Plan Snapshot
- Plan Sponsor: Joint Cmte Of The Uaw-Lear Retiree Healthcare Plan - Romulus Retirees
- Sponsor EIN: 412260347
- Sponsor Address: 21557 TELEGRAPH ROAD, SOUTHFIELD, MI, 48033
- Plan Type: Health & Welfare
- Plan Number: 543
- Total Participants: 0
- Total Assets: $1.9M
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 | $1.9M | $0 | $0 |
| 2023 | 0 | $1.8M | $0 | $0 |
| 2022 | 0 | $1.7M | $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 |
|---|---|---|---|---|
| COMERICA BANK | Other Service Provider | $20,101 | — | $20,101 |
| BENEFIT OUTSOURCING SOLUTIONS | Other Service Provider | $16,407 | — | $16,407 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,508
- Estimated Expense Ratio: 1.944% 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 | $39,909 | — | — | — | — |
| 2023 | $22,871 | — | — | — | — |
| 2022 | $37,131 | — | $12,681 | — | $20,335 |