Plan Snapshot
- Plan Sponsor: Uaw Group Health And Welfare Plan
- Sponsor EIN: 223789539
- Sponsor Address: 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 08628
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 759
- Total Assets: $9.9M
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 | 759 | $9.9M | $13.7M | $1.1M |
| 2023 | 787 | $10.1M | $12.9M | $1.2M |
| 2022 | 816 | $11.1M | $14.1M | $1.3M |
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 |
|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES | Other Service Provider | $523,610 | — | $523,610 |
| I. E. SHAFFER & CO. | Other Service Provider | $289,010 | — | $289,010 |
| NOVAK FRANCELLA | Auditor | $41,650 | — | $41,650 |
| JOHN M. FOWLER LLC | Custodian / Trustee | $20,000 | — | $20,000 |
| CLEARY JOSEM & TRIGIANI, LLP | Other Service Provider | $12,050 | — | $12,050 |
| MILLIMAN | Recordkeeper | $7,153 | — | $7,153 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA — Auditor
- JOHN M. FOWLER LLC — Custodian / Trustee
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $893,473
- Estimated Expense Ratio: 8.983% 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 | $917,383 | — | $289,010 | $26,250 | — |
| 2023 | $927,394 | — | $280,399 | $25,000 | — |
| 2022 | $1,238,289 | — | $301,112 | — | $312,083 |