Plan Snapshot
- Plan Sponsor: Committee Of Uaw Retirees Health Care Plan
- Sponsor EIN: 477404015
- Sponsor Address: 1701 PENNSYLVANIA AVE. NW, WASHINGTON, DC, 20006
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $440.0M
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 | $440.0M | $0 | $115,163 |
| 2023 | 0 | $421.6M | $285,924 | $73,966 |
| 2022 | 0 | $394.9M | $559,900 | $69,716 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Other Service Provider | $970,583 | — | $970,583 |
| CENTRAL DATA SERVICES | Other Service Provider | $401,098 | — | $401,098 |
| MILLIMAN, INC. | Recordkeeper | $294,138 | — | $294,138 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $148,990 | — | $148,990 |
| SEGAL MARCO ADVISORS | Other Service Provider | $130,000 | — | $130,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $126,968 | — | $126,968 |
| PLANTE & MORAN, PLLC | Other Service Provider | $120,893 | — | $120,893 |
| COMERICA BANK | Custodian / Trustee | $81,289 | — | $81,289 |
| DELTA DENTAL OF MICHIGAN | Other Service Provider | $66,379 | — | $66,379 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $57,543 | — | $57,543 |
| PARKER BUSINESS SOLUTIONS LLC | Custodian / Trustee | $30,992 | — | $30,992 |
| SCOTT ANDREWS | Custodian / Trustee | $30,209 | — | $30,209 |
| JAMES LEE KING | Custodian / Trustee | $27,539 | — | $27,539 |
| GARY MANN | Custodian / Trustee | $26,805 | — | $26,805 |
| GARY PETRONI | Custodian / Trustee | $25,025 | — | $25,025 |
| JANICE CARUSO | Custodian / Trustee | $25,025 | — | $25,025 |
| THE CORTEX GROUP, INC. | Custodian / Trustee | $25,025 | — | $25,025 |
| DIALOG DIRECT | Other Service Provider | $16,798 | — | $16,798 |
| FIFTH THIRD NATIONAL BANK | Other Service Provider | $16,067 | — | $16,067 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $12,917 | $12,917 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,634,283
- Estimated Expense Ratio: 0.599% 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 | $2,716,098 | $405,958 | $1,454,858 | $120,893 | — |
| 2023 | $2,748,540 | $456,388 | $1,529,994 | $67,722 | — |
| 2022 | $2,404,166 | $416,989 | $1,406,775 | — | $485,470 |