# Uaw Group Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/uaw-group-health-and-welfare-plan-223789539-501

> Uaw Group Health And Welfare Plan's Health & Welfare plan: 759 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/novak-francella-llc) — Auditor

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

- [MILLIMAN](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/uaw-group-health-and-welfare-plan-223789539-501)

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