Uaw Retirees Of Daimler Trucks North America Welfare Benefits Tr

Organization Overview

Uaw Retirees Of Daimler Trucks North America Welfare Benefits Tr is located in Washington, DC. The organization was established in 2016. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Uaw Retirees Of Daimler Trucks North America Welfare Benefits Tr is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.

For the year ending 12/2023, Uaw Retirees Of Daimler Trucks North America Welfare Benefits Tr generated $41.9m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 5.7% each year. All expenses for the organization totaled $26.1m during the year ending 12/2023. While expenses have increased by 9.4% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2023

Describe the Organization's Mission:

Part 3 - Line 1

THE TRUST WAS ESTABLISHED AND IS CONTINUED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS

Describe the Organization's Program Activity:

Part 3 - Line 4a

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS


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Board, Officers & Key Employees

Name (title)Compensation
Suzanne Daniels
Chairperson
$21,531
Gary Petroni
Committee Member
$17,470
Jack Martin
Committee Member
$17,470
Francine Parker
Committee Member
$15,723
Allen Penley
Committee Member
$15,723
Tim Bressler
Committee Member
$0

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Blue Cross Blue Shield Of Michigan
Claims And Administration Of Medical
$554,956
Hamlin Capital Management Llc
Investment Manager Fees
$509,295
Clarkston Capital Partners
Investment Manager Fees
$425,576
Reinhart Partners Inc
Investment Manager Fees
$350,287
Benesys Inc
Plan Administration
$335,909
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$19,132,967
Investment income $18,543,602
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $4,240,389
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $41,916,958

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$58,101,128
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$52,556,292
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$100,409,058
International Union Of Operating
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$63,460,922
Hampton Roads Shipping Association Ila Container Royalty Fund
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$43,566,905
Meba Medical And Benefits Plan
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$44,789,944
Virginia Private Colleges Benefits Consortium Inc
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$41,253,113
Teamsters Local 639 Employers Health Trust
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Afl-Cio Health & Welfare Tr
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Masters Mates & Pilots Vacation Fund
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$37,512,218
Laborers National Health And Welfare Fund
Washington, DC
$31,619,101

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