No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Consulting (general); Actuarial; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Direct payment from the plan; Claims processing; Insurance services; Plan Administrator Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $26.1M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $8.5M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 MANAGEMENT | Employee (plan); Other fees; Direct payment from the plan Service code 30 | — | $5.3M |
| AON HEWITT NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Consulting (general); Direct payment from the plan; Accounting (including auditing) Service code 10 | 100 HALF DAY RD. LINCOLNSHIRE, IL 60069 | $2.8M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $2.6M |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Direct payment from the plan; Trustee (directed); Other fees; Non-monetary compensation; Custodial (securities) Service code 19 | — | $2.6M |
| THERAMATRIX, INC. EIN 38-2394442 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $2.0M |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (securities); Soft dollars commissions; Custodial (other than securities); Investment management fees paid directly by plan; Direct payment from the plan Service code 18 | — | $1.7M |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.3M |
| OLD IRONSIDES ENERGY FUND II-A EIN 47-1249672 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.2M |
| NISA INVESTMENT ADVISORS, LLC EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $1.2M |
| DONALD SMITH & CO., INC EIN 13-2807845 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 28 | — | $1.1M |
| AMERRA CAPITAL MANAGEMENT, LLC EIN 26-4241845 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.1M |
| BLUE HARBOUR GROUP, LP EIN 56-2457376 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $1.1M |
| NEUBERGER BERMAN FIXED INCOME LLC EIN 02-0654486 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $980K |
| PRIMECAP MANAGEMENT COMPANY NONE | Direct payment from the plan; Investment management Service code 28 | LAKE AVENUE, SUITE 400 PASADENA, CA 91101 | $961K |
| ALPHA INVESTMENT PARTNERS LIMITED NONE | Direct payment from the plan; Investment management Service code 28 | — | $918K |
| GENESIS ASSET MANAGERS, LLP EIN 98-1068837 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $916K |
| NORTH RUN CAPITAL LP EIN 36-4504416 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $904K |
| WELLINGTON ASSET MANAGEMENT COMPANY EIN 30-0835489 NONE | Soft dollars commissions; Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $888K |
| CASPIAN CAPITAL LP NONE | Investment management fees paid directly by plan Service code 51 | 767 FIFTH AVE, 45TH FLOOR NEW YORK, NY 10153 | $870K |
| PRICEWATERHOUSE COOPER LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $855K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissions Service code 50 | — | $768K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 50 | — | $757K |
| VALUEOPTIONS, INC. EIN 54-1414194 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $670K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $653K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $623K |
| PYRAMIS GLOBAL ADVISORS LLC EIN 04-3432603 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $606K |
| BLACKROCK FINANCIAL MANAGEMENT, INC EIN 13-3806691 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $600K |
| SECURITY CAPITAL RSRCH & MGMT LTD EIN 36-4130398 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $580K |
| HUMANA INSURANCE COMPANY EIN 39-1263473 NONE | Float revenue; Direct payment from the plan; Contract Administrator Service code 13 | — | $550K |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $515K |
| DELOITTE CONSULTING LLP EIN 06-1454513 NONE | Consulting fees; Consulting (general); Direct payment from the plan Service code 16 | — | $511K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $503K |
| LOS ANGLES CAPITAL MANAGEMENT & EQU EIN 02-0541198 NONE | Investment management; Sub-transfer agency fees Service code 28 | — | $477K |
| TRUVEN HEALTH ANALYTICS EIN 06-1467923 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $431K |
| HUDSON ADVISORS L.P. EIN 75-2578511 NONE | Investment management fees paid indirectly by plan; Consulting fees Service code 52 | — | $427K |
| FIS GROUP, INC. NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1818 MARKET STREET, STE. 3205 PHILADELPHIA, PA 19103 | $418K |
| ATTUCKS ASSET MANAGEMENT, LLC EIN 36-4467743 NONE | Investment management; Direct payment from the plan Service code 28 | — | $417K |
| BRIAN UNLIMITED DISTRIBUTION CO. EIN 38-1622051 NONE | Other services; Direct payment from the plan Service code 49 | — | $416K |
| MILLIMAN INC. EIN 91-0675641 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $400K |
| ROCATON INVESTMENT ADVISORS EIN 04-3638035 NONE | Direct payment from the plan; Investment advisory (plan); Consulting (general) Service code 16 | — | $301K |
| VERISK HEALTH, INC. EIN 56-2059380 NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | — | $295K |
| SVS VISION HOLDING COMPANY EIN 36-4151406 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $253K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $252K |
| ROCKPOINT REAL ESTATE FUND EIN 45-2763279 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 50 | — | $239K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Consulting fees; Accounting (including auditing); Direct payment from the plan; Consulting (general) Service code 10 | — | $233K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $217K |
| PUBLIC CONSULTING GROUP, INC. EIN 04-2942913 NONE | Consulting fees; Consulting (general); Direct payment from the plan Service code 16 | — | $212K |
| FIRST RECOVERY GROUP, LLC EIN 36-4381191 NONE | Other fees; Direct payment from the plan Service code 50 | — | $205K |
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 | 75,633 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,231 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 76,864 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(17 contracts, 17 carriers) | BLUE CARE NETWORK OF MICHIGAN | 11,950 | $149.8M |
| Dental | MIDWESTERN DENTAL PLANS, INC. | 2,488 | $778K |
| Vision | SINGLE VISION SOLUTION INC. | 164,242 | $6.7M |
| Prescription drug(11 contracts, 11 carriers) | BLUE CARE NETWORK OF MICHIGAN | 9,211 | $103.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 164,242 | — |
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 >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.