2024-11-11T16:10:20-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2023-01-01 276927927 UAW RETIREES OF ACC BENEFIT TRUST UAWR 2028570620 1701 PENNSYLVANIA AVE NW 1200 WASHINGTON DC 20006 SUZANNE DANIELS COMMITTEE CHAIR 2028570620 2024-10-17 1 1 DAVID LOWENTHAL P00378651 2483757100 2024-10-17 2023 2024-10-15 13:58:12Z SUZANNE DANIELS 686802 0 X N/A X 2010 MI THE TRUST WAS ORGANIZED TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFYING RETIRED EMPLOYEES. 7 7 0 2 0 0 0 0 0 0 -748760 642869 0 0 -748760 642869 0 0 657234 514365 62342 72389 0 0 0 236565 218162 956141 804916 -1704901 -162047 15053256 15337576 2985 20139 15050271 15317437 TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIRED, QUALIFYING UNION EMPLOYEES OF AUTOMOTIVE COMPONENT CARRIER LLC. 0 0 THE TRUST HAS A SINGLE PROGRAM, WHICH IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 0 1 1 0 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 12928 94378 0 GARY PETRONI COMMITTEE MEMBER 0.50 8.00 X 11696 97929 0 FRANCINE PARKER COMMITTEE MEMBER 0.50 6.50 X 11696 86360 0 JACK MARTIN COMMITTEE MEMBER 0.50 5.50 X 11080 70126 0 RICHARD ISSACSON COMMITTEE MEMBER 0.50 5.50 X 11696 43229 0 DAVE SHOEMAKER COMMITTEE MEMBER 0.50 0.00 X 0 0 0 GEORGE HARDY COMMITTEE MEMBER 0.50 5.50 X 0 0 0 COMERICA BANK INSTITUTIONAL TRUSTEE 0.50 6.50 X 12510 0 0 71606 392022 0 0 0 0 0 0 686802 686802 43933 -43933 -43933 -43933 642869 0 0 642869 514365 72389 16300 55065 53137 33640 6436 14718 ADMINISTRATIVE FEE 37552 FIDELITY BOND 1294 MISCELLANEOUS EXPENSE 20 804916 200731 222003 2237763 1489246 45507 48715 8834675 9383976 3694916 4132814 39664 60822 15053256 15337576 2985 20139 2985 20139 X 15050271 15317437 15050271 15317437 15053256 15337576 -162047 429213 0 X X 0 1 X 1 0 0 GOVERNMENT SECURITIES 1369696 F CORPORATE DEBT SECURITIES 1563186 F PARTNERSHIP 1199932 F 4132814 1072082 429213 429213 642869 0 642869 804917 0 804917 0 804917 FORM 990, PART VI, SECTION A, LINE 7A THREE COMMITTEE MEMBERS ARE APPOINTED BY THE UAW. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE GOVERNING BODY RECEIVES, REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST WAS ESTABLISHED BY COURT SETTLEMENT. THE COURT-APPROVED TRUST WAS ESTABLISHED BY COURT SETTLEMENT. THE COURT-APPROVED TRUST AGREEMENT 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 ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST MADE DIRECTLY TO THE ORGANIZATION. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC: COMERICA BANK - TAFT-HARTLEY SERVICES, POB 75000, DETROIT, MI 48275 FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. 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 ST JOSEPH RETIREES HEALTH AND WELFARE TRUST 1701 PENNSYLVANIA AVE NW SUITE 1200 WASHINGTON DC 20006 271401289 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 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 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0