Plan Ledger DOL Form 5500 · updated monthly

Uaw Retiree Medical Benefits Trust401(k)

UAW RETIREE MEDICAL BENEFITS TRUST SAVINGS PLAN · DETROIT, MI · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Uaw Retiree Medical Benefits Trust reported $11,819 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,981 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 757th-largest of 2,619 plans among Michigan employers on file, and the 684th of 3,341 in other services. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,592,807
Participants with balances155
Active participants115
Employer contributions$1,492,857
Employee contributions$1,896,026
Employer contribution per active participant$12,981
Average account balance$203,825
Benefits paid to participants$4,233,053
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.6M · 155 accts · $1.5M emplr
2023$28.6M · 158 accts · $1.5M emplr
2022$23.3M · 158 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,020
Investment management$4,799
Total administrative$11,819
The Uaw Retiree Medical Benefits Trust 401(k) match · 2024
Employer contribution per active participant$12,981
Median for plans this size$2,416
2024$12,981 per active participant
2023$12,919 per active participant
2022$12,118 per active participant

Uaw Retiree Medical Benefits Trust's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,020

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$11,819 · 0.04%
2023$12,194 · 0.05%
2022$4,245 · 0.02%
Same employer
Similar plansOther Services · Michigan
The Ave Maria Foundation MI$27.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900424876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.