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Original filing (PDF)20251015093302NAL0002086691001
JOINT CMTE OF THE UAW-LEAR RETIREE HEALTHCARE PLAN - ROMULUS RETIREES
Form 5500
FILING_RECEIVED
UAW - LEAR RETIREE HEALTH CARE PLAN
Health & welfare plan
Signals · 1
~194 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 194 bps in Schedule C fees — 274% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT CMTE OF THE UAW-LEAR RETIREE HEALTHCARE PLAN - ROMULUS RETIREES.
Plan sponsor
Name
JOINT CMTE OF THE UAW-LEAR RETIREE HEALTHCARE PLAN - ROMULUS RETIREES
EIN
41-2260347
Address
21557 TELEGRAPH ROAD · SOUTHFIELD, MI · 48033
Phone
(248) 447-1500
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
543
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 42-1741646 | — | NONE | $20K | — |
| BENEFIT OUTSOURCING SOLUTIONS | 38-3370067 | — | NONE | $16K | — |
Investments
9 direct securities · 2 pooled funds· $1.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.4M
9 holdings
Common Collective Trust
$445K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares | — | — | — | $468K | 24.9% | |
| iShares | — | — | — | $254K | 13.5% | |
| COMERICA AGGREGATE BND INDX FD SEC COMERICA BANK & TRUST, NAT'L ASSOC. · EIN 30-6632982 / PN 001 | Common Collective Trust | — | — | $226K | 12.1% | |
| COMERICA LARGE CAP INDX FD SEC COMERICA BANK & TRUST, NAT'L ASSOC. · EIN 36-7726328 / PN 001 | Common Collective Trust | — | — | $219K | 11.6% | |
| Vanguard | — | — | — | $202K | 10.8% | |
| iShares | — | — | — | $201K | 10.7% | |
| iShares | — | — | — | $107K | 5.7% | |
| Comerica | — | — | — | $98K | 5.2% | |
| iShares | — | — | — | $44K | 2.3% | |
| iShares | — | — | — | $34K | 1.8% | |
| Spdr | — | — | — | $24K | 1.3% |