Plan Snapshot
- Plan Sponsor: Allis-Chalmers Uaw Retiree Benefit Trust
- Sponsor EIN: 943101366
- Sponsor Address: 26301 CURTISS-WRIGHT PARKWAY, STE 1, RICHMOND HTS, OH, 44143
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $30.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $30.9M | $0 | $4,889 |
| 2023 | 0 | $32.1M | $0 | $14,748 |
| 2022 | 0 | $32.7M | $0 | $21,116 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BENEFITS ADMINISTRATIVE SERVICES CO | Other Service Provider | $277,961 | — | $277,961 |
| CIUNI & PANICHI | Other Service Provider | $44,873 | — | $44,873 |
| RICHARD LICHTENSTEIN | Other Service Provider | $40,900 | — | $40,900 |
| MILLIMAN USA | Recordkeeper | $29,067 | — | $29,067 |
| CDS ADMINISTRATORS, INC. | Other Service Provider | $24,778 | — | $24,778 |
| JEFF KOSANKE | Other Service Provider | $13,350 | — | $13,350 |
| GERALD HALLIBURTON | Other Service Provider | $10,975 | — | $10,975 |
| THE SEGAL CO. | Other Service Provider | $7,386 | — | $7,386 |
| DELTA DENTAL OF OHIO | Other Service Provider | $5,315 | — | $5,315 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN USA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $454,605
- Estimated Expense Ratio: 1.470% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $496,498 | $3,858 | $302,739 | $48,760 | — |
| 2023 | $553,493 | $17,025 | $264,364 | $84,194 | — |
| 2022 | $515,816 | $45,579 | $261,821 | — | $88,174 |