No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Other fees; Custodial (securities); Trustee (directed); Non-monetary compensation; Direct payment from the plan Service code 19 | — | $76.8M |
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Plan Administrator; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Actuarial; Insurance services; Claims processing Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $15.5M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 OFFICERS | Direct payment from the plan; Shareholder servicing fees; Other fees; Employee (plan) Service code 30 | — | $11.1M |
| MEDCO HEALTH SOLUTIONS INC NONE | Other services; Direct payment from the plan Service code 49 | 100 PARSONS POND DRIVE FRANKLINE LAKE, NJ 07417 | $7.9M |
| TEMPO HOLDING COMPANY LLC NONE | Investment management; Direct payment from the plan Service code 28 | 345 PARK AVENUE NEW YORK, NY 10154 | $3.2M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $2.3M |
| 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 | — | $2.0M |
| FIERA CAPITAL INC. EIN 13-2726734 NONE | Investment management; Direct payment from the plan Service code 28 | — | $1.6M |
| BLACKROCK FINANCIAL MANAGEMENT, INC EIN 13-3806691 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $1.5M |
| PRICEWATERHOUSE COOPERS LLP NONE | Consulting (general); Consulting fees; Shareholder servicing fees Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $1.3M |
| GENERAL ATLANTIC SERVICE COMPANY LP EIN 13-3491941 NONE | Direct payment from the plan; Investment management Service code 28 | — | $1.1M |
| AMERRA CAPITAL MANAGEMENT, LLC EIN 26-4241845 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $1.1M |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $1.1M |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $910K |
| PRIMECAP MANAGEMENT COMPANY NONE | Direct payment from the plan; Investment management Service code 28 | 177 E. COLORADO BLVD., 11TH FLOOR PASADENA, CA 91105 | $859K |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | 4225 EXECUTIVE SQUARE SUITE 1600 LA JOLLA, CA 92037 | $820K |
| ARTISAN PARTNERS EIN 30-0551775 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $794K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $757K |
| STATE STREET GLOBAL ADVISORS TR CO EIN 81-4017137 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $719K |
| ENTRUST GLOBAL PARTNERS LLC EIN 13-4021839 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $703K |
| GQG PARTNERS LLC EIN 81-2109181 NONE | Investment management; Direct payment from the plan Service code 28 | — | $673K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $601K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $559K |
| INTERNATIONAL BUSINESS MACHINES EIN 13-0871985 NONE | Direct payment from the plan; Other services Service code 49 | — | $548K |
| FRANCISCO PARTNERS V EIN 98-1384738 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $513K |
| CUNNINGHAM-LIMP DEVELOPMENT COMPANY EIN 38-2953541 NONE | Other services; Direct payment from the plan Service code 49 | — | $505K |
| BROOKFIELD ASSET MGMT PVT INST CAP EIN 38-3907663 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $498K |
| BTG PACTUAL ASSET MANAGEMENT US LLC | Investment management; Direct payment from the plan Service code 28 | — | $485K |
| TRG MANAGEMENT LP EIN 11-3670657 NONE | Investment management; Direct payment from the plan Service code 28 | — | $468K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $452K |
| RIVER ROAD ASSET MANAGEMENT , LLC EIN 43-2076925 NONE | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | — | $442K |
| DIALOGDIRECT INC EIN 46-1570786 NONE | Direct payment from the plan; Other services Service code 49 | — | $400K |
| J.P. MORGAN INVESTMENT MGMT INC. EIN 13-3200244 NONE | Investment advisory (plan); Investment management; Direct payment from the plan Service code 27 | — | $398K |
| HUMANA INSURANCE COMPANY EIN 39-1263473 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $386K |
| ROCATON INVESTMENT ADVISORS, LLC EIN 04-3638035 NONE | Direct payment from the plan; Investment advisory (plan); Consulting (general) Service code 16 | — | $379K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Consulting (general); Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $376K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Direct payment from the plan; Investment management Service code 28 | — | $340K |
| GARCIA HAMILTON & ASSOCIATES EIN 76-0589652 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $335K |
| BARINGS LLC EIN 51-0504477 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $292K |
| PUGH CAPITAL MANAGEMENT, INC. EIN 91-1522082 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $280K |
| DDJ CAPITAL MANAGEMENT, LLC EIN 04-3300754 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $265K |
| RUSSELL INVESTMENTS IMPLEMENTATION NONE | Investment advisory (plan); Direct payment from the plan; Securities brokerage commissions and fees Service code 27 | 1301 2ND AVE., 18TH FLOOR SEATTLE, WA 98101 | $233K |
| ALBOURNE AMERICA LLC EIN 91-2164625 NONE | Investment management; Direct payment from the plan; Consulting fees Service code 28 | — | $200K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $193K |
| COTIVITI, INC EIN 56-2059380 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $180K |
| IPREO NONE | Investment management; Direct payment from the plan Service code 28 | 1359 BROADWAY # 2 NEW YORK, NY 10018 | $177K |
| SILCHESTER INT' INVESTORS LLP EIN 36-7045783 NONE | Investment management fees paid directly by plan; Legal Service code 29 | — | $167K |
| CITISOFT, INC. EIN 54-2075416 NONE | Consulting fees; Direct payment from the plan Service code 50 | — | $162K |
| DELOITTE AND TOUCHE LLP EIN 13-3891517 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $154K |
| HUDSON ADVISORS | Other investment fees and expenses; Investment advisory (plan) Service code 27 | — | $141K |
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 | 67,373 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,019 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 68,392 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(13 contracts, 13 carriers) | BLUE CARE NETWORK OF MICHIGAN | 31,344 | $91.4M |
| Prescription drug(8 contracts, 8 carriers) | BLUE CARE NETWORK OF MICHIGAN | 8,088 | $56.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 31,344 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.