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Original filing (PDF)20251008084506NAL0002866179001
UAW-FORD VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUND
Form 5500
FILING_RECEIVED
UAW-FORD VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUND
Health & welfare plan
Signals · 3
~1795 bps in Sched C feesNo recordkeeper disclosed42 service providers
Active participants
58,640
Accounts w/ balance
—
Plan assets (EOY)
$34.6M
Net assets (EOY)
$30.8M
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
- 1795 bps in Schedule C fees — 6090% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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-FORD VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUND.
Plan sponsor
Name
UAW-FORD VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUND
EIN
85-0748670
Address
151 WEST JEFFERSON · DETROIT, MI · 482325009
Phone
(313) 392-7100
Industry
Manufacturingsee all
Plan administrator
Name
JOINT BOARD OF TRUSTEES UAW-FORD VOLUNTARY EMPLOYEE BENEFICIA ASSOC
EIN
85-0748670
City
DETROIT, MI
Phone
(313) 392-7100
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Welfare benefit codes
4J · Apprenticeship and Training
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BULTYNCK & CO., P.L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
42 rowsOther
42| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UAW-FORD LABOR MANAGEMENT COMMITTEE | 85-0756375 | DETROIT, MI | SISTER FUND | $1.5M | — |
| HENRY FORD COMMUNITY COLLEGE | 38-2421276 | DEARBORN, MI | NONE | $626K | — |
| BLUE CROSS BLUE SHIELD OF MICHIGAN | 38-2069753 | DETROIT, MI | NONE | $443K | — |
| FITNESS THINGS & ALL PRO EXERCISE | — | LIVONIA, MI | NONE | $365K | — |
| EPITEC INC. | 82-3417323 | SOUTHFIELD, MI | NONE | $335K | — |
| CINCINNATI STATE TECH. & COMM. COLL | 31-5157043 | CINCINNATI, OH | NONE | $291K | — |
| PETER CHANG ENTERPRISES INC. | 38-2958486 | FARMINGTON HILLS, MI | NONE | $259K | — |
| TRAVELERS INSURANCE | — | DALLAS, TX | NONE | $253K | — |
| MACOMB COMMUNITY COLLEGE | 38-3495303 | WARREN, MI | NONE | $195K | — |
| JEFFERSON COMMUNITY COLLEGE | 23-7035648 | LOUISVILLE, KY | NONE | $176K | — |
| JACK MARTIN & ASSOCIATES EDUCATION | — | ANNAPOLIS, MD | NONE | $167K | — |
| APOLLO CAREER CENTER | — | LIMA, OH | NONE | $161K | — |
| PENN FOSTER COLLEGE | — | SCOTTSDALE, AZ | NONE | $153K | — |
| ALIGHT SOLUTIONS LLC | 36-2235791 | CHICAGO, IL | NONE | $143K | — |
| LORAIN COUNTY COMMUNITY COLLEGE | 32-0419899 | ELYRIA, OH | NONE | $142K | — |
| KCTCS | 61-1320380 | VERSAILLES, KY | NONE | $117K | — |
| METROPOLITAN COMMUNITY COLLEGE | — | KANSAS CITY, MO | NONE | $114K | — |
| BLUE CARE NETWORK OF MICHIGAN | 38-2359234 | SOUTHFIELD, MI | NONE | $64K | — |
| COHEN, WEISS, AND SIMON LLP | — | NEW YORK, NY | NONE | $63K | — |
| INDUSTRIAL TRAINING INTERNATIONAL | — | WOODLAND, WA | NONE | $61K | — |
| CNC TECHNICAL SOLUTIONS | 26-0462907 | MEDINA, NY | NONE | $54K | — |
| THE MILLER LAW FIRM P.C. | — | ROCHESTER, MI | NONE | $52K | — |
| THE PHOENIX GROUP | — | CENTERVILLE, OH | NONE | $51K | — |
| CORE ELECTRIC COMPANY, INC | — | MELVINDALE, MI | NONE | $44K | — |
| MERCER HR CONSULTING | — | NEW YORK, NY | NONE | $40K | — |
| JOHNSON COUNTY COMMUNITY COLLEGE | 23-7164614 | OVERLAND PARK, KS | NONE | $39K | — |
| GRAINGER | 36-6192971 | LAKE FOREST, IL | NONE | $33K | — |
| SOS INTERMEDIATE HOLDING LLC | — | PHILADELPHIA, PA | NONE | $32K | — |
| NEW HORIZONS | — | DALLAS, TX | NONE | $30K | — |
| DC BYERS | — | WARREN, MI | NONE | $30K | — |
| MMA SERVICE | 38-2290948 | LANSING, MI | NONE | $28K | — |
| ERIE COMMUNITY COLLEGE | 16-1320337 | BUFFALO, NY | NONE | $24K | — |
| EQUIPMENT DEPOT | 11-3768341 | HOUSTON, TX | NONE | $24K | — |
| ARC TRAINING & CONSULTATION SERVICE | — | WEST SENECA, NY | NONE | $22K | — |
| K.M. CARSLEY & ASSOCIATES | — | ANN ARBOR, MI | NONE | $21K | — |
| MONROE COUNTY COMMUNITY COLLEGE | 38-3442216 | MONROE, MI | NONE | $16K | — |
| ALRO STEEL CORPORATION | 38-1300597 | JACKSON, MI | NONE | $15K | — |
| BULTYNCK & CO., PLLC | 20-3920878 | CLINTON TOWNSHIP, MI | NONE | $14K | — |
| BARNES & NOBLE COLLEGE | 46-0599018 | BASKING RIDGE, NJ | NONE | $13K | — |
| SMART BUSINESS SOURCE | 38-3612763 | TROY, MI | NONE | $11K | — |
| DJ'S LANDSCAPE MANAGEMENT | — | CLEVELAND, OH | NONE | $11K | — |
| SCHOOLCRAFT COLLEGE | — | LIVONIA, MI | NONE | $6K | — |
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.