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← UAW RETIREE MEDICAL BENEFITS TR

Form 990 for tax year 2024

Filed by UAW RETIREE MEDICAL BENEFITS TR.

Totals

Total revenue
$3,497,349,318
Total expenses
$3,295,258,214
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$450,501,922
Investment income
$1,983,072,553
Other revenue
$1,063,774,843
Total assets, end of year
$62,856,283,467
Total liabilities, end of year
$2,656,854,897
Net assets or fund balances, end of year
$60,199,428,570
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EGWP FEDERAL SUBSIDY

    total $450,501,922 · related or exempt $450,501,922

  • 3 · Investment income

    total $1,404,017,823 · unrelated business $402,257,623 · excluded $1,001,760,200

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $93,157,372,593

  • 7b · Less cost or other basis and sales expenses

    securities $92,578,317,863

  • 7c · Gain or loss

    securities $579,054,730

  • 7d · Net gain or loss

    total $579,054,730 · excluded $579,054,730

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: INCOME ON ALT. INVESTMENTS

    total $1,058,031,093 · excluded $1,058,031,093

  • 11b · Other revenue: SECURITIES LENDING

    total $3,925,974 · excluded $3,925,974

  • 11c · Other revenue: OTHER INVESTMENT INCOME

    total $1,817,776 · excluded $1,817,776

  • 11e · Other revenue, total

    $1,063,774,843

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $2,730,141,395

  • 5 · Compensation of officers, directors and key employees

    total $4,302,987

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $19,607,925

  • 8 · Pension plan contributions

    total $1,382,310

  • 9 · Other employee benefits

    total $1,790,483

  • 10 · Payroll taxes

    total $1,357,733

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $1,397,307

  • 11c · Fees: accounting

    total $3,907,179

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $159,128,816

  • 11g · Fees: other

    total $122,516,685

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $475,178

  • 14 · Information technology

    total $8,612,340

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $1,623,180

  • 17 · Travel

    total $393,044

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $127,037

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $2,909,880

  • 24a · Other expenses: INVESTMENT FUND EXPENSE

    total $154,387,038

  • 24b · Other expenses: FED & STATE UBIT

    total $78,766,577

  • 24c · Other expenses: ACA FEES

    total $1,983,185

  • 24d · Other expenses: OTHER EXPENSES

    total $447,935

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $4,801,205,718 · end of year $3,311,084,800

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,213,453,382 · end of year $1,369,812,419

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,492,482 · end of year $2,962,023

  • 10a · Land, buildings and equipment: cost or other basis

    $6,484,891

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,484,891

  • 11 · Investments: publicly traded securities

    beginning of year $32,824,366,970 · end of year $33,737,806,516

  • 12 · Investments: other securities

    beginning of year $24,081,521,407 · end of year $24,369,498,973

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $109,834,241 · end of year $65,118,736

  • 17 · Accounts payable and accrued expenses

    beginning of year $187,689,571 · end of year $180,317,735

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $109,933 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,330,260,768 · end of year $2,476,537,162

  • 27 · Net assets without donor restrictions

    beginning of year $60,515,813,928 · end of year $60,199,428,570

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

ADMINISTER FUNDS FOR POST-RETIREMENT MEDICAL BENEFITS. THE PRIMARY MISSION OF THE RMBT IS TO PROVIDE EVERY MEMBER WITH HEALTH BENEFITS AND ACHIEVE HIS/HER BEST QUALITY OF LIFE.

  • THE TRUST IS GOVERNED BY AN 11-PERSON COMMITTEE COMPRISED OF SIX INDEPENDENT MEMBERS AND FIVE MEMBERS APPOINTED BY THE UAW. ADDITIONAL SUBCOMMITTEES EXIST FOR PLAN ADMINISTRATION, INVESTMENT, AND AUDIT. ALL COMMITTEE MEMBERS AND TRUST STAFF ADHERE TO A STRICT CODE OF ETHICS. THE PURPOSE OF THE TRUST IS TO SERVE AS A SOURCE FOR RETIREE HEALTHCARE COVERAGE FOR ITS MEMBERS. SEPARATE TRUST ACCOUNTS ARE MAINTAINED FOR EACH AUTO PLAN (GM, FORD, AND CHRYSLER) FROM WHICH BENEFITS ARE PAID. WHEN THE TRUST LAUNCHED IN JANUARY 2010, IT BECAME THE LARGEST NON-GOVERNMENTAL PURCHASER OF RETIREE HEALTHCARE IN THE UNITED STATES, PROVIDING HEALTHCARE BENEFITS TO MORE THAN 860,000 PEOPLE. IN 2024, THE TRUST PROVIDED COVERAGE FOR OVER 535,000 MEMBERS. THE TRUST CONTINUES TO SERVE ITS MISSION OF PROVIDING HEALTHCARE BENEFITS TO RETIREES AND REVIEWS THE BENEFIT DESIGN EACH YEAR TO MAKE ANY ADJUSTMENTS NECESSARY. IN 2024, THE TRUST PAID APPROXIMATELY $3.3 BILLION PROVIDING HEALTHCARE FOR ITS RETIREES AND DEPENDENTS, INCLUDING FILLING NEARLY 15.5 MILLION PRESCRIPTIONS FOR MEMBERS DURING THE PLAN YEAR. SINCE ITS LAUNCH, THE TRUST HAS MADE GREAT STRIDES IN FINDING WAYS TO CONTROL COSTS, WHILE IMPROVING HEALTHCARE BENEFITS. FOR 2024, THE TRUST WAS PLEASED TO LOWER MEDICAL DEDUCTIBLES, COPAYS FOR PRIMARY CARE PHYSICIAN (PCP) AND SPECIALIST OFFICE VISITS AND URGENT CARE, AS WELL AS TIER 1 AND 2 PRESCRIPTION DRUG COPAYS. ADDITIONALLY, THE TRUST ELIMINATED IN-NETWORK COINSURANCE FOR ITS MEDICAL PLANS, ADDED COVERAGE FOR DENTAL IMPLANTS, AND ADDED COVERAGE FOR PCP AND SPECIALIST OFFICE VISITS FOR MEMBERS IN THE BLUE CROSS TRADITIONAL CARE NETWORK (TCN) PLAN. FOR 2024, THE ANNUAL ALLOWANCE FOR THE OVER-THE-COUNTER (OTC) BENEFIT WAS INCREASED TO $200 PER MEMBER. THE BENEFIT WAS EXPANDED AS AN OFFERING TO ALL TRUST MEMBERS REGARDLESS OF THEIR HEALTHPLAN. THE OTC BENEFIT ALSO WAS ENHANCED IN 2024 TO INCLUDE THE OPTION FOR MEMBERS TO PURCHASE APPROVED HEALTH AND WELLNESS PRODUCTS AT THOUSANDS OF RETAILERS WHO PARTICIPATE IN THE OTC NETWORK. THE TRUST MEMBERSHIP IS GEOGRAPHICALLY AND DEMOGRAPHICALLY DIVERSE. THE TRUST MAINTAINS ROBUST COMMUNICATION WITH MEMBERSHIP IN ORDER TO OPERATE IN A TRANSPARENT FASHION. THE GOAL IS TO KEEP BENEFICIARIES INFORMED ON THE TRUST ACTIVITIES, AS WELL AS THE BENEFITS PROVIDED BY THE TRUST. THE TRUST AND CARRIERS SENT A SERIES OF COMMUNICATIONS TO MEMBERS REGARDING 2024 AND 2025 ENROLLMENT AND PLAN OFFERINGS. RETIREE HEALTH CARE CONNECT, THE CALL CENTER FOR TRUST MEMBERS, HANDLED MORE THAN 250,000 CALLS, FROM MEMBERS AND UNION BENEFIT REPRESENTATIVES, IN 2024. A SERIES OF PRINTED MAILINGS WERE DISTRIBUTED BY THE TRUST TO MORE THAN 370,000 CONTRACT-HOLDER PARTICIPANTS IN 2024. ADDITIONAL MAILINGS THROUGHOUT THE YEAR UPDATED THE TRUST MEMBERSHIP ON BENEFIT CHANGES AND INFORMATION REGARDING THE TRUST'S FINANCIAL POSITION. TRUST PARTNERS ALSO COMMUNICATED DIRECTLY WITH MEMBERS, ON BEHALF OF THE TRUST, REGARDING BENEFITS, PREVENTION, CHRONIC CONDITIONS AND DISEASE MANAGEMENT WHERE APPROPRIATE. ADDITIONALLY, MEMBERS WITH SPECIFIC GAPS IN CARE WERE SENT COMMUNICATIONS ENCOURAGING THEM TO TAKE PREVENTIVE MEASURES TO MANAGE THEIR CONDITION(S), IMPROVE THEIR HEALTH STATUS, AND ENGAGE WITH THEIR PRIMARY CARE PHYSICIAN. THE TRUST CONTINUES TO LEVERAGE COMMUNICATION FORMATS TO COMPLEMENT MAILINGS, INCLUDING THE TRUST-BRANDED WEBSITE (WWW.UAWTRUST.ORG) AND VIDEOS. BECAUSE OF ITS PAST SUCCESS, THE TEAM ALSO HELD VIRTUAL SESSIONS-VIA ZOOM AND DIAL-IN CALLS-TO INFORM MEMBERS OF THE ENHANCEMENTS OF THE TRUST OTC BENEFIT IN JANUARY 2024. THE TEAM HOSTED 17 SESSIONS LISTENED TO BY NEARLY 4,200 MEMBERS. THE TRUST ALSO HOSTED WEBINARS FOR ANNUAL BENEFIT CHANGES IN AUGUST 2024. THE TEAM HOSTED 16 SESSIONS LISTENED TO BY NEARLY 4,200 MEMBERS. FOR THE ANNUAL BENEFIT CHANGE SEASON, THE MEMBER EXPERIENCE TEAM TRAVELED TO IN-PERSON RETIREE MEETINGS. THE TEAM ATTENDED A TOTAL OF 195 RETIREE MEETINGS IN THE FALL OF 2024.

    Revenue $450,501,922

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Hershel Harper

    CHIEF INVESTMENT OFFICER

    Total calculated
    $1,762,883
    From this org
    $1,703,436
    From related orgs
    $0
    Other
    $59,447
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $741,158
    Bonus
    $959,440
    Other
    $2,838
    Deferred
    $30,500
    Nontaxable benefits
    $28,947
    Filer's total
    $1,762,883

  • Kenneth Stemme

    SR MANAGING DIR INCOME STRATEG

    Total calculated
    $806,669
    From this org
    $762,379
    From related orgs
    $0
    Other
    $44,290
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $378,605
    Bonus
    $380,936
    Other
    $2,838
    Deferred
    $15,343
    Nontaxable benefits
    $28,947
    Filer's total
    $806,669

  • Robert MacArthur

    CHIEF RISK OFFICER

    Total calculated
    $782,263
    From this org
    $730,316
    From related orgs
    $0
    Other
    $51,947
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $729,326
    Bonus
    $0
    Other
    $990
    Deferred
    $23,000
    Nontaxable benefits
    $28,947
    Filer's total
    $782,263

  • Garon Meikle

    CHIEF FINANCIAL OFFICER

    Total calculated
    $720,627
    From this org
    $677,509
    From related orgs
    $0
    Other
    $43,118
    Hours/week
    60 + 1 related

    Schedule J breakdown matched by us

    Base
    $594,019
    Bonus
    $82,500
    Other
    $990
    Deferred
    $22,995
    Nontaxable benefits
    $20,123
    Filer's total
    $720,627

  • Gina Buccalo

    CHIEF MEDICAL OFFICER

    Total calculated
    $680,926
    From this org
    $627,302
    From related orgs
    $0
    Other
    $53,624
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $622,120
    Bonus
    $0
    Other
    $5,182
    Deferred
    $30,500
    Nontaxable benefits
    $23,124
    Filer's total
    $680,926

  • Brian Baumhover

    DIRECTOR-REAL ASSETS

    Total calculated
    $584,006
    From this org
    $525,059
    From related orgs
    $0
    Other
    $58,947
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $302,295
    Bonus
    $221,248
    Other
    $1,516
    Deferred
    $30,000
    Nontaxable benefits
    $28,947
    Filer's total
    $584,006

  • Joe Stackpoole

    CHIEF INVESTMENT ADMIN OFFICER

    Total calculated
    $576,371
    From this org
    $545,871
    From related orgs
    $0
    Other
    $30,500
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $541,515
    Bonus
    $0
    Other
    $4,356
    Deferred
    $30,500
    Nontaxable benefits
    $0
    Filer's total
    $576,371

  • Cameron Hamilton-Wright

    SR MANAGING DIR PORTFOLIO STRA

    Total calculated
    $571,215
    From this org
    $519,268
    From related orgs
    $0
    Other
    $51,947
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $518,278
    Bonus
    $0
    Other
    $990
    Deferred
    $23,000
    Nontaxable benefits
    $28,947
    Filer's total
    $571,215

  • Jessica Gubing

    CEO AS OF 6/4/24

    Total calculated
    $506,264
    From this org
    $483,264
    From related orgs
    $0
    Other
    $23,000
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $482,769
    Bonus
    $0
    Other
    $495
    Deferred
    $23,000
    Nontaxable benefits
    $0
    Filer's total
    $506,264

  • Martin Tylenda

    CONTROLLER

    Total calculated
    $400,821
    From this org
    $341,374
    From related orgs
    $0
    Other
    $59,447
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $324,518
    Bonus
    $12,500
    Other
    $4,356
    Deferred
    $30,500
    Nontaxable benefits
    $28,947
    Filer's total
    $400,821

  • Philip Castrogiovanni

    CLO AS OF 9/23/24

    Total calculated
    $130,130
    From this org
    $121,906
    From related orgs
    $0
    Other
    $8,224
    Hours/week
    60 + 1 related

  • Robert Naftaly

    COMMIT MBR,CHAIR UNTIL 11/3/24

    Total calculated
    $84,045
    From this org
    $84,045
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Amy Robinson

    COMMITTEE MEMBER

    Total calculated
    $70,716
    From this org
    $70,716
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Gerald Bantom

    COMMITTEE MEMBER

    Total calculated
    $67,832
    From this org
    $67,832
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Celeste T Williams MD

    COMMITTEE MEMBER

    Total calculated
    $67,832
    From this org
    $67,832
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • R Evan Inglis

    COMMITTEE MEMBER

    Total calculated
    $65,042
    From this org
    $65,042
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Denise Lewis

    COMMIT MBR,CHAIR AS OF 12/5/24

    Total calculated
    $64,949
    From this org
    $64,949
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Mark Anson

    COMMITTEE MEMBER

    Total calculated
    $3,547
    From this org
    $3,547
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Charles Browning

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Shawn Fain

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mike Booth

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Rich Boyer

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2

  • State Street Bank Trust

    INSTITUTIONAL TRUSTEE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ALPINVEST A2 INVESTMENT FUND II LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 84.1% owned · share of income $2,145,453 · share of assets $49,100,439

    Directly controlled by UAW RMBT

  • AMERRA AGRI MULTI STRATEGY FUND LP

    EXCLUDED FROM TAX · REAL ASSETS · DE · 99.79% owned · share of income $7,536,687 · share of assets $123,326,597

    Directly controlled by UAW RMBT

  • BLACK RIVER AGRICULTURE COINVEST FUND A

    EXCLUDED FROM TAX · REAL ASSETS · DE · 98.97% owned · share of income $3,819,258 · share of assets $50,188,434

    Directly controlled by UAW RMBT

  • BLACK RIVER AGRICULTURE FUND 21 LP

    EXCLUDED FROM TAX · REAL ASSETS · DE · 99.99% owned · share of income $2,827,962 · share of assets $80,733,635

    Directly controlled by UAW RMBT

  • BRIGHTWOOD CO-INVEST FUND LP

    EXCLUDED FROM TAX · PRIVATE CREDIT · NY · 97.45% owned · share of income $3,584,155 · share of assets $37,418,407

    Directly controlled by UAW RMBT

  • BTG PACTUAL BRAZIL TIMBERLAND FUND I D

    EXCLUDED FROM TAX · REAL ASSETS · CJ · 88.48% owned · share of income $12,289,068 · share of assets $50,014,911

    Directly controlled by UAW RMBT

  • C-III RECOVERY FUND II CO-INVESTMENT LP

    EXCLUDED FROM TAX · REAL ESTATE · DE · 97.99% owned · share of income $183 · share of assets $49,252,486

    Directly controlled by UAW RMBT

  • CORAL SEA CO INVESTMENT PARTNERS LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 98% owned · share of income $23,378,617 · share of assets $90,562,115

    Directly controlled by UAW RMBT

  • EARNEST INTEREST FD I LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 99% owned · share of income $91,439,277 · share of assets $808,249,298

    Directly controlled by UAW RMBT

  • ELY PENNSYLVANIA DW LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 98.05% owned · share of income -$1,537,320 · share of assets $126,445,233

    Directly controlled by UAW RMBT

  • ENTRUST GLOBAL ROC PARTNERS LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 97.21% owned · share of income $99,070,060 · share of assets $863,920,921

    Directly controlled by UAW RMBT

  • GCM GROSVENOR STRATEGIC CREDIT LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 98.93% owned · share of income $47,702,411 · share of assets $630,619,619

    Directly controlled by UAW RMBT

  • GCM GROSVENOR WRENCH PRIMARIES LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 98.49% owned · share of income $6,572,101 · share of assets $124,237,187

    Directly controlled by UAW RMBT

  • HARBOURVEST REAL ASSETS ENERGY FUND II

    EXCLUDED FROM TAX · REAL ASSETS · DE · 99.98% owned · share of income $139,161,898 · share of assets $280,058,036

    Directly controlled by UAW RMBT

  • HARBOURVEST REAL ASSETS ENERGY FUND LP

    EXCLUDED FROM TAX · REAL ASSETS · DE · 99.27% owned · share of income $167,470,151 · share of assets $67,306,786

    Directly controlled by UAW RMBT

  • HV SPECIAL SITUATIONS FUND LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 99.12% owned · share of income $36,612,210 · share of assets $211,187,316

    Directly controlled by UAW RMBT

  • IP IV AIV (E) LP - NEWPORT SERIES

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 99.99% owned · share of income $0 · share of assets $32,770,627

    Directly controlled by UAW RMBT

  • IP IV AIV (E) LP - PLANET SERIES

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 99.99% owned · share of income $0 · share of assets $15,185,325

    Directly controlled by UAW RMBT

  • IP IV AIV (E) LP - PME SRS

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 99.99% owned · share of income $0 · share of assets $2,978,364

    Directly controlled by UAW RMBT

  • IP IV AIV (E) LP - RX SERIES

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 99.99% owned · share of income $0 · share of assets $5,175,973

    Directly controlled by UAW RMBT

  • IP IV AIV (E) LP - STEEL SERIES

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 99.99% owned · share of income $0 · share of assets $5,552,605

    Directly controlled by UAW RMBT

  • IP IV AIV (E) LP - VION SERIES

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 99.99% owned · share of income $0 · share of assets $1,105,091

    Directly controlled by UAW RMBT

  • IP IV AIV (E) LP - YOST UNBLOCKED SERIES

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 85.86% owned · share of income $4,507,450 · share of assets $28,328,000

    Directly controlled by UAW RMBT

  • IRRADIANT CROSS PLATFORM FUND - U LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 98.79% owned · share of income $9,806,175 · share of assets $124,989,130

    Directly controlled by UAW RMBT

  • KAYNE ANDERSON REAL ESTATE V PARALLEL

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98.96% owned · share of income $2,498,445 · share of assets $144,488,009

    Directly controlled by UAW RMBT

  • KAYNE PRIVATE ENERGY INCOME PARALLEL FUN

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 99% owned · share of income $143,747,459 · share of assets $246,073,955

    Directly controlled by UAW RMBT

  • NM MI CO-INVEST LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 98.52% owned · share of income $11,232 · share of assets $10,520,222

    Directly controlled by UAW RMBT

  • NORTHWOOD REAL ESTATE PARTNERS 2012 LP

    EXCLUDED FROM TAX · REAL ASSETS · DE · 99.21% owned · share of income -$1,353,882 · share of assets $84,141,009

    Directly controlled by UAW RMBT

  • NORTHWOOD REAL ESTATE PARTNERS 2018 LP

    EXCLUDED FROM TAX · REAL ASSETS · DE · 98.68% owned · share of income $0 · share of assets $50,941,141

    Directly controlled by UAW RMBT

  • NOVAQUEST PHARMA OPPORTUNITIES FUND V

    EXCLUDED FROM TAX · REAL ASSETS · DE · 98.93% owned · share of income $6,664,565 · share of assets $100,020,420

    Directly controlled by UAW RMBT

  • OAK STREET EMERGING MANAGER U1 LP

    EXCLUDED FROM TAX · REAL ESTATE · DE · 99% owned · share of income $295,810 · share of assets $62,026,139

    Directly controlled by UAW RMBT

  • OAK STREET EMERGING MANAGER U1A LP

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98.9% owned · share of income $3,179,383 · share of assets $63,256,722

    Directly controlled by UAW RMBT

  • OAK STREET EMERGING MANAGER U2 LP

    EXCLUDED FROM TAX · REAL ESTATE · DE · 99% owned · share of income $1,119,299 · share of assets $160,151,640

    Directly controlled by UAW RMBT

  • OAKTREE TBMR STRATEGIC CREDIT FUND C LLC

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 99.8% owned · share of income $20,100,673 · share of assets $151,807,232

    Directly controlled by UAW RMBT

  • OAKTREE TBMR STRATEGIC CREDIT FUND F LLC

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 99.8% owned · share of income $33,106,739 · share of assets $219,493,828

    Directly controlled by UAW RMBT

  • OAKTREE TBMR STRATEGIC CREDIT FUND G LLC

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 99.8% owned · share of income $53,874,504 · share of assets $358,752,973

    Directly controlled by UAW RMBT

  • OLD IRONSIDES ENERGY FUND III-A LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 51.53% owned · share of income $85,224,416 · share of assets $127,475,938

    Directly controlled by UAW RMBT

  • PROTERRA BRAZIL OPPORTUNITY DIRECT FUND

    EXCLUDED FROM TAX · REAL RETURNS · DE · 99% owned · share of income $4,764,902 · share of assets $40,989,481

    Directly controlled by UAW RMBT

  • PROTERRA BRAZIL OPPORTUNITY FUND B LP

    EXCLUDED FROM TAX · REAL RETURNS · DE · 98.51% owned · share of income $9,529,631 · share of assets $80,975,068

    Directly controlled by UAW RMBT

  • SALTUS SEPARATE ACCOUNT LP

    EXCLUDED FROM TAX · REAL RETURNS · DE · 99.9% owned · share of income $226,923 · share of assets $226,796,985

    Directly controlled by UAW RMBT

  • SCHRODERS CAPITAL SECURITIZED HI-GRADE F

    EXCLUDED FROM TAX · REAL RETURNS · DE · 99.64% owned · share of income $84,627,623 · share of assets $1,315,465,682

    Directly controlled by UAW RMBT

  • SSP 2017 LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 97.37% owned · share of income $12,256,430 · share of assets $96,956,469

    Directly controlled by UAW RMBT

  • SSP 2020 OPPORTUNISTIC LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 98.99% owned · share of income $23,667,495 · share of assets $740,078,331

    Directly controlled by UAW RMBT

  • SSP 2020- PRIVATE EQUITY SERIES A

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 98.74% owned · share of income $19,633,198 · share of assets $340,500,258

    Directly controlled by UAW RMBT

  • SSP 2020- PRIVATE EQUITY SERIES B

    EXCLUDED FROM TAX · REAL RETURNS · DE · 98.84% owned · share of income $17,914,788 · share of assets $422,918,525

    Directly controlled by UAW RMBT

  • STEPSTONE LMM OPPORTUNITIES FUND I LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 99.26% owned · share of income $7,369,469 · share of assets $271,112,785

    Directly controlled by UAW RMBT

  • STEPSTONE LMM OPPORTUNITIES FUND I LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 99% owned · share of income $12,487,012 · share of assets $251,925,501

    Directly controlled by UAW RMBT

  • STONEPEAK INFRASTRUCTURE FUND IV-U (SIDE

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 98.68% owned · share of income -$1,193,049 · share of assets $94,344,317

    Directly controlled by UAW RMBT

  • TARAWA CO-INVEST FUND (ALTERNA CCA II)

    EXCLUDED FROM TAX · REAL ASSETS · DE · 99% owned · share of income $1,748,035 · share of assets $39,452,461

    Directly controlled by UAW RMBT

  • VISTA CO-INVEST FUND 2017-1 LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 99% owned · share of income $7,518,235 · share of assets $74,326,553

    Directly controlled by UAW RMBT

  • WCAS - CO-INVEST HOLDCO LP

    EXCLUDED FROM TAX · PRIVATE EQUITY · DE · 99% owned · share of income -$3,933,310 · share of assets $158,664,745

    Directly controlled by UAW RMBT

  • Z CAPITAL PARTNERS II-B LP

    EXCLUDED FROM TAX · PRIVATE CREDIT · DE · 93.35% owned · share of income -$13,159,199 · share of assets $145,957,556

    Directly controlled by UAW RMBT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BRIGHTWOOD CAP OFFSHORE FEEDR FUND IV(E)

    C CORP · HEDGE FUND · CJ · 97.91% owned · share of income $23,948,624 · share of assets $126,354,197 · controlled entity

    Directly controlled by UAW RMBT

  • COLLER INT'L PARTNERS VI FEEDER FUND E

    C CORP · PRIVATE EQUITY · GK · 99.99% owned · share of income $1,221 · share of assets $15,926,393 · controlled entity

    Directly controlled by UAW RMBT

  • COMMONWEALTH CREDIT PARTNERS BDC I INC

    C CORP · INVESTMENTS · DE · 99% owned · share of income $61,668,000 · share of assets $657,976,000 · controlled entity

    Directly controlled by UAW RMBT

  • KAYNE DL 2021 INC

    C CORP · INVESTMENTS · DE · 99.1% owned · share of income $28,690,000 · share of assets $280,428,000 · controlled entity

    Directly controlled by UAW RMBT

  • NMF SLF I INC

    C CORP · BUS. DEVELOPMENT · MD · 94.23% owned · share of income $111,859,502 · share of assets $1,486,872,347 · controlled entity

    Directly controlled by UAW RMBT

  • RMBT UK-C CORP LIMITED

    C CORP · REAL ASSESTS · UK · 100% owned · share of income $4,407,624 · share of assets $20,423,861 · controlled entity

    Directly controlled by UAW RMBT

  • RMBT UK-F CORP LIMITED

    C CORP · REAL ASSETS · UK · 100% owned · share of income $7,205,410 · share of assets $33,077,880 · controlled entity

    Directly controlled by UAW RMBT

  • RMBT UK-G CORP LIMITED

    C CORP · REAL ASSETS · UK · 100% owned · share of income $9,731,815 · share of assets $44,509,664 · controlled entity

    Directly controlled by UAW RMBT

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202503189349310215

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