UAW Retiree Medical Benefits TR
EIN 900424876 · MI · 501(c)09
The organisation
- 1155 BREWERY PARK BLVD, DETROIT, MI, 48207-2668, MI 48207-2668
- Classified purpose: Mutual & Membership Benefit
- Size band: 9
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Board at a glance
Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
Renewal outlook
Medium-priority approach observed from annual filings
- Large organisation (revenue $3497m) - the scale that runs a formal, external board search.
- The board chair has served at least 7 years (observed across filings) - a chair transition may be approaching.
A computed likelihood from the observed filing history and filed revenue. It is not a confirmed vacancy, and this edition never states that a nonprofit is recruiting. "Departures" mean a board member was on the previous filing but not the latest one, which usually means a seat opened but can also mean they were simply not listed that year.
Filed finances
| Tax year | Total revenue | Total expenses |
|---|---|---|
| 2024 | $3.5bn | $3.3bn |
As filed on the IRS Form 990.
The board (directors and trustees)
| Name | Title as filed | On the filings |
|---|---|---|
| Denise Lewis Chair | COMMIT MBR,CHAIR AS OF 12/5/24 | on filings since 2023 (at least 1y) |
| Robert Naftaly Chair | COMMIT MBR,CHAIR UNTIL 11/3/24 | on filings since 2017 (at least 7y) |
| AMY Robinson | COMMITTEE MEMBER | on filings since 2022 (at least 2y) |
| Celeste Thomas Williams MD (also filed as Celeste T Williams MD) | COMMITTEE MEMBER | on filings since 2022 (at least 2y) |
| Charles Browning | COMMITTEE MEMBER | on filings since 2022 (at least 2y) |
| Gerald Bantom | COMMITTEE MEMBER | on filings since 2020 (at least 4y) |
| Mark Anson | COMMITTEE MEMBER | on filings since 2018 (at least 6y) |
| Mike Booth | COMMITTEE MEMBER | on filings since 2023 (at least 1y) |
| R Evan Inglis | COMMITTEE MEMBER | on filings since 2023 (at least 1y) |
| Rich Boyer | COMMITTEE MEMBER | on filings since 2023 (at least 1y) |
| Shawn Fain | COMMITTEE MEMBER | on filings since 2023 (at least 1y) |
The board is the directors and trustees named in Part VII of the organisation's annual IRS Form 990; officers and senior staff are listed separately below, not counted as board. The IRS files no appointment date, so tenure here is observed from how many years a person appears on the filings - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Officers and senior leadership
Named in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
| Name | Title as filed | On the filings |
|---|---|---|
| Arlene Jones-Mccalla | Director Income Strategies | 2023 |
| Benjamin Cotton | MANAGING DIRECTOR | since 2017 |
| Brian Baumhover | DIRECTOR-REAL ASSETS | since 2022 |
| Brian Gimotty | MANAGING DIRECTOR | since 2017 |
| Brian Wachob | SR. MANAGING DIRECTOR | since 2019 |
| Cameron Hamilton-Wright | SR MANAGING DIR PORTFOLIO STRA | since 2022 |
| Charlotte Decker | CHF.INFO. OFF. UNTIL 01/31/22 | 2022 |
| Daniel LEE | DIRECTOR, LIQUID MARKETS | 2017 |
| Debra Rittenour | CHIEF EXECUTIVE OFFICER | since 2020 |
| Francine Parker | CHIEF EXECUTIVE OFFICER | since 2017 |
| Francois Gagnon | SR MANAGING DIRECTOR | 2017 |
| Garon Meikle | CONTROLLER | since 2017 |
| Gina Buccalo | CHIEF MEDICAL OFFICER | since 2019 |
| Hershel Harper | CIO | since 2017 |
| Jessica Gubing | CEO AS OF 6/4/24 | 2024 |
| Joseph Stackpoole | CHIEF INVESTMENT ADMINISTRATIVE OFFICER | since 2019 |
| Kenneth Stemme | Sr Managing Dir Income Strateg | since 2023 |
| Linda Denomme | LEGAL COUNSEL | since 2017 |
| Malcolm Goepfert | SR. MANAGING DIRECTOR | since 2018 |
| Martin Tylenda | CONTROLLER | since 2022 |
| Mary Beth Kuderik | CHIEF FINANCIAL OFFICER | since 2017 |
| Philip Castrogiovanni | CLO AS OF 9/23/24 | 2024 |
| Robert Macarthur | MANAGING DIRECTOR | since 2020 |
| Ronald Berry | CHIEF ADMINISTRATIVE OFFICER | since 2017 |
| Scott Lupkas | MANAGING DIRECTOR | since 2017 |
| Sequia Peterson | CHIEF OPERATING OFFICER | since 2019 |
| Thomas Henley | SR. MANAGING DIRECTOR | 2018 |