# Uaw Retirees Of Acc Benefit Trust Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/uaw-retirees-of-acc-benefit-trust-committee-276927927-501

> Uaw Retirees Of Acc Benefit Trust 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:** Uaw Retirees Of Acc Benefit Trust Committee

- **Sponsor EIN:** 276927927

- **Sponsor Address:** 1701 PENNSYLVANIA AVE. NW, WASHINGTON, DC, 20006

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $15.7M

## 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|$15.7M|$0|$0|

| 2023|0|$15.3M|$0|$0|

| 2022|0|$15.1M|$0|$0|

## 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|

| PLANTE & MORAN, PLLC|Other Service Provider|$70,430|—|$70,430|

| MILLIMAN INC.|Recordkeeper|$41,615|—|$41,615|

| GROOM LAW GROUP, CHARTERED|ERISA Attorney|$26,895|—|$26,895|

| BENESYS INC.|Other Service Provider|$25,137|—|$25,137|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$21,116|—|$21,116|

| PARKER BUSINESS SOLUTIONS, LLC|Custodian / Trustee|$18,180|—|$18,180|

| BLUE CROSS BLUE SHIELD OF MI|Other Service Provider|$17,467|—|$17,467|

| JACK MARTIN|Custodian / Trustee|$15,188|—|$15,188|

| SNG CONSULTING, LLC|Custodian / Trustee|$13,922|—|$13,922|

| GARY PETRONI|Custodian / Trustee|$12,024|—|$12,024|

| RICHARD ISAACSON|Custodian / Trustee|$12,024|—|$12,024|

| COMERICA BANK|Other Service Provider|$10,153|—|$10,153|

| HAMLIN CAPITAL MANAGEMENT, LLC|Other Service Provider|$9,511|—|$9,511|

| SAGE ADVISORY SERVICES, LTD. CO.|Other Service Provider|$6,175|—|$6,175|

| REINHART PARTNERS, LLC|Other Service Provider|$5,686|—|$5,686|

### Verified Provider Profiles

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

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $305,523

- **Estimated Expense Ratio:** 1.948% 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|$332,798|$45,639|$42,604|$70,430|—|

| 2023|$290,551|$40,389|$38,001|$55,065|—|

| 2022|$298,907|$48,057|$42,851|—|$184,564|

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