AUMdb

Uaw Retiree Medical Benefits Tr

EIN 900424876 · 501(c)(9) · Public charity · Detroit, MI · recognized 2010

Assets
$62.9B
Revenue
$3.5B
Expenses
$3.3B
Investment income
$2.0B

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Kayne Anderson Capital Advisors, L.P. CRD 104536 fuzzy_auto · 96% 12/31/2024
Lgt Capital Partners (Usa) Inc. CRD 160437 fuzzy_auto · 100% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Blue Cross Blue Shield Of Michigan Claims admn srvs $60,902,697
Kanye Anderson Capital Advisors Lp Investment mgmt srvs $37,001,651
Alight Holding Company Eligib. admin srvs $14,985,038
Lgt Capital Partners Usa Inc Investment mgmt srvs $11,376,382
Pricewaterhousecoopers Llp Mgmt consulting srvs $9,437,089

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Hershel Harper Chief investment officer $1,703,436 $59,447
Kenneth Stemme Sr managing dir income strateg $762,379 $44,290
Robert Macarthur Chief risk officer $730,316 $51,947
Garon Meikle Chief financial officer $677,509 $43,118
Gina Buccalo Chief medical officer $627,302 $53,624
Joe Stackpoole Chief investment admin officer $545,871 $30,500
Brian Baumhover Director-real assets $525,059 $58,947
Cameron Hamilton Wright Sr managing dir portfolio stra $519,268 $51,947
Jessica Gubing Ceo as of 6/4/24 $483,264 $23,000
Martin Tylenda Controller $341,374 $59,447
Philip Castrogiovanni Clo as of 9/23/24 $121,906 $8,224
Robert Naftaly Commit mbr,chair until 11/3/24 $84,045 $0
Amy Robinson Committee member $70,716 $0
Gerald Bantom Committee member $67,832 $0
Celeste T Williams Md Committee member $67,832 $0
R Evan Inglis Committee member $65,042 $0
Denise Lewis Commit mbr,chair as of 12/5/24 $64,949 $0
Mark Anson Committee member $3,547 $0
Charles Browning Committee member $0 $0
Shawn Fain Committee member $0 $0
Mike Booth Committee member $0 $0
Rich Boyer Committee member $0 $0
State Street Bank Trust Institutional trustee $0 $0