# Uaw St. Joseph Retirees Health & Welfare Trust Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/uaw-st-joseph-retirees-health-welfare-trust-committee-271401289-501

> Uaw St. Joseph Retirees Health & Welfare Trust Committee's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uaw St. Joseph Retirees Health & Welfare Trust Committee

- **Sponsor EIN:** 271401289

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $83.7M

## 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|$83.7M|$0|$0|

| 2023|0|$82.6M|$0|$0|

| 2022|0|$80.7M|$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|

| PLANTE & MORAN, PLLC|Other Service Provider|$75,990|—|$75,990|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$69,375|—|$69,375|

| BENESYS INC.|Other Service Provider|$57,759|—|$57,759|

| MILLIMAN INC.|Recordkeeper|$51,448|—|$51,448|

| HAMLIN CAPITAL MANAGEMENT, LLC|Other Service Provider|$32,258|—|$32,258|

| CIGNA HEALTH AND LIFE INS. CO.|Other Service Provider|$26,060|—|$26,060|

| SAGE ADVISORY SERVICES, LTD. CO.|Other Service Provider|$25,016|—|$25,016|

| GROOM LAW GROUP, CHARTERED|ERISA Attorney|$21,890|—|$21,890|

| CLARKSTON CAPITAL PARTNERS, LLC|Other Service Provider|$13,198|—|$13,198|

| REINHART PARTNERS, INC.|Other Service Provider|$11,478|—|$11,478|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$8,502|—|$8,502|

| VISION SERVICE PLAN|Other Service Provider|$8,354|—|$8,354|

| MADISON INVESTMENT ADVISORS, LLC|Investment Advisor|$8,187|—|$8,187|

| SMART SOURCE LLC|Other Service Provider|$6,804|—|$6,804|

| COMERICA BANK|Custodian / Trustee|$5,438|—|$5,438|

### 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:** $421,757

- **Estimated Expense Ratio:** 0.504% 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|$462,731|$168,015|$92,173|$75,990|—|

| 2023|$421,761|$167,154|$85,382|$52,270|—|

| 2022|$461,123|$187,269|$85,235|—|$148,514|

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