# Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/uaw-retirees-of-daimler-trucks-north-america-welfare-benefit-trust-476377585-501

> Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust's Health & Welfare plan: 2,137 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MADISON INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/madison-investment-advisors-llc) — Investment Advisor

- [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:** $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|

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