2024-11-11T16:11:05-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2023-01-01 271401289 UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST UAWS 2028570620 1701 PENNSYLVANIA AVE NW 1200 WASHINGTON DC 20006 SUZANNE DANIELS COMMITTEE CHAIR 2028570620 2024-11-08 1 1 DAVID LOWENTHAL P00378651 2483757100 2024-10-31 2023 2024-10-15 13:58:12Z SUZANNE DANIELS 4089846 0 X N/A X 2009 MI THE TRUST WAS ORGANIZED TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFYING RETIRED EMPLOYEES. 7 7 0 1 0 0 0 0 0 0 180060 4089846 0 0 180060 4089846 0 0 2737251 2617030 11597 15054 0 0 0 449526 406707 3198374 3038791 -3018314 1051055 80690064 78949170 333428 36100 80356636 78913070 TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIRED, QUALIFYING UNION EMPLOYEES OF THE BOSCH CORPORATION. 0 0 THE TRUST HAS A SINGLE PROGRAM, WHICH IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR FAMILIES. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 1 1 0 0 0 X GROOM LAW GROUP CHARTERED 2028570620 1701 PENNSYLVANIA AVE NW SUITE 1200 WASHINGTON DC 20006 SUZANNE DANIELS COMMITTEE CHAIR 2.00 11.50 X 1847 107306 0 GARY PETRONI COMMITTEE MEMBER 0.50 8.00 X 1847 109626 0 FRANCINE PARKER COMMITTEE MEMBER 0.50 6.50 X 1847 98057 0 JACK MARTIN COMMITTEE MEMBER 0.50 5.50 X 1847 81207 0 RICHARD ISAACSON COMMITTEE MEMBER 0.50 5.50 X 1847 54925 0 ANTHONY FEYERS COMMITTEE MEMBER 0.50 4.00 X 1847 25348 0 GEORGE HARDY COMMITTEE MEMBER 0.50 5.50 X 0 0 0 COMERICA BANK INSTITUTIONAL TRUSTEE 0.50 6.50 X 17919 0 0 29001 476469 0 0 0 0 0 0 3615757 3615757 474089 0 474089 474089 474089 4089846 0 0 4089846 2617030 15054 19875 52270 167153 35995 8075 21485 ADMINISTRATIVE FEE 100329 FIDELITY BOND 1450 MISCELLANEOUS EXPENSE 75 3038791 1194771 0 7706958 708562 221384 228972 30769564 29666766 40488369 48072609 309018 272261 80690064 78949170 11396 36100 322032 0 333428 36100 X 80356636 78913070 80356636 78913070 80690064 78949170 1051055 -2494621 0 X 0 1 X 1 0 0 PARTNERSHIPS 11316988 F HEDGE FUNDS 10176989 F U.S. GOVERNMENT SECURITIES 8235210 F DEBT SECURITIES 11064432 F REAL ESTATE FUNDS 7278990 F 48072609 1595225 -2494621 -2494621 4089846 0 4089846 3038791 0 3038791 0 3038791 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 1272016 0 0 0 0 0 0 1272016 0 1272016 1 0 1 1 0 0 FORM 990, PART VI, SECTION A, LINE 7A THERE ARE 3 MEMBERS OF THE BOARD SERVING 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 11B THE AUDIT COMMITTEE ALONG WITH LEGAL COUNSEL REVIEW PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST IS A COLLECTIVELY-BARGAINED PLAN AND WAS ESTABLISHED BY COURT SETTLEMENT. THE COURT APPROVED THE TRUST DOCUMENT WHICH INCLUDES A CODE OF ETHICS BY WHICH EACH COMMITTEE MEMBER AGREES TO ABIDE. IT IS REGULARLY REVIEWED WITH THE COMMITTEE. IN ADDITION, EACH COMMITTEE MEMBER MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE FUND IS COLLECTIVELY-BARGAINED AND WAS ESTABLISHED PURSUANT TO A COURT-APPROVED TRUST AGREEMENT. THE TRUST SETS FORTH THE COMPENSATION OF THE INDEPENDENT MEMBERS OF THE COMMITTEE AND SUCH COMPENSATION IS NOT SUBJECT TO ADJUSTMENT EXCEPT AS SPECIFICALLY PROVIDED THEREIN. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRUST 1701 PENNSYLVANIA AVE NW SUITE 1200 WASHINGTON DC 20006 261851652 PROVIDE HEALTH & WELFARE BENEFITS MI 501(C)(9) N/A N/A 0 UAW RETIREES OF ACC BENEFIT TRUST 1701 PENNSYLVANIA AVE NW SUITE 1200 WASHINGTON DC 20006 276927927 PROVIDE HEALTH & WELFARE BENEFITS MI 501(C)(9) N/A N/A 0 UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND 1701 PENNSYLVANIA AVE NW SUITE 1200 WASHINGTON DC 20006 456488442 PROVIDE HEALTH & WELFARE BENEFITS MI 501(C)(9) N/A N/A 0 UAW RETIREES OF DAIMLER TRUCKS N AMERICA WELFARE BENEFITS TRUST 1701 PENNSYLVANIA AVE NW SUITE 1200 WASHINGTON DC 20006 476377585 PROVIDE HEALTH & WELFARE BENEFITS MI 501(C)(9) N/A N/A 0 UAW RETIREES OF THE BUDD COMPANY HEALTH AND WELFARE TRUST 1701 PENNSYLVANIA AVE NW SUITE 1200 WASHINGTON DC 20006 813021883 PROVIDE HEALTH & WELFARE BENEFITS MI 501(C)(9) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0