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Original filing (PDF)20251014142031NAL0001533475001
UAW ST. JOSEPH RETIREES HEALTH & WELFARE TRUST COMMITTEE
Form 5500
FILING_RECEIVED
UAW ST. JOSEPH RETIREES HEALTH & WELFARE TRUST
Health & welfare plan
Signals · 1
15 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$83.7M
Net assets (EOY)
$83.7M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
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
100
Participation health
90
Knocking points off
- 50 bps in Schedule C fees — 215% above peer band of 16 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UAW ST. JOSEPH RETIREES HEALTH & WELFARE TRUST COMMITTEE.
Plan sponsor
Name
UAW ST. JOSEPH RETIREES HEALTH & WELFARE TRUST COMMITTEE
EIN
27-1401289
Address
1701 PENNSYLVANIA AVE. NW · SUITE 1200 · WASHINGTON, DC · 20006
Phone
(248) 813-9800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 42-1741646 | — | INSTITUTIONAL TRUSTEE | $5K | — |
Other
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $76K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE KNOWN | $69K | — |
| BENESYS INC. | 38-2383171 | — | NONE KNOWN | $58K | — |
| MILLIMAN INC. | 91-0675641 | — | NONE KNOWN | $51K | — |
| HAMLIN CAPITAL MANAGEMENT, LLC | 52-2344187 | — | NONE KNOWN | $32K | — |
| CIGNA HEALTH AND LIFE INS. CO. | 59-1031071 | — | NONE KNOWN | $26K | — |
| SAGE ADVISORY SERVICES, LTD. CO. | 74-2798841 | — | NONE KNOWN | $25K | — |
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | NONE KNOWN | $22K | — |
| CLARKSTON CAPITAL PARTNERS, LLC | 83-0473650 | — | NONE KNOWN | $13K | — |
| REINHART PARTNERS, INC. | 39-1711628 | — | NONE KNOWN | $11K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE KNOWN | $9K | — |
| VISION SERVICE PLAN | 06-1227840 | — | NONE KNOWN | $8K | — |
| MADISON INVESTMENT ADVISORS, LLC | 39-1194160 | — | NONE KNOWN | $8K | — |
| SMART SOURCE LLC | 30-0830429 | — | NONE KNOWN | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.