Uaw-Fca-Ford-General Motors Legal Services Plan Trust
- Assets
- $9.6m
- Revenue
- $12.9m
- Investments
- $0.0
- Employees
- 151
- Location
- Detroit, MI
- Founding
- 09/2017
- Data as of
- 12/2022
- EIN
- 81-4920943
Organization Overview
Uaw-Fca-Ford-General Motors Legal Services Plan Trust is located in Detroit, MI. The organization was established in 2017. 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. As of 12/2022, Uaw-Fca-Ford-General Motors Legal Services Plan Trust employed 151 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Uaw-Fca-Ford-General Motors Legal Services Plan Trust is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 12/2022, Uaw-Fca-Ford-General Motors Legal Services Plan Trust generated $12.9m in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (2.8%) each year. All expenses for the organization totaled $13.3m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
FOR THE DURATION OF THE CURRENT COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE, AND AGRICULTURAL IMPLEMENT WORKERS OF AMERICA (THE "UAW") AND FCA US LLC ("FCA"), FORD MOTOR COMPANY ("FORD"), AND GENERAL MOTORS LLC ("GM"), THE UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN (THE "PLAN") PROVIDES LEGAL SERVICE BENEFITS, WHICH ARE WELFARE BENEFITS UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED ("ERISA"), TO ELIGIBLE PLAN PARTICIPANTS. THE PERSONAL LEGAL SERVICES THAT ARE MADE AVAILABLE TO MEMBERS OF THE UAW ARE: (I) "OFFICE LEGAL SERVICES" FOR CERTAIN LEGAL MATTERS, (II) A LOW-COST REFERRAL TO A COOPERATING ATTORNEY AT A REDUCED RATE, AND (III) SOCIAL SECURITY DISABILITY SERVICES FOR EMPLOYEES AND RETIREES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE PLAN IS AN EMPLOYEE WELFARE BENEFIT PLAN THAT WAS ESTABLISHED PURSUANT TO AN AGREEMENT BETWEEN FCA, FORD, GM, AND THE UAW. THE PLAN PROVIDES LEGAL SERVICES AS A BENEFIT UNDER THE CURRENT NATIONAL CONTRACT BETWEEN THE UAW AND FCA, FORD, AND GM. THE PLAN IS SUBJECT TO THE PROVISIONS OF ERISA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dolores Galea Director And | Officer | 38.7 | $215,652 |
Harrell L Bailey CFO | Officer | 35.5 | $182,311 |
Steven J Williams Assistant Di | Officer | 40 | $158,860 |
Georgi-Ann Bargamian Member Coord | Officer | 40 | $172,795 |
Carolyn Bernstein Assistant Di | Officer | 40 | $158,548 |
Nina Scimemi Assistant Co | Officer | 37.2 | $137,240 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Sagetack Llc It/network | 12/30/22 | $180,484 |
1400 Woodbridge Ventures Llc Office Rent | 12/30/22 | $154,078 |
Alta Vista Technology Llc Computer Prog. | 12/30/22 | $121,846 |
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 | $12,753,688 |
| Investment income | $141,780 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$57 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $12,895,411 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $720,952 |
| Compensation of current officers, directors, key employees. | $1,083,990 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $6,426,856 |
| Pension plan accruals and contributions | $429,746 |
| Other employee benefits | $1,551,067 |
| Payroll taxes | $610,462 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $13,150 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $10,000 |
| Advertising and promotion | $0 |
| Office expenses | $884,996 |
| Information technology | $459,772 |
| Royalties | $0 |
| Occupancy | $653,900 |
| Travel | $6,209 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $12,544 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $142,984 |
| Insurance | $190,338 |
| All other expenses | $9,589 |
| Total functional expenses | $13,317,495 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $128,833 |
| Savings and temporary cash investments | $8,982,679 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $349,041 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $168,340 |
| Total assets | $9,628,893 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $9,628,893 |
| Total liabilities and net assets/fund balances | $9,628,893 |