PlanOptica
Retirement plan

JEEP CORPORATION - UAW RETIREMENT INCOME PLAN

FCA US LLCEIN 27-0187394Plan #043PY 2021
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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
#005Retirement-$10.95B assets#004Retirement-$5.42B assets#003Retirement-$5.13B assets#032Retirement-$4.84B assets#007Retirement-$786.4M assets#038Retirement-$756.5M assets
Prospect flagsHigh retiree %Wind-down / frozen

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)
$1521.4M
-0.4% from 2016
Total participants
6,676
+2.1% from 2016
Average account balance
$0
No prior year
Annual return
10.48%
-8.07 pp from 2016

Benchmarks

See 239 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants250-999
Cohort239 peers
Snapshot2021
Participant deferral / active EE
$0
median $48
Employer contribution / active EE
$0
median $4,169
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,032,670
Admin fee / account holder
$0
median $4,266
Annual return
10.48%
median 7.58%
Overall peer rank
64th percentileavg across 6 metrics

Analytics

2015 - 2023
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$185K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
5,606
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
$176.37M
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$117K
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-93.43%
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 6 by compensation
ProviderService typeCompensation
TOWERS WATSON DELAWARE INC6 years
Service code 15 · EIN 53-0181291
Recordkeeping
$293,703
STATE STREET RETIREE SERVICES6 years
Service code 21 · EIN 04-6748526
Bank Trustee
$72,989
MERCER5 years
Service code 11
ONE TOWNE SQUARE · SOUTHFIELD, MI 48076
Actuarial
$63,946
NORTON ROSE FULLBRIGHT US LLP6 years
Service code 29 · EIN 74-1201087
Legal
$40,355
FCA UC LLC5 years
Service code 14 · EIN 27-0187394
Plan Administrator
$27,398
BDO2 years
Service code 11 · EIN 13-5381590
Actuarial
$16,500

Enrolled actuary

1 attachment
SB

JAMES C. FRIES

MERCER
Enrollment #2006416
ONE TOWNE SQUARE, SUITE 1100
SOUTHFIELD, MI 48076
(248) 945-5523

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

2 tripped
  • InformationalHigh retiree %

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

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$1.0M
$1046 / participant
  • Contract admin$376K37.4%
  • Other / not subdivided$629K62.6%
% of EOY assets
0.066%
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
Auditor EIN
390859910
Audit fees
(not subdivided)
Opinion code
Unqualified