Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingTotal premium grew more than 20% over the prior year. The plan is a good candidate to re-shop its carriers.
The primary carrier changed from the prior filing. The plan has shown it will move. Pitch it again on the next cycle.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthPPO | HealthPPO | |
HealthPPORxHMO | HealthPPORxHMO | |
HealthRxHMO | HealthRxHMO | |
HealthRxHMO | HealthRxHMO |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 8 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
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 | 42,120 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 484 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 42,604 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 8 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 24,757 | $141.7M |
| Prescription drug(6 contracts, 6 carriers) | BLUE CARE NETWORK OF MICHIGAN | 3,349 | $17.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,757 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Plan Administrator; Claims processing; Actuarial; Insurance services Service code 10 | 600 E LAFAYETTE AVENUE DETROIT, MI 48226 | $10.9M |
| UAW RETIREE MEDICAL BENEFITS TRUST EIN 90-0424876 OFFICERS | Direct payment from the plan; Employee (plan); Other fees Service code 30 | — | $7.5M |
| ALIGHT HOLDING COMPANY LLC NONE | Direct payment from the plan; Account maintenance fees Service code 50 | 4 OVERLOOK POINT LINCONSHIRE, IL 60069 | $3.8M |
| KPEIF GP LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS 9TH FLOOR LOS ANGELES, CA 90067 | $2.0M |
| BRIGHTWOOD CAPITAL ADVISORS LLC NONE | Investment management fees paid directly by plan Service code 51 | 810 SEVENTH AVENUE 26TH FLOOR NEW YORK, NY 10019 | $1.5M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $1.5M |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Trustee (directed); Float revenue; Other fees; Investment management; Non-monetary compensation; Distribution (12b-1) fees Service code 25 | — | $1.5M |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.2M |
| PRICEWATERHOUSECOOPERS LLP NONE | Consulting (general); Direct payment from the plan Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $1.1M |
| KPEIF II GP, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $1.1M |
| GOLDMAN SACHS ASSET MANAGEMENT LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Non-monetary compensation; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $990K |
| WEX HEALTH INC EIN 06-1593514 NONE | Plan Administrator Service code 14 | — | $919K |
| MERATIVE US LP EIN 88-1430661 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $882K |
| LGT CAPITAL PARTNERS (USA) INC EIN 75-3151184 NONE | Investment management; Direct payment from the plan Service code 28 | — | $800K |
| BLACKROCK FINANCIAL MANAGEMENT INC EIN 13-3806691 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $798K |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $667K |
| EARNEST PARTNERS LLC EIN 58-2386669 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $582K |
| GROOM LAW GROUP CHARTERED EIN 52-1219029 NONE | Legal Service code 29 | — | $571K |
| SHENKMAN CAPITAL MANAGEMENT INC EIN 13-3280361 NONE | Investment management Service code 28 | — | $520K |
| PACIFIC INVESTMENT MGMT COMPANY LLC EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $487K |
| MILLIMAN INC EIN 91-0675641 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $475K |
| TCW ASSET MGMT COMPANY LLC EIN 95-3703295 NONE | Investment management fees paid directly by plan Service code 51 | — | $474K |
| SCHRODERS INV MGMT NA INC NONE | Investment management fees paid directly by plan Service code 51 | 7 BRYANT PARK NEW YORK, NY 10018 | $455K |
| KAYNE ANDERSON CREDIT ADVSR II LLC | Investment management fees paid indirectly by plan Service code 52 | — | $449K |
| KAYNE COMMERCIAL RE DEBT ADVRS LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS 9TH FLOOR LOS ANGELES, CA 90067 | $446K |
| FPWMSI FUND IV LP EIN 93-1552309 NONE | Investment management fees paid directly by plan Service code 51 | — | $443K |
| MCR HOSPITALITY FUND II LP EIN 85-0869659 NONE | Investment management; Direct payment from the plan Service code 28 | — | $439K |
| GARCIA HAMILTON & ASSOCIATES LP EIN 76-0589652 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $435K |
| KAYNE ANDERSON RE ADVISORS VI LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS 9TH FLOOR LOS ANGELES, CA 90067 | $417K |
| KPEIF III GP, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $412K |
| PRESIDIO NETWORKED SOLNS GROUP LLC EIN 45-1263428 NONE | Other services; Direct payment from the plan Service code 49 | — | $412K |
| STELLEX MANAGEMENT II LP NONE | Investment management Service code 28 | 900 THIRD AVENUE 25TH FLOOR NEW YORK, NY 10022 | $383K |
| TRG MANAGEMENT LP EIN 11-3670657 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $359K |
| DIALOGDIRECT INC NONE | Direct payment from the plan; Other services Service code 49 | 13700 OAKLAND AVENUE HIGHLAND PARK, MI 48203 | $349K |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan Service code 52 | 4225 EXECUTIVE SQUARE SUITE 1600 LA JOLLA, CA 92037 | $321K |
| VOYA INVESTMENT MANAGEMENT CO LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 230 PARK AVENUE NEW YORK, NY 10281 | $289K |
| REDDING RIDGE ASSET MANAGEMENT LLC EIN 83-0719202 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $283K |
| OPTUMRX INC EIN 33-0441200 NONE | Direct payment from the plan; Other services Service code 49 | — | $270K |
| PUGH CAPITAL MANAGEMENT NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1700 7TH AVE SUITE 1510 SEATTLE, WA 98101 | $232K |
| KAYNE ANDERSON RE ADVISORS V LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS 9TH FLOOR LOS ANGELES, CA 90067 | $232K |
| KAYNE ANDERSON RE DEBT ADVRS IV LLC | Investment management fees paid indirectly by plan Service code 52 | — | $232K |
| REALTERM TRANSPORT & RLIP GP LLC NONE | Investment management fees paid directly by plan Service code 51 | 201 WEST STREET ANNAPOLIS, MD 21401 | $222K |
| MILLIMAN SOLUTIONS LLC EIN 47-5650627 NONE | Direct payment from the plan; Other services Service code 49 | — | $210K |
| CLOUDFORCE LLC EIN 45-1613718 NONE | Other services; Direct payment from the plan Service code 49 | — | $206K |
| GARTNER INC EIN 04-3099750 NONE | Consulting fees; Direct payment from the plan Service code 50 | — | $200K |
| BROOKFIELD ASSET MGMT PRV INST CAP NONE | Investment management fees paid indirectly by plan Service code 52 | 250 VESEY STREET 15TH FLOOR NEW YORK, NY 10281 | $179K |
| STATE STREET GLOBAL ADVSRS TRUST CO EIN 81-4017137 NONE | Investment management fees paid directly by plan Service code 51 | — | $177K |
| LONGFELLOW INVESTMENT MGMT CO LLC EIN 04-2933956 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $177K |
| BRASA REAL ESTATE FUND III EIN 92-1026335 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $151K |
| BLOOMBERG LP EIN 13-3417984 NONE | Direct payment from the plan; Other fees Service code 50 | — | $149K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
3 contacts
11 filings · 2015 to 2025