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 |
|---|---|---|---|
| BENESYS INC. EIN 38-2383171 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Contract Administrator; Copying and duplicating; Plan Administrator; Direct payment from the plan Service code 13 | — | $201K |
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE KNOWN | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $133K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 11-3658445 NONE KNOWN | Investment advisory (plan); Other investment fees and expenses; Direct payment from the plan Service code 27 | — | $110K |
| MADISON INVESTMENT HOLDINGS EIN 54-1815009 NONE KNOWN | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $92K |
| MILLIMAN INC. EIN 91-0675641 NONE KNOWN | Consulting (general); Consulting fees; Actuarial; Direct payment from the plan Service code 11 | — | $91K |
| BLUE CROSS BLUE SHIELD OF WISCONSIN EIN 39-0138065 NONE KNOWN | Claims processing; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator Service code 12 | — | $75K |
| PLANTE & MORAN,PLLC EIN 38-1357951 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $62K |
| CLARKSTON CAPITAL PARTNERS, LLC EIN 83-0473650 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Soft dollars commissions Service code 28 | — | $48K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $46K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $40K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Other services; Direct payment from the plan; Custodial (other than securities); Float revenue; Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution); Custodial (securities); Other investment fees and expenses Service code 18 | — | $39K |
| MACOMB BUSINESS FORMS INC. DBA NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | AMERICAN GRAPHICS PRINTING CO. 34895 GROESBECK HWY CLINTON TOWNSHIP, MI 48035 | $38K |
| SNG CONSULTING, LLC TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $34K |
| JACK MARTIN TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $30K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $26K |
| ANTHONY FEYERS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $25K |
| GARY PETRONI TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $25K |
| PARKER BUSINESS SOLUTIONS, LLC TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $25K |
| RICHARD ISAACSON TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $25K |
| SMART SOURCE LLC EIN 30-0830429 NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | — | $22K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE KNOWN | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $10K |
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 | 2,312 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,312 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 3,028 | $1.8M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 3,028 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,028 | — |
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.