Public Charity

IUE-CWA GM BANKRUPTCY CLAIM TRUST

IUE-CWA GM BANKRUPTCY CLAIM TRUST is a Public Charity headquartered in BEAVERCREEK, OH. Financial data from the 2024 filing: $11.1M revenue, $15.6M expenses, $125.7M total assets.

EIN: 364684058 BEAVERCREEK, OH Insurance Providers NTEE: Y20 Latest filing: 2024
Total Revenue$11.1M
Total Expenses$15.6M
Total Assets$125.7M
Grant Records0
Filing Years2019–2024

Mission

THE IUE-CWA BANKRUPTCY CLAIM TRUST IS AN EMPLOYEE ASSOCIATION CONSISTING OF RETIREES OF GENERAL MOTORS AND DELPHI CORPORATION WHO WERE REPRESENTED BY THE IUE-CWA, BUT ALSO INCLUDING GM AND DELPHI RETIREES WHO WERE REPRESENTED BY THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, OR THE INTERNATIONAL UNION OF OPERATING ENGINEERS. THE TRUST IS AUTHORIZED BY THE TRUST AGREEMENT TO PROVIDE MEDICAL AND HEALTH BENEFITS TO PARTICIPANTS, INCLUDING SICK AND ACCIDENTAL BENEFITS, BY REIMBURSEMENT OR OTHERWISE.

Officers & Directors

TRUST ADMINI James Clark
TRUSTEE Laura Hagan
TRUSTEE Leslie Cash
TRUSTEE Marlane Bengley
TRUSTEE Nan Whaley
TRUSTEE Peter Mitchell

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $11.1M $15.6M $125.7M
2023 $12.4M $16.3M $130.3M
2022 $-14.7M $16.0M $134.3M
2020 $8.6M $18.2M $162.9M
2019 $25.5M $19.3M $173.4M

Between 2019 and 2024, reported annual revenue declined from $25.5M to $11.1M (-57%), with total assets most recently reported at $125.7M.

Interactive year-over-year charts and full filing details available with membership.

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