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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN EIN 38-2069753 NONE KNOWN | Consulting (general); Other fees; Float revenue; Insurance services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan Service code 12 | — | $2.9M |
| BENESYS, INC. EIN 38-2383171 NONE KNOWN | Plan Administrator; Direct payment from the plan Service code 14 | — | $340K |
| DELTA DENTAL PLAN OF MICHIGAN EIN 38-1791480 NONE KNOWN | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $307K |
| FINKEL, WHITEFIELD, SELIK, P.C. EIN 38-2529039 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $152K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $128K |
| SALUS GROUP BENEFITS EIN 20-2024076 NONE KNOWN | Direct payment from the plan; Consulting (general); Insurance agents and brokers Service code 16 | — | $119K |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. EIN 38-2388845 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $101K |
| CONSTRUCTION INDUSTRY RESOURCES INC EIN 38-2838463 NONE KNOWN | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | — | $83K |
| CVS CAREMARK EIN 05-0340626 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $79K |
| DIANE PIZZO EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $74K |
| SEIZERT CAPITAL PARTNERS, LLC EIN 38-3553488 NONE KNOWN | Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $66K |
| DAWN MORRISON EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| VANDI CHRISTIE EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $54K |
| MELANIE MCLAREN-GARCIA EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| KATHY MONROE EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| AMERICAN GRAPHICS PRINTING CO. EIN 38-2090931 NONE KNOWN | Direct payment from the plan; Copying and duplicating Service code 36 | — | $48K |
| ANGELA PAGE EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| JEFFREY M. LESSER, P.C. EIN 38-3033865 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $41K |
| SULLIVAN, WARD, ASHER & PATTON PC EIN 38-1880608 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $34K |
| TIMOTHY LALONDE EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| VICTORY CAPITAL MANAGEMENT, INC. EIN 13-2700161 NONE KNOWN | Direct payment from the plan; Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $30K |
| ERMAN, TEICHER, ZUCKER, FREEDMAN PC EIN 38-1468534 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $28K |
| STANDARD LIFE INVESTMENTS NONE KNOWN | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | 712 FIFTH AVENUE, 49TH FLOOR NEW YORK, NY 10019 | $27K |
| TIMOTHY GANTON EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $25K |
| NEPC, LLC EIN 26-1429809 NONE KNOWN | Direct payment from the plan; Consulting (pension) Service code 17 | — | $25K |
| NOVARA TESIJA, PLLC EIN 38-3763096 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $22K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE KNOWN | Investment management fees paid indirectly by plan; Float revenue; Investment management fees paid directly by plan; Shareholder servicing fees; Investment management; Direct payment from the plan Service code 28 | — | $19K |
| GROOM LAW GROUP EIN 52-1219029 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $17K |
| JP MORGAN CHASE BANK, N.A. EIN 13-4994650 NONE KNOWN | Float revenue; Custodial (securities); Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $14K |
| PAUL AUSTIN EMPLOYEE | Consulting fees; Actuarial; Consulting (general) Service code 11 | 2862 FOXFIRE MILFORD, MI 48380 | $12K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $10K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE KNOWN | Actuarial; Direct payment from the plan Service code 11 | — | $10K |
| BAYVIEW INS GRP DBA UNION SERVICES EIN 38-3297465 NONE KNOWN | Consulting (general); Direct payment from the plan Service code 16 | — | $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 | 6,044 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,713 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,757 | 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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.