No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MI EIN 38-2069753 NONE | Claims processing; Insurance services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Other fees; Consulting (general) Service code 12 | 600 WEST LAFAYETTE BLVD DETROIT, MI 48226 | $48K |
| MILLIMAN INC. EIN 91-0675641 NONE | Actuarial; Consulting fees; Direct payment from the plan; Consulting (general) Service code 11 | 150 CLOVE ROAD, 10TH FLOOR LITTLE FALLS, NJ 07424 | $38K |
| 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 | $26K |
| SAGE ADVISORY SERVICES, LTD. EIN 74-2798841 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | 5900 SOUTHWEST PKWY, BLDG 1 STE 100 AUSTIN, TX 78735 | $21K |
| MORGAN STANLEY SMITH BARNEY EIN 26-4310632 NONE | Direct payment from the plan; Other investment fees and expenses; Investment advisory (plan) Service code 27 | 34901 WOODWARD AVE., STE. 300 BIRMINGHAM, MI 48009 | $21K |
| BENESYS INC. EIN 38-2383171 NONE | Recordkeeping fees; Direct payment from the plan; Contract Administrator Service code 13 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $21K |
| SACHS WALDMAN, PROFESSIONAL CORP. EIN 38-1905521 PROVIDES LEGAL SERV.TOUAW | Legal; Direct payment from the plan Service code 29 | 2211 EAST JEFFERSON AVE., STE 200 DETROIT, MI 48207 | $15K |
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissions; Investment management; Investment advisory (plan) Service code 27 | 640 FIFTH AVE., 6TH FLOOR NEW YORK, NY 10019 | $14K |
| SNG CONSULTING, LLC NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $14K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | 1500 W. MARKET ST. MEQUON, WI 53092 | $12K |
| GARY PETRONI NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 3011 WEST GRAND BLVD., SUITE 200 DETROIT, MI 48202 | $12K |
| JACK MARTIN NONE | Trustee (individual); Direct payment from the plan Service code 20 | 30200 TELEGRAPH, SUITE 444 BINGHAM FARMS, MI 48025 | $12K |
| PARKER BUSINESS SOLUTIONS, LLC NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DR. SUITE 300 TROY, MI 48098 | $11K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Other investment fees and expenses; Shareholder servicing fees; Custodial (securities); Other services; Other fees; Trustee (bank, trust company, or similar financial institution); Float revenue Service code 19 | 411 W. LAFAYETTE AVE. DETROIT, MI 48226 | $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 | 123 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 123 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 144 | $464K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 144 | $464K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF MICHIGAN | 144 | $39K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 144 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.