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: 504
- Total Participants: 0
- Total Assets: $30.6B
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 | $30.6B | $0 | $0 |
| 2023 | 0 | $31.4B | $0 | $20.7M |
| 2022 | 0 | $30.8B | $0 | $28.6M |
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 | $35,007,142 | — | $35,007,142 |
| UAW RETIREE MEDICAL BENEFITS TRUST | Other Service Provider | $12,248,911 | — | $12,248,911 |
| ALIGHT HOLDING COMPANY LLC | Other Service Provider | $9,202,533 | — | $9,202,533 |
| KPEIF GP LLC | Other Service Provider | — | $7,439,431 | $7,439,431 |
| LGT CAPITAL PARTNERS (USA) INC | Other Service Provider | $6,400,257 | — | $6,400,257 |
| KPEIF II GP LLC | Other Service Provider | — | $5,636,749 | $5,636,749 |
| DELTA DENTAL OF MICHIGAN | Other Service Provider | $5,345,939 | — | $5,345,939 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $4,433,879 | — | $4,433,879 |
| BRIGHTWOOD CAPITAL ADVISORS LLC | Other Service Provider | $3,650,209 | — | $3,650,209 |
| WELLINGTON MANAGEMENT COMPANY LLP | Other Service Provider | $2,590,058 | — | $2,590,058 |
| BLACKROCK FINANCIAL MANAGEMENT INC | Other Service Provider | $2,429,325 | — | $2,429,325 |
| GOLDMAN SACHS ASSET MANAGEMENT LP | Investment Advisor | $1,721,718 | — | $1,721,718 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $1,570,126 | — | $1,570,126 |
| KAYNE COMMERCIAL RE DEBT ADVRS LLC | Other Service Provider | — | $1,371,847 | $1,371,847 |
| MCR HOSPITALITY FUND II LP | Other Service Provider | $1,219,233 | — | $1,219,233 |
| SHENKMAN CAPITAL MANAGEMENT INC | Other Service Provider | $1,158,688 | — | $1,158,688 |
| VITAL DECISIONS LLC | Other Service Provider | $1,155,175 | — | $1,155,175 |
| PACIFIC INVESTMENT MGMT COMPANY LLC | Other Service Provider | $1,144,982 | — | $1,144,982 |
| TCW ASSET MGMT COMPANY LLC | Other Service Provider | $1,144,131 | — | $1,144,131 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $1,128,281 | — | $1,128,281 |
| SCHRODERS INV MGMT NA INC | Other Service Provider | $1,117,862 | — | $1,117,862 |
| PRESIDIO NETWORKED SOLNS GROUP LLC | Other Service Provider | $1,037,199 | — | $1,037,199 |
| EARNEST PARTNERS LLC | Other Service Provider | $1,033,406 | — | $1,033,406 |
| KAYNE ANDERSON RE ADVISORS VI LLC | Other Service Provider | — | $954,937 | $954,937 |
| TRG MANAGEMENT LP | Other Service Provider | $935,177 | — | $935,177 |
| MANDIANT | Other Service Provider | $923,603 | — | $923,603 |
| STEPSTONE GROUP LP | Other Service Provider | — | $900,586 | $900,586 |
| STELLEX MANAGEMENT II LP | Other Service Provider | $873,123 | — | $873,123 |
| MERATIVE US LP | Other Service Provider | $859,914 | — | $859,914 |
| METLIFE INVESTMENT MANAGEMENT | Other Service Provider | $834,435 | — | $834,435 |
| KAYNE ANDERSON CREDT ADVSR II LLC | Other Service Provider | — | $830,570 | $830,570 |
| VOYA INVESTMENT MANAGEMENT CO LLC | Other Service Provider | $760,315 | — | $760,315 |
| BROOKFIELD ASSET MGMT PRV INST CAP | Other Service Provider | — | $731,845 | $731,845 |
| KAYNE ANDERSON RE ADVISORS V LLC | Other Service Provider | — | $726,664 | $726,664 |
| KAYNE ANDERSON RE DEBT ADVSR IV LLC | Other Service Provider | — | $683,664 | $683,664 |
| BARINGS LLC | Other Service Provider | — | $683,025 | $683,025 |
| RUSSELL INVEST IMPLEMENT SVCS INC | Investment Advisor | $649,620 | — | $649,620 |
| OPTUMRX INC | Other Service Provider | $628,714 | — | $628,714 |
| CITISOFT INC | Other Service Provider | $627,341 | — | $627,341 |
| PUGH CAPITAL MANAGEMENT | Other Service Provider | $573,466 | — | $573,466 |
| GARCIA HAMILTON & ASSOCIATES LP | Other Service Provider | $518,295 | — | $518,295 |
| GROOM LAW GROUP CHARTERED | ERISA Attorney | $517,711 | — | $517,711 |
| DIALOGDIRECT INC | Other Service Provider | $490,596 | — | $490,596 |
| STATE STREET GLOBAL ADVSRS TRUST CO | Other Service Provider | $490,403 | — | $490,403 |
| DAVIS VISION | Other Service Provider | $488,095 | — | $488,095 |
| MILLIMAN INC | Recordkeeper | $475,000 | — | $475,000 |
| PINEBRIDGE INVESTMENTS LLC | Other Service Provider | $464,875 | — | $464,875 |
| IRRADIANT PARTNERS LP | Other Service Provider | $438,854 | — | $438,854 |
| LONGFELLOW INVESTMENT MGMT CO LLC | Other Service Provider | $435,647 | — | $435,647 |
| INSIGHT DIRECT USA INC | Other Service Provider | $434,953 | — | $434,953 |
| ROCATON INVESTMENT ADVISORS LLC | Other Service Provider | $365,651 | — | $365,651 |
| BTG PACTUAL ASSET MANAGEMENT US LLC | Other Service Provider | — | $351,885 | $351,885 |
| STELLEX MANAGEMENT LP | Other Service Provider | $333,859 | — | $333,859 |
| INLAND PRESS | Other Service Provider | $332,559 | — | $332,559 |
| KPMG LLP | Auditor | $319,797 | — | $319,797 |
| ALTERNA CAPITAL PARTNERS LLC | Other Service Provider | — | $305,929 | $305,929 |
| GARTNER INC | Other Service Provider | $288,824 | — | $288,824 |
| MVP COLLABORATIVE LLC | Other Service Provider | $265,924 | — | $265,924 |
| MSCI INC | Other Service Provider | $262,324 | — | $262,324 |
| MILLIMAN SOLUTIONS LLC | Recordkeeper | $205,439 | — | $205,439 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $156,394 | — | $156,394 |
| BLOOMBERG LP | Other Service Provider | $156,355 | — | $156,355 |
| DELOITTE AND TOUCHE LLP | Auditor | $153,042 | — | $153,042 |
| FACTSET RESEARCH SYSTEMS INC | Other Service Provider | $132,760 | — | $132,760 |
| KPEIF III GP LLC | Other Service Provider | — | $129,172 | $129,172 |
| DDJ CAPITAL MANAGEMENT LLC | Other Service Provider | $125,284 | — | $125,284 |
| BRASA REAL ESTATE FUND III | Other Service Provider | $122,250 | — | $122,250 |
| HUDSON ADVISORS LP | Other Service Provider | — | $119,748 | $119,748 |
| DYNAMO SOFTWARE INC | Other Service Provider | $113,910 | — | $113,910 |
| D2SC LLC | Other Service Provider | $113,697 | — | $113,697 |
| PUBLIC CONSULTING GROUP INC | Other Service Provider | $112,000 | — | $112,000 |
| COLMORE INC | Other Service Provider | $109,695 | — | $109,695 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $103,096 | — | $103,096 |
| MICROSOFT CORPORATION | Other Service Provider | $100,814 | — | $100,814 |
| HEALTHCARE RECOVERY SOLUTIONS LLC | Other Service Provider | $93,775 | — | $93,775 |
| MARY J PTACEK | Other Service Provider | $75,876 | — | $75,876 |
| MANAGED MARKETS INSIGHT & TECH LLC | Other Service Provider | $70,110 | — | $70,110 |
| WORKDAY INC | Other Service Provider | $69,006 | — | $69,006 |
| SALESFORCE.COM INC | Other Service Provider | $68,185 | — | $68,185 |
| ENTERPRISE CASTLEHALL ALTERNATIVES | Other Service Provider | $67,881 | — | $67,881 |
| ALBOURNE AMERICA LLC | Other Service Provider | $66,667 | — | $66,667 |
| K-FORCE INC | Other Service Provider | $63,901 | — | $63,901 |
| CLOUDFORCE LLC | Other Service Provider | $62,906 | — | $62,906 |
| GLIDEFAST CONSULTING LLC | Other Service Provider | $57,534 | — | $57,534 |
| ROBERT HALF INTERNATIONAL INC | Other Service Provider | $50,413 | — | $50,413 |
| AUDITBOARD INC | Other Service Provider | $49,582 | — | $49,582 |
| REVVER | Other Service Provider | $49,090 | — | $49,090 |
| CALIAN CORP | Other Service Provider | $47,828 | — | $47,828 |
| CENTROID SYSTEMS INC | Other Service Provider | $45,409 | — | $45,409 |
| NB VENTURES INC DBA GEP | Other Service Provider | $40,008 | — | $40,008 |
| AVI SYSTEMS INC | Other Service Provider | $38,278 | — | $38,278 |
| GEMELLARO SYSTEMS INTGRATION INC | Other Service Provider | $37,517 | — | $37,517 |
| NEWPORT TRUST COMPANY | Other Service Provider | $37,501 | — | $37,501 |
| ORACLE AMERICA INC | Other Service Provider | $37,030 | — | $37,030 |
| DILIGENT BOARD MEMBER SERVICES INC | Other Service Provider | $36,455 | — | $36,455 |
| KORN FERRY US | Other Service Provider | $35,757 | — | $35,757 |
| SIDECHAIN CONSULTING LLC | Other Service Provider | $35,393 | — | $35,393 |
| COUNCIL OF INSTITUTIONAL INVESTORS | Other Service Provider | $30,422 | — | $30,422 |
| INTECROWD LLC | Other Service Provider | $29,637 | — | $29,637 |
| CISONOW LLC | Other Service Provider | $29,520 | — | $29,520 |
| EVESTMENT ALLIANCE HOLDINGS INC | Other Service Provider | $28,698 | — | $28,698 |
| ROBERT NAFTALY | Other Service Provider | $28,021 | — | $28,021 |
| ZOOM VIDEO COMMUNICATIONS INC | Other Service Provider | $27,628 | — | $27,628 |
| PENSION BENEFIT INFORMATION LLC | Other Service Provider | $27,196 | — | $27,196 |
| CALLAN LLC | Other Service Provider | $26,814 | — | $26,814 |
| RESEDA GROUP LLC DBA CHANNELNET | Other Service Provider | $24,005 | — | $24,005 |
| AMY B ROBINSON | Other Service Provider | $23,576 | — | $23,576 |
| CELESTE T WILLIAMS | Other Service Provider | $22,614 | — | $22,614 |
| GERALD D BANTOM | Other Service Provider | $22,614 | — | $22,614 |
| ALAN REUTHER | Other Service Provider | $22,305 | — | $22,305 |
| CONCUR TECHNOLOGIES INC | Other Service Provider | $22,251 | — | $22,251 |
| BCA RESEARCH INC | Other Service Provider | $21,939 | — | $21,939 |
| RICHARD EVAN INGLIS | Other Service Provider | $21,686 | — | $21,686 |
| DENISE J LEWIS | Other Service Provider | $21,655 | — | $21,655 |
| GLOBAL TRADING ANALYTICS | Other Service Provider | $20,720 | — | $20,720 |
| FINN DIXON AND HERLING LLP | Other Service Provider | $20,147 | — | $20,147 |
| MATHEMATICA INC | Other Service Provider | $20,082 | — | $20,082 |
| CAPTRUST FINANCIAL ADVISORS | Other Service Provider | $17,847 | — | $17,847 |
| SPEAK BY DESIGN | Other Service Provider | $13,407 | — | $13,407 |
| MORNINGSTAR INC | Recordkeeper | $13,273 | — | $13,273 |
| ADP INC | Other Service Provider | $12,856 | — | $12,856 |
| GALLAGHER BENEFIT SERVICES | Investment Advisor | $12,292 | — | $12,292 |
| DIVERSIQ LLC | Other Service Provider | $12,188 | — | $12,188 |
| INTERFAITH CTR CORP RESPONSIBILITY | Other Service Provider | $12,188 | — | $12,188 |
| INSTITUTIONAL LTD PTR ASSOCIATION | Other Service Provider | $11,457 | — | $11,457 |
| JNS FACILITY MAINTENANCE | Other Service Provider | $10,424 | — | $10,424 |
| MELTWATER NEWS US INC | Other Service Provider | $10,335 | — | $10,335 |
| MERCER INC | Other Service Provider | $9,920 | — | $9,920 |
| DNS MADE EASY | Other Service Provider | $9,557 | — | $9,557 |
| AB CARVAL INVESTORS LP | Other Service Provider | — | $9,220 | $9,220 |
| UB HOLDINGS LLC DBA MOMENTUS TECH | Other Service Provider | $9,063 | — | $9,063 |
| HEALTHCARE TRANSFORM TASK FORCE INC | Other Service Provider | $8,710 | — | $8,710 |
| FIDELITY INVESTMENT INST OPS CO INC | Recordkeeper | $8,418 | — | $8,418 |
| DEVOLUTIONS INC | Other Service Provider | $8,409 | — | $8,409 |
| AEROGAMI LLC | Other Service Provider | $8,268 | — | $8,268 |
| NAVIGATE360 LLC | Other Service Provider | $8,002 | — | $8,002 |
| PLURALSIGHT LLC | Other Service Provider | $7,895 | — | $7,895 |
| FIND-A-CODE | Other Service Provider | $7,557 | — | $7,557 |
| STEPPE SOLUTIONS | Other Service Provider | $7,312 | — | $7,312 |
| SIMPPLR INC | Other Service Provider | $7,241 | — | $7,241 |
| DARRELL GILES | Other Service Provider | $6,668 | — | $6,668 |
| MICHAEL P VECCHIONI CPA PLLC | Other Service Provider | $6,668 | — | $6,668 |
| LUCID SOFTWARE INC | Other Service Provider | $6,572 | — | $6,572 |
| PWC MANAGEMENT CONSULTING CO LTD | Other Service Provider | $6,406 | — | $6,406 |
| AGILITY RECOVERY SOLUTIONS INC | Other Service Provider | $6,063 | — | $6,063 |
| LRN CORPORATION | Other Service Provider | $5,917 | — | $5,917 |
| KNOWBE4 INC | Other Service Provider | $5,706 | — | $5,706 |
| MARSH & MCLENNAN AGENCY LLC | Investment Advisor | $5,501 | — | $5,501 |
| GLOBAL SOFTWARE INC | Other Service Provider | $5,054 | — | $5,054 |
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
- RUSSELL INVEST IMPLEMENT SVCS INC — Investment Advisor
- GROOM LAW GROUP CHARTERED — ERISA Attorney
- MILLIMAN INC — Recordkeeper
- KPMG LLP — Auditor
- MILLIMAN SOLUTIONS LLC — Recordkeeper
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- DELOITTE AND TOUCHE LLP — Auditor
- MORNINGSTAR INC — Recordkeeper
- GALLAGHER BENEFIT SERVICES — Investment Advisor
- 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: $133,916,943
- Estimated Expense Ratio: 0.438% 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 | $289,839,196 | $151,079,021 | $62,234,881 | $1,452,287 | — |
| 2023 | $313,928,789 | $164,473,642 | $69,299,091 | $1,317,765 | — |
| 2022 | $304,634,098 | $177,333,171 | $85,233,160 | — | $7,822,006 |