No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Direct payment from the plan; Claims processing; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Actuarial; Insurance services; Plan Administrator Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $16.8M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $7.8M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 MANAGEMENT | Other fees; Employee (plan); Direct payment from the plan Service code 30 | — | $7.4M |
| TEMPO HOLDING COMPANY LLC NONE | Investment management; Direct payment from the plan Service code 28 | 345 PARK AVENUE NEW YORK, NY 10154 | $5.0M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $2.5M |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $2.1M |
| NISA INVESTMENT ADVISORS, LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $1.5M |
| EARNEST PARTNERS EIN 58-2386669 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Finders' fees / placement fees; Product termination fees (surrender charges, etc.); Investment management Service code 28 | — | $1.4M |
| AMERRA CAPITAL MANAGEMENT, LLC EIN 26-4241845 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $1.4M |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Non-monetary compensation; Custodial (securities); Other fees; Trustee (directed); Direct payment from the plan Service code 19 | — | $1.3M |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $1.2M |
| PRIMECAP MANAGEMENT COMPANY NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | 177 E. COLORADO BLVD., 11TH FLOOR PASADENA, CA 91101 | $1.2M |
| STATE STREET GLOBAL ADVISORS TR CO EIN 81-4077137 NONE | Custodial (securities); Investment management fees paid directly by plan; Custodial (other than securities); Direct payment from the plan Service code 18 | — | $1.1M |
| LGT CAPITAL PARTNERS (IRELAND) NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.1M |
| KPEIF GP, LLC EIN 47-1085120 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.0M |
| SANDS CAPITAL MANAGEMENT, LLC NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | 1000 WILSON BOULEVARD, SUITE 3000 ARLINGTON, VA 22209 | $911K |
| AUDIONET AMERICA, INC. | Plan Administrator Service code 14 | — | $842K |
| KAYNE ANDERSON RE DEBT ADV V, LLC EIN 81-4098507 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $818K |
| GENESIS INVESTMENT MANAGEMENT, LP NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $766K |
| SEGAL SELECT INS. SERVICES, INC. NONE | Consulting (general); Direct payment from the plan Service code 16 | 333 WEST 34TH STREET 2ND FLOOR NEW YORK, NY 10001 | $745K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $731K |
| ROBECO INSTITUTIONAL ASSET MGT US EIN 13-3959209 NONE | Investment management fees paid indirectly by plan; Securities brokerage commissions and fees Service code 52 | — | $719K |
| WELLINGTON MANAGEMENT COMPANY EIN 30-0835489 NONE | Investment management fees paid directly by plan; Shareholder servicing fees; Soft dollars commissions; Direct payment from the plan; Investment management Service code 28 | — | $691K |
| SECURITY CAPITAL RSCH & MGMT INC EIN 36-4130398 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $629K |
| CONIFER VALUE BASED CARE LLC EIN 52-1964905 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $626K |
| HUDSON ADVISORS L.P. EIN 75-2578511 NONE | Investment advisory (plan); Direct payment from the plan; Other investment fees and expenses Service code 27 | — | $623K |
| TRUVEN HEALTH ANALYTICS EIN 06-1467923 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $579K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $551K |
| BLACKROCK INSTITUTIONAL TR. CO., NA EIN 94-3112180 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $507K |
| BTG PACTUAL ASSET MANAGEMENT US, LL | Investment management Service code 28 | — | $505K |
| ALPHA INVES PARTNERS LTD ASIA MACRO NONE | Investment management; Direct payment from the plan Service code 28 | — | $487K |
| MILLIMAN INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $480K |
| HUMANA INSURANCE COMPANY EIN 39-1263473 NONE | Direct payment from the plan; Contract Administrator; Float revenue Service code 13 | — | $462K |
| PRICEWATERHOUSE COOPER LLP NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $432K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Direct payment from the plan; Accounting (including auditing); Consulting (general) Service code 10 | — | $417K |
| DDJ CAPITAL MANAGEMENT,LLC EIN 04-3300754 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $403K |
| THERAMATRIX PHYSICAL THERAPY NTWK EIN 45-0523820 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $366K |
| FRANCISCO PARTNERS V EIN 98-1384738 NONE | Direct payment from the plan; Investment management Service code 28 | — | $366K |
| KAYNE ANDERSON CAPITAL ADVISORS, LP EIN 95-4486379 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $326K |
| KPEIF II GP, LLC EIN 84-2156939 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $324K |
| ACCENTURE EIN 38-3907663 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $312K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management Service code 28 | — | $308K |
| ROCATON INVESTMENT ADVISORS EIN 04-3638035 NONE | Consulting (general); Investment advisory (plan); Direct payment from the plan Service code 16 | — | $290K |
| SINGLE VISION SOLUTION INC. EIN 38-2056164 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $274K |
| VERSCEND TECHNOLOGIES, INC. EIN 56-2059380 NONE | Direct payment from the plan; Other services Service code 49 | — | $273K |
| KAYNE ANDERSON RE DEBT ADV I, LLC EIN 81-1534257 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $256K |
| ROCKPOINT REAL ESTATE FUND IV GP EIN 45-2763279 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $214K |
| KAYNE ANDERSON RE DEBT ADV III, LLC EIN 82-2572673 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $198K |
| ALBOURNE AMERICA LLC EIN 91-2164625 NONE | Investment management; Consulting fees; Direct payment from the plan Service code 28 | — | $187K |
| EQUIAN LLC EIN 27-0083277 NONE | Direct payment from the plan; Other fees Service code 50 | — | $182K |
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 | 69,952 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,186 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 71,138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 14 carriers) | HEALTH ALLIANCE PLAN | 27,978 | $127.1M |
| Dental | MIDWESTERN DENTAL PLANS, INC. | 3,005 | $656K |
| Vision | SINGLE VISION SOLUTION INC. | 137,037 | $6.2M |
| Prescription drug(9 contracts, 9 carriers) | HEALTH ALLIANCE PLAN | 8,477 | $74.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 137,037 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.