Plan directory · DC

Uaw St. Joseph Retirees Health & Welfare Trust Committee — 401(k) plan profile

Washington, DC · From the plan's most recent public Form 5500 filing (EIN 271401289).

$83.7M
Total plan assets
468
Participants
$179K
Avg. balance / participant

Plan details

Plan nameUaw St. Joseph Retirees Health & Welfare Trust
Plan sponsorUaw St. Joseph Retirees Health & Welfare Trust Committee
LocationWashington, DC
Plan typeother
Recordkeeper (detected)Subscribers only
Advisor firm (detected)Subscribers only
TPA / administrator (detected)Subscribers only

Service providers named in the filing

This filing names 18 service providers. Provider names, the detected recordkeeper, advisor firm and TPA, this plan's Report Card, and where it ranks on switch likelihood are part of the subscription — $90/month after a 7-day trial, or $900/year. Published pricing, no demo required.

Unlock this plan See pricing

Is this plan likely to switch providers this year?

The filing above tells you where this plan stood last year. The Change Predictor ranks every plan in the public Form 5500 corpus by the odds of a winnable provider change — trustee, custodian, recordkeeper or administrator — back-tested against the next year's filings — and watches live signals week by week. See where this plan ranks in your territory.

Start a 7-day trial — $90/month

Frequently asked questions

How large is the Uaw St. Joseph Retirees Health & Welfare Trust Committee retirement plan?

Per its most recent public Form 5500 filing, the plan reports $83.7M in total assets across 468 participants. That is an average balance of roughly $179K per participant.

Who are the service providers on the Uaw St. Joseph Retirees Health & Welfare Trust Committee plan?

The public filing names 18 service providers for this plan. Provider names, the detected recordkeeper, advisor firm and TPA, and where this plan ranks on switch likelihood are available to FiduciarySignal subscribers — $90 per month after a 7-day trial, or $900 per year.

Where does this data come from?

All facts on this page come from the plan's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Filings are published on a lag, so figures reflect the most recent filing year, not necessarily today.

Source: public U.S. Department of Labor EFAST2 Form 5500 filings. Provider detections are derived from filing text and may not reflect current relationships. Figures reflect the most recent filing year available, not necessarily today. FiduciarySignal is not affiliated with the DOL or any provider named above.