No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Claims processing; Insurance services; Actuarial; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Plan Administrator; Direct payment from the plan; Consulting (general) Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $15.8M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 MANAGEMENT | Employee (plan); Other fees; Direct payment from the plan Service code 30 | — | $7.4M |
| MEDCO HEALTH SOLUTIONS INC NONE | Direct payment from the plan; Other services Service code 49 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $7.2M |
| TEMPO HOLDING COMPANY LLC NONE | Investment management; Direct payment from the plan Service code 28 | 345 PARK AVENUE NEW YORK, NY 10154 | $3.0M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $2.5M |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $2.4M |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Custodial (securities); Trustee (directed); Non-monetary compensation; Direct payment from the plan; Other fees Service code 19 | — | $1.7M |
| NISA INVESTMENT ADVISORS, LLC EIN 48-1140940 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.6M |
| EARNEST PARTNERS EIN 58-2386669 NONE | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | — | $1.4M |
| AMERRA CAPITAL MANAGEMENT, LLC EIN 26-4241845 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $1.4M |
| WELLINGTON MANAGEMENT COMPANY EIN 30-0835489 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan; Shareholder servicing fees; Direct payment from the plan Service code 28 | — | $1.1M |
| PRIMECAP MANAGEMENT COMPANY NONE | Investment management; Direct payment from the plan Service code 28 | 177 E. COLORADO BLVD 11TH FLOOR PASADENA, CA 91105 | $1.1M |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $1.1M |
| KAYNE ANDERSON CAPITAL ADV, L.P. EIN 95-4486379 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.0M |
| STATE STREET GLOBAL ADVISORS TR CO EIN 81-4077137 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Custodial (other than securities); Custodial (securities) Service code 18 | — | $1.0M |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Non-monetary compensation; Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $961K |
| KPEIF II GP, LLC EIN 84-2156939 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $960K |
| SANDS CAPITAL MANAGEMENT, LLC NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | 1000 WILSON BOULEVARD, SUITE 3000 ARLINGTON, VA 22209 | $854K |
| ENTRUST GLOBAL PARTNERS LLC EIN 13-4021839 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $847K |
| KAYNE ANDERSON RE DEBT ADV V, LLC EIN 81-4098507 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $818K |
| BROOKFIELD ASSET MGMT PVT INST CAP EIN 38-3907663 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $724K |
| LGT CAPITAL PARTNERS (IRELAND) NONE | Investment management fees paid indirectly by plan Service code 52 | — | $647K |
| ROBECO INSTITUTIONAL ASSET MGT US EIN 13-3959209 NONE | Securities brokerage commissions and fees; Investment management fees paid indirectly by plan Service code 52 | — | $644K |
| PRICEWATERHOUSE COOPER LLP NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $621K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $569K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $540K |
| BTG PACTUAL ASSET MANAGEMENT US, LL | Investment management Service code 28 | — | $498K |
| FIS GROUP, INC. NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1845 WALNUT STREET, STE. 800 PHILADELPHIA, PA 19103 | $493K |
| TRG MANAGEMENT EIN 11-3670657 NONE | Investment management; Direct payment from the plan Service code 28 | — | $468K |
| DDJ CAPITAL MANAGEMENT, LLC EIN 04-3300754 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $468K |
| J.P. MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment advisory (plan); Direct payment from the plan; Investment management Service code 27 | — | $454K |
| MILLIMAN INC. EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $440K |
| 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 | — | $433K |
| HUMANA INSURANCE COMPANY EIN 39-1263473 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $408K |
| KPEIF GP, LLC EIN 47-1085120 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $395K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $389K |
| BLACKROCK INSTITUTIONAL TR CO., N.A EIN 94-3112180 NONE | Trustee (discretionary); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 21 | — | $388K |
| DIALOGDIRECT, INC. EIN 46-1570786 NONE | Direct payment from the plan; Other services Service code 49 | — | $368K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $314K |
| GARCIA HAMILTON & ASSOCIATES EIN 76-0589652 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $305K |
| ROCATON INVESTMENT ADVISORS EIN 04-3638035 NONE | Consulting (general); Investment advisory (plan); Direct payment from the plan Service code 16 | — | $302K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Consulting (general); Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $292K |
| HUDSON ADVISORS L.P. | Investment advisory (plan); Other investment fees and expenses Service code 27 | — | $286K |
| COTIVITI, INC. EIN 56-2059380 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan Service code 15 | — | $273K |
| LGT SSP NONE | Investment management fees paid indirectly by plan Service code 52 | — | $255K |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | 4275 EXECUTIVE SQUARE SUITE 500 LA JOLLA, CA 92037 | $211K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $195K |
| KAYNE ANDERSON RE DEBT ADV III, LLC EIN 82-2572673 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $188K |
| PUGH CAPITAL MANAGEMENT, INC. EIN 91-1522082 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $184K |
| KAYNE ANDERSON RE DEBT ADV II, LLC EIN 81-4169558 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $181K |
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 | 67,253 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 868 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 68,121 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 14 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 29,088 | $114.2M |
| Prescription drug(9 contracts, 9 carriers) | BLUE CARE NETWORK OF MICHIGAN | 8,017 | $61.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 29,088 | — |
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.