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 | Contract Administrator; Accounting (including auditing); Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $661K |
| CLARKSTON CAPITAL EIN 83-0473650 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $231K |
| GRYPHON INTERNATIONAL INVESTMENT EIN 98-0444411 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $196K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE | Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Investment management Service code 21 | — | $185K |
| NEPC , LLC EIN 83-0473650 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $163K |
| LAZARD ASSET MANAGEMENT NONE | Direct payment from the plan; Investment management Service code 28 | 125 HIGH STREET, 18TH FLR BOSTON, MA 02210 | $117K |
| JENNIFER MAGWOOD EIN 38-6233978 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| WATKINS PAWLICK CALATI & PRIFTI, PC EIN 83-2893229 NONE | Legal; Direct payment from the plan Service code 29 | — | $65K |
| UNITED ACTUARIAL SERVCIES EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $59K |
| SEIZERT CAPITAL PARTNERS EIN 38-3553488 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $32K |
| COMERICA BANK EIN 38-6222545 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $28K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| TRADE SOLUTIONS NONE | Direct payment from the plan; Copying and duplicating Service code 36 | P.O. BOX 1318 CLARKSTON, MI 48348 | $26K |
| NORTHPOINTE CAPITAL, INC. EIN 23-3025935 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $18K |
| COWEAN & COMPANY NONE | Securities brokerage commissions and fees; Securities brokerage Service code 33 | 599 LEXINGTON AVE 20 FLR NEW YORK, NY 10022 | $15K |
| UNION SERVICE AGENCEY EIN 38-3297465 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $11K |
| PIPER JAFFRAY NONE | Securities brokerage; Securities brokerage commissions and fees Service code 33 | 222 SOUTH NINTH STREET MINNEAPOLIS, MN 554023804 | $10K |
| MADDIN, HAUSER, ROTH & HELLER, P.C. NONE | Legal; Direct payment from the plan Service code 29 | 28400 NORTHWESTERN HWY SOUTHFIELD, MI 48034 | $10K |
| STIFEL NICOLAUS & COMPANY NONE | Securities brokerage; Securities brokerage commissions and fees Service code 33 | 501 NORTH BROADWAY ST. LOUIS, MO 63102 | $8K |
| EVALUATION PLUS EIN 38-3208087 NONE | Other services; Direct payment from the plan Service code 49 | — | $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 | 3,463 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,775 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,429 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 868 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 9,535 | 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.