No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOVOS COMPLIANCE EIN 46-1379693 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 200 BALLARDVALE ST, 4TH WILMINGTON, MA 01887 | $630K |
| 1099 PRO INC EIN 95-4185342 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 23901 CALABASAS RD. STE CALABASAS, CA 91302 | $334K |
| DOLORES M GALEA EIN 81-4920943 NONE | Plan Administrator; Employee (plan) Service code 14 | — | $213K |
| SAGETACK, LLC EIN 81-3727053 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | 1612 OAKFIELD DR. ANN ARBOR, MI 48108 | $188K |
| HARRELL L BAILEY EIN 81-4920943 NONE | Employee (plan); Accounting (including auditing) Service code 10 | — | $176K |
| 1400 WOODBRIDGE VENTURES LLC EIN 61-1719736 NONE | Other services Service code 49 | 600 N OLD WOODWARD STE100 BIRMINGHAM, MI 48009 | $162K |
| STEVEN WILLIAMS EIN 81-4920943 NONE | Employee (plan); Plan Administrator Service code 14 | — | $162K |
| CAROLYN BERNSTEIN EIN 81-4920943 NONE | Plan Administrator; Employee (plan) Service code 14 | — | $158K |
| GEORGI-ANN BARAMIAN EIN 81-4920943 NONE | Employee (plan); Plan Administrator Service code 14 | — | $144K |
| NINA M SCIMEMI EIN 81-4920943 NONE | Employee (plan); Accounting (including auditing) Service code 10 | — | $140K |
| WILLIS TOWERS WATSON MIDWEST, INC. EIN 34-1174529 NONE | Insurance agents and brokers Service code 22 | PO BOX 416719 BOSTON, MA 022416719 | $116K |
| VIPERSPACE INC. NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 10732 PLAZA DR WHITMORE LAKE, MI 48189 | $102K |
| DONALD F DACE EIN 81-4920943 NONE | Employee (plan); Plan Administrator Service code 14 | — | $67K |
| AUDREY HUGHES EIN 81-4920943 NONE | Employee (plan); Accounting (including auditing) Service code 10 | — | $57K |
| DIANNA FORTON EIN 81-4920943 NONE | Employee (plan); Accounting (including auditing) Service code 10 | — | $57K |
| KATHRYN A DAIGNEAU EIN 81-4920943 RELATIVE | Employee (plan) Service code 30 | — | $54K |
| KIRI KORYCINSKI EIN 81-4920943 NONE | Employee (plan) Service code 30 | — | $51K |
| ALTA VISTA EIN 46-4847760 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 26622 WOODWARD AVE STE105 ROYAL OAK, MI 48067 | $50K |
| FEDERAL INSURANCE CO (CHUBB) EIN 13-1963496 NONE | Insurance services Service code 23 | PO BOX 382001 PITTSBURGH, PA 152508001 | $48K |
| CONTINENTAL CASUALTY COMPANY (CNA) EIN 36-2114545 NONE | Insurance services Service code 23 | PO BOX 74007619 CHICAGO, IL 606747619 | $42K |
| COMERICA BANK EIN 42-1741646 CUSTODIAN | Trustee (bank, trust company, or similar financial institution); Other services; Float revenue; Account maintenance fees Service code 21 | 36455 CORPORATE DRIVE FARMINGTON HILLS, MI 48331 | $27K |
| THE VANGUARD GROUP INC EIN 23-1945930 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1655 43RD STREET SOUTH FARGO, ND 581033582 | $16K |
| COLE NEWTON & DURAN CPAS EIN 38-3146599 NONE | Accounting (including auditing) Service code 10 | 33762 SCHOOLCRAFT ST LIVONIA, MI 48150 | $15K |
| CLAUSEN MILLER PC EIN 36-2921056 NONE | Legal Service code 29 | 10 SOUT LASALLE CHICAGO, IL 60603 | $13K |
| TERRI KUZNIA EIN 81-4920943 NONE | Employee (plan) Service code 30 | — | $8K |
| FREDERICK MILLER NONE | Legal Service code 29 | 71 OAKDALE PLEASANT RIDGE, MI 48069 | $8K |
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 | 147,057 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 377,213 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 524,270 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
No prospect flags tripped on this filing.