Uaw Retirees of Mack Trucks Health Benefit Fund
Only null% goes to programs Strong reserves Growing revenue
Uaw Retirees of Mack Trucks Health Benefit Fund is a 501(c)(9) organization based in Washington, District of Columbia, registered in 2013, with $28,480,993 in FY2024 revenue. CharityIndex grades it A.
1701 Pennsylvania Ave Nw Ste 1200, Washington, DC, 20006 EIN 45-6488442 Since 2013
Revenue (FY2024)
$28.5M
▲ 58.7% vs prior year
Membership median: $185K
Expenses (FY2024)
$24.7M
Net assets
$518.4M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Uaw Retirees of Mack Trucks Health Benefit Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating252 mo reserves · +13% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Uaw Retirees of Mack Trucks Health Benefit Fund: 252 mo reserves · +13% margin earns a B+ on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Uaw Retirees of Mack Trucks Health Benefit Fund: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
BTransparency10% of the rating3 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Uaw Retirees of Mack Trucks Health Benefit Fund: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
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Mission
The trust was established and is continued for the purpose of providing health and welfare benefits to eligible participants and their dependents.
Contact & location
- Address
- 1701 Pennsylvania Ave Nw Ste 1200, Washington, DC, 20006
- City
- Washington
- State
- District of Columbia
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
- Phone
- …
- Website
- …
Financial trends
Revenue declined from $31.3M (FY2013) to $28.5M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $194KNet assets $518.4M
Operating margin
13.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$518.6M
Total liabilities
$194K
Net assets
$518.4M
Salaries & benefits
$139K
1% of expenses
Board members
7
7 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $28,480,993▲58.7% | $24,658,511▲0.4% | $518,424,837▲3.3% | $518,618,671▲3.3% | 990 |
| 2023 | $17,941,262▲163% | $24,552,759▼1.7% | $501,625,479▲1.9% | $501,891,021 | 990 |
| 2022 | -$28,498,416▼252% | $24,988,700▼6.1% | $492,032,597▼19.9% | $501,652,282▼18.8% | 990 |
| 2021 | $18,777,025▼35.0% | $26,611,039▲5.6% | $614,207,777▼4.3% | $618,064,056▼3.9% | 990 |
| 2020 | $28,906,987▼47.7% | $25,188,256▼1.5% | $642,024,342▲9.8% | $643,001,412▲8.8% | 990 |
| 2019 | $55,310,775▲238% | $25,562,364▼7.2% | $584,702,249▲5.9% | $591,215,410▲6.6% | 990 |
| 2018 | $16,377,883▼14.3% | $27,555,254▲17.1% | $552,354,049▼7.1% | $554,598,987▼7.0% | 990 |
| 2017 | $19,108,560▼73.0% | $23,528,656▼10.1% | $594,759,073▲6.7% | $596,608,790▲6.9% | 990 |
| 2016 | $70,663,904▲330% | $26,159,870▼4.8% | $557,533,020▲1.0% | $558,252,714▲1.1% | 990 |
| 2015 | $16,435,980▲11.2% | $27,482,173▼3.0% | $552,131,636▼5.3% | $552,365,266▼5.7% | 990 |
| 2014 | $14,784,981▼52.7% | $28,341,155▲13.8% | $582,869,606▼0.1% | $585,617,323▲0.1% | 990 |
| 2013 | $31,265,296 | $24,896,801▼36.1% | $583,183,289▲7.6% | $585,323,315▼21.7% | 990 |
| 2012 | — | $38,971,060 | $542,108,573 | $747,461,873 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Gary Petroni — $39,530 (0.16% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Gary Petroni | Chairperson | 2 | $39,530 |
| Francine Parker | Committee Member | 0.5 | $30,827 |
| Jack Martin | Committee Member | 0.5 | $30,827 |
| Suzanne Daniels | Committee Member | 0.5 | $30,827 |
| Comerica Bank | Institutional Trustee | 0.5 | $15,418 |
| Richard Saylor | Committee Member | 0.5 | $2,500 |
| David Perkins | Committee Member | 0.5 | — |
| John Eblin | Committee Member | 0.5 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Central Data Services | Administrative Services | $404,009 |
| Hamlin Capital Management LLC | Investment Management Fees | $293,451 |
| Morgan Stanley Smith Barney LLC | Investment Management Fees | $180,000 |
| Aetna Life Insurance Company | Administrative Services | $141,265 |
| Plante Moran | Administrative Services | $116,775 |
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Frequently asked questions
- Is Uaw Retirees of Mack Trucks Health Benefit Fund a legitimate nonprofit?
- Yes. Uaw Retirees of Mack Trucks Health Benefit Fund is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 45-6488442, based in Washington, District of Columbia.
- What is Uaw Retirees of Mack Trucks Health Benefit Fund's EIN?
- Uaw Retirees of Mack Trucks Health Benefit Fund's Employer Identification Number (EIN) is 45-6488442.
- How much revenue does Uaw Retirees of Mack Trucks Health Benefit Fund report?
- Uaw Retirees of Mack Trucks Health Benefit Fund reported $28,480,993 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Uaw Retirees of Mack Trucks Health Benefit Fund have?
- CharityIndex grades Uaw Retirees of Mack Trucks Health Benefit Fund A, based on financial health (reserves and operating margin).
- How much does Uaw Retirees of Mack Trucks Health Benefit Fund's highest-paid employee make?
- The highest reported compensation on Uaw Retirees of Mack Trucks Health Benefit Fund's latest Form 990 is $39,530, paid to Gary Petroni (Chairperson).
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Data for Uaw Retirees of Mack Trucks Health Benefit Fund (EIN 45-6488442) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.