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 |
|---|---|---|---|
| REINHART PARTNERS INC. EIN 39-1711628 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1500 W MARKET ST MEQUON, WI 53092 | $21K |
| SACHS WALDMAN P.C. EIN 38-1905521 NONE | Direct payment from the plan; Legal Service code 29 | 1423 E 12 MILE RD MADISON HEIGHTS, MI 48071 | $19K |
| MORGAN STANLEY EIN 94-1671384 NONE | Investment advisory (plan); Direct payment from the plan; Securities brokerage Service code 27 | 34901 WOODWARD, 300 BIRMINGHAM, MI 48009 | $18K |
| UNITED ACTUARIAL SERVICES INC. EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | 11590 MERIDIAN ST,STE 610 CARMEL, IN 46032 | $15K |
| LOOMIS SAYLES EIN 04-1554520 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | P O BOX 7247-6804 PHILADELPHIA, PA 19170 | $14K |
| BRANDYWINE ASSET MGMT EIN 51-0294065 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | P O BOX 7777 PHILADELPHIA, PA 19175 | $9K |
| BENESYS EIN 38-2383171 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 700 TOWER DR TROY, MI 48098 | $8K |
| MCCLAIN SMITH & WENZ PC EIN 38-3382520 AUDITOR OF PARENT ORGANIZ | Accounting (including auditing); Direct payment from the plan Service code 10 | 6915 ROCHESTER RD, 100 TROY, MI 48084 | $8K |
| COMERICA BANK EIN 42-1741646 NONE | Shareholder servicing fees; Direct payment from the plan; Float revenue; Other investment fees and expenses; Other services; Custodial (securities) Service code 19 | PO BOX 75000 DETROIT, MI 48275 | $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 | 687 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 106 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 556 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 19 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,368 | 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.