Plan Snapshot
- Plan Sponsor: Usw-Uaw Kelsey-Hayes Retirees
- Sponsor EIN: 861748324
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, 5TH FL., PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $25.7M
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 | $25.7M | $0 | $0 |
| 2023 | 0 | $24.9M | $0 | $0 |
| 2022 | 0 | $24.3M | $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 |
|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES INC. | Other Service Provider | $46,659 | — | $46,659 |
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $31,128 | — | $31,128 |
| GROSSMAN YANAK & FORD LLP | Auditor | $20,959 | — | $20,959 |
| THE MCKEOUGH COMPANY | Other Service Provider | $20,464 | — | $20,464 |
| JEANETTE STUMP | Custodian / Trustee | $13,115 | — | $13,115 |
| S. HOWARD KLINE | Custodian / Trustee | $13,115 | — | $13,115 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,440
- Estimated Expense Ratio: 0.566% 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 | $162,260 | $46,659 | $31,128 | $14,779 | — |
| 2023 | $149,218 | $36,362 | $31,488 | $14,076 | — |
| 2022 | $142,657 | $27,395 | — | — | $46,942 |