# Delphi Salaried Retirees Association Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/delphi-salaried-retirees-association-benefit-trust-264594868-501

> Delphi Salaried Retirees Association Benefit Trust's Health & Welfare plan: 3,360 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Delphi Salaried Retirees Association Benefit Trust

- **Sponsor EIN:** 264594868

- **Sponsor Address:** 150 BASTIAN RD, ROCHESTER, NY, 146231122

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,360

- **Total Assets:** $686,547

## 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|3,360|$686,547|$0|$8.9M|

| 2023|3,563|$723,763|$0|$10.4M|

| 2022|2,496|$805,926|$0|$12.0M|

## 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|

| BENISTAR|Other Service Provider|$119,774|—|$119,774|

| BLUE CROSS BLUE SHIELD OF MICHIGAN|Other Service Provider|$99,738|—|$99,738|

| CBIZ CPAS P.C.|Auditor|$29,250|—|$29,250|

| COMERICA BANK|Custodian / Trustee|$16,233|—|$16,233|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $264,995

- **Estimated Expense Ratio:** 38.598% 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|$470,525|$29,997|$273,587|$29,250|—|

| 2023|$879,459|$25,002|$657,775|$28,200|—|

| 2022|$1,099,628|$16,230|$863,945|—|$27,000|

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