# Uaw Retirees Of Mack Trucks Health Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/uaw-retirees-of-mack-trucks-health-benefit-fund-456488442-501

> Uaw Retirees Of Mack Trucks Health Benefit Fund'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 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.](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:** $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|

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