Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of The Ua Local 190 Pension Plan
- Sponsor EIN: 386065579
- Sponsor Address: 700 TOWER DRIVE, TROY, MI, 48098
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,283
- Total Assets: $286.4M
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 | 1,283 | $286.4M | $16.5M | $0 |
| 2023 | 1,254 | $263.9M | $16.4M | $0 |
| 2022 | 1,205 | $232.6M | $14.3M | $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 |
|---|---|---|---|---|
| SEGAL ADVISORS, INC. | Other Service Provider | $120,000 | — | $120,000 |
| BOYD WATTERSON ASSET MANAGEMENT, LL | Other Service Provider | $117,185 | — | $117,185 |
| TIC MIDWEST, LLC | Other Service Provider | $102,270 | — | $102,270 |
| WELLINGTON TRUST | Other Service Provider | $82,253 | — | $82,253 |
| BROOKFIELD ASSET MANAGEMENT | Other Service Provider | $77,651 | — | $77,651 |
| COMERICA | Other Service Provider | $62,234 | — | $62,234 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $61,330 | — | $61,330 |
| FERGUSON WIDMAYER & CLARK PC | Other Service Provider | $49,319 | — | $49,319 |
| BENESYS, INC. | Other Service Provider | $48,730 | — | $48,730 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $45,643 | — | $45,643 |
| O'SULLIVAN ASSOCIATES, INC. | Other Service Provider | $37,683 | — | $37,683 |
| BENNETT & ASSOCIATES CPAS PLLC | Auditor | $35,159 | — | $35,159 |
| THE UNION LABOR LIFE INSURANCE COMP | Recordkeeper | $32,638 | — | $32,638 |
| NOVARA TESIJA CATENACCI MCDONALD & | Other Service Provider | $32,571 | — | $32,571 |
| BARDIN HILL INVESTMENT PARTNERS LP | Other Service Provider | $26,931 | — | $26,931 |
| UA LOCAL 190 | Other Service Provider | $26,833 | — | $26,833 |
| SEIZERT CAPITAL PARTNERS | Other Service Provider | $26,037 | — | $26,037 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENNETT & ASSOCIATES CPAS PLLC — Auditor
- THE UNION LABOR LIFE INSURANCE COMP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $984,467
- Estimated Expense Ratio: 0.344% 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 | $1,263,266 | $712,935 | $166,862 | $35,159 | — |
| 2023 | $1,294,240 | $838,466 | $119,837 | $34,360 | — |
| 2022 | $1,097,102 | $595,661 | $117,200 | — | $235,288 |