# Participating Union Gm Bankruptcy Claim Health Care Reimbursement Trus Health & Welfare Plan
Source: https://planprovider.pro/companies/participating-union-gm-bankruptcy-claim-health-care-reimbursement-trus-456218538-501

> Participating Union Gm Bankruptcy Claim Health Care Reimbursement Trus's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/participating-union-gm-bankruptcy-claim-health-care-reimbursement-trus-456218538-501)

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