Public Charity

UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN TRUST

Based in DETROIT, MI, UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN TRUST operates as a Public Charity. The organization reported $13.8M in revenue, $13.6M in expenses, $9.7M in total assets for fiscal year 2024.

EIN: 814920943 DETROIT, MI Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2024
Total Revenue$13.8M
Total Expenses$13.6M
Total Assets$9.7M
Grant Records0
Filing Years2019–2024

Mission

THE PLAN IS AN EMPLOYEE WELFARE BENEFIT PLAN THAT WAS ESTABLISHED PURSUANT TO AN AGREEMENT BETWEEN FCA, FORD, GM, AND THE UAW. THE PLAN PROVIDES LEGAL SERVICES AS A BENEFIT UNDER THE CURRENT NATIONAL CONTRACT BETWEEN THE UAW AND FCA, FORD, AND GM. THE PLAN IS SUBJECT TO THE PROVISIONS OF ERISA.

Officers & Directors

ASSISTANT DI Abie Bazzi
TRUSTEE Alexandra Pefley
TRUSTEE Andrea Fluent
MANAGING ATT Andrew Retherford
TRUSTEE Ava Barbour
MANAGING ATT Carolyn Bernstein

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $13.8M $13.6M $9.7M
2023 $14.0M $14.1M $9.5M
2022 $12.9M $13.3M $9.6M
2020 $78K $13.2M $9.7M
2019 $15.0M $12.7M $22.9M

Between 2019 and 2024, reported annual revenue declined from $15.0M to $13.8M (-8%), with total assets most recently reported at $9.7M.

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

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