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UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 401k Plan overview

Plan NameUAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN
Plan identification number 506

UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

UAW-CHRYSLER LEGAL SERVICES PLAN has sponsored the creation of one or more 401k plans.

Company Name:UAW-CHRYSLER LEGAL SERVICES PLAN
Employer identification number (EIN):382471070
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062020-01-01
5062019-01-01
5062019-01-01
5062018-01-01
5062017-01-01HARRELL BAILEY HARRELL BAILEY2018-10-12
5062017-01-01HARRELL BAILEY HARRELL BAILEY
5062016-01-01HARRELL BAILEY HARRELL BAILEY2017-10-13
5062015-01-01HARRELL BAILEY HARRELL BAILEY2016-10-14
5062014-01-01HARRELL BAILEY HARRELL BAILEY2015-10-14
5062013-01-01HARRELL BAILEY HARRELL BAILEY2015-10-14
5062012-01-01HARRELL BAILEY HARRELL BAILEY2013-07-25
5062011-01-01HARRELL BAILEY HARRELL BAILEY2012-10-09
5062009-01-01HARRELL BAILEY HARRELL BAILEY2010-10-08

Plan Statistics for UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN

401k plan membership statisitcs for UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN

Measure Date Value
2020: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
2019: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01221
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01223
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01223
2018: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01202
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01221
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01221
2017: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01202
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01202
2016: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01163
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01190
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01190
2015: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01116
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01163
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01163
2014: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0187
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01116
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01116
2013: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0178
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-0187
Total of all active and inactive participants2013-01-0187
2012: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0154
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-0171
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0178
2011: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0142
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-0147
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0154
2009: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Number of retired or separated participants receiving benefits2009-01-0131
Total of all active and inactive participants2009-01-0131

Financial Data on UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN

Measure Date Value
2020 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,674
Total income from all sources (including contributions)2020-12-31$94,213
Total of all expenses incurred2020-12-31$21,580,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,553,247
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$21,504,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,061
Total interest from all sources2020-12-31$81,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$20,860
Other income not declared elsewhere2020-12-31$12,976
Liabilities. Value of operating payables at beginning of year2020-12-31$18,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-21,486,095
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,486,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$21,483,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$21,483,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$81,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,553,247
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2020-12-31382029668
2019 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-319,226
Total unrealized appreciation/depreciation of assets2019-12-31$-319,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,936
Total income from all sources (including contributions)2019-12-31$3,015,070
Total loss/gain on sale of assets2019-12-31$2,946,543
Total of all expenses incurred2019-12-31$864,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$791,114
Value of total assets at end of year2019-12-31$21,504,769
Value of total assets at beginning of year2019-12-31$19,350,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,029
Total interest from all sources2019-12-31$36,004
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$339,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$339,834
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,133
Other income not declared elsewhere2019-12-31$11,915
Liabilities. Value of operating payables at end of year2019-12-31$18,674
Liabilities. Value of operating payables at beginning of year2019-12-31$14,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,150,927
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,486,095
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,335,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$73,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,693,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,483,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$655,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$655,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$36,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$791,114
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$22,842,727
Aggregate carrying amount (costs) on sale of assets2019-12-31$19,896,184
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2019-12-31382029668
2018 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,457,051
Total unrealized appreciation/depreciation of assets2018-12-31$-2,457,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,088
Total income from all sources (including contributions)2018-12-31$-752,431
Total loss/gain on sale of assets2018-12-31$1,251,595
Total of all expenses incurred2018-12-31$863,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$801,478
Value of total assets at end of year2018-12-31$19,350,104
Value of total assets at beginning of year2018-12-31$20,969,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,885
Total interest from all sources2018-12-31$19,227
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$421,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$421,173
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$490
Other income not declared elsewhere2018-12-31$12,625
Liabilities. Value of operating payables at end of year2018-12-31$14,936
Liabilities. Value of operating payables at beginning of year2018-12-31$18,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,615,794
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,335,168
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,950,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$61,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,693,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,378,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$655,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$589,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$589,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$801,478
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$6,503,070
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,251,475
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2018-12-31382029668
2017 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,323,259
Total unrealized appreciation/depreciation of assets2017-12-31$1,323,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,446
Total income from all sources (including contributions)2017-12-31$2,854,800
Total loss/gain on sale of assets2017-12-31$1,073,594
Total of all expenses incurred2017-12-31$888,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$818,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$75,059
Value of total assets at end of year2017-12-31$20,969,050
Value of total assets at beginning of year2017-12-31$19,001,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,018
Total interest from all sources2017-12-31$7,823
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$362,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$362,306
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,155
Other income not declared elsewhere2017-12-31$12,759
Liabilities. Value of operating payables at end of year2017-12-31$18,088
Liabilities. Value of operating payables at beginning of year2017-12-31$16,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,965,828
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,950,962
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,985,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$70,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,378,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,418,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$589,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$543,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$543,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,823
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$120,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$75,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$698,500
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$28,792
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,657,741
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,584,147
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2017-12-31382029668
2016 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$489,257
Total unrealized appreciation/depreciation of assets2016-12-31$489,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$45,635
Total income from all sources (including contributions)2016-12-31$1,720,587
Total loss/gain on sale of assets2016-12-31$539,148
Total of all expenses incurred2016-12-31$1,051,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$989,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$324,946
Value of total assets at end of year2016-12-31$19,001,580
Value of total assets at beginning of year2016-12-31$18,361,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,598
Total interest from all sources2016-12-31$2,244
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$345,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$345,487
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$14,630
Other income not declared elsewhere2016-12-31$19,505
Liabilities. Value of operating payables at end of year2016-12-31$16,446
Liabilities. Value of operating payables at beginning of year2016-12-31$16,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$668,903
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,985,134
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,316,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$62,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,418,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,890,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$543,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$427,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$427,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,244
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$145,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$324,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$843,952
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$29,446
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$28,792
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$29,103
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,350,734
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,811,586
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2016-12-31382029668
2015 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-900,034
Total unrealized appreciation/depreciation of assets2015-12-31$-900,034
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$45,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,000
Total income from all sources (including contributions)2015-12-31$571,334
Total loss/gain on sale of assets2015-12-31$498,639
Total of all expenses incurred2015-12-31$1,219,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,153,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$638,505
Value of total assets at end of year2015-12-31$18,361,866
Value of total assets at beginning of year2015-12-31$18,975,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,355
Total interest from all sources2015-12-31$310
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$318,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$318,767
Administrative expenses professional fees incurred2015-12-31$-11,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$14,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$21,428
Other income not declared elsewhere2015-12-31$15,147
Liabilities. Value of operating payables at end of year2015-12-31$16,189
Liabilities. Value of operating payables at beginning of year2015-12-31$11,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-648,410
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,316,231
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,964,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$77,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,890,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$427,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$18,954,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$18,954,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$310
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$393,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$638,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$760,024
Liabilities. Value of benefit claims payable at end of year2015-12-31$29,446
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$29,103
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,077,632
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,578,993
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2015-12-31382029668
2014 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$11,000
Total income from all sources2014-12-31$1,964,352
Expenses. Total of all expenses incurred2014-12-31$504,489
Benefits paid (including direct rollovers)2014-12-31$437,608
Total plan assets at end of year2014-12-31$18,975,641
Total plan assets at beginning of year2014-12-31$17,504,778
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$1,033,896
Net income (gross income less expenses)2014-12-31$1,459,863
Net plan assets at end of year (total assets less liabilities)2014-12-31$18,964,641
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$17,504,778
Total contributions received or receivable from employer(s)2014-12-31$930,456
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$66,881
2013 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2013 401k financial data
Total income from all sources2013-12-31$3,576,959
Expenses. Total of all expenses incurred2013-12-31$349,182
Benefits paid (including direct rollovers)2013-12-31$295,066
Total plan assets at end of year2013-12-31$17,458,306
Total plan assets at beginning of year2013-12-31$14,230,529
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$2,565,674
Net income (gross income less expenses)2013-12-31$3,227,777
Net plan assets at end of year (total assets less liabilities)2013-12-31$17,458,306
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$14,230,529
Total contributions received or receivable from employer(s)2013-12-31$1,011,285
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$54,116
2012 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,722,409
Expenses. Total of all expenses incurred2012-12-31$627,928
Benefits paid (including direct rollovers)2012-12-31$601,044
Total plan assets at end of year2012-12-31$14,230,529
Total plan assets at beginning of year2012-12-31$12,136,048
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$1,703,506
Net income (gross income less expenses)2012-12-31$2,094,481
Net plan assets at end of year (total assets less liabilities)2012-12-31$14,230,529
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$12,136,048
Total contributions received or receivable from employer(s)2012-12-31$1,018,903
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$26,884
2011 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2011 401k financial data
Total income from all sources2011-12-31$893,275
Expenses. Total of all expenses incurred2011-12-31$938,654
Benefits paid (including direct rollovers)2011-12-31$938,654
Total plan assets at end of year2011-12-31$12,136,048
Total plan assets at beginning of year2011-12-31$12,181,427
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$-111,615
Net income (gross income less expenses)2011-12-31$-45,379
Net plan assets at end of year (total assets less liabilities)2011-12-31$12,136,048
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$12,181,427
Total contributions received or receivable from employer(s)2011-12-31$1,004,890
2010 : UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,633,649
Expenses. Total of all expenses incurred2010-12-31$720,072
Benefits paid (including direct rollovers)2010-12-31$720,072
Total plan assets at end of year2010-12-31$12,181,427
Total plan assets at beginning of year2010-12-31$10,267,850
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$1,625,304
Net income (gross income less expenses)2010-12-31$1,913,577
Net plan assets at end of year (total assets less liabilities)2010-12-31$12,181,427
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$10,267,850
Total contributions received or receivable from employer(s)2010-12-31$1,008,345

Form 5500 Responses for UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN

2020: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UAW LEGAL SERVICES PLANS RETIREE HEALTH CARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberCLUSTER 920
Policy instance 1
Insurance contract or identification numberCLUSTER 920
Insurance policy start date2017-01-01
Insurance policy end date2017-07-31
Total amount of commissions paid to insurance brokerUSD $4,467
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,561
Insurance broker organization code?3
Insurance broker nameNFP SCHECHTER BENEFITS LLC
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number9058
Policy instance 2
Insurance contract or identification number9058
Insurance policy start date2017-01-01
Insurance policy end date2017-07-31
Total amount of commissions paid to insurance brokerUSD $218
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $218
Insurance broker organization code?3
Insurance broker nameNFP SCHECHTER BENEFITS, LLC

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