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; Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | 640 FIFTH AVE., 6TH FLOOR NEW YORK, NY 10019 | $240K |
| BENESYS INC. EIN 38-2383171 NONE | Contract Administrator; Direct payment from the plan; Recordkeeping fees Service code 13 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $238K |
| 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 | $226K |
| ANTHEM BCBS OF WISCONSIN EIN 39-0138065 NONE | Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | N17 W24340 RIVERWOOD DRIVE WAUKESHA, WI 53188 | $163K |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Soft dollars commissions; Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $153K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | 5900 SOUTHWEST PKWY, BLDG 1 STE 100 AUSTIN, TX 78735 | $142K |
| MORGAN STANLEY EIN 26-4310632 NONE | Direct payment from the plan; Investment advisory (plan); Other investment fees and expenses Service code 27 | 34901 WOODWARD AVE., STE. 300 BIRMINGHAM, MI 48009 | $112K |
| MILLIMAN INC. EIN 91-0675641 NONE | Consulting (general); Consulting fees; Direct payment from the plan; Actuarial Service code 11 | 150 CLOVE ROAD, 10TH FLOOR LITTLE FALLS, NJ 07424 | $110K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Trustee (bank, trust company, or similar financial institution); Other services; Sub-transfer agency fees; Shareholder servicing fees; Investment management; Participant communication; Custodial (other than securities); Other investment fees and expenses; Other fees; Recordkeeping fees; Float revenue; Custodial (securities); Participant loan processing Service code 18 | 411 W. LAFAYETTE AVE. DETROIT, MI 48226 | $50K |
| WALSH & COMPANY, PC EIN 38-2030285 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 860 WEST LONG LAKE ROAD, SUITE 300 BLOOMFIELD HILLS, MI 48302 | $39K |
| WATKINS, PAWLICK, CALATI, & PRIFTI, EIN 83-2893229 NONE | Legal; Direct payment from the plan Service code 29 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $31K |
| SNG CONSULTING, LLC COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $29K |
| PENSION BENEFIT INFORMATION LLC EIN 82-2042737 NONE | Direct payment from the plan; Other services Service code 49 | 900 LARKSPUR LANDING CIRCLE LARKSPUR, CA 94939 | $25K |
| GARY PETRONI COMMITTEE MEMBER | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| JACK MARTIN COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| PARKER BUSINESS SOLUTIONS, LLC COMMITTEE MEMBER | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| RICHARD ISAACSON COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| RICHARD LEIN UAW RETIREE | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| BARCLAYS CAPITAL LE NONE | Securities brokerage commissions and fees; Securities brokerage Service code 33 | 745 SEVENTH AVENUE NEW YORK, NY 10019 | $21K |
| FIFTH THIRD BANK EASTERN MICHIGAN EIN 38-0892650 NONE | Account maintenance fees; Direct payment from the plan; Other services Service code 49 | 1000 TOWN CENTER, SUITE 1400 SOUTHFIELD, MI 48075 | $20K |
| CVS CAREMARK EIN 05-0494040 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | 49196 WHITEMILL SHELBY TWP., MI 48317 | $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 | $10K |
| ROBERT BAIRD NONE | Securities brokerage commissions and fees; Securities brokerage Service code 33 | 777 EAST WISCONSIN AVENUE MILWAUKEE, WI 53202 | $7K |
| BLUE CROSS BLUE SHIELD OF MI EIN 38-2069753 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Float revenue; Insurance services; Consulting (general); Other fees; Direct payment from the plan Service code 12 | 600 E. LAFAYETTE BLVD. DETROIT, MI 48226 | $7K |
| AEPC, INC. EIN 38-3243684 SEE ATTACHED | Other fees; Other services Service code 49 | P.O. BOX 1416 BIRMINGHAM, MI 48012 | $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 | 2,888 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,888 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 3,606 | $5.9M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 3,606 | $5.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,606 | — |
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.