# 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-900424876-503

> 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:** 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](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

- [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

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

## Similar Plans

- [Trustees Of Michigan Conference Of Teamsters Welfare Fund](https://planprovider.pro/companies/trustees-of-michigan-conference-of-teamsters-welfare-fund-381328578-501) — 16,791 participants

- [Builders Exchange Of Lansing And Central Michigan Assoc Health](https://planprovider.pro/companies/builders-exchange-of-lansing-and-central-michigan-assoc-health-381224452-501) — 4,984 participants

- [Pipefitters Local 636 Supplemental Unemployment Benefit Fund](https://planprovider.pro/companies/pipefitters-local-636-supplemental-unemployment-benefit-fund-386100678-501) — 1,742 participants

- [Joint Board Of Trustees](https://planprovider.pro/companies/joint-board-of-trustees-260655485-501) — 1,286 participants

- [Joint Board Of Trustees Roofers Local Union 30](https://planprovider.pro/companies/joint-board-of-trustees-roofers-local-union-30-plan) — 787 participants

- [Mission Based Health Benefits, INC](https://planprovider.pro/companies/mission-based-health-benefits-inc-882122382-501) — 577 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-committee-of-the-uaw-retiree-medical-benefits-trust-900424876-503)

© 2026 PlanProvider.Pro