See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 1 contract row with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | 640 FIFTH AVE., 6TH FLOOR NEW YORK, NY 10019 | $274K |
| ANTHEM BCBS OF WISCONSIN EIN 39-0138065 NONE | Contract Administrator; Other services; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | N17 W24340 RIVERWOOD DRIVE WAUKESHA, WI 53188 | $269K |
| BENESYS INC. EIN 38-2383171 NONE | Direct payment from the plan; Contract Administrator; Recordkeeping fees Service code 13 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $260K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE | Soft dollars commissions; Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | 1500 W. MARKET ST. MEQUON, WI 53092 | $241K |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $178K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | 5900 SOUTHWEST PKWY, BLDG 1 STE 100 AUSTIN, TX 78735 | $143K |
| MORGAN STANLEY SMITH BARNEY EIN 26-4310632 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 34901 WOODWARD AVE., STE. 300 BIRMINGHAM, MI 48009 | $120K |
| MILLIMAN INC. EIN 91-0675641 NONE | Actuarial; Consulting (general); Direct payment from the plan; Consulting fees Service code 11 | 150 CLOVE ROAD, 10TH FLOOR LITTLE FALLS, NJ 07424 | $90K |
| COMERICA BANK EIN 42-1741646 NONE | Other services; Shareholder servicing fees; Other investment fees and expenses; Other fees; Float revenue; Custodial (securities) Service code 19 | 411 W. LAFAYETTE AVE. DETROIT, MI 48226 | $45K |
| WALSH & COMPANY, PC EIN 38-2030285 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 860 WEST LONG LAKE ROAD, SUITE 300 BLOOMFIELD HILLS, MI 48302 | $36K |
| DEUTSCHE BANC SECURITIES NONE | Securities brokerage commissions and fees; Securities brokerage Service code 33 | 60 WALL STREET NEW YORK, NY 10005 | $35K |
| SUZANNE DANIELS PH.D SEE ATTACHED | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $35K |
| JACK MARTIN NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 30200 TELEGRAPH, SUITE 444 BINGHAM FARMS, MI 48025 | $30K |
| RICHARD LEIN UAW RETIREE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $30K |
| FRANCINE PARKER NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $28K |
| GARY PETRONI NONE | Trustee (individual); Direct payment from the plan Service code 20 | 3011 WEST GRAND BLVD., SUITE 200 DETROIT, MI 48202 | $28K |
| FIFTH THIRD BANK EASTERN MICHIGAN EIN 38-0892650 NONE | Direct payment from the plan; Account maintenance fees; Other services Service code 49 | 1000 TOWN CENTER, SUITE 1400 SOUTHFIELD, MI 48075 | $21K |
| BLUE CROSS BLUE SHIELD OF MI EIN 38-2069753 NONE | Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Consulting (general); Other fees; Contract Administrator; Insurance services Service code 12 | 600 E. LAFAYETTE BLVD. DETROIT, MI 48226 | $18K |
| AMERICAN GRAPHICS PRINTING CO. EIN 38-2090931 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 34895 GROESBECK CLINTON TWP., MI 48035 | $16K |
| MORGAN STANLEY DEAN WITTER NONE | Securities brokerage commissions and fees; Securities brokerage Service code 33 | 1585 BROADWAY AVE. NEW YORK, NY 10036 | $16K |
| CREDIT SUISSE FIRST BOSTON NONE | Securities brokerage; Securities brokerage commissions and fees Service code 33 | ONE FEDERAL STREET BOSTON, MA 02110 | $15K |
| CVS CAREMARK EIN 05-0494040 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | 49196 WHITEMILL SHELBY TWP., MI 48317 | $12K |
| BNY BROKERAGE INC. NONE | Securities brokerage commissions and fees; Securities brokerage Service code 33 | 1633 BROADWAY 48TH FLOOR NEW YORK, NY 10019 | $10K |
| SACHS WALDMAN, PROFESSIONAL CORP. EIN 38-1905521 PROVIDES LEGAL SERV.TOUAW | Legal; Direct payment from the plan Service code 29 | 2211 EAST JEFFERSON AVE., STE 200 DETROIT, MI 48207 | $9K |
| TRADEWINDS GLOBAL INVESTORS, LLC EIN 02-0767178 NONE | Soft dollars commissions; Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | 2049 CENTURY PARK EAST, 20TH FLOOR LOS ANGELES, CA 90067 | $6K |
| SILVERSCRIPT INSURANCE COMPANY NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | 9501 E. SHEA BLVD. SCOTTSDALE, AZ 85260 | $6K |
| AEPC, INC. EIN 38-3243684 SEE ATTACHED | Other services; Other fees Service code 49 | P.O. BOX 1416 BIRMINGHAM, MI 48012 | $0 |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 333 WEST 34TH STREET NEW YORK, NY 100012402 | $0 |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,549 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,549 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 4,167 | $8.7M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 4,167 | $8.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,167 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.