Plan Snapshot
- Plan Sponsor: Uaw Retirees Of Mack Trucks Health Benefit Fund
- Sponsor EIN: 456488442
- Sponsor Address: 1701 PENNSYLVANIA AVE. NW, WASHINGTON, DC, 20006
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $518.6M
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 | $518.6M | $0 | $2.0M |
| 2023 | 0 | $501.9M | $0 | $2.1M |
| 2022 | 0 | $501.7M | $0 | $2.1M |
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 |
|---|---|---|---|---|
| CENTRAL DATA SERVICES | Other Service Provider | $404,009 | — | $404,009 |
| HAMLIN CAPITAL MANAGEMENT, LLC | Other Service Provider | $293,451 | — | $293,451 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $180,000 | — | $180,000 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $141,265 | — | $141,265 |
| PLANTE & MORAN, PLLC | Other Service Provider | $116,775 | — | $116,775 |
| CLARKSTON CAPITAL PARTNERS, LLC | Other Service Provider | $110,690 | — | $110,690 |
| SAGE ADVISORY SERVICES, LTD. CO. | Other Service Provider | $100,416 | — | $100,416 |
| REINHART PARTNERS, LLC | Other Service Provider | $90,866 | — | $90,866 |
| MILLIMAN, INC. | Recordkeeper | $74,562 | — | $74,562 |
| MADISON INVESTMENT ADVISORS, LLC | Investment Advisor | $40,186 | — | $40,186 |
| GARY PETRONI | Custodian / Trustee | $39,739 | — | $39,739 |
| JACK MARTIN | Custodian / Trustee | $30,978 | — | $30,978 |
| PARKER BUSINESS SOLUTIONS | Custodian / Trustee | $30,978 | — | $30,978 |
| SNG CONSULTING | Custodian / Trustee | $30,978 | — | $30,978 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $25,920 | — | $25,920 |
| COMERICA BANK | Custodian / Trustee | $18,094 | — | $18,094 |
| FIFTH THIRD NATIONAL BANK | Other Service Provider | $12,483 | — | $12,483 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $11,888 | $11,888 |
| MACOMB BUSINESS FORMS INC. DBA AMER | Other Service Provider | $8,156 | — | $8,156 |
| RICHARD SAYLOR | Custodian / Trustee | $5,976 | — | $5,976 |
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: $1,767,410
- Estimated Expense Ratio: 0.341% 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 | $1,834,630 | $831,386 | $545,274 | $116,775 | — |
| 2023 | $1,664,776 | $639,084 | $553,157 | $86,023 | — |
| 2022 | $1,690,734 | $598,988 | $625,007 | — | $342,423 |