Plan Snapshot
- Plan Sponsor: Participating Union Gm Bankruptcy Claim Health Care Reimbursement Trus
- Sponsor EIN: 456218538
- Sponsor Address: 60 BLVD OF THE ALLIES, 5TH FLR, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $2.2M
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 | $2.2M | $0 | $0 |
| 2023 | 2,435 | $4.6M | $0 | $0 |
| 2022 | 0 | $7.1M | $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 |
|---|---|---|---|---|
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $54,741 | — | $54,741 |
| NOVAK FRANCELLA LLC | Auditor | $13,500 | — | $13,500 |
| PNC BANK, NATIONAL ASSOCIATION | Other Service Provider | $8,148 | — | $8,148 |
| BUCK GLOBAL, LLC | Other Service Provider | $6,421 | — | $6,421 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,810
- Estimated Expense Ratio: 3.803% 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 | $115,063 | $196 | $54,741 | $13,500 | — |
| 2023 | $136,506 | $10,165 | $67,193 | $13,722 | — |
| 2022 | $158,453 | $25,081 | $74,012 | — | $25,355 |