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 |
|---|---|---|---|
| TIC INTERNATIONAL CORPORATION EIN 13-2600875 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Accounting (including auditing); Direct payment from the plan Service code 10 | — | $985K |
| MAKETA INVESTMENT GROUP EIN 04-2659023 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $521K |
| EAGLE ASSET MANAGEMENT EIN 38-1971448 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $351K |
| SIERRA INVESTMENT PARTNERS, INC EIN 90-6149946 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $281K |
| LAZARD ASSET MANAGEMETN EIN 05-0530199 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $240K |
| WILLIAM BLAIR NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 222 WEST ADAMS STREET CHICAGO, IL 60606 | $236K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $173K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $168K |
| WRIGHT INVESTORS SERVICES EIN 06-0700978 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $163K |
| ABERDEEN ASSET MANAGEMENT NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1735 MARKET STREET, 32FLR PHILADELPHIA, PA 19103 | $156K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $139K |
| DF DENT AND COMPANY, INC. EIN 52-1045317 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $113K |
| DRIEHAUS CAPITAL MANAGEMENT EIN 82-6505831 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $112K |
| CHEIRON, INC EIN 13-4215617 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $95K |
| MICHIGAN LABORERS FBF JDC EIN 34-2013845 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $84K |
| STATE STREET GLOBAL ADVISORS EIN 04-3205013 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $76K |
| TRADE SOLUTIONS NONE | Direct payment from the plan; Copying and duplicating Service code 36 | P.O. BOX 1318 CLARKSTON, MI 48347 | $75K |
| MARQUETTE ASSOCIATES NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 180 N. LASALLE ST. 3500 CHICAGO, IL 60601 | $65K |
| COMERICA BANK EIN 38-6222545 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $55K |
| JPMORGAN CHASE BANK, NA NONE | Account maintenance fees; Other services; Direct payment from the plan Service code 49 | P.O. BOX 659754 SAN ANTONIO, TX 78265 | $40K |
| ROBERT W. BAIRD & COMPANY, INC. NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 300 PARK ST, SUITE 240 BIRMINGHAM, MI 48009 | $38K |
| BENDA, GRACE, STULZ, & COMPANY, PC EIN 38-2284921 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $38K |
| UNION SERVICES AGENCY EIN 38-3297465 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $26K |
| LEGGHIO & ISRAEL, P.C. EIN 38-1971448 NONE | Legal; Direct payment from the plan Service code 29 | — | $26K |
| WATKINS PAWLICK CALATI & PRIFTI PC EIN 83-2893229 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| DBI BUSINESS INTERIORS NONE | Other services; Direct payment from the plan Service code 49 | 912 W. MICHIGAN AVENUE LANSING, MI 48912 | $12K |
| EVALUATION PLUS NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| PROXYVOTE PLUS, INC EIN 20-0509976 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $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 | 9,442 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,124 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 9,309 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 1,245 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 25,120 | 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.