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 |
|---|---|---|---|
| REINHART PARTNERS, INC. EIN 39-1711628 NONE KNOWN | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $251K |
| BENESYS INC. EIN 38-2383171 NONE KNOWN | Plan Administrator; Contract Administrator; Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating Service code 13 | — | $223K |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $209K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $206K |
| BLUE CROSS BLUE SHIELD OF WISCONSIN EIN 39-0138065 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator; Float revenue; Claims processing; Direct payment from the plan Service code 12 | — | $139K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 20-8764829 NONE KNOWN | Investment advisory (plan); Direct payment from the plan; Other investment fees and expenses Service code 27 | — | $126K |
| MILLIMAN INC. EIN 91-0675641 NONE KNOWN | Direct payment from the plan; Consulting fees; Actuarial; Consulting (general) Service code 11 | — | $100K |
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE KNOWN | Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan; Investment management Service code 28 | — | $82K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Custodial (other than securities); Other investment fees and expenses; Other services; Direct payment from the plan; Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution); Float revenue; Custodial (securities) Service code 18 | — | $40K |
| WALSH & COMPANY, PC EIN 38-2030285 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $37K |
| SNG CONSULTING, LLC TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $29K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE KNOWN | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $25K |
| AEPC, INC | Other services; Other fees Service code 49 | — | $25K |
| GARY PETRONI TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| JACK MARTIN TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| PARKER BUSINESS SOLUTIONS, LLC TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| RICHARD ISAACSON TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| RICHARD LEIN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE RD. MADISON HEIGHTS, MI 48071 | $24K |
| FIFTH THIRD NONE KNOWN | Direct payment from the plan; Custodial (securities) Service code 19 | PO BOX 630900 CINCINNATI, OH 45263 | $24K |
| WATKINS, PAWLICK, CALATI, & PRIFTI, EIN 83-2893229 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $22K |
| MACOMB BUSINESS FORMS INC. DBA NONE KNOWN | Direct payment from the plan; Copying and duplicating Service code 36 | AMERICAN GRAPHICS PRINTING CO. 34895 GROESBECK HWY CLINTON TOWNSHIP, MI 48035 | $21K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE KNOWN | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $13K |
| BLUE CROSS BLUE SHIELD OF MI EIN 38-2069753 NONE KNOWN | Contract Administrator; Float revenue; Insurance services; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Direct payment from the plan; Claims processing Service code 12 | — | $7K |
| AEPC, INC. EIN 38-3243684 SEE ATTACHED | Other fees; Other services Service code 49 | — | $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 | 2,698 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,698 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 3,496 | $5.0M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 3,496 | $5.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,496 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.