No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Actuarial; Consulting (general); Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Plan Administrator; Insurance services Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $13.8M |
| UAW RETIREE MEDICAL BENEFITS TRUST EIN 90-0424876 MANAGEMENT | Other fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $7.5M |
| ALIGHT SOLUTIONS NONE | Direct payment from the plan; Account maintenance fees Service code 50 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $6.9M |
| MEDCO HEALTH SOLUTIONS INC EIN 43-1420563 NONE | Other services; Direct payment from the plan Service code 49 | — | $6.9M |
| NAV CONSULTING INC NONE | Direct payment from the plan; Investment management Service code 28 | 1 TRANS AM PLAZA DRIVE SUITE 400 OAKBROOK TERRACE, IL 60181 | $3.5M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $2.4M |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Non-monetary compensation; Trustee (directed); Float revenue; Distribution (12b-1) fees; Other fees; Investment management Service code 25 | — | $2.3M |
| LGT CAPITAL PARTNERS (USA) INC NONE | Direct payment from the plan; Investment management Service code 28 | 1133 AVENUE OF THE AMERICAS 30TH FLOOR NEW YORK, NY 10036 | $2.0M |
| BLACKROCK FINANCIAL MANAGEMENT INC EIN 13-3806691 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.9M |
| WELLINGTON MANAGEMENT CO LLP EIN 30-0835489 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.6M |
| GOLDMAN SACHS ASSET MANAGEMENT LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Investment management; Non-monetary compensation Service code 28 | — | $1.3M |
| FIERA CAPITAL INC EIN 13-2726734 NONE | Direct payment from the plan; Investment management Service code 28 | — | $1.2M |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.1M |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan Service code 52 | 4225 EXECUTIVE SQUARE SUITE 1600 LA JOLLA, CA 92037 | $1.0M |
| KPEIF II GP, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $960K |
| MCR HOSPITALITY FUND II LP EIN 85-0869659 NONE | Investment management; Direct payment from the plan Service code 28 | — | $933K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $916K |
| CONVEY HEALTH SOLUTIONS INC EIN 06-1688360 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $825K |
| SCHRODERS INVESTMENT MGMT, NA INC EIN 13-4064414 NONE | Investment management fees paid directly by plan Service code 51 | — | $763K |
| TCW ASSET MANAGEMENT COMPANY LLC EIN 95-3703295 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $733K |
| PACIFIC INVESTMENT MGMT COMPANY LLC EIN 33-0629048 NONE | Direct payment from the plan Service code 50 | — | $702K |
| BARINGS LLC EIN 51-0504477 NONE | Investment management fees paid directly by plan Service code 51 | — | $688K |
| ARTISAN PARTNERS LTD PARTNERSHIP EIN 30-0551775 NONE | Investment management fees paid directly by plan Service code 51 | — | $684K |
| KAYNE ANDERSON RE ADVISORS VI LLC EIN 83-4370309 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $677K |
| BROOKFIELD ASSET MGMT PVT INS CAP EIN 38-3907663 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $647K |
| PRICEWATERHOUSE COOPERS LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVE NEW YORK, NY 10017 | $643K |
| EARNEST PARTNERS GLOBAL EQUITY EIN 58-2386669 NONE | Investment management fees paid directly by plan Service code 51 | — | $635K |
| KAYNE ANDERSON RE ADVISORS V LLC EIN 81-4098507 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $608K |
| VOYA INVESTMENT MGMT CO LLC EIN 02-0488491 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $586K |
| METLIFE INVESTMENT MANAGEMENT EIN 82-2405817 NONE | Direct payment from the plan Service code 50 | — | $542K |
| SILCHESTER INTERNATIONAL INV LLP EIN 36-7045783 NONE | Legal; Investment management fees paid directly by plan Service code 29 | — | $541K |
| TRG MANAGEMENT LP EIN 11-3670657 NONE | Investment management; Direct payment from the plan Service code 28 | — | $515K |
| AMERRA CAPITAL MANAGEMENT LLC EIN 26-4241845 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $486K |
| RIVER ROAD ASSET MANAGEMENT LLC EIN 43-2076925 NONE | Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $441K |
| GROOM LAW GROUP CHARTERED EIN 52-1219029 NONE | Legal Service code 29 | — | $425K |
| FRANCISCO PARTNERS V LP EIN 98-1384738 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan Service code 50 | — | $417K |
| GQG PARTNERS INTERNATIONAL EIN 81-2109181 NONE | Investment management Service code 28 | — | $410K |
| KPEIF GP LLC EIN 47-1085120 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $396K |
| FRANCISCO PARTNERS VI LP EIN 98-1520367 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $379K |
| INTERNATIONAL BUSINESS MACHINE CORP EIN 13-0871985 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $369K |
| PUGH CAPITAL MANAGEMENT INC EIN 91-1522082 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $368K |
| MERATIVE US LP EIN 88-1430661 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $360K |
| MILLIMAN INC EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $356K |
| ALLEN INVESTMENT MANAGEMENT LLC NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | 711 FIFTH AVENUE NEW YORK, NY 10022 | $334K |
| DIALOGDIRECT INC NONE | Other services; Direct payment from the plan Service code 49 | 13700 OAKLAND AVENUE HIGHLAND PARK, MI 48203 | $331K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management Service code 28 | — | $329K |
| GARCIA HAMILTON & ASSOCIATES LP EIN 76-0589652 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $327K |
| KAYNE ANDERSON RE DEBT ADV III LLC EIN 82-2572673 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $309K |
| J.P. MORGAN INVESTMENT MGMT INC EIN 13-3200244 NONE | Investment advisory (plan); Investment management Service code 27 | — | $306K |
| CITISOFT INC EIN 54-2075416 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $291K |
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 | 61,622 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 702 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 62,324 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 12 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 30,050 | $73.3M |
| Prescription drug(8 contracts, 8 carriers) | HEALTH ALLIANCE PLAN | 8,322 | $47.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 30,050 | — |
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.
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.