# 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-900424876-504

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

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

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

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

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

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

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

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

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

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

- [GALLAGHER BENEFIT SERVICES](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [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:** $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|

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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-900424876-504)

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