# Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/uaw-retirees-of-the-dana-corp-health-and-welfare-trust-committee-261851652-501

> Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee

- **Sponsor EIN:** 261851652

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $376.4M

## 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|$376.4M|$0|$0|

| 2023|0|$368.4M|$0|$0|

| 2022|0|$360.7M|$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|

| HAMLIN CAPITAL MANAGEMENT, LLC|Other Service Provider|$202,866|—|$202,866|

| BENESYS INC.|Other Service Provider|$183,151|—|$183,151|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$123,145|—|$123,145|

| PLANTE & MORAN,PLLC|Other Service Provider|$91,890|—|$91,890|

| DELTA DENTAL OF OHIO|Other Service Provider|$88,761|—|$88,761|

| MILLIMAN INC.|Recordkeeper|$77,548|—|$77,548|

| CLARKSTON CAPITAL PARTNERS, LLC|Other Service Provider|$71,097|—|$71,097|

| REINHART PARTNERS, LLC|Other Service Provider|$69,165|—|$69,165|

| SAGE ADVISORY SERVICES, LTD. CO.|Other Service Provider|$66,332|—|$66,332|

| BLUE CROSS BLUE SHIELD OF WISCONSIN|Other Service Provider|$62,287|—|$62,287|

| GROOM LAW GROUP, CHARTERED|ERISA Attorney|$55,950|—|$55,950|

| SNG CONSULTING, LLC|Custodian / Trustee|$37,634|—|$37,634|

| GARY PETRONI|Custodian / Trustee|$36,195|—|$36,195|

| PARKER BUSINESS SOLUTIONS, LLC|Custodian / Trustee|$36,195|—|$36,195|

| RICHARD ISAACSON|Custodian / Trustee|$36,195|—|$36,195|

| ANTHONY FEYERS|Custodian / Trustee|$33,600|—|$33,600|

| JACK MARTIN|Custodian / Trustee|$31,146|—|$31,146|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$27,666|—|$27,666|

| MADISON INVESTMENT ADVISORS, LLC|Investment Advisor|$24,016|—|$24,016|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$10,359|$10,359|

| COMERICA BANK|Custodian / Trustee|$9,528|—|$9,528|

| SMART SOURCE LLC|Other Service Provider|$9,406|—|$9,406|

### 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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,384,132

- **Estimated Expense Ratio:** 0.368% 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|$1,440,873|$584,287|$245,437|$91,890|—|

| 2023|$1,261,820|$455,353|$275,721|$62,190|—|

| 2022|$1,379,691|$632,969|$289,677|—|$338,675|

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