No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Accounting (including auditing); Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Plan Administrator; Actuarial; Claims processing Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $12.8M |
| UAW RETIREE MEDICAL BENEFITS TRUST EIN 90-0424876 OFFICERS | Direct payment from the plan; Other fees; Employee (plan) Service code 30 | — | $8.4M |
| TEMPO HOLDING COMPANY LLC NONE | Account maintenance fees; Direct payment from the plan Service code 50 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $4.0M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $2.3M |
| PRICEWATERHOUSECOOPERS LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $2.1M |
| 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 | — | $1.6M |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.5M |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Other fees; Distribution (12b-1) fees; Float revenue; Non-monetary compensation; Trustee (directed); Investment management Service code 25 | — | $1.5M |
| LGT CAPITAL PARTNERS (USA) INC NONE | Investment management; Direct payment from the plan Service code 28 | 1133 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | $1.3M |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Investment management; Non-monetary compensation; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $1.2M |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $1.0M |
| DIALOGDIRECT INC NONE | Other services; Direct payment from the plan Service code 49 | 13700 OAKLAND AVENUE HIGHLAND PARK, MI 48203 | $1.0M |
| MCR HOSPITALITY FUND II, LP EIN 85-0869659 NONE | Investment management; Direct payment from the plan Service code 28 | — | $933K |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan Service code 52 | 4225 EXECUTIVE SQUARE SUITE 1600 LA JOLLA, CA 92037 | $915K |
| KPEIF II GP, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $858K |
| MERATIVE US L.P. EIN 88-1430661 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $849K |
| NAV CONSULTING INC NONE | Investment management; Direct payment from the plan Service code 28 | 1133 AVENUE OF THE AMERICAS 30TH FL NEW YORK, NY 10036 | $806K |
| CONVEY HEALTH SOLUTIONS, INC. EIN 06-1688360 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $750K |
| SCHRODERS INV MGMT, NA INC EIN 13-4064414 NONE | Investment management fees paid directly by plan Service code 51 | — | $713K |
| TCW ASSET MANAGEMT COMPANY LLC EIN 95-3703295 NONE | Investment management fees paid directly by plan Service code 51 | — | $697K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $696K |
| PACIFIC INVESTMENT MANAGEMENT COMPA EIN 33-0629048 NONE | Direct payment from the plan Service code 50 | — | $683K |
| KAYNE ANDERSON RE ADVISORS VI LLC EIN 83-4370309 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $677K |
| BTG PACTUAL ASSET MANAGEMENT US, LL | Investment management Service code 28 | — | $658K |
| MEDCO HEALTH SOLUTIONS INC NONE | Other services; Direct payment from the plan Service code 49 | 100 PARSONS POND DR. FRANKLIN LAKE, NJ 07417 | $623K |
| STELLEX MANAGEMENT II LP NONE | Investment management Service code 28 | 900 THIRD AVENUE, 25TH FLOOR NEW YORK, NY 10022 | $607K |
| SHENKMAN CAPITAL MANAGEMENT, INC. NONE | Investment management Service code 28 | 151 WEST 42ND STREET, 29TH FLOOR NEW YORK, NY 10036 | $572K |
| BARINGS LLC EIN 51-0504477 NONE | Investment management fees paid directly by plan Service code 51 | — | $569K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $561K |
| KAYNE ANDERSON RE ADVISORS V LLC EIN 81-4098507 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $546K |
| FIERA CAPITAL INC. EIN 13-2726734 NONE | Investment management Service code 28 | — | $545K |
| METLIFE INVESTMENT MANAGEMENT EIN 82-2405817 NONE | Direct payment from the plan Service code 50 | — | $530K |
| GROOM LAW GROUP CHARTERED EIN 52-1219029 NONE | Legal Service code 29 | — | $515K |
| KAYNE COMMERCIAL RE DEBT ADVISORS L NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS, 9TH FLOOR LOS ANGELES, CA 90067 | $497K |
| VOYA INVESTMENT MANAGEMENT CO LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 230 PARK AVENUE NEW YORK, NY 10169 | $436K |
| CITISOFT, INC. EIN 54-2075416 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $419K |
| FRANCISCO PARTNERS VII, LP EIN 98-1635120 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $393K |
| PUGH CAPITAL MANAGEMENT INC EIN 91-1522082 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $368K |
| MILLIMAN INC EIN 91-0675641 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $356K |
| KAYNE ANDERSON RE DEBT ADVSR IV LLC | Investment management fees paid indirectly by plan Service code 52 | — | $352K |
| MANDIANT EIN 20-1548921 NONE | Other services; Direct payment from the plan Service code 49 | — | $325K |
| OPTUMRX INC EIN 33-0441200 NONE | Other services; Direct payment from the plan Service code 49 | — | $323K |
| BROOKFIELD ASSET MGMT PVT INS CAP EIN 38-3907663 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $323K |
| KA CREDIT ADVISORS II, LLC EIN 85-3630016 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $316K |
| GARCIA HAMILTON & ASSOCIATES LP EIN 76-0589652 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $314K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Investment management fees paid directly by plan Service code 51 | — | $311K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management Service code 28 | — | $305K |
| J.P. MORGAN INVESTMENT MANAGEMENT I EIN 13-3200244 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $291K |
| STELLEX MANAGEMENT LP NONE | Investment management Service code 28 | 900 THIRD AVENUE, 25TH FLOOR NEW YORK, NY 10022 | $280K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 81-4017137 NONE | Investment management fees paid directly by plan Service code 51 | — | $266K |
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 | 58,980 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 748 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 59,728 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 11 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 33,433 | $96.1M |
| Prescription drug(7 contracts, 7 carriers) | HEALTH ALLIANCE PLAN | 7,477 | $34.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 33,433 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.