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: 503
- Total Participants: 0
- Total Assets: $12.7B
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 | $12.7B | $0 | $0 |
| 2023 | 0 | $12.8B | $0 | $5.1M |
| 2022 | 0 | $12.4B | $0 | $6.5M |
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 | $10,914,467 | — | $10,914,467 |
| UAW RETIREE MEDICAL BENEFITS TRUST | Other Service Provider | $6,972,901 | — | $6,972,901 |
| KPEIF GP LLC | Other Service Provider | — | $3,031,108 | $3,031,108 |
| KPEIF II GP LLC | Other Service Provider | — | $2,432,702 | $2,432,702 |
| ALIGHT HOLDING COMPANY LLC | Other Service Provider | $2,348,429 | — | $2,348,429 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $2,313,001 | — | $2,313,001 |
| LGT CAPITAL PARTNERS (USA) INC | Other Service Provider | $2,225,792 | — | $2,225,792 |
| DELTA DENTAL OF MICHIGAN | Other Service Provider | $1,515,861 | — | $1,515,861 |
| BRIGHTWOOD CAPITAL ADVISORS LLC | Other Service Provider | $1,504,187 | — | $1,504,187 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $1,127,943 | — | $1,127,943 |
| BLACKROCK FINANCIAL MANAGEMENT INC | Other Service Provider | $1,087,581 | — | $1,087,581 |
| WELLINGTON MANAGEMENT COMPANY LLP | Other Service Provider | $1,060,579 | — | $1,060,579 |
| MERATIVE US LP | Other Service Provider | $859,676 | — | $859,676 |
| GOLDMAN SACHS ASSET MANAGEMENT LP | Investment Advisor | $791,285 | — | $791,285 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $653,753 | — | $653,753 |
| KAYNE COMMERCIAL RE DEBT ADVRS LLC | Other Service Provider | — | $583,941 | $583,941 |
| MCR HOSPITALITY FUND II LP | Other Service Provider | $498,664 | — | $498,664 |
| SHENKMAN CAPITAL MANAGEMENT INC | Other Service Provider | $496,607 | — | $496,607 |
| GROOM LAW GROUP CHARTERED | ERISA Attorney | $491,664 | — | $491,664 |
| MILLIMAN INC | Recordkeeper | $475,000 | — | $475,000 |
| PACIFIC INVESTMENT MGMT COMPANY LLC | Other Service Provider | $459,879 | — | $459,879 |
| TCW ASSET MGMT COMPANY LLC | Other Service Provider | $449,592 | — | $449,592 |
| SCHRODERS INV MGMT NA INC | Other Service Provider | $435,155 | — | $435,155 |
| KAYNE ANDERSON RE ADVISORS VI LLC | Other Service Provider | — | $431,062 | $431,062 |
| STEPSTONE GROUP LP | Other Service Provider | — | $399,349 | $399,349 |
| STELLEX MANAGEMENT II LP | Other Service Provider | $393,280 | — | $393,280 |
| TRG MANAGEMENT LP | Other Service Provider | $359,395 | — | $359,395 |
| EARNEST PARTNERS LLC | Other Service Provider | $348,517 | — | $348,517 |
| METLIFE INVESTMENT MANAGEMENT | Other Service Provider | $336,874 | — | $336,874 |
| KAYNE ANDERSON RE ADVISORS V LLC | Other Service Provider | — | $327,284 | $327,284 |
| KAYNE ANDERSON CREDT ADVSR II LLC | Other Service Provider | — | $323,279 | $323,279 |
| BARINGS LLC | Other Service Provider | — | $307,656 | $307,656 |
| VOYA INVESTMENT MANAGEMENT CO LLC | Other Service Provider | $297,488 | — | $297,488 |
| BROOKFIELD ASSET MGMT PRV INST CAP | Other Service Provider | — | $281,261 | $281,261 |
| KAYNE ANDERSON RE DEBT ADVSR IV LLC | Other Service Provider | — | $265,565 | $265,565 |
| RUSSELL INVEST IMPLEMENT SVCS INC | Investment Advisor | $264,691 | — | $264,691 |
| CITISOFT INC | Other Service Provider | $253,074 | — | $253,074 |
| PRESIDIO NETWORKED SOLNS GROUP LLC | Other Service Provider | $252,975 | — | $252,975 |
| OPTUMRX INC | Other Service Provider | $244,356 | — | $244,356 |
| PUGH CAPITAL MANAGEMENT | Other Service Provider | $225,505 | — | $225,505 |
| MANDIANT | Other Service Provider | $225,269 | — | $225,269 |
| PINEBRIDGE INVESTMENTS LLC | Other Service Provider | $213,570 | — | $213,570 |
| GARCIA HAMILTON & ASSOCIATES LP | Other Service Provider | $209,079 | — | $209,079 |
| VITAL DECISIONS LLC | Other Service Provider | $206,025 | — | $206,025 |
| MILLIMAN SOLUTIONS LLC | Recordkeeper | $205,378 | — | $205,378 |
| IRRADIANT PARTNERS LP | Other Service Provider | $193,157 | — | $193,157 |
| STATE STREET GLOBAL ADVSRS TRUST CO | Other Service Provider | $188,734 | — | $188,734 |
| LONGFELLOW INVESTMENT MGMT CO LLC | Other Service Provider | $168,174 | — | $168,174 |
| DELOITTE AND TOUCHE LLP | Auditor | $152,996 | — | $152,996 |
| ROCATON INVESTMENT ADVISORS LLC | Other Service Provider | $151,436 | — | $151,436 |
| STELLEX MANAGEMENT LP | Other Service Provider | $150,055 | — | $150,055 |
| ALTERNA CAPITAL PARTNERS LLC | Other Service Provider | — | $140,161 | $140,161 |
| HUDSON ADVISORS LP | Other Service Provider | — | $135,117 | $135,117 |
| BTG PACTUAL ASSET MANAGEMENT US LLC | Other Service Provider | — | $133,716 | $133,716 |
| DAVIS VISION | Other Service Provider | $126,368 | — | $126,368 |
| DIALOGDIRECT INC | Other Service Provider | $125,905 | — | $125,905 |
| MSCI INC | Other Service Provider | $108,643 | — | $108,643 |
| INSIGHT DIRECT USA INC | Other Service Provider | $106,086 | — | $106,086 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $103,065 | — | $103,065 |
| KPMG LLP | Auditor | $94,879 | — | $94,879 |
| INLAND PRESS | Other Service Provider | $85,463 | — | $85,463 |
| GARTNER INC | Other Service Provider | $83,002 | — | $83,002 |
| 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 |
| MVP COLLABORATIVE LLC | Other Service Provider | $66,407 | — | $66,407 |
| BLOOMBERG LP | Other Service Provider | $64,755 | — | $64,755 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $53,335 | — | $53,335 |
| KPEIF III GP LLC | Other Service Provider | — | $52,605 | $52,605 |
| ROBERT HALF INTERNATIONAL INC | Other Service Provider | $50,398 | — | $50,398 |
| BRASA REAL ESTATE FUND III | Other Service Provider | $50,250 | — | $50,250 |
| BROCK FIDUCIARY SERVICES LLC | Other Service Provider | $50,000 | — | $50,000 |
| AUDITBOARD INC | Other Service Provider | $49,567 | — | $49,567 |
| PUBLIC CONSULTING GROUP INC | Other Service Provider | $48,000 | — | $48,000 |
| DYNAMO SOFTWARE INC | Other Service Provider | $47,177 | — | $47,177 |
| COLMORE INC | Other Service Provider | $45,431 | — | $45,431 |
| CENTROID SYSTEMS INC | Other Service Provider | $45,395 | — | $45,395 |
| NB VENTURES INC DBA GEP | Other Service Provider | $39,996 | — | $39,996 |
| K-FORCE INC | Other Service Provider | $39,209 | — | $39,209 |
| ORACLE AMERICA INC | Other Service Provider | $37,019 | — | $37,019 |
| KORN FERRY US | Other Service Provider | $35,746 | — | $35,746 |
| FACTSET RESEARCH SYSTEMS INC | Other Service Provider | $35,129 | — | $35,129 |
| INSTITUTIONAL SHAREHOLDER SERVICES | Other Service Provider | $34,723 | — | $34,723 |
| INTECROWD LLC | Other Service Provider | $29,628 | — | $29,628 |
| ROBERT NAFTALY | Other Service Provider | $28,012 | — | $28,012 |
| D2SC LLC | Other Service Provider | $27,731 | — | $27,731 |
| MICROSOFT CORPORATION | Other Service Provider | $24,589 | — | $24,589 |
| RESEDA GROUP LLC DBA CHANNELNET | Other Service Provider | $23,998 | — | $23,998 |
| AMY B ROBINSON | Other Service Provider | $23,570 | — | $23,570 |
| 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 |
| GEMELLARO SYSTEMS INTGRATION INC | Other Service Provider | $21,809 | — | $21,809 |
| 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 |
| MARY J PTACEK | Other Service Provider | $18,506 | — | $18,506 |
| CAPTRUST FINANCIAL ADVISORS | Other Service Provider | $17,842 | — | $17,842 |
| MANAGED MARKETS INSIGHT & TECH LLC | Other Service Provider | $17,100 | — | $17,100 |
| SALESFORCE.COM INC | Other Service Provider | $16,631 | — | $16,631 |
| CLOUDFORCE LLC | Other Service Provider | $15,343 | — | $15,343 |
| GLIDEFAST CONSULTING LLC | Other Service Provider | $14,033 | — | $14,033 |
| COUNCIL OF INSTITUTIONAL INVESTORS | Other Service Provider | $12,599 | — | $12,599 |
| REVVER | Other Service Provider | $11,973 | — | $11,973 |
| EVESTMENT ALLIANCE HOLDINGS INC | Other Service Provider | $11,885 | — | $11,885 |
| CALIAN CORP | Other Service Provider | $11,665 | — | $11,665 |
| ADP INC | Other Service Provider | $11,278 | — | $11,278 |
| CALLAN LLC | Other Service Provider | $11,105 | — | $11,105 |
| MELTWATER NEWS US INC | Other Service Provider | $10,332 | — | $10,332 |
| MERCER INC | Other Service Provider | $9,917 | — | $9,917 |
| AVI SYSTEMS INC | Other Service Provider | $9,336 | — | $9,336 |
| BCA RESEARCH INC | Other Service Provider | $9,086 | — | $9,086 |
| DILIGENT BOARD MEMBER SERVICES INC | Other Service Provider | $8,891 | — | $8,891 |
| HEALTHCARE TRANSFORM TASK FORCE INC | Other Service Provider | $8,707 | — | $8,707 |
| SIDECHAIN CONSULTING LLC | Other Service Provider | $8,633 | — | $8,633 |
| GLOBAL TRADING ANALYTICS | Other Service Provider | $8,581 | — | $8,581 |
| DDJ CAPITAL MANAGEMENT LLC | Other Service Provider | $8,508 | — | $8,508 |
| 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 |
| SIMPPLR INC | Other Service Provider | $7,239 | — | $7,239 |
| CISONOW LLC | Other Service Provider | $7,200 | — | $7,200 |
| HEALTHCARE RECOVERY SOLUTIONS LLC | Other Service Provider | $6,749 | — | $6,749 |
| ZOOM VIDEO COMMUNICATIONS INC | Other Service Provider | $6,739 | — | $6,739 |
| PENSION BENEFIT INFORMATION LLC | Other Service Provider | $6,688 | — | $6,688 |
| DARRELL GILES | Other Service Provider | $6,666 | — | $6,666 |
| MICHAEL P VECCHIONI CPA PLLC | Other Service Provider | $6,666 | — | $6,666 |
| PWC MANAGEMENT CONSULTING CO LTD | Other Service Provider | $6,404 | — | $6,404 |
| AGILITY RECOVERY SOLUTIONS INC | Other Service Provider | $6,061 | — | $6,061 |
| JNS FACILITY MAINTENANCE | Other Service Provider | $6,060 | — | $6,060 |
| LRN CORPORATION | Other Service Provider | $5,915 | — | $5,915 |
| SPEAK BY DESIGN | Other Service Provider | $5,553 | — | $5,553 |
| MARSH & MCLENNAN AGENCY LLC | Investment Advisor | $5,499 | — | $5,499 |
| MORNINGSTAR INC | Recordkeeper | $5,497 | — | $5,497 |
| GLOBAL SOFTWARE INC | Other Service Provider | $5,052 | — | $5,052 |
| DIVERSIQ LLC | Other Service Provider | $5,048 | — | $5,048 |
| INTERFAITH CTR CORP RESPONSIBILITY | Other Service Provider | $5,048 | — | $5,048 |
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
- FIDELITY INVESTMENT INST OPS CO INC — Recordkeeper
- MARSH & MCLENNAN AGENCY LLC — Investment Advisor
- MORNINGSTAR INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,129,686
- Estimated Expense Ratio: 0.418% 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 | $108,724,311 | $59,590,742 | $17,433,979 | $521,205 | — |
| 2023 | $115,985,849 | $62,758,845 | $17,735,109 | $461,086 | — |
| 2022 | $110,544,346 | $68,510,383 | $20,662,536 | — | $5,253,837 |