UAW RETIREE MEDICAL BENEFITS TRUST Charity Report

Public IRS 990 nonprofit record

UAW RETIREE MEDICAL BENEFITS TRUST

EIN 90-0424876 · Voluntary Employees Beneficiary Associations (Non-Government) (Y43)

What they do

THE UAW RETIREE MEDICAL BENEFITS TRUST (THE "TRUST") is A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION ("VEBA") ORGANIZED to HOLD, INVEST, and ADMINISTER FUNDS for POST-RETIREMENT MEDICAL BENEFITS. THE PRIMARY MISSION of THE TRUST is to PROVIDE EVERY MEMBER WITH HEALTH BENEFITS and THE OPPORTUNITY to ACHIEVE HIS/HER BEST QUALITY of LIFE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

170.19%of revenue went to mission work100.0% of expenses · Program services

$94.22spent for every $100 of revenueRevenue covered expenses this year.

$19.07in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,762,883 for HERSHEL HARPER (CHIEF INVESTMENT OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,621,279,561

Mission workProgram services$4,461,029,283170.19% of revenue100.0% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$4,461,029,283170.19% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Money in and money out

Revenue$3,497,349,318

Expenses$3,295,258,214

Annual surplus $202,091,104 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$4,461,029,283 · 135.4% of expenses

This source amount exceeds total expenses; compare the filing details carefully.

See all reported dollar amounts

Revenue$3,497,349,318

Expenses$3,295,258,214

Assets$62,856,283,467

Income$96,075,667,181

Mission work (program services)$4,461,029,283

Stocks and bonds$33,737,806,516

Accounting fees$3,907,179

Investing fees$159,128,816

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

HERSHEL HARPERCHIEF INVESTMENT OFFICER · 60 hrs/week $1,762,883Base $1,703,436 · Other $59,447

KENNETH STEMMESR MANAGING DIR INCOME STRATEG · 60 hrs/week $806,669Base $762,379 · Other $44,290

ROBERT MACARTHURCHIEF RISK OFFICER · 60 hrs/week $782,263Base $730,316 · Other $51,947

GARON MEIKLECHIEF FINANCIAL OFFICER · 60 hrs/week $720,627Base $677,509 · Other $43,118

GINA BUCCALOCHIEF MEDICAL OFFICER · 60 hrs/week $680,926Base $627,302 · Other $53,624

BRIAN BAUMHOVERDIRECTOR-REAL ASSETS · 60 hrs/week $584,006Base $525,059 · Other $58,947

JOE STACKPOOLECHIEF INVESTMENT ADMIN OFFICER · 60 hrs/week $576,371Base $545,871 · Other $30,500

CAMERON HAMILTON-WRIGHTSR MANAGING DIR PORTFOLIO STRA · 60 hrs/week $571,215Base $519,268 · Other $51,947

JESSICA GUBINGCEO AS OF 6/4/24 · 60 hrs/week $506,264Base $483,264 · Other $23,000

MARTIN TYLENDACONTROLLER · 60 hrs/week $400,821Base $341,374 · Other $59,447

PHILIP CASTROGIOVANNICLO AS OF 9/23/24 · 60 hrs/week $130,130Base $121,906 · Other $8,224

ROBERT NAFTALYCOMMIT MBR,CHAIR UNTIL 11/3/24 · 3 hrs/week $84,045

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

HERSHEL HARPERCHIEF INVESTMENT OFFICER

KENNETH STEMMESR MANAGING DIR INCOME STRATEG

ROBERT MACARTHURCHIEF RISK OFFICER

GARON MEIKLECHIEF FINANCIAL OFFICER

GINA BUCCALOCHIEF MEDICAL OFFICER

BRIAN BAUMHOVERDIRECTOR-REAL ASSETS

JOE STACKPOOLECHIEF INVESTMENT ADMIN OFFICER

CAMERON HAMILTON-WRIGHTSR MANAGING DIR PORTFOLIO STRA

JESSICA GUBINGCEO AS OF 6/4/24

MARTIN TYLENDACONTROLLER

PHILIP CASTROGIOVANNICLO AS OF 9/23/24

ROBERT NAFTALYCOMMIT MBR,CHAIR UNTIL 11/3/24

AMY ROBINSONCOMMITTEE MEMBER

GERALD BANTOMCOMMITTEE MEMBER

CELESTE T WILLIAMS MDCOMMITTEE MEMBER

R EVAN INGLISCOMMITTEE MEMBER

DENISE LEWISCOMMIT MBR,CHAIR AS OF 12/5/24

MARK ANSONCOMMITTEE MEMBER

CHARLES BROWNINGCOMMITTEE MEMBER

MIKE BOOTHCOMMITTEE MEMBER

RICH BOYERCOMMITTEE MEMBER

SHAWN FAINCOMMITTEE MEMBER

STATE STREET BANK TRUSTINSTITUTIONAL TRUSTEE

About this charity

Recognized since: January 2010
Location: 1155 BREWERY PARK BLVD, DETROIT, MI 48207-2668
County: Wayne
In care of: % GARON MEIKLE
Primary officer: GARON MEIKLE, CFO

How to reach them

Phone(313) 324-5900

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: PWC TAX US LLP
NTEE classification: Voluntary Employees Beneficiary Associations (Non-Government) (Y43)
IRS tax category: Voluntary Employees Beneficiary Associations (Non-Government)