIMOTHY BRIDGES | COMMITTEE MEMBER | 0 | $15,160 | $0 | $0 | $15,160 | 1 |
| ROBERT RIGGINS | COMMITTEE MEMBER | 0 | $3,007 | $0 | $0 | $3,007 | 1 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $1,025 | $0 | $0 | $1,025 | 1 |
| ADAM STEVENSON | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $0 | $0 | $0 | $0 | 346 |
2023 · 9 people listed · 5 paid, $355K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON | 2 | $21,531 | $67,793 | $0 | $89,324 | 10 |
| GARY PETRONI | COMMITTEE MEMBER | 0 | $17,470 | $70,749 | $0 | $88,219 | 10 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $17,470 | $63,737 | $0 | $81,207 | 5 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $15,723 | $64,353 | $0 | $80,076 | 12 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $15,723 | $0 | $0 | $15,723 | 1 |
| TIM BRESSLER | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT RIGGINS | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| JOHN EBLIN | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $0 | $0 | $0 | $0 | 346 |
2022 · 8 people listed · 6 paid, $445K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON | 2 | $22,650 | $70,430 | $0 | $93,080 | 10 |
| GARY PETRONI | COMMITTEE MEMBER | 0 | $18,000 | $70,360 | $0 | $88,360 | 10 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $83,314 | $0 | $0 | $83,314 | 346 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $18,000 | $63,360 | $0 | $81,360 | 5 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $18,000 | $63,360 | $0 | $81,360 | 12 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $18,000 | $0 | $0 | $18,000 | 1 |
| TIM BRESSLER | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT RIGGINS | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 8 people listed · 6 paid, $431K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON | 2 | $22,650 | $70,430 | $0 | $93,080 | 10 |
| GARY PETRONI | COMMITTEE MEMBER | 0 | $18,000 | $70,360 | $0 | $88,360 | 10 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $18,000 | $63,360 | $0 | $81,360 | 5 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $18,000 | $63,360 | $0 | $81,360 | 12 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $68,980 | $0 | $0 | $68,980 | 346 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $18,000 | $0 | $0 | $18,000 | 1 |
| TIM BRESSLER | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT RIGGINS | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 8 people listed · 6 paid, $424K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON | 2 | $22,650 | $70,430 | $0 | $93,080 | 10 |
| GARY PETRONI | COMMITTEE MEMBER | 0 | $18,000 | $70,360 | $0 | $88,360 | 10 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $18,000 | $63,360 | $0 | $81,360 | 5 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $18,000 | $63,360 | $0 | $81,360 | 12 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $61,528 | $0 | $0 | $61,528 | 346 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $18,000 | $0 | $0 | $18,000 | 1 |
| TIM BRESSLER | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT RIGGINS | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 8 people listed · 6 paid, $416K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON | 2 | $22,650 | $70,430 | $0 | $93,080 | 10 |
| GARY PETRONI | COMMITTEE MEMBER | 0 | $18,000 | $70,360 | $0 | $88,360 | 10 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $18,000 | $63,360 | $0 | $81,360 | 5 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $16,500 | $61,110 | $0 | $77,610 | 12 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $57,841 | $0 | $0 | $57,841 | 346 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $18,000 | $0 | $0 | $18,000 | 1 |
| TIM BRESSLER | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT RIGGINS | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 9 people listed · 6 paid, $409K · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON | 2 | $22,650 | $70,430 | $0 | $93,080 | 10 |
| GARY PETRONI | COMMITTEE MEMBER | 0 | $18,000 | $70,360 | $0 | $88,360 | 10 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $18,000 | $63,360 | $0 | $81,360 | 5 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $13,500 | $60,830 | $0 | $74,330 | 12 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $53,756 | $0 | $0 | $53,756 | 346 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $18,000 | $0 | $0 | $18,000 | 1 |
| TIM BRESSLER | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| CHUCK DAVENPORT | COMMITTEE MEMBER- PART YEAR | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBERT RIGGINS | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 8 people listed · 6 paid, $398K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON | 2 | $22,650 | $63,400 | $0 | $86,050 | 10 |
| GARY PETRONI | COMMITTEE MEMBER | 0 | $18,000 | $67,830 | $0 | $85,830 | 10 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $18,000 | $60,830 | $0 | $78,830 | 5 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $18,000 | $56,050 | $0 | $74,050 | 12 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $55,673 | $0 | $0 | $55,673 | 346 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $18,000 | $0 | $0 | $18,000 | 1 |
| TIM BRESSLER | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| CHUCK DAVENPORT | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 8 people listed · 6 paid, $455K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY PETRONI | COMMITTEE MEMBER | 0 | $18,000 | $90,390 | $0 | $108,390 | 10 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $15,000 | $80,450 | $0 | $95,450 | 12 |
| SUZANNE DANIELS | CHAIRPERSON | 2 | $22,650 | $72,460 | $0 | $95,110 | 10 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $18,000 | $65,390 | $0 | $83,390 | 5 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $51,718 | $0 | $0 | $51,718 | 346 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $21,034 | $0 | $0 | $21,034 | 1 |
| TIM BRESSLER | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| CHUCK DAVENPORT | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 8 people listed · 5 paid, $432K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON | 2 | $25,650 | $89,632 | $0 | $115,282 | 10 |
| GARY PETRONI | COMMITTEE MEMBER | 0 | $21,000 | $79,621 | $0 | $100,621 | 10 |
| JACK MARTIN | COMMITTEE MEMBER | 0 | $21,000 | $78,988 | $0 | $99,988 | 5 |
| FRANCINE PARKER | COMMITTEE MEMBER | 0 | $16,500 | $74,208 | $0 | $90,708 | 12 |
| ALLEN PENLEY | COMMITTEE MEMBER | 0 | $25,038 | $0 | $0 | $25,038 | 1 |
| TIM BRESSLER | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| CHUCK DAVENPORT | COMMITTEE MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| COMERICA BANK Institution | INSTITUTIONAL TRUSTEE | 0 | $0 | $0 | $0 | $0 | 346 |
Highest-paid independent contractors
2024 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| HAMLIN CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGER FEES | $620,328 |
| BLUE CROSS BLUE SHIELD OF MICHIGAN | DETROIT, MI | CLAIMS AND ADMINISTRATION OF MEDICAL | $564,302 |
| CLARKSTON CAPITAL PARTNERS | BLOOMFIELD HILLS, MI | INVESTMENT MANAGER FEES | $368,944 |
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $351,374 |
| REINHART PARTNERS INC | MEQUON, WI | INVESTMENT MANAGER FEES | $344,500 |
2023 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | DETROIT, MI | CLAIMS AND ADMINISTRATION OF MEDICAL | $554,956 |
| HAMLIN CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGER FEES | $509,295 |
| CLARKSTON CAPITAL PARTNERS | BLOOMFIELD HILLS, MI | INVESTMENT MANAGER FEES | $425,576 |
| REINHART PARTNERS INC | MEQUON, WI | INVESTMENT MANAGER FEES | $350,287 |
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $335,909 |
2022 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | DETROIT, MI | CLAIMS AND ADMINISTRATION OF MEDICAL | $483,678 |
| HAMLIN CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGER FEES | $472,381 |
| CLARKSTON CAPITAL PARTNERS | BLOOMFIELD HILLS, MI | INVESTMENT MANAGER FEES | $406,637 |
| REINHART PARTNERS INC | MEQUON, WI | INVESTMENT MANAGER FEES | $338,673 |
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $319,935 |
2021 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CLARKSTON CAPITAL PARTNERS | BLOOMFIELD HILLS, MI | INVESTMENT MANAGER FEES | $459,621 |
| HAMLIN CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGER FEES | $453,730 |
| BLUE CROSS BLUE SHIELD OF MICHIGAN | DETROIT, MI | CLAIMS AND ADMINISTRATION OF MEDICAL | $397,396 |
| REINHART PARTNERS INC | MEQUON, WI | INVESTMENT MANAGER FEES | $363,908 |
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $286,412 |
2020 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | DETROIT, MI | ADMINISTRATIVE SERVICES | $389,045 |
| CLARKSTON CAPITAL PARTNERS | BLOOMFIELD HILLS, MI | INVESTMENT MANAGEMENT FEES | $373,190 |
| HAMLIN CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGEMENT FEES | $333,360 |
| REINHART PARTNERS INC | MEQUON, WI | INVESTMENT MANAGEMENT FEES | $303,475 |
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $280,000 |
2019 · 5 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | DETROIT, MI | ADMINISTRATIVE SERVICES | $340,820 |
| REINHART PARTNERS INC | MEQUON, WI | INVESTMENT MANAGEMENT FEES | $339,753 |
| CLARKSTON CAPITAL PARTNERS | BLOOMFIELD HILLS, MI | INVESTMENT MANAGEMENT FEES | $333,217 |
| HAMLIN CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGEMENT FEES | $328,738 |
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $295,342 |
2018 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | DETROIT, MI | ADMINISTRATIVE SERVICES | $299,352 |
| HAMLIN CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGEMENT FEES | $281,570 |
| REINHART PARTNERS INC | MEQUON, WI | INVESTMENT MANAGEMENT FEES | $278,868 |
| CLARKSTON CAPITAL PARTNERS | BLOOMFIELD HILLS, MI | INVESTMENT MANAGEMENT FEES | $252,339 |
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $248,396 |
2017 · 5 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $287,467 |
| BLUE CROSS BLUE SHIELD OF MICHIGAN | DETROIT, MI | ADMINISTRATIVE SERVICES | $278,633 |
| REINHART PARTNERS INC | MEQUON, WI | INVESTMENT MANAGEMENT FEES | $237,012 |
| HAMLIN CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGEMENT FEES | $231,195 |
| CLARKSTON CAPITAL PARTNERS LLC | BLOOMFIELD HILLS, MI | INVESTMENT MANAGEMENT FEES | $227,639 |
2016 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $287,767 |
| BLUE CROSS BLUE SHEILD OF MICHIGAN | DETROIT, MI | ADMINISTRATIVE SERVICES | $262,447 |
| REINHART PARTNERS INC | MEQUON, WI | INVESTMENT MANAGEMENT FEES | $226,471 |
| HAMLIN CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGEMENT FEES | $215,534 |
| CLARKSTON CAPITAL PARTNERS LLC | BLOOMFIELD HILLS, MI | INVESTMENT MANAGEMENT FEES | $214,199 |
2015 · 3 contractors · $738K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | TROY, MI | PLAN ADMINISTRATION | $314,504 |
| MILLIMAN INC | NEW YORK, NY | ACTUARY AND BENEFIT CONSULTANT | $228,351 |
| BLUE CROSS BLUE SHEILD OF MICHIGAN | DETROIT, MI | ADMINISTRATIVE SERVICES | $195,358 |
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 | ||||||||
| $65,602,179 | $29,195,811 | $799,450,599 | $799,037,728 | $0 | $20,566,486 | $117,143 | 0 | 1 |
| 2023 · Form 990 | ||||||||
| $41,916,958 | $26,134,142 | $752,749,794 | $752,281,603 | $0 | $19,132,967 | $104,271 | 0 | 2 |
| 2022 · Form 990 | ||||||||
| $65,387,184 | $22,967,684 | $716,301,763 | $708,493,005 | $0 | $19,213,855 | $94,650 | 0 | 2 |
| 2021 · Form 990 | ||||||||
| $57,462,748 | $24,327,521 | $750,006,027 | $749,538,650 | $0 | $20,264,391 | $94,650 | 0 | 2 |
| 2020 · Form 990 | ||||||||
| $27,859,538 | $17,874,480 | $673,498,350 | $673,082,203 | $0 | $17,881,742 | $94,650 | 0 | 2 |
| 2019 · Form 990 | ||||||||
| $39,022,228 | $18,134,576 | $627,840,427 | $626,980,730 | $0 | $19,994,855 | $93,150 | 0 | 2 |
| 2018 · Form 990 | ||||||||
| $41,603,789 | $17,010,435 | $551,278,087 | $550,559,262 | $0 | $21,189,993 | $90,150 | 0 | 3 |
| 2017 · Form 990 | ||||||||
| $41,317,924 | $15,604,965 | $577,180,695 | $576,271,061 | $0 | $21,665,766 | $94,650 | 0 | 2 |
| 2016 · Form 990 | ||||||||
| $35,564,818 | $15,279,732 | $521,300,533 | $520,825,940 | $0 | $20,852,914 | $94,684 | 0 | 2 |
| 2015 · Form 990 | ||||||||
| $25,479,423 | $11,598,611 | $488,873,780 | $485,671,507 | $0 | $22,675,966 | $109,188 | 0 | 2 |
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 MACK TRUCKS HEALTH BENEFIT FUND Pittsburgh, PA · 4 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
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 |
|---|---|---|---|---|---|---|---|
| AFL-CIO HEALTH & WELFARE TR | DC | Y43 | $48,501,330 | $47,360,649 | TRUSTEE | $532,895 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| FORMER PLAYER BENEFITS TR | DC | Y43 | $34,927,050 | $28,669,508 | EXECUTIVE DIRECTOR (EFF AUG 2024) | $454,101 | Same NTEE code Y43, revenue within 2x, same state |
| FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST | NE | Y43 | $72,177,569 | $72,622,715 | TRUSTEE | $7,029 | Same NTEE code Y43, revenue within 2x, similar mission |
| UFCW LOCAL 2013 HEALTH AND WELFARE FUND | NY | Y43 | $51,741,435 | $48,439,622 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| RAYTHEON WELFARE BENEFITS TRUST | CT | Y43 | $63,950,744 | $64,741,553 | TRUSTEE (SEE SCHEDULE O) | $14,063 | Same NTEE code Y43, revenue within 2x, similar mission |
| AMERICAN ELECTRIC POWER SYSTEM RETIREE MEDICAL TRUST | PA | Y43 | $90,513,626 | $90,786,064 | TRUSTEE (SEE SCH O) | $168,432 | Same NTEE code Y43, revenue within 2x, similar mission |
| TOYOTA MOTOR SALES USA INC POST-RETIREMENT MEDICAL TRUST | TX | Y43 | $50,779,615 | $38,869,274 | INSTITUTIONAL TRUSTEE | $597,011 | Same NTEE code Y43, revenue within 2x, similar mission |
| HENSEL PHELPS CONSTRUCTION CO EMPLOYEE BENEFIT TR | TX | Y43 | $63,956,057 | $63,835,918 | VP & TRUST OFFICER | $6,000 | Same NTEE code Y43, revenue within 2x, similar mission |
| LAS VEGAS METROPOLITAN POLICE DEPT EMPLOYEE HEALTH & WELFARE TRUST | NV | Y43 | $77,316,886 | $79,912,195 | EMPLOYEE | $105,609 | Same NTEE code Y43, revenue within 2x, similar mission |
| LUCENT TECHNOLOGIES INC POST RETMT WELFARE BENIFITS TR FOR NON REP EM | NJ | Y43 | $48,284,005 | $61,000,328 | TRUSTEE | $10,375 | Same NTEE code Y43, revenue within 2x, similar mission |
| NORTHERN NEW JERSEY TEAMSTERS BENEFIT FUND | NJ | Y43 | $35,255,907 | $34,877,052 | TRUSTEE | $225,058 | Same NTEE code Y43, revenue within 2x, similar mission |
| KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR | IL | Y43 | $82,278,135 | $70,922,521 | Trustee | $45,365 | Same NTEE code Y43, revenue within 2x, similar mission |
| ILWU LOCAL 142 HEALTH & WELFARE TR | HI | Y43 | $57,036,291 | $51,304,463 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| SERVICE EMPLOYEES 32BJ NORTH HEALTH FUND | NY | Y43 | $56,316,719 | $43,350,213 | TRUSTEE | $247,232 | Same NTEE code Y43, revenue within 2x, similar mission |
| GILA RIVER GAMING ENTERPRISES INC GROUP EMPLOYEE BENEFIT PLAN & TRST | AZ | Y43 | $35,729,591 | $33,103,995 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| NORTHWEST FIRE FIGHTERS BENEFITS TRUST | WA | Y43 | $124,486,277 | $127,011,335 | Chairman | $0 | Same NTEE code Y43, revenue within 2x |
| DEERE & COMPANY WELFARE BENEFIT TRUST 2 | PA | Y43 | $61,551,553 | $61,551,553 | TRUSTEE (SEE SCHEDULE O) | $25 | Same NTEE code Y43, revenue within 2x |
| UNITED STATES STEEL CORPORATION RETIREE INSURANCE BENEFITS TRUST | PA | Y43 | $120,367,135 | $134,456,882 | institutional trustee | $152,999 | Same NTEE code Y43, revenue within 2x |
| UFCW LOCAL ONE HEALTH CARE FUND | NY | Y43 | $73,394,829 | $61,191,827 | TRUSTEE | $373,746 | Same NTEE code Y43, revenue within 2x, similar mission |
| AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR | SC | Y43 | $74,202,686 | $74,314,432 | Inst Trustee Through 10/1/24 | $1,313 | Same NTEE code Y43, revenue within 2x |
| EAST ALABAMA MEDICAL CENTER VOLUNTARY EMPLOYEE BENEF ASSOC TRU | AL | Y43 | $35,792,882 | $35,505,167 | TRUSTEE | $874,253 | Same NTEE code Y43, revenue within 2x, similar mission |
| NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR | NC | Y43 | $65,579,983 | $68,548,563 | TRUST CHAIR | $1,400 | Same NTEE code Y43, revenue within 2x |
| GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE | CA | Y43 | $60,735,541 | $47,139,795 | OFFICE MANAGER | $116,474 | Same NTEE code Y43, revenue within 2x, similar mission |
| CCA OF TENNESSEE LLC EMPLOYEEBENEFIT TRUST | TN | Y43 | $59,071,851 | $54,792,753 | VP & Trust Officer | $6,000 | Same NTEE code Y43, revenue within 2x, 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, similar mission |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| INSTITUTE OF INTERNATIONAL EDUCATION INC | DAF sponsor | $10,454,741 | 10 | 1 | 2015–2024 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| THE BANK OF NEW YORK MELLON CORPORATION FOUNDATION | Private foundation | $3,000,000 | 1 | 1 | 2021–2021 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| NATIONAL SCIENCE TEACHING ASSOCIATION | DAF sponsor | $79,550 | 3 | 1 | 2021–2023 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | DAF sponsor | $43,223 | 1 | 1 | 2016–2016 | JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST |
| THE LUZERNE FOUNDATION | DAF sponsor | $6,500 | 1 | 1 | 2011–2011 | NORTHEAST PENNSYLVANIA SCH DIST TR |
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 · $29,195,811 spent · pay $117,143 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $25,668,133 | - | - | - | 87.9% | |
| Fees: investment management | $1,889,034 | - | - | - | 6.5% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,195,174 | - | - | - | 4.1% |
| Pay: officers, directors, trustees, key employees | $117,143 | - | - | - | 0.4% | |
| Fees: accounting | $115,770 | - | - | - | 0.4% | |
| Fees: other services | $87,395 | - | - | - | 0.3% | |
| Insurance | $70,118 | - | - | - | 0.2% | |
| Office expenses | $29,197 | - | - | - | 0.1% | |
| Fees: legal | $21,085 | - | - | - | 0.1% | |
| Other (as described) | FIDELITY BOND | $1,833 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $929 | - | - | - | 0.0% |
| Total | $29,195,811 | 100% |
2023 · Form 990 · $26,134,142 spent · pay $104,271 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,706,175 | - | - | - | 86.9% | |
| Fees: investment management | $1,798,687 | - | - | - | 6.9% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,236,639 | - | - | - | 4.7% |
| Pay: officers, directors, trustees, key employees | $104,271 | - | - | - | 0.4% | |
| Fees: accounting | $95,475 | - | - | - | 0.4% | |
| Fees: other services | $85,110 | - | - | - | 0.3% | |
| Insurance | $69,438 | - | - | - | 0.3% | |
| Office expenses | $19,199 | - | - | - | 0.1% | |
| Fees: legal | $17,040 | - | - | - | 0.1% | |
| Other (as described) | FIDELITY BOND | $1,675 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $433 | - | - | - | 0.0% |
| Total | $26,134,142 | 100% |
2022 · Form 990 · $22,967,684 spent · pay $94,650 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,835,444 | - | - | - | 86.4% | |
| Fees: investment management | $1,695,110 | - | - | - | 7.4% | |
| Fees: management | $1,051,150 | - | - | - | 4.6% | |
| Fees: other services | $107,425 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $94,650 | - | - | - | 0.4% | |
| Fees: accounting | $72,475 | - | - | - | 0.3% | |
| Insurance | $67,506 | - | - | - | 0.3% | |
| Fees: legal | $25,945 | - | - | - | 0.1% | |
| Office expenses | $15,756 | - | - | - | 0.1% | |
| Other (as described) | FIDELITY BOND | $1,623 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $600 | - | - | - | 0.0% |
| Total | $22,967,684 | 100% |
2021 · Form 990 · $24,327,521 spent · pay $94,650 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,245,289 | - | - | - | 87.3% | |
| Fees: investment management | $1,724,516 | - | - | - | 7.1% | |
| Fees: management | $922,949 | - | - | - | 3.8% | |
| Fees: other services | $155,735 | - | - | - | 0.6% | |
| Pay: officers, directors, trustees, key employees | $94,650 | - | - | - | 0.4% | |
| Insurance | $65,034 | - | - | - | 0.3% | |
| Fees: accounting | $64,252 | - | - | - | 0.3% | |
| Office expenses | $32,161 | - | - | - | 0.1% | |
| Fees: legal | $20,788 | - | - | - | 0.1% | |
| Other (as described) | FIDELITY BOND | $1,623 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $524 | - | - | - | 0.0% |
| Total | $24,327,521 | 100% |
2020 · Form 990 · $17,874,480 spent · pay $94,650 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,289,057 | - | - | - | 85.5% | |
| Fees: investment management | $1,273,508 | - | - | - | 7.1% | |
| Fees: management | $889,431 | - | - | - | 5.0% | |
| Fees: other services | $122,828 | - | - | - | 0.7% | |
| Pay: officers, directors, trustees, key employees | $94,650 | - | - | - | 0.5% | |
| Fees: accounting | $89,093 | - | - | - | 0.5% | |
| Insurance | $64,707 | - | - | - | 0.4% | |
| Fees: legal | $25,313 | - | - | - | 0.1% | |
| Office expenses | $23,564 | - | - | - | 0.1% | |
| Other (as described) | FIDELITY BOND | $1,686 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $643 | - | - | - | 0.0% |
| Total | $17,874,480 | 100% |
2019 · Form 990 · $18,134,576 spent · pay $93,150 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,688,202 | - | - | - | 86.5% | |
| Fees: investment management | $1,141,373 | - | - | - | 6.3% | |
| Fees: management | $853,433 | - | - | - | 4.7% | |
| Fees: other services | $125,410 | - | - | - | 0.7% | |
| Fees: accounting | $113,675 | - | - | - | 0.6% | |
| Pay: officers, directors, trustees, key employees | $93,150 | - | - | - | 0.5% | |
| Insurance | $62,646 | - | - | - | 0.3% | |
| Fees: legal | $29,803 | - | - | - | 0.2% | |
| Office expenses | $14,219 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS EXPENSE | $10,958 | - | - | - | 0.1% |
| Other (as described) | FIDELITY BOND | $1,707 | - | - | - | 0.0% |
| Total | $18,134,576 | 100% |
2018 · Form 990 · $17,010,435 spent · pay $90,150 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,710,605 | - | - | - | 86.5% | |
| Fees: investment management | $1,100,790 | - | - | - | 6.5% | |
| Fees: management | $821,075 | - | - | - | 4.8% | |
| Fees: other services | $131,577 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $90,150 | - | - | - | 0.5% | |
| Insurance | $63,142 | - | - | - | 0.4% | |
| Fees: accounting | $39,573 | - | - | - | 0.2% | |
| Fees: legal | $33,542 | - | - | - | 0.2% | |
| Office expenses | $18,169 | - | - | - | 0.1% | |
| Other (as described) | FIDELITY BOND | $1,707 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $105 | - | - | - | 0.0% |
| Total | $17,010,435 | 100% |
2017 · Form 990 · $15,604,965 spent · pay $94,650 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,389,180 | - | - | - | 85.8% | |
| Fees: investment management | $1,034,507 | - | - | - | 6.6% | |
| Fees: management | $751,524 | - | - | - | 4.8% | |
| Fees: other services | $130,574 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $94,650 | - | - | - | 0.6% | |
| Fees: accounting | $72,965 | - | - | - | 0.5% | |
| Insurance | $54,383 | - | - | - | 0.3% | |
| Fees: legal | $44,569 | - | - | - | 0.3% | |
| Office expenses | $30,794 | - | - | - | 0.2% | |
| Other (as described) | CORPORATE BONDS | $1,707 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $112 | - | - | - | 0.0% |
| Total | $15,604,965 | 100% |
2016 · Form 990 · $15,279,732 spent · pay $94,684 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,022,869 | - | - | - | 85.2% | |
| Fees: investment management | $1,298,322 | - | - | - | 8.5% | |
| Fees: management | $696,624 | - | - | - | 4.6% | |
| Pay: officers, directors, trustees, key employees | $94,684 | - | - | - | 0.6% | |
| Fees: accounting | $59,940 | - | - | - | 0.4% | |
| Insurance | $50,760 | - | - | - | 0.3% | |
| Fees: legal | $41,778 | - | - | - | 0.3% | |
| Office expenses | $13,048 | - | - | - | 0.1% | |
| Other (as described) | CORPORATE BONDS | $1,707 | - | - | - | 0.0% |
| Total | $15,279,732 | 100% |
2015 · Form 990 · $11,598,611 spent · pay $109,188 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,522,915 | - | - | - | 90.7% | |
| Fees: other services | $311,438 | - | - | - | 2.7% | |
| Fees: management | $310,000 | - | - | - | 2.7% | |
| Fees: investment management | $228,810 | - | - | - | 2.0% | |
| Pay: officers, directors, trustees, key employees | $109,188 | - | - | - | 0.9% | |
| Fees: legal | $71,553 | - | - | - | 0.6% | |
| Office expenses | $22,506 | - | - | - | 0.2% | |
| Insurance | $13,174 | - | - | - | 0.1% | |
| Fees: accounting | $8,600 | - | - | - | 0.1% | |
| Other (as described) | CORPORATE BONDS | $427 | - | - | - | 0.0% |
| Total | $11,598,611 | 100% |
State business registration
- UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST 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.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST | 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.
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