# Joint Cmte Of The Uaw-Lear Retiree Healthcare Plan - Romulus Retirees Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-cmte-of-the-uaw-lear-retiree-healthcare-plan-romulus-retirees-412260347-543

> Joint Cmte Of The Uaw-Lear Retiree Healthcare Plan - Romulus Retirees's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## 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|

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