See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 2 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN EIN 38-2069753 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Insurance services; Direct payment from the plan; Contract Administrator; Other fees; Claims processing; Float revenue Service code 12 | — | $341K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE KNOWN | Investment management; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $340K |
| CLARKSTON CAPITAL PARTNERS, LLC EIN 83-0473650 NONE KNOWN | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan Service code 28 | — | $333K |
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE KNOWN | Direct payment from the plan; Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $329K |
| BENESYS, INC. EIN 38-2383171 NONE KNOWN | Recordkeeping fees; Other fees; Plan Administrator; Copying and duplicating; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $284K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE KNOWN | Direct payment from the plan; Insurance services; Claims processing Service code 12 | — | $208K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 20-8764829 NONE KNOWN | Investment advisory (plan); Direct payment from the plan; Securities brokerage; Securities brokerage commissions and fees; Other investment fees and expenses Service code 27 | — | $187K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Direct payment from the plan; Consulting fees; Actuarial; Consulting (general) Service code 11 | — | $125K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $98K |
| LOOMIS SAYLES & COMPANY L.P. EIN 04-3200030 NONE KNOWN | Soft dollars commissions; Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $74K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $63K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Other investment fees and expenses; Other services; Custodial (securities); Float revenue; Shareholder servicing fees; Custodial (other than securities) Service code 18 | — | $58K |
| AON CONSULTING, INC EIN 22-2945469 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $51K |
| NORTHPOINTE CAPITAL, LLC EIN 23-3025935 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management fees paid indirectly by plan; Securities brokerage; Securities brokerage commissions and fees; Investment management Service code 28 | — | $34K |
| WATKINS PAWLICK CALATI & PRIFTI PC EIN 83-2893229 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $27K |
| OREGON DENTAL SERVICE EIN 93-0438772 NONE KNOWN | Claims processing; Direct payment from the plan Service code 12 | — | $24K |
| SNG CONSULTING TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $23K |
| COWEN AND COMPANY, LLC NONE KNOWN | Direct payment from the plan; Securities brokerage; Securities brokerage commissions and fees Service code 33 | 599 LEXINGTON AVENUE 20TH FLOOR NEW YORK, NY 10022 | $22K |
| GILBERT ALLEN PENLEY TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $21K |
| THE CITATION GROUP NONE KNOWN | Direct payment from the plan; Securities brokerage; Securities brokerage commissions and fees Service code 33 | — | $20K |
| GARY PETRONI TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $18K |
| JACK MARTIN TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $18K |
| PARKER BUSINESS SOLUTIONS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $17K |
| BAIRD ADVISORS EIN 39-6037917 NONE KNOWN | Direct payment from the plan; Securities brokerage commissions and fees; Securities brokerage Service code 33 | — | $14K |
| SEGAL SELECT INSURANCE SERVICES,INC EIN 46-0619194 NONE KNOWN | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $11K |
| PENSION BENEFIT INFORMATION, LLC EIN 82-2042737 NONE KNOWN | Direct payment from the plan; Other services Service code 49 | — | $11K |
| KEEFE, BRUYETTE & WOODS NONE KNOWN | Securities brokerage; Direct payment from the plan; Securities brokerage commissions and fees Service code 33 | THE EQUITABLE BUILDING 787 SEVENTH AVENUE, 4TH FLOOR NEW YORK, NY 10019 | $7K |
| THE BEAR STEARNS CO, INC. NONE KNOWN | Securities brokerage commissions and fees; Securities brokerage; Direct payment from the plan Service code 33 | 383 MADISON AVENUE NEW YORK, NY 10017 | $6K |
| STIFEL NONE KNOWN | Securities brokerage; Securities brokerage commissions and fees; Direct payment from the plan Service code 33 | ONE FINANCIAL PLAZA 501 NORTH BROADWAY ST. LOUIS, MO 63102 | $6K |
| MACOMB BUSINESS FORMS INC. DBA NONE KNOWN | Direct payment from the plan; Copying and duplicating Service code 36 | AMERICAN GRAPHICS PRINTING CO. 34895 GROESBECK HWY CLINTON TOWNSHIP, MI 48035 | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,388 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,388 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 1,453 | $2.0M |
| Vision | BLUE CROSS BLUE SHIELD OF MICHIGAN | 1,453 | $2.0M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 1,453 | $2.0M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF MICHIGAN | 1,349 | $622K |
| Other | BLUE CROSS BLUE SHIELD OF MICHIGAN | 1,453 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,453 | — |
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."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.