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 EIN 13-2600875 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Contract Administrator; Participant communication Service code 10 | — | $646K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $190K |
| GRYPHON INTERNATIONAL INVESTMENT EIN 98-0444411 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $167K |
| NEPC, LLC EIN 04-2927339 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $163K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $148K |
| MELLON CAPITAL EIN 25-1442864 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $131K |
| SEIZERT CAPITAL PARTNERS EIN 38-3553488 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $130K |
| JONI HOLMGREN EIN 38-6233978 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| NORTHPOINTE CAPITAL INC EIN 23-3025935 NINE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $86K |
| SACHS WALDMAN PROFESSIONAL CORP EIN 38-1905521 NONE | Legal; Direct payment from the plan Service code 29 | — | $85K |
| PRUDENTIAL FINANCIAL EIN 22-1211670 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $78K |
| CLARKSTON CAPITAL EIN 83-0473650 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $69K |
| STANDISH MELLON ASSET MANAGEMENT CO NONE | Direct payment from the plan; Investment management Service code 28 | 201 WASHINGTON STREET BOSTON, MA 02210 | $63K |
| COMERICA BANK EIN 38-6222545 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $55K |
| TRADE SOLUTIONS NONE | Direct payment from the plan; Copying and duplicating Service code 36 | P.O. BOX 1318 CLARKSTON, MI 48347 | $48K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $43K |
| COURTLAND PARTNERS LTD EIN 38-1805154 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $33K |
| LAZARD ASSET MANAGEMENT NONE | Direct payment from the plan; Investment management Service code 28 | 125 HIGH STREET, 18TH FLR BOSTON, MA 02210 | $27K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $24K |
| ERMAN, TEICHER, MILLER, ZUCKER EIN 38-1468534 NONE | Legal; Direct payment from the plan Service code 29 | — | $23K |
| WEEDEN & COMPANY NONE | Securities brokerage; Securities brokerage commissions and fees Service code 33 | 145 MASON STREET NEW YORK, NY 10167 | $18K |
| CITATION FINANCIAL GROUP NONE | Contract Administrator; Securities brokerage commissions and fees Service code 13 | 120 BROADWAY, 17TH FLOOR NEW YORK, NY 10271 | $17K |
| PACIFIC INCOME ADVISORS EIN 38-4067974 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $15K |
| UNION SERVICES AGENCY EIN 38-3297465 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| INSTINET, LLC NONE | Securities brokerage commissions and fees; Securities brokerage Service code 33 | 309 WEST 49TH STREET NEW YORK, NY 10019 | $7K |
| DBI BUSINE SOLUTIOINS NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 912 EAST MICHIGAN LANSING, MI 48912 | $7K |
| CROWNE PLAZA LANSING WEST NONE | Direct payment from the plan; Other services Service code 49 | 925 S. CREYTS ROAD LANSING, MI 48917 | $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 | 3,512 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,727 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,439 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 769 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 9,447 | 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.