No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN EIN 38-2069753 NONE KNOWN | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Other fees; Claims processing; Float revenue; Insurance services Service code 12 | — | $2.6M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE KNOWN | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $449K |
| OPTUM RX INC. EIN 33-0441200 NONE KNOWN | Other fees; Claims processing; Direct payment from the plan; Float revenue Service code 12 | — | $347K |
| SOLXSYS ADMINISTRATIVE SOLUTIONS EIN 83-2454243 NONE KNOWN | Plan Administrator; Direct payment from the plan Service code 14 | — | $297K |
| PLANTE & MORAN, PLLC EIN 33-1498605 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $169K |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. EIN 38-2388845 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $139K |
| WEISMAN, YOUNG & RUEMENAPP, P.C. EIN 38-2590458 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $134K |
| 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 |
| DIANE E PIZZO EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| 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 | — | $75K |
| AMERICAN GRAPHICS PRINTING CO. NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | 34895 GROESBECK HWY CLINTON TWP, MI 48035 | $72K |
| VANDI CHRISTIE EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| STEPHANIE LUPA EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| DOMINIQUE POLICICCHIO EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| CONSTRUCTION INDUSTRY RESOURCES INC EIN 38-2838463 NONE KNOWN | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | — | $48K |
| MORGAN OTTENBACHER EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| EMILY M WEEKS EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $44K |
| TIMOTHY LALONDE EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| ASHER KELLY NONE KNOWN | Legal; Direct payment from the plan Service code 29 | 25800 NORTHWESTERN HIGHWAY SUITE 1100 SOUTHFIELD, MI 48075 | $37K |
| MELANIE ANN MC LAREN-GARCIA EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $36K |
| PATRICIA K DEVANEY EIN 38-1940673 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| NOVARA TESIJA CATENACCI MCDONALD & EIN 38-3763096 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $35K |
| CHADWICK CAPANDA EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| BRIAN GANTON EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| SHAYVEON GISSENDANNER EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| BRIAN TATMAN EIN 38-1940673 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| ZENWORK, INC. EIN 22-3876667 NONE KNOWN | Other services; Direct payment from the plan Service code 49 | — | $24K |
| NEPC, LLC EIN 26-1429809 NONE KNOWN | Direct payment from the plan; Consulting (pension) Service code 17 | — | $22K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $22K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE KNOWN | Investment management; Distribution (12b-1) fees; Investment management fees paid indirectly by plan; Direct payment from the plan; 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 |
| QUADIENT, INC. NONE KNOWN | Participant communication; Direct payment from the plan Service code 38 | 478 WHEELERS FARMS ROAD MILFORD, CT 06461 | $16K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE KNOWN | Direct payment from the plan; Actuarial Service code 11 | — | $10K |
| CORRIGAN RECORD STORAGE, LLC EIN 38-3544543 NONE KNOWN | Direct payment from the plan; Other services Service code 49 | — | $9K |
| PAYCHEX OF NEW YORK LLC NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | 911 PANORAMA TRL S ROCHESTER, NY 14625 | $6K |
| VICTORY CAPITAL MANAGEMENT INC. EIN 13-2700161 NONE KNOWN | Soft dollars commissions; Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $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 | $5K |
| MADDIN, HAUSER, ROTH & HELLER EIN 38-3024220 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $5K |
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 | 7,813 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,377 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,190 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 4,146 | $14.8M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 4,146 | $14.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,146 | — |
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.