Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Uaw-Gm Veba Trust Fund
- Sponsor EIN: 871547593
- Sponsor Address: 5505 EAST 13 MILE ROAD, WARREN, MI, 48092
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 42,164
- Total Assets: $16.6M
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 | 42,164 | $16.6M | $12.8M | $0 |
| 2023 | 43,757 | $7.7M | $0 | $0 |
| 2022 | 40,318 | $8.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| MORGAN LEWIS BOCKIUS, LLP | ERISA Attorney | $30,289 | — | $30,289 |
| WITHUMSMITH+BROWN PC | Auditor | $28,080 | — | $28,080 |
| BREDHOFF AND KAISER | ERISA Attorney | $11,768 | — | $11,768 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN LEWIS BOCKIUS, LLP — ERISA Attorney
- WITHUMSMITH+BROWN PC — Auditor
- BREDHOFF AND KAISER — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,137
- Estimated Expense Ratio: 0.422% 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 | $347,598 | — | — | $28,080 | — |
| 2023 | $280,890 | — | — | $26,000 | — |
| 2022 | $918,281 | — | — | — | $257,126 |