# The Committee Of The Uaw Retiree Medical Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/the-committee-of-the-uaw-retiree-medical-benefits-trust-900424876-502

> The Committee Of The Uaw Retiree Medical Benefits Trust's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [GOLDMAN SACHS ASSET MANAGEMENT LP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [GROOM LAW GROUP CHARTERED](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

- [MILLIMAN INC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [RUSSELL INVEST IMPLEMENT SVCS INC](https://planprovider.pro/provider/russell-investments) — Investment Advisor

- [MILLIMAN SOLUTIONS LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [DELOITTE AND TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [FIDELITY INVESTMENT INST OPS CO INC](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-committee-of-the-uaw-retiree-medical-benefits-trust-900424876-502)

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