No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | 640 FIFTH AVE., 6TH FLOOR NEW YORK, NY 10019 | $283K |
| BENESYS INC. EIN 38-2383171 NONE | Recordkeeping fees; Direct payment from the plan; Contract Administrator Service code 13 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $251K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | 1500 W. MARKET ST. MEQUON, WI 53092 | $222K |
| ANTHEM BCBS OF WISCONSIN EIN 39-0138065 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Float revenue; Claims processing; Other services Service code 12 | N17 W24340 RIVERWOOD DRIVE WAUKESHA, WI 53188 | $200K |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $163K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | 5900 SOUTHWEST PKWY, BLDG 1 STE 100 AUSTIN, TX 78735 | $130K |
| MORGAN STANLEY SMITH BARNEY EIN 26-4310632 NONE | Direct payment from the plan; Other investment fees and expenses; Investment advisory (plan) Service code 27 | 34901 WOODWARD AVE., STE. 300 BIRMINGHAM, MI 48009 | $123K |
| MILLIMAN INC. EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general); Actuarial; Consulting fees Service code 11 | 150 CLOVE ROAD, 10TH FLOOR LITTLE FALLS, NJ 07424 | $106K |
| 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 | $87K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Custodial (other than securities); Other fees; Recordkeeping fees; Sub-transfer agency fees; Shareholder servicing fees; Custodial (securities); Other services; Participant communication; Investment management; Trustee (bank, trust company, or similar financial institution); Other investment fees and expenses; Float revenue; Participant loan processing Service code 18 | 411 W. LAFAYETTE AVE. DETROIT, MI 48226 | $42K |
| 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 | $38K |
| CVS CAREMARK EIN 05-0494040 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | 49196 WHITEMILL SHELBY TWP., MI 48317 | $28K |
| SNG CONSULTING, LLC SEE ATTACHED | Trustee (individual); Direct payment from the plan Service code 20 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $27K |
| STACKPOOLE BUSINESS SOLUTIONS, LLC NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $22K |
| GARY PETRONI NONE | Trustee (individual); Direct payment from the plan Service code 20 | 3011 WEST GRAND BLVD., SUITE 200 DETROIT, MI 48202 | $22K |
| JACK MARTIN NONE | Trustee (individual); Direct payment from the plan Service code 20 | 30200 TELEGRAPH, SUITE 444 BINGHAM FARMS, MI 48025 | $22K |
| RICHARD LEIN UAW RETIREE | Trustee (individual); Direct payment from the plan Service code 20 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $22K |
| PARKER BUSINESS SOLUTIONS, LLC NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $20K |
| BLUE CROSS BLUE SHIELD OF MI EIN 38-2069753 NONE | Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Float revenue; Consulting (general); Direct payment from the plan; Insurance services Service code 12 | 600 E. LAFAYETTE BLVD. DETROIT, MI 48226 | $20K |
| FIFTH THIRD BANK EASTERN MICHIGAN EIN 38-0892650 NONE | Account maintenance fees; Other services; Direct payment from the plan Service code 49 | 1000 TOWN CENTER, SUITE 1400 SOUTHFIELD, MI 48075 | $18K |
| DEUTSCHE BANC SECURITIES NONE | Securities brokerage commissions and fees; Securities brokerage Service code 33 | 60 WALL STREET NEW YORK, NY 10005 | $15K |
| AMERICAN GRAPHICS PRINTING CO. EIN 38-2090931 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 34895 GROESBECK CLINTON TWP., MI 48035 | $12K |
| MORGAN STANLEY DEAN WITTER NONE | Securities brokerage; Securities brokerage commissions and fees Service code 33 | 1585 BROADWAY AVENUE NEW YORK, NY 10036 | $5K |
| AEPC, INC. EIN 38-3243684 SEE ATTACHED | Other fees; Other services Service code 49 | P.O. BOX 1416 BIRMINGHAM, MI 48012 | $0 |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers 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 | 3,203 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,203 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 4,025 | $8.2M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 4,025 | $8.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,025 | — |
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 >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.