Plan Snapshot
- Plan Sponsor: Retirees Of The Goodyear Tire & Rubber Company Health Care Trust
- Sponsor EIN: 266330284
- Sponsor Address: 60 BLVD. OF THE ALLIES, 5TH FLOOR, PITTSBURGH, PA, 152221219
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 14,366
- Total Assets: $907.9M
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 | 14,366 | $907.9M | $20.2M | $24.6M |
| 2023 | 14,783 | $855.4M | $21.3M | $26.0M |
| 2022 | 15,372 | $802.6M | $56.5M | $26.4M |
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 |
|---|---|---|---|---|
| CVS CAREMARK | Other Service Provider | $1,855,230 | — | $1,855,230 |
| CENTRAL DATA SERVICES, INC | Other Service Provider | $841,826 | — | $841,826 |
| HIGHMARK | Other Service Provider | $782,933 | — | $782,933 |
| LOOMIS SAYLES | Other Service Provider | $419,502 | — | $419,502 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $283,080 | — | $283,080 |
| MEKETA INVESTMENT GROUP, INC | Other Service Provider | $200,726 | — | $200,726 |
| BUCK GLOBAL, LLC | Other Service Provider | $169,043 | — | $169,043 |
| WITHUMSMITH & BROWN PC | Auditor | $62,591 | — | $62,591 |
| PNC BANK | Other Service Provider | $56,513 | — | $56,513 |
| HAZEL BROADNAX | Other Service Provider | $36,031 | — | $36,031 |
| KELLER ROHRBACK LLP | Other Service Provider | $35,245 | — | $35,245 |
| PAUL WHITEHEAD | Other Service Provider | $35,245 | — | $35,245 |
| PHYLLIS BORZI | Other Service Provider | $35,245 | — | $35,245 |
| SCOTT M SPENCER | Other Service Provider | $35,245 | — | $35,245 |
| TED NELSON | Other Service Provider | $35,245 | — | $35,245 |
| TERESA GHILARDUCCI | Other Service Provider | $35,245 | — | $35,245 |
| WILLIAM IVEY | Other Service Provider | $35,245 | — | $35,245 |
| ALLEGHENY COMMERCIAL PRINTING | Other Service Provider | $30,841 | — | $30,841 |
| DURHAM, JONES & PINEGAR, P. C. | ERISA Attorney | $13,534 | — | $13,534 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH & BROWN PC — Auditor
- DURHAM, JONES & PINEGAR, P. C. — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,998,565
- Estimated Expense Ratio: 0.551% 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 | $5,040,412 | $483,806 | $841,826 | $62,591 | — |
| 2023 | $4,729,301 | $396,310 | $864,729 | $61,045 | — |
| 2022 | $4,878,493 | $291,029 | $891,059 | — | $409,905 |