# The Dana Non-Union Retiree Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/the-dana-non-union-retiree-committee-207392576-501

> The Dana Non-Union Retiree Committee's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Dana Non-Union Retiree Committee

- **Sponsor EIN:** 207392576

- **Sponsor Address:** 55 W. MONROE ST., SUITE 1200, CHICAGO, IL, 60603

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $40.0M

## 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|$40.0M|$0|$1.2M|

| 2023|0|$42.0M|$0|$1.3M|

| 2022|0|$41.2M|$0|$1.6M|

## 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|

| COMPREHENSIVE BENEFITS|Other Service Provider|$299,655|—|$299,655|

| MYCIO WEALTH PARTNERS LLC|Other Service Provider|$115,270|—|$115,270|

| BDO USA, P.C.|Auditor|$38,667|—|$38,667|

| DICKINSON-WRIGHT PLCC|ERISA Attorney|$30,338|—|$30,338|

| DONNA DOYLE|Custodian / Trustee|$12,000|—|$12,000|

| JOHN BLACK|Custodian / Trustee|$8,000|—|$8,000|

| TIMOTHY ZORN|Custodian / Trustee|$8,000|—|$8,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [DICKINSON-WRIGHT PLCC](https://planprovider.pro/provider/dickinson-wright-pllc) — ERISA Attorney

- [DONNA DOYLE](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [JOHN BLACK](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [TIMOTHY ZORN](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $511,930

- **Estimated Expense Ratio:** 1.281% 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|$620,079|$115,270|$299,655|$38,667|—|

| 2023|$623,115|$102,849|$333,866|$39,377|—|

| 2022|$663,849|$140,200|$332,741|—|$90,943|

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