Plan Snapshot
- Plan Sponsor: The Committee Of The Uaw Retiree Medical Benefits Trust
- Sponsor EIN: 900424876
- Sponsor Address: 1155 BREWERY PARK BLVD., SUITE 400, DETROIT, MI, 48207
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 0
- Total Assets: $19.6B
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 | $19.6B | $0 | $0 |
| 2023 | 0 | $19.8B | $0 | $5.8M |
| 2022 | 0 | $19.3B | $0 | $7.3M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Other Service Provider | $14,981,088 | — | $14,981,088 |
| UAW RETIREE MEDICAL BENEFITS TRUST | Other Service Provider | $8,285,355 | — | $8,285,355 |
| KPEIF GP LLC | Other Service Provider | — | $4,900,187 | $4,900,187 |
| KPEIF II GP LLC | Other Service Provider | — | $3,797,390 | $3,797,390 |
| ALIGHT HOLDING COMPANY LLC | Other Service Provider | $3,434,076 | — | $3,434,076 |
| LGT CAPITAL PARTNERS (USA) INC | Other Service Provider | $2,750,333 | — | $2,750,333 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $2,690,210 | — | $2,690,210 |
| BRIGHTWOOD CAPITAL ADVISORS LLC | Other Service Provider | $2,332,438 | — | $2,332,438 |
| DELTA DENTAL OF MICHIGAN | Other Service Provider | $2,270,825 | — | $2,270,825 |
| BLACKROCK FINANCIAL MANAGEMENT INC | Other Service Provider | $1,657,176 | — | $1,657,176 |
| WELLINGTON MANAGEMENT COMPANY LLP | Other Service Provider | $1,615,461 | — | $1,615,461 |
| GOLDMAN SACHS ASSET MANAGEMENT LP | Investment Advisor | $1,225,932 | — | $1,225,932 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $1,127,943 | — | $1,127,943 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $1,018,256 | — | $1,018,256 |
| KAYNE COMMERCIAL RE DEBT ADVRS LLC | Other Service Provider | — | $897,027 | $897,027 |
| MERATIVE US LP | Other Service Provider | $859,676 | — | $859,676 |
| MCR HOSPITALITY FUND II LP | Other Service Provider | $775,422 | — | $775,422 |
| SHENKMAN CAPITAL MANAGEMENT INC | Other Service Provider | $763,722 | — | $763,722 |
| SCHRODERS INV MGMT NA INC | Other Service Provider | $736,668 | — | $736,668 |
| TCW ASSET MGMT COMPANY LLC | Other Service Provider | $718,301 | — | $718,301 |
| PACIFIC INVESTMENT MGMT COMPANY LLC | Other Service Provider | $682,596 | — | $682,596 |
| KAYNE ANDERSON RE ADVISORS VI LLC | Other Service Provider | — | $676,500 | $676,500 |
| STEPSTONE GROUP LP | Other Service Provider | — | $624,508 | $624,508 |
| STELLEX MANAGEMENT II LP | Other Service Provider | $615,325 | — | $615,325 |
| TRG MANAGEMENT LP | Other Service Provider | $587,073 | — | $587,073 |
| METLIFE INVESTMENT MANAGEMENT | Other Service Provider | $517,493 | — | $517,493 |
| KAYNE ANDERSON RE ADVISORS V LLC | Other Service Provider | — | $512,068 | $512,068 |
| KAYNE ANDERSON CREDT ADVSR II LLC | Other Service Provider | — | $503,979 | $503,979 |
| GROOM LAW GROUP CHARTERED | ERISA Attorney | $491,664 | — | $491,664 |
| BARINGS LLC | Other Service Provider | — | $481,356 | $481,356 |
| MILLIMAN INC | Recordkeeper | $475,000 | — | $475,000 |
| EARNEST PARTNERS LLC | Other Service Provider | $470,278 | — | $470,278 |
| BROOKFIELD ASSET MGMT PRV INST CAP | Other Service Provider | — | $459,441 | $459,441 |
| VOYA INVESTMENT MANAGEMENT CO LLC | Other Service Provider | $458,573 | — | $458,573 |
| KAYNE ANDERSON RE DEBT ADVSR IV LLC | Other Service Provider | — | $412,647 | $412,647 |
| PRESIDIO NETWORKED SOLNS GROUP LLC | Other Service Provider | $396,328 | — | $396,328 |
| CITISOFT INC | Other Service Provider | $389,510 | — | $389,510 |
| OPTUMRX INC | Other Service Provider | $380,280 | — | $380,280 |
| PUGH CAPITAL MANAGEMENT | Other Service Provider | $358,303 | — | $358,303 |
| VITAL DECISIONS LLC | Other Service Provider | $354,650 | — | $354,650 |
| RUSSELL INVEST IMPLEMENT SVCS INC | Investment Advisor | $354,053 | — | $354,053 |
| MANDIANT | Other Service Provider | $352,922 | — | $352,922 |
| PINEBRIDGE INVESTMENTS LLC | Other Service Provider | $333,933 | — | $333,933 |
| IRRADIANT PARTNERS LP | Other Service Provider | $319,807 | — | $319,807 |
| GARCIA HAMILTON & ASSOCIATES LP | Other Service Provider | $318,693 | — | $318,693 |
| STATE STREET GLOBAL ADVSRS TRUST CO | Other Service Provider | $293,405 | — | $293,405 |
| LONGFELLOW INVESTMENT MGMT CO LLC | Other Service Provider | $266,211 | — | $266,211 |
| STELLEX MANAGEMENT LP | Other Service Provider | $234,059 | — | $234,059 |
| ROCATON INVESTMENT ADVISORS LLC | Other Service Provider | $232,913 | — | $232,913 |
| ALTERNA CAPITAL PARTNERS LLC | Other Service Provider | — | $227,762 | $227,762 |
| BTG PACTUAL ASSET MANAGEMENT US LLC | Other Service Provider | — | $218,168 | $218,168 |
| MILLIMAN SOLUTIONS LLC | Recordkeeper | $205,378 | — | $205,378 |
| DAVIS VISION | Other Service Provider | $185,511 | — | $185,511 |
| DIALOGDIRECT INC | Other Service Provider | $185,195 | — | $185,195 |
| MSCI INC | Other Service Provider | $167,095 | — | $167,095 |
| INSIGHT DIRECT USA INC | Other Service Provider | $166,202 | — | $166,202 |
| DELOITTE AND TOUCHE LLP | Auditor | $152,996 | — | $152,996 |
| KPMG LLP | Auditor | $135,992 | — | $135,992 |
| INLAND PRESS | Other Service Provider | $124,751 | — | $124,751 |
| GARTNER INC | Other Service Provider | $120,624 | — | $120,624 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $103,065 | — | $103,065 |
| MVP COLLABORATIVE LLC | Other Service Provider | $101,785 | — | $101,785 |
| BLOOMBERG LP | Other Service Provider | $99,595 | — | $99,595 |
| KPEIF III GP LLC | Other Service Provider | — | $81,273 | $81,273 |
| HUDSON ADVISORS LP | Other Service Provider | — | $79,832 | $79,832 |
| BRASA REAL ESTATE FUND III | Other Service Provider | $77,500 | — | $77,500 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $75,783 | — | $75,783 |
| DYNAMO SOFTWARE INC | Other Service Provider | $72,559 | — | $72,559 |
| COLMORE INC | Other Service Provider | $69,874 | — | $69,874 |
| WORKDAY INC | Other Service Provider | $68,986 | — | $68,986 |
| ENTERPRISE CASTLEHALL ALTERNATIVES | Other Service Provider | $67,881 | — | $67,881 |
| ALBOURNE AMERICA LLC | Other Service Provider | $66,667 | — | $66,667 |
| FACTSET RESEARCH SYSTEMS INC | Other Service Provider | $54,844 | — | $54,844 |
| PUBLIC CONSULTING GROUP INC | Other Service Provider | $51,200 | — | $51,200 |
| ROBERT HALF INTERNATIONAL INC | Other Service Provider | $50,398 | — | $50,398 |
| AUDITBOARD INC | Other Service Provider | $49,567 | — | $49,567 |
| CENTROID SYSTEMS INC | Other Service Provider | $45,395 | — | $45,395 |
| K-FORCE INC | Other Service Provider | $43,721 | — | $43,721 |
| D2SC LLC | Other Service Provider | $43,445 | — | $43,445 |
| NB VENTURES INC DBA GEP | Other Service Provider | $39,996 | — | $39,996 |
| HEALTHCARE RECOVERY SOLUTIONS LLC | Other Service Provider | $38,993 | — | $38,993 |
| MICROSOFT CORPORATION | Other Service Provider | $38,522 | — | $38,522 |
| ORACLE AMERICA INC | Other Service Provider | $37,019 | — | $37,019 |
| KORN FERRY US | Other Service Provider | $35,746 | — | $35,746 |
| REHMANN GROUP LLC | Other Service Provider | $30,000 | — | $30,000 |
| INTECROWD LLC | Other Service Provider | $29,628 | — | $29,628 |
| MARY J PTACEK | Other Service Provider | $28,993 | — | $28,993 |
| ROBERT NAFTALY | Other Service Provider | $28,012 | — | $28,012 |
| MANAGED MARKETS INSIGHT & TECH LLC | Other Service Provider | $26,790 | — | $26,790 |
| SALESFORCE.COM INC | Other Service Provider | $26,055 | — | $26,055 |
| GEMELLARO SYSTEMS INTGRATION INC | Other Service Provider | $24,926 | — | $24,926 |
| CLOUDFORCE LLC | Other Service Provider | $24,037 | — | $24,037 |
| RESEDA GROUP LLC DBA CHANNELNET | Other Service Provider | $23,998 | — | $23,998 |
| AMY B ROBINSON | Other Service Provider | $23,570 | — | $23,570 |
| EQUIAN LLC (TROVER) | Other Service Provider | $23,229 | — | $23,229 |
| CELESTE T WILLIAMS | Other Service Provider | $22,609 | — | $22,609 |
| GERALD D BANTOM | Other Service Provider | $22,609 | — | $22,609 |
| ALAN REUTHER | Other Service Provider | $22,298 | — | $22,298 |
| CONCUR TECHNOLOGIES INC | Other Service Provider | $22,244 | — | $22,244 |
| GLIDEFAST CONSULTING LLC | Other Service Provider | $21,985 | — | $21,985 |
| RICHARD EVAN INGLIS | Other Service Provider | $21,678 | — | $21,678 |
| DENISE J LEWIS | Other Service Provider | $21,647 | — | $21,647 |
| FINN DIXON AND HERLING LLP | Other Service Provider | $20,141 | — | $20,141 |
| MATHEMATICA INC | Other Service Provider | $20,076 | — | $20,076 |
| COUNCIL OF INSTITUTIONAL INVESTORS | Other Service Provider | $19,378 | — | $19,378 |
| REVVER | Other Service Provider | $18,758 | — | $18,758 |
| EVESTMENT ALLIANCE HOLDINGS INC | Other Service Provider | $18,280 | — | $18,280 |
| CALIAN CORP | Other Service Provider | $18,276 | — | $18,276 |
| CAPTRUST FINANCIAL ADVISORS | Other Service Provider | $17,842 | — | $17,842 |
| CALLAN LLC | Other Service Provider | $17,080 | — | $17,080 |
| AVI SYSTEMS INC | Other Service Provider | $14,627 | — | $14,627 |
| BCA RESEARCH INC | Other Service Provider | $13,975 | — | $13,975 |
| DILIGENT BOARD MEMBER SERVICES INC | Other Service Provider | $13,930 | — | $13,930 |
| SIDECHAIN CONSULTING LLC | Other Service Provider | $13,524 | — | $13,524 |
| GLOBAL TRADING ANALYTICS | Other Service Provider | $13,198 | — | $13,198 |
| DDJ CAPITAL MANAGEMENT LLC | Other Service Provider | $12,809 | — | $12,809 |
| ADP INC | Other Service Provider | $11,574 | — | $11,574 |
| CISONOW LLC | Other Service Provider | $11,280 | — | $11,280 |
| PENSION BENEFIT INFORMATION LLC | Other Service Provider | $10,700 | — | $10,700 |
| ZOOM VIDEO COMMUNICATIONS INC | Other Service Provider | $10,557 | — | $10,557 |
| MELTWATER NEWS US INC | Other Service Provider | $10,332 | — | $10,332 |
| MERCER INC | Other Service Provider | $9,917 | — | $9,917 |
| HEALTHCARE TRANSFORM TASK FORCE INC | Other Service Provider | $8,707 | — | $8,707 |
| SPEAK BY DESIGN | Other Service Provider | $8,540 | — | $8,540 |
| MORNINGSTAR INC | Recordkeeper | $8,455 | — | $8,455 |
| FIDELITY INVESTMENT INST OPS CO INC | Recordkeeper | $8,415 | — | $8,415 |
| AEROGAMI LLC | Other Service Provider | $8,266 | — | $8,266 |
| NAVIGATE360 LLC | Other Service Provider | $7,999 | — | $7,999 |
| DIVERSIQ LLC | Other Service Provider | $7,764 | — | $7,764 |
| INTERFAITH CTR CORP RESPONSIBILITY | Other Service Provider | $7,764 | — | $7,764 |
| INSTITUTIONAL LTD PTR ASSOCIATION | Other Service Provider | $7,298 | — | $7,298 |
| SIMPPLR INC | Other Service Provider | $7,239 | — | $7,239 |
| JNS FACILITY MAINTENANCE | Other Service Provider | $6,926 | — | $6,926 |
| DARRELL GILES | Other Service Provider | $6,666 | — | $6,666 |
| MICHAEL P VECCHIONI CPA PLLC | Other Service Provider | $6,666 | — | $6,666 |
| AB CARVAL INVESTORS LP | Other Service Provider | — | $6,546 | $6,546 |
| PWC MANAGEMENT CONSULTING CO LTD | Other Service Provider | $6,404 | — | $6,404 |
| AGILITY RECOVERY SOLUTIONS INC | Other Service Provider | $6,061 | — | $6,061 |
| LRN CORPORATION | Other Service Provider | $5,915 | — | $5,915 |
| MARSH & MCLENNAN AGENCY LLC | Investment Advisor | $5,499 | — | $5,499 |
| GLOBAL SOFTWARE INC | Other Service Provider | $5,052 | — | $5,052 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
- GOLDMAN SACHS ASSET MANAGEMENT LP — Investment Advisor
- GROOM LAW GROUP CHARTERED — ERISA Attorney
- MILLIMAN INC — Recordkeeper
- RUSSELL INVEST IMPLEMENT SVCS INC — Investment Advisor
- MILLIMAN SOLUTIONS LLC — Recordkeeper
- DELOITTE AND TOUCHE LLP — Auditor
- KPMG LLP — Auditor
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- MORNINGSTAR INC — Recordkeeper
- FIDELITY INVESTMENT INST OPS CO INC — Recordkeeper
- MARSH & MCLENNAN AGENCY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,651,118
- Estimated Expense Ratio: 0.376% 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 | $178,434,710 | $99,011,554 | $25,519,032 | $680,849 | — |
| 2023 | $191,722,752 | $109,261,596 | $25,133,881 | $606,896 | — |
| 2022 | $175,389,525 | $117,915,660 | $29,670,620 | — | $5,884,613 |