No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN EIN 38-2069753 NONE KNOWN | Contract Administrator; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Insurance services; Direct payment from the plan; Other fees; Claims processing Service code 12 | — | $993K |
| BENESYS, INC. EIN 38-2383171 NONE KNOWN | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Copying and duplicating; Recordkeeping fees; Other fees; Plan Administrator Service code 13 | — | $345K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Actuarial; Consulting fees; Consulting (general); Direct payment from the plan Service code 11 | — | $282K |
| PRUDENTIAL TRUST CO. EIN 81-6705696 NONE KNOWN | Soft dollars commissions; Direct payment from the plan; Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $164K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE KNOWN | Investment management; Custodial (securities); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $159K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE KNOWN | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $105K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $71K |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Insurance services; Claims processing; Direct payment from the plan Service code 12 | — | $61K |
| WATKINS PAWLICK CALATI & PRIFTI PC EIN 83-2893229 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $52K |
| PARKER BUSINESS SOLUTIONS LLC TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $23K |
| GARY MANN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $18K |
| GARY PETRONI TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $18K |
| JAMES LEE KING TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $18K |
| THE CORTEX GROUP, INC. TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $18K |
| SEGAL SELECT INSURANCE SERVICES | Insurance brokerage commissions and fees Service code 53 | — | $12K |
| FIFTH THIRD BANK NONE KNOWN | Custodial (securities); Direct payment from the plan Service code 19 | PO BOX 630900 CINCINNATI, OH 45263 | $11K |
| MACOMB BUSINESS FORMS DBA NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | AMERICAN GRAPHICS PRINTING CO. 34895 GROESBECK HWY CLINTOWN TWP, MI 48035 | $7K |
| KAREN DUNNING TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $6K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $6K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Float revenue; Direct payment from the plan; Other investment fees and expenses; Shareholder servicing fees; Custodial (securities); Other services Service code 19 | — | $5K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE KNOWN | 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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,313 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,313 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH ALLIANCE PLAN | 19 | $215K |
| Dental | GREEN SHIELD CANADA | 9 | $63K |
| Vision | HM LIFE INSURANCE COMPANY | 1,267 | $126K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH ALLIANCE PLAN | 19 | $215K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF MICHIGAN | 2,613 | $47K |
| Other | GREEN SHIELD CANADA | 9 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,613 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.