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 |
|---|---|---|---|
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE KNOWN | Direct payment from the plan; Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $620K |
| BLUE CROSS BLUE SHIELD OF MICHIGAN EIN 38-2069753 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing; Insurance services; Consulting (general); Contract Administrator; Other fees; Float revenue Service code 12 | — | $564K |
| CLARKSTON CAPITAL PARTNERS, LLC EIN 83-0473650 NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $369K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE KNOWN | Soft dollars commissions; Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $345K |
| BENESYS, INC. EIN 38-2383171 NONE KNOWN | Copying and duplicating; Direct payment from the plan; Recordkeeping fees; Other fees; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 13 | — | $330K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE KNOWN | Claims processing; Direct payment from the plan; Insurance services Service code 12 | — | $282K |
| 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 | — | $193K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Other investment fees and expenses; Custodial (other than securities); Custodial (securities); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 18 | — | $121K |
| PLANTE & MORAN, PLLC EIN 33-1498605 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $116K |
| 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 | — | $96K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Consulting (general); Consulting fees; Direct payment from the plan; Actuarial Service code 11 | — | $87K |
| 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 | — | $74K |
| MADISON INVESTMENT ADVISORS, LLC EIN 39-1194160 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $70K |
| OREGON DENTAL SERVICE EIN 93-0438772 NONE KNOWN | Direct payment from the plan; Claims processing Service code 12 | — | $30K |
| SNG CONSULTING TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 48071 | $27K |
| GARY PETRONI TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $22K |
| JACK MARTIN TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $22K |
| PARKER BUSINESS SOLUTIONS TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $22K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $21K |
| TIMOTHY BRIDGES TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $20K |
| SEGAL SELECT INSURANCE SERVICES,INC | 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 | — | $12K |
| ROBERT RIGGINS TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $7K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE KNOWN | Insurance agents and brokers; Insurance brokerage commissions and fees 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 | 2,137 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,137 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 2,235 | $2.2M |
| Vision | BLUE CROSS BLUE SHIELD OF MICHIGAN | 2,235 | $2.2M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MICHIGAN | 2,235 | $2.2M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF MICHIGAN | 816 | $214K |
| Other | BLUE CROSS BLUE SHIELD OF MICHIGAN | 2,235 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,235 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
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.