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 | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Insurance services; Float revenue; Other fees; Direct payment from the plan; Contract Administrator Service code 12 | — | $555K |
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Soft dollars commissions Service code 28 | — | $509K |
| CLARKSTON CAPITAL PARTNERS, LLC EIN 83-0473650 NONE KNOWN | Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $426K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE KNOWN | Investment management; Soft dollars commissions; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $350K |
| BENESYS, INC. EIN 38-2383171 NONE KNOWN | Plan Administrator; Copying and duplicating; Direct payment from the plan; Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $336K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE KNOWN | Direct payment from the plan; Insurance services; Claims processing Service code 12 | — | $324K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 11-3658445 NONE KNOWN | Investment advisory (plan); Direct payment from the plan; Other investment fees and expenses Service code 27 | — | $180K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Direct payment from the plan; Custodial (other than securities); Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution); Other investment fees and expenses; Custodial (securities); Other services; Float revenue Service code 18 | — | $103K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $95K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $92K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Direct payment from the plan; Consulting (general); Consulting fees; Actuarial Service code 11 | — | $85K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE KNOWN | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $70K |
| MADISON INVESTMENT HOLDINGS EIN 54-1815009 NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $68K |
| OREGON DENTAL SERVICE EIN 93-0438772 NONE KNOWN | Direct payment from the plan; Claims processing Service code 12 | — | $30K |
| SNG CONSULTING TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 48071 | $26K |
| GARY PETRONI TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $21K |
| JACK MARTIN TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $21K |
| PARKER BUSINESS SOLUTIONS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $19K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $17K |
| GILBERT ALLEN PENLEY TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $17K |
| SEGAL SELECT INSURANCE SERVICES,INC EIN 46-0619194 NONE KNOWN | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $15K |
| SMART SOURCE LLC EIN 30-0830429 NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | — | $10K |
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 | 2,061 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,061 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 2,099 | $2.1M |
| Vision | BLUE CROSS BLUE SHIELD OF MICHIGAN | 2,099 | $2.1M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 2,099 | $2.1M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF MICHIGAN | 780 | $504K |
| Other | BLUE CROSS BLUE SHIELD OF MICHIGAN | 2,099 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,099 | — |
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.