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Original filing (PDF)20251015113906NAL0004737361001
NEW UNITED MOTOR MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
HOURLY NUMMI RETIREE SUPPLEMENTAL HEALTH INSURANCE PLAN
Health & welfare plan
Signals · 1
~91 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$48.8M
Net assets (EOY)
$48.8M
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
- 91 bps in Schedule C fees — 215% above peer band of 29 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 NEW UNITED MOTOR MANUFACTURING, INC..
Plan sponsor
Name
NEW UNITED MOTOR MANUFACTURING, INC.
EIN
94-2930678
Address
515 S. FIGUEROA STREET, SUITE 1750 · LOS ANGELES, CA · 90071
Phone
(213) 443-2631
Industry
Manufacturingsee all
Plan administrator
Name
NEWPORT TRUST COMPANY, LLC
EIN
27-4411131
City
LOS ANGELES, CA
Phone
(213) 443-2631
Plan characteristics
Plan number
511
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)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | TRUSTEE | $71K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $171K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | — | NONE | $124K | — |
| COLUMBIA MANAGEMENT INVESTMENT ADV. | 41-1533211 | — | NONE | $64K | — |
| MOSS, ADAMS LLP | 91-0189318 | — | NONE | $15K | — |
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.