Plan Snapshot
- Plan Sponsor: Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust
- Sponsor EIN: 476377585
- Sponsor Address: 1701 PENNSYLVANIA AVE. NW, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,137
- Total Assets: $799.5M
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 | 2,137 | $799.5M | $12.1M | $2.8M |
| 2023 | 0 | $752.7M | $13.2M | $2.7M |
| 2022 | 0 | $716.3M | $14.0M | $2.5M |
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 |
|---|---|---|---|---|
| HAMLIN CAPITAL MANAGEMENT, LLC | Other Service Provider | $620,328 | — | $620,328 |
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Other Service Provider | $564,302 | — | $564,302 |
| CLARKSTON CAPITAL PARTNERS, LLC | Other Service Provider | $368,944 | — | $368,944 |
| REINHART PARTNERS, INC. | Other Service Provider | $344,500 | — | $344,500 |
| BENESYS, INC. | Other Service Provider | $330,222 | — | $330,222 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $281,885 | — | $281,885 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $193,000 | — | $193,000 |
| COMERICA BANK | Custodian / Trustee | $121,092 | — | $121,092 |
| PLANTE & MORAN, PLLC | Other Service Provider | $115,770 | — | $115,770 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $96,271 | — | $96,271 |
| MILLIMAN, INC. | Recordkeeper | $87,395 | — | $87,395 |
| SAGE ADVISORY SERVICES, LTD. CO. | Other Service Provider | $74,453 | — | $74,453 |
| MADISON INVESTMENT ADVISORS, LLC | Investment Advisor | $70,446 | — | $70,446 |
| OREGON DENTAL SERVICE | Other Service Provider | $30,417 | — | $30,417 |
| SNG CONSULTING | Custodian / Trustee | $27,124 | — | $27,124 |
| GARY PETRONI | Custodian / Trustee | $21,556 | — | $21,556 |
| JACK MARTIN | Custodian / Trustee | $21,556 | — | $21,556 |
| PARKER BUSINESS SOLUTIONS | Custodian / Trustee | $21,556 | — | $21,556 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $21,085 | — | $21,085 |
| TIMOTHY BRIDGES | Custodian / Trustee | $19,582 | — | $19,582 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $14,844 | $14,844 |
| SMART SOURCE LLC | Other Service Provider | $12,058 | — | $12,058 |
| ROBERT RIGGINS | Custodian / Trustee | $6,743 | — | $6,743 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- MADISON INVESTMENT ADVISORS, LLC — Investment Advisor
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,465,129
- Estimated Expense Ratio: 0.433% 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 | $3,527,678 | $1,767,942 | $1,206,826 | $115,770 | — |
| 2023 | $3,427,967 | $1,695,304 | $1,244,550 | $95,475 | — |
| 2022 | $3,145,162 | $1,711,549 | $1,057,633 | — | $300,495 |