PlanOptica
Retirement plan

FCA US LLC UAW PENSION AGREEMENT

FCA US LLCEIN 27-0187394Plan #005PY 2017
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1000 CHRYSLER DRIVE., CIMS 485-08-64 - AUBURN HILLS, MI 483262766248-576-5741fcausllc.comLinkedIn10001+ employeesmanagement consulting
Other plans on this EIN
6 filings
#004Retirement-$6.45B assets#003Retirement-$3.56B assets#032Retirement-$3.26B assets#043Retirement-$1.35B assets#038Retirement-$729.4M assets#007Retirement-$453.4M assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(248) 576-5741
How to read this page

Summary metrics

Total assets (EOY)
$11009.8M
+1.3% from 2016
Total participants
108,959
+2.0% from 2016
Average account balance
$0
No prior year
Annual return
12.08%
-9.18 pp from 2016

Benchmarks

See 31 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants>=10,000
Cohort31 peers
Snapshot2017
Participant deferral / active EE
$0
median $19
Employer contribution / active EE
$27,588
median $14,389
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $14,491,905
Admin fee / account holder
$0
median $81,210
Annual return
12.08%
median 12.93%
Overall peer rank
43rd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$10.26B
Average account balance
Total assets / participants with a balance (line 6g)
$104K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
88,204
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$1.04B
Contributions per participant
Average employer and participant contribution per enrolled participant
$82K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.06%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 by compensation
ProviderService typeCompensation
TOWERS WATSON DELAWARE INC.1 year
Service code 15 · EIN 53-0181291
Recordkeeping
$4,477,700
STATE STREET RETIREE SERVICES2 years
Service code 21 · EIN 04-6748526
Bank Trustee
$1,295,925
FCA US LLC3+ years
Service code 14 · EIN 27-0187394
Plan Administrator
$615,822
MERCER1 year
Service code 11
ONE TOWNE SQUARE, · SOUTHFILED, MI 48076
Actuarial
$68,000
THE MURRAY LAW GROUP, LLC1 year
Service code 29 · EIN 38-3277185
Legal
$61,556
NORTON ROSE FULBRIGHT US LLP1 year
Service code 29 · EIN 74-1201087
Legal
$26,391
US EVALUATION SERVICES LLC3+ years
Service code 49 · EIN 26-1278155
Other Services
$10,975
NATIONWIDE I.M.E.3+ years
Service code 12
671 EAST BIG BEAVER · TROY, MI 48083
Direct payment from the plan; Claims ...
$9,140
SEDGWICK CLAIMS MANAGEMENT SERVICES3+ years
Service code 12 · EIN 36-2685608
Claims processing; Direct payment fro...
$8,950
INDEPENDENT EVALUATORS1 year
Service code 29
27457 HOLIDAY LN. · PERRYSBURG, OH 43551
Legal
$5,950

Enrolled actuary

1 attachment
SB

JAMES C. FRIES

MERCER
Enrollment #1706416
ONE TOWNE SQUARE, SUITE 1100
SOUTHFIELD, MI 48076
(248) 945-5523
Signed 2018-09-18

Top hat statement on fileNQDC

Filed January 31, 2024 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
1000 Chrysler Drive, CIMS 485-08-78
Auburn Hills, MI 48326
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (4)

  • Plan name not on file1 emp
  • Plan name not on file160 emp
  • Plan name not on file293 emp
  • Plan name not on file12 emp

Total covered: 466 employees

Open the filing PDF

Plan features & details

Pension benefit codes1B3H
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$71.5M
$3943 / participant
  • Contract admin$6M8.1%
  • Other / not subdivided$66M91.9%
% of EOY assets
0.649%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
ERNST & YOUNG LLP
Auditor EIN
346565596
Audit fees
(not subdivided)
Opinion code
Disclaimer