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 |
|---|---|---|---|
| MORGAN STANLEY EIN 94-1671384 NONE | Securities brokerage commissions and fees Service code 71 | 34901 WOODWARD AVE, 300 BIRMINGHAM, MI 48009 | $359K |
| CLARKSTON CAPITAL PARTNERS NONE | Investment management Service code 28 | 91 W LONG LAKE BLOOMFIELD HILLS, MI 48304 | $296K |
| LOOMIS SAYLES & COMPANY EIN 04-1554520 NONE | Investment management Service code 28 | P O BOX 7247-6804 PHILADELPHIA, PA 19170 | $233K |
| THE BOSTON COMPANY EIN 04-2468567 NONE | Investment management Service code 28 | ONE BOSTON PLACE AIM 024 BOSTON, MA 02108 | $207K |
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE | Investment management Service code 28 | 477 MADISON AVE. 520 NEW YORK, NY 10022 | $172K |
| REINHART PARTNERS INC EIN 39-1711628 NONE | Investment management Service code 28 | 1500 W MARKET ST MEQUON, WI 53092 | $170K |
| GRANTHAM MAYO VAN OTTERLOO & CO LLC EIN 42-1669171 NONE | Investment management Service code 28 | 40 ROWES WARF BOSTON, MA 02110 | $160K |
| COMERICA BANK EIN 42-1741646 NONE | Custodial (other than securities) Service code 18 | 411 W LAFAYETTE DETROIT, MI 48226 | $80K |
| SEIZERT CAPITAL PARTNERS EIN 35-3553488 NONE | Investment management Service code 28 | 185 OAKLAND AVE STE 100 BIRMINGHAM, MI 48009 | $77K |
| BRANDYWINE ASSET MGMT EIN 51-0294065 NONE | Investment management Service code 28 | PO BOX 7777 PHILADELPHIA, PA 19175 | $70K |
| SACHS WALDMAN PROFESSIONAL CORP EIN 38-1905521 NONE | Legal Service code 29 | 1423 E 12 MILE MADISON HEIGHTS, MI 48071 | $69K |
| BETTYE NAEGELI EIN 38-6080404 EMPLOYEE (WAGES) | Employee (plan) Service code 30 | PO BOX 71337 MADISON HEIGHTS, MI 48071 | $64K |
| E CRAIG YOUNG EIN 38-6080404 EMPLOYEE (WAGES) | Employee (plan) Service code 30 | PO BOX 71337 MADISON HEIGHTS, MI 48071 | $62K |
| BENESYS INC EIN 38-2383171 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 700 TOWER DR TROY, MI 48098 | $48K |
| SARAH MUELLER EIN 38-6080404 EMPLOYEE (WAGES) | Employee (plan) Service code 30 | P O BOX 71337 MADISON HEIGHTS, MI 48071 | $45K |
| MCCLAIN SMITH & WENZ PC EIN 38-3382520 AUDITOR OF PARENT ORGANIZ | Accounting (including auditing) Service code 10 | 6915 ROCHESTER RD STE 100 TROY, MI 48085 | $40K |
| UNITED ACTUARIAL SERVICES INC EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 MERIDIAN ST STE 610 CARMEL, IN 46032 | $29K |
| REICH, ADELL & CVITAN NONE | Legal Service code 29 | 3550 WILSHIRE BLVD LOS ANGELES, CA 90010 | $28K |
| BENCHMARK FINANCIAL, LTD EIN 38-2265280 NONE | Insurance agents and brokers Service code 22 | 30600 TELEGRAPH 3355 BINGHAM FARMS, MI 48025 | $8K |
| DAKOTA FUNDS GROUP EIN 45-2251446 NONE | Other services Service code 49 | PO BOX 460 BRYN MAWR, PA 19010 | $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 | 2,848 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,531 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,606 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 1,118 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 8,103 | 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.