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; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 10 | — | $657K |
| CLARKSTON CAPITAL EIN 83-0473650 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $205K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $196K |
| NEPC , LLC EIN 83-0473650 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $190K |
| JENNIFER MAGWOOD EIN 38-6233978 EMPLOYEE OF THE FUND | Direct payment from the plan; Employee (plan) Service code 30 | — | $92K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $77K |
| WATKINS PAWLICK CALATI & PRIFITI PC EIN 83-2893229 NONE | Legal; Direct payment from the plan Service code 29 | — | $65K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $30K |
| COMERICA BANK EIN 38-6222545 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $22K |
| TRADE SOLUTIONS NONE | Direct payment from the plan; Copying and duplicating Service code 36 | P.O. BOX 1318 CLARKSTON, MI 48347 | $18K |
| PAYCHEX OF NEW YORK LLC EIN 16-1470238 NONE | Direct payment from the plan; Other services Service code 49 | — | $11K |
| PIPER JAFFRAY & CO NONE | Securities brokerage; Securities brokerage commissions and fees Service code 33 | 222 SOUTH NINTH STREET MINNEAPOLIS, MN 554023804 | $10K |
| STIFEL NICOLAUS & COMPANY NONE | Securities brokerage; Securities brokerage commissions and fees Service code 33 | 501 N. BROADWAY ST. LOUIS, MO 63102 | $10K |
| DBI BUSINESS INTERIORS NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 912 E. MICHIGAN AVENUE LANSING, MI 48912 | $8K |
| UNION SERVICE AGENCY EIN 38-3297465 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $0 |
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 | 3,408 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,859 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,530 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 919 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 9,716 | 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.