Retirement plan

INTERNATIONAL UAW STAFF SEVERANCE PLAN

Name: INTERNATIONAL UNION, UAW - INTERNATIONAL UAW STAFF SEVERANCE PLAN (2024) Form 5500
Creator: INTERNATIONAL UNION, UAW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL UAW STAFF SEVERANCE PLAN, INTERNATIONAL UNION, UAW

INTERNATIONAL UNION, UAWEIN 38-0679801Plan #001PY 2024

8000 EAST JEFFERSON - DETROIT, MI 482143963313-926-5000LinkedIn1001-5000 employeescivic & social organization

Other plans on this EIN

5 filings

#002Retirement-$1.02B assets #004Retirement-$88.2M assets #005Retirement-$23.0M assets #007Retirement-$20.6M assets #008Retirement-$16.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$212.8M

+7.9% from 2023

Total participants

952

+5.5% from 2023

Average account balance

$223,499

+2.3% from 2023

Annual return

14.15%

-3.15 pp from 2023

Benchmarks

See 1,033 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,033 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$212.77M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$223K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

952

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$48

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$42,545
FIDELITY INVESTMENTS INSTITUTIONAL5 years Service code 52 · EIN 04-2647786	Indirect Investment Fees	$3,525

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$46K

$77 / participant

Recordkeeping$1K2.4%
Investment mgmt$43K92.3%
Contract admin$2K5.2%

% of EOY assets

0.022%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CALIBRE CPA GROUP, PLLC
Auditor EIN: 470900880
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$223,499

$66,009+238.6%

$81,780+173.3%

$77,692+187.7%

Participation rate

100.0%

65.8%+34.2pp

72.4%+27.6pp

70.6%+29.4pp

Annual return

14.15%

26.66%-12.5pp

776.27%-762.1pp

31.25%-17.1pp

Employer contribution / active EE

$7,636

$2,374+221.7%

$2,914+162.1%

$2,726+180.1%

Participant deferral / active EE

$10,556

$3,510+200.8%

$4,321+144.3%

$4,648+127.1%

Admin fee / account holder

$48

$527-90.8%

$7,384-99.3%

$431-88.8%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.5 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$42,545

FIDELITY INVESTMENTS INSTITUTIONAL5 years

Service code 52 · EIN 04-2647786

Indirect Investment Fees

$3,525

INTERNATIONAL UAW STAFF SEVERANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL UAW STAFF SEVERANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion