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 | Direct payment from the plan; Recordkeeping fees; Contract Administrator Service code 13 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $238K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE | Soft dollars commissions; Direct payment from the plan; Investment management; 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; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Float revenue; Other services 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 fees paid directly by plan; Investment management Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $153K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | 5900 SOUTHWEST PKWY, BLDG 1 STE 100 AUSTIN, TX 78735 | $142K |
| MORGAN STANLEY EIN 26-4310632 NONE | Investment advisory (plan); Direct payment from the 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); Direct payment from the plan; Consulting fees; Actuarial Service code 11 | 150 CLOVE ROAD, 10TH FLOOR LITTLE FALLS, NJ 07424 | $110K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Investment management; Other investment fees and expenses; Trustee (bank, trust company, or similar financial institution); Custodial (securities); Shareholder servicing fees; Custodial (other than securities); Other services; Sub-transfer agency fees; Float revenue; Participant communication; Other fees; Recordkeeping fees; Participant loan processing Service code 18 | 411 W. LAFAYETTE AVE. DETROIT, MI 48226 | $50K |
| 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 | $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 | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $29K |
| PENSION BENEFIT INFORMATION LLC EIN 82-2042737 NONE | Other services; Direct payment from the plan 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 | Direct payment from the plan; Trustee (individual) 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 | Trustee (individual); Direct payment from the plan 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; Other services; Direct payment from the plan Service code 49 | 1000 TOWN CENTER, SUITE 1400 SOUTHFIELD, MI 48075 | $20K |
| CVS CAREMARK EIN 05-0494040 NONE | Claims processing; Direct payment from the plan; Contract Administrator 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 | Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Insurance services; Consulting (general); Claims processing; Contract Administrator; 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 >$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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.