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 |
|---|---|---|---|
| WELFARE & PENSION ADMINISTRATION EIN 91-1363171 NONE | Accounting (including auditing); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 10 | — | $1.0M |
| MAKETA INVESTMENT GROUP EIN 04-2659023 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $532K |
| SIERRA INVESTMETN PARTNERS, INC. EIN 90-6149946 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $379K |
| EAGLE ASSET MANAGEMENT EIN 38-1971448 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $376K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $242K |
| WILLIAM BLAIR EIN 27-6331814 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $220K |
| CHIREON, INC. EIN 13-4215617 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $203K |
| MICHIGAN LABORERS FBF JDC EIN 34-2013845 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $189K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $160K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $160K |
| WRIGHT INVESTORS SERVICES EIN 06-0700978 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $127K |
| TIC MIDWEST EIN 13-2600875 NONE | Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $125K |
| CLIFTONLARTSONALLEN NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 1785 INDIAN WOOD CIRCLE MAUMEE, OH 43537 | $123K |
| DF DENT AND COMPANY, INC. EIN 52-1045317 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $122K |
| DRIEHAUS CAPITAL MANAGEMENT EIN 82-6505831 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $122K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $122K |
| TRADE SOLUTIONS NONE | Direct payment from the plan; Copying and duplicating Service code 36 | PO BOX 1318 CLARKSTON, MI 48347 | $90K |
| WATKINS PAWLICK CALATI & PRIFTI PC EIN 83-2893229 NONE | Legal; Direct payment from the plan Service code 29 | — | $88K |
| COMERICA BANK EIN 38-6222545 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $87K |
| AMALGA TRUST COMPANY EIN 36-9721895 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $78K |
| STATE STREET GLOBAL ADVISORS EIN 04-3205013 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $75K |
| SYSTEMATIC FINANCIAL MANAGEMENT NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $69K |
| MARQUETTE ASSOCIATES NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 180 N. LASALLE ST 3500 CHICAGO, IL 60661 | $65K |
| PNC BANK NONE | Other services; Direct payment from the plan; Account maintenance fees Service code 49 | 222 DELAWARE AVENUE WILMINGTON, DE 19801 | $52K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $44K |
| ROBERT W. BAIRD & COMPANY, INC. NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 300 PARK ST, SUITE 240 BIRMINGHAM, MI 48009 | $32K |
| SEGAL SELECT INSURANCE SERVICES INC NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 333 WEST 34TH STREET NEW YORK, NY 100012402 | $31K |
| ALLIED MAILING AND PRINTING, INC. NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 240 N. FENWAY DRIVE FENTON, MI 484302699 | $25K |
| ABERDEEN ASSET MANAGMENT NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1735 MARKET STREET, 32FLR PHILADELPHIA, PA 19103 | $16K |
| PROXYVOTE PLUS, INC. EIN 20-0509976 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $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 | 9,786 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,342 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 11,100 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 1,088 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 27,316 | 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.