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Original filing (PDF)20251013103009NAL0001708960006
GENERAL MOTORS LLC & OTHERS
Form 5500
FILING_RECEIVED
UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN TRUST
Health & welfare plan
Signals · 4
100% in single holding~2847 bps in Sched C feesNo recordkeeper disclosed33 service providers
Active participants
141,449
Accounts w/ balance
—
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Comerica Bank" is 100% of plan.
- 2847 bps in Schedule C fees — 5375% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL MOTORS LLC & OTHERS.
Plan sponsor
Name
GENERAL MOTORS LLC & OTHERS
EIN
27-0383222
Address
300 RENAISSANCE CENTER · DETROIT, MI · 482653000
Phone
(313) 665-4085
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN
EIN
81-4920943
City
DETROIT, MI
Phone
(313) 202-8100
Plan characteristics
Plan number
555
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4G · Prepaid Legal
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
COLE NEWTON & DURAN CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
33 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 42-1741646 | FARMINGTON HILLS, MI | CUSTODIAN | $30K | — |
Other
32| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIED MAILING & PRINTING | 38-3316602 | FENTON, MI | NONE | $311K | — |
| DOLORES M GALEA | 81-4920943 | — | NONE | $211K | — |
| SAGETACK, LLC | 81-3727053 | ANN ARBOR, MI | NONE | $196K | — |
| NINA M SCIMEMI | 81-4920943 | — | NONE | $168K | — |
| STEVEN WILLIAMS | 81-4920943 | — | NONE | $156K | — |
| 1400 WOODBRIDGE VENTURES LLC | 61-1719736 | BIRMINGHAM, MI | NONE | $148K | — |
| ABBIE BAZZI | 81-4920943 | — | NONE | $148K | — |
| SOVOS COMPLIANCE | 46-1379693 | WILMINGTON, MA | NONE | $143K | — |
| WOLVERINE MAIL PACKAGING WHSE INC. | 38-2233061 | DETROIT, MI | NONE | $128K | — |
| VIPERSPACE INC. | — | WHITMORE LAKE, MI | NONE | $107K | — |
| CAROLYN BERNSTEIN | 81-4920943 | — | NONE | $105K | — |
| WILLIS TOWERS WATSON MIDWEST, INC. | 34-1174529 | BOSTON, MA | NONE | $101K | — |
| TAMMY SNELL | 81-4920943 | — | NONE | $83K | — |
| AUDREY HUGHES | 81-4920943 | — | NONE | $78K | — |
| DAVID SHOEMAKER | 81-4920943 | — | NONE | $75K | — |
| DONALD F DACE | 81-4920943 | — | NONE | $65K | — |
| DIANNA FORTON | 81-4920943 | — | NONE | $65K | — |
| KATHRYN A DAIGNEAU | 81-4920943 | — | NONE | $55K | — |
| ALTA VISTA | 46-4847760 | ROYAL OAK, MI | NONE | $52K | — |
| KIRI KORYCINSKI | 81-4920943 | — | NONE | $50K | — |
| CONTINENTAL CASUALTY COMPANY (CNA) | 36-2114545 | CHICAGO, IL | NONE | $48K | — |
| FEDERAL INSURANCE CO (CHUBB) | 13-1963496 | PITTSBURGH, PA | NONE | $46K | — |
| GEORGI-ANN BARAMIAN | 81-4920943 | — | NONE | $34K | — |
| HARRELL L BAILEY | 81-4920943 | — | NONE | $32K | — |
| CHEONG NG | 81-4920943 | — | NONE | $24K | — |
| VICTORIA RINGVELSKI | 81-4920943 | — | NONE | $22K | — |
| COLE NEWTON & DURAN CPAS | 38-3146599 | LIVONIA, MI | NONE | $19K | — |
| THE VANGUARD GROUP INC | 23-1945930 | FARGO, ND | NONE | $16K | — |
| MCKNIGHT CANZANO SMITH RADTKE & BRA | 38-2237190 | BERKLEY, MI | NONE | $15K | — |
| INDEED | 26-0129478 | DALLAS, TX | NONE | $11K | — |
| TERRI KUZNIA | 81-4920943 | — | NONE | $10K | — |
| NEQTER LABS LLC | 37-1876758 | SWANSEA, MA | NONE | $8K | — |
Investments
1 direct security· $9.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Comerica Bank | — | — | $9.5M | $9.5M | 97.7% |