#52 of 500 · Member & Benefit Funds

Uaw Retiree Medical Benefits Tr

EIN 90-0424876 · MI · NTEE Y43 · Form 990, fiscal 2023

Administers and funds health care benefits for retirees of General Motors, Ford, and Stellantis (Chrysler) who are represented by the UAW, along with their eligible dependents. Launched in 2010, it is one of the largest non-governmental purchasers of retiree health care in the United States, managing benefits and investment assets that fund those benefits.

Financials, fiscal 2023

Revenue

$2.58B

Expenses

$2.95B

Total assets

$64.03B

Net assets

$60.52B

Operating margin

-14.1%

1-year growth

29.0%

5-year growth (CAGR)

-20.4%

Reserve (years of spending)

246.3

Contributions share

n/a

Programme spending

14.5%

Fundraising cost

n/a

Executive pay share

0.17%

Employees

170

Revenue per employee

$15.2M

Grants paid

n/a

Years filing

13

NFP Health Score: 83 / 100

Financial 70 · Governance 100 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Mission

To provide every member with health benefits and the opportunity to achieve their best quality of life.

Revenue history