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 | Accounting (including auditing) Service code 10 | — | $711K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE | Investment management Service code 28 | — | $178K |
| GRYPHON INTERNATIONAL INVESTMENT EIN 98-0444411 NONE | Investment management Service code 28 | — | $167K |
| NEPC, LLC EIN 04-2927339 NONE | Investment advisory (plan) Service code 27 | — | $162K |
| MELLON CAPITAL EIN 25-1442864 NONE | Investment management Service code 28 | — | $139K |
| SEIZERT CAPITAL PARTNERS EIN 38-3553488 NONE | Investment management Service code 28 | — | $130K |
| CLARKSTON CAPITAL EIN 83-0473650 NONE | Investment management Service code 28 | — | $104K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management Service code 28 | — | $98K |
| JONI HOLMGREN EIN 38-6233978 NONE | Employee (plan) Service code 30 | — | $97K |
| LAZARD ASSET MANATEMENT NONE | Investment management Service code 28 | 125 HIGH STREET, 18TH FLR BOSTON, MA 02210 | $89K |
| NORTHPOINTE CAPITAL, INC. EIN 23-3025935 NONE | Investment management Service code 28 | — | $85K |
| PRUDENTIAL FINANCIAL EIN 22-1211670 NONE | Investment management Service code 28 | — | $85K |
| COMERICA BANK EIN 38-6222545 NONE | Custodial (securities) Service code 19 | — | $58K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | — | $50K |
| SACHS WALDMAN PROFESSIONAL CORP EIN 38-1905521 NONE | Legal Service code 29 | — | $46K |
| JENNIFER MAGWOOD EIN 38-6233978 NONE | Employee (plan) Service code 30 | — | $26K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284521 NONE | Accounting (including auditing) Service code 10 | — | $24K |
| TRADE SOLUTIONS NONE | Copying and duplicating Service code 36 | P.O. BOX 1318 CLARKSTON, MI 48347 | $23K |
| ERMAN, TEICHER, MILLER, ZUCKER EIN 38-1468534 NONE | Legal Service code 29 | — | $20K |
| COURTLAND PARTNERS LTD EIN 38-1805154 NONE | Investment advisory (plan) Service code 27 | — | $19K |
| WEEDON & COMPANY NONE | Securities brokerage Service code 33 | 145 MASON STREET NEW YORK, NY 10167 | $18K |
| GOLDMAN SACHS AND COMPANY NONE | Securities brokerage Service code 33 | 200 WEST STREET NEW YORK, NY 10282 | $18K |
| STEPSTONE REAL ESTATE NONE | Investment advisory (plan) Service code 27 | 127 PUBLIC SQUARE ST 5050 CLEVELAND, OH 44114 | $14K |
| UNION SERVICE AGENCY EIN 38-3297465 NONE | Insurance agents and brokers Service code 22 | — | $11K |
| COWEN & COMPANY NONE | Securities brokerage Service code 33 | 599 LEXINGTON AVE 20 FLR NEW YORK, NY 10022 | $9K |
| DBI BUSINESS SOLUTIONS NONE | Copying and duplicating Service code 36 | 912 EAST MICHIGAN LANSING, MI 48912 | $7K |
| STANDISH MELLON ASSET MANAGEMENT CO NONE | Investment management Service code 28 | 201 WASHINGTON STREET BOSTON, MA 02210 | $6K |
| MADDIN, HAUSER, ROTH & HELLER, P.C. NONE | Legal Service code 29 | 28400 NORTHWESTENR HWY SOUTHFIELD, MI 48034 | $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 | 3,454 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,746 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,431 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 783 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 9,414 | 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.