No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN EIN 38-2069753 NONE KNOWN | Float revenue; Direct payment from the plan; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Claims processing; Insurance services; Contract Administrator Service code 12 | — | $2.5M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE KNOWN | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $391K |
| SOLXSYS ADMINISTRATIVE SOLUTIONS EIN 83-2454243 NONE KNOWN | Direct payment from the plan; Plan Administrator Service code 14 | — | $292K |
| BENEFITS PARTNER LLC DBA SALUS GROU | Insurance agents and brokers Service code 22 | — | $199K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $156K |
| FINKEL WHITEFIELD FELDMAN EIN 38-2529039 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $140K |
| BENEFITS PARTNER LLC DBA SALUS GRP EIN 20-2024076 NONE KNOWN | Consulting (general); Direct payment from the plan; Insurance agents and brokers Service code 16 | — | $111K |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. EIN 38-2388845 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $108K |
| AMERICAN GRAPHICS PRINTING CO. NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | 34895 GROESBECK HWY CLINTON TWP, MI 48035 | $81K |
| NATIONAL INVSTMNT SERVICES OF AMER EIN 84-3937993 NONE KNOWN | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $61K |
| CONSTRUCTION INDUSTRY RESOURCES INC EIN 38-2838463 NONE KNOWN | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | — | $55K |
| ASHER KELLY NONE KNOWN | Legal; Direct payment from the plan Service code 29 | 25800 NORTHWESTERN HIGHWAY SUITE 1100 SOUTHFIELD, MI 48075 | $55K |
| CVS CAREMARK NONE KNOWN | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | PO BOX 6590 LEES SUMMIT, MO 640646590 | $40K |
| TIMOTHY LALONDE EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $37K |
| BOYD WATTERSON ASSET MANAGEMENT, LL EIN 34-1922005 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $33K |
| CHADWICK CAPANDA EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| NOVARA TESIJA CATENACCI MCDONALD & EIN 38-3763096 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $26K |
| ZENWORK, INC. EIN 22-3876667 NONE KNOWN | Direct payment from the plan; Other services Service code 49 | — | $23K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE KNOWN | Investment management fees paid indirectly by plan; Investment management; Direct payment from the plan; Distribution (12b-1) fees; Float revenue; Investment management fees paid directly by plan; Shareholder servicing fees Service code 28 | — | $20K |
| EBIX INC. EIN 77-0021975 NONE KNOWN | Direct payment from the plan; Participant communication Service code 38 | — | $18K |
| VICTORY CAPITAL MANAGEMENT INC. EIN 13-2700161 NONE KNOWN | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $17K |
| QUADIENT, INC. NONE KNOWN | Participant communication; Direct payment from the plan Service code 38 | 478 WHEELERS FARMS ROAD MILFORD, CT 06461 | $15K |
| JEFFREY M. LESSER, P.C. EIN 38-3033865 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $12K |
| NEPC, LLC EIN 26-1429809 NONE KNOWN | Direct payment from the plan; Consulting (pension) Service code 17 | — | $12K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE KNOWN | Actuarial; Direct payment from the plan Service code 11 | — | $9K |
| CORRIGAN RECORD STORAGE, LLC EIN 38-3544543 NONE KNOWN | Direct payment from the plan; Other services Service code 49 | — | $7K |
| MICHIGAN OFFICE SOLUTIONS INC. NONE KNOWN | Direct payment from the plan; Copying and duplicating Service code 36 | 2859 WALKENT DR NW GRAND RAPIDS, MI 49544 | $6K |
| APPLIED INNOVATION NONE KNOWN | Direct payment from the plan; Copying and duplicating Service code 36 | 5555 GLENWOOD HILLS PKWY SE GRAND RAPIDS, MI 49512 | $6K |
| PAYCHEX OF NEW YORK LLC NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | 911 PANORAMA TRL S ROCHESTER, NY 14625 | $6K |
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 | 7,534 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,383 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,917 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 4,148 | $14.8M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 4,148 | $14.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,148 | — |
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 >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.