# Joint Board Of Trustees Of The Ua Local 190 Pension Plan DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-the-ua-local-190-pension-plan-386065579-001

> Joint Board Of Trustees Of The Ua Local 190 Pension Plan&#39;s DB plan: 1,283 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bennett-and-associates-cpas-pllc) — Auditor

- [THE UNION LABOR LIFE INSURANCE COMP](https://planprovider.pro/provider/the-vanguard-group-inc) — 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|

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