PlanOptica
Retirement plan

FCA US LLC UAW PENSION AGREEMENT

FCA US LLCEIN 27-0187394Plan #005PY 2022
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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
#003Retirement-$4.27B assets#004Retirement-$4.15B assets#032Retirement-$4.12B assets#043Retirement-$1.20B assets#007Retirement-$633.0M assets#038Retirement-$586.0M 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)
$8553.9M
+1.3% from 2016
Total participants
95,312
+2.0% from 2016
Average account balance
$0
No prior year
Annual return
-16.58%
-9.18 pp from 2016

Benchmarks

See 204 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort204 peers
Snapshot2022
Participant deferral / active EE
$0
median $38
Employer contribution / active EE
$20,579
median $6,003
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,469,698
Admin fee / account holder
$0
median $19,323
Annual return
-16.58%
median -13.75%
Overall peer rank
48th 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 7 by compensation
ProviderService typeCompensation
TOWERS WATSON DELAWARE INC.6 years
Service code 15 · EIN 53-0181291
Recordkeeping
$3,829,334
MERCER6 years
Service code 11
ONE TOWNE SQUARE · SOUTHFIELD, MI 48076
Actuarial
$672,456
STATE STREET RETIREE SERVICES7 years
Service code 21 · EIN 04-6748526
Bank Trustee
$599,023
FCA US LLC8+ years
Service code 14 · EIN 27-0187394
Plan Administrator
$424,220
NORTON ROSE FULBRIGHT US LLP6 years
Service code 29 · EIN 74-1201087
Legal
$52,268
US EVALUATION SERVICES LLC8+ years
Service code 49 · EIN 26-1278155
Other Services
$22,350
BAKER TILLY1 year
Service code 11
205 N. MICHIGAN AVE · CHICAGO, IL 60601
Actuarial
$18,900

Enrolled actuary

1 attachment
SB

JAMES C. FRIES

MERCER
Enrollment #2306416
ONE TOWNE SQUARE, SUITE 1100
SOUTHFIELD, MI 48076
(248) 945-5523
Signed 2023-08-31

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
$72.2M
$5296 / participant
  • Contract admin$5M6.8%
  • Other / not subdivided$67M93.2%
% of EOY assets
0.844%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
BAKER TILLY, US LLC
Auditor EIN
390859910
Audit fees
(not subdivided)
Opinion code
Unqualified