No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Plan Administrator; Claims processing; Accounting (including auditing); Actuarial; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Insurance services Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $21.0M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $5.7M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 STAFF | Direct payment from the plan; Other fees; Employee (plan) Service code 30 | — | $3.9M |
| AON HEWITT NONE | Plan Administrator; Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 10 | 100 HALF DAY RD. LINCOLNSHIRE, IL 60069 | $2.0M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $1.9M |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $1.9M |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $1.3M |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.0M |
| GOLDMAN SACHS ASSET MANAGEMENT LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $860K |
| WELLINGTON ASSET MANAGEMENT COMPANY EIN 30-0835489 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $827K |
| OLD IRONSIDES ENERGY FUND II-A EIN 47-1249672 NONE | Investment management fees paid directly by plan Service code 51 | — | $740K |
| BLACKROCK FINANCIAL MANAGEMENT INC. EIN 13-3806691 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $668K |
| AMERRA CAPITALS MANAGEMENT LLC EIN 26-4241845 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $665K |
| EARNEST PARTNERS LLC EIN 58-2386669 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $664K |
| BLUE HARBOUR GROUP LP EIN 56-2457376 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $661K |
| GROOM LAW GROUP CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $603K |
| PRICEWATERHOUSE COOPER LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $579K |
| CASPIAN CAPITAL LP NONE | Investment management fees paid directly by plan Service code 51 | 767 FIFTH AVE, 45TH FLOOR NEW YORK, NY 10153 | $538K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (other than securities); Custodial (securities); Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 18 | — | $531K |
| SANDS CAPITAL MANAGEMENT LLC EIN 20-2830751 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $517K |
| HUMANA INSURANCE COMPANY EIN 39-1263473 NONE | Contract Administrator; Float revenue; Direct payment from the plan Service code 13 | — | $506K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $504K |
| VALUEOPTIONS INC. EIN 54-1414194 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $481K |
| PRIMECAP MANAGEMENT COMPANY NONE | Investment management; Direct payment from the plan Service code 28 | LAKE AVENUE, SUITE 400 PASADENA, CA 91101 | $416K |
| DONALD SMITH & CO. INC EIN 13-2807845 NONE | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $412K |
| GENESIS ASSET MANAGERS LLP EIN 98-0425770 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $405K |
| HUDSON ADVISORS L.P. EIN 75-2578511 NONE | Other investment fees and expenses; Investment management fees paid indirectly by plan; Consulting fees Service code 52 | — | $392K |
| MILLIMAN INC. EIN 91-0675641 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $391K |
| SECURITY CAPITAL RSRCH & MGMT. INC. EIN 36-4130398 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $357K |
| LOS ANGLES CPT'L MGMT & EQTY RSRCH EIN 02-0541198 NONE | Investment management; Sub-transfer agency fees Service code 28 | — | $341K |
| BRIAN UNLIMITED DISTRIBUTION CO EIN 38-1622051 NONE | Direct payment from the plan; Other services Service code 49 | — | $315K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $309K |
| TRUVEN HEALTH ANALYTICS INC. EIN 06-1467923 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $298K |
| FIS GROUP INC. NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1818 MARKET STREET, STE. 3205 PHILADELPHIA, PA 19103 | $228K |
| ATTUCKS ASSET MANAGEMENT LLC EIN 36-4467743 NONE | Investment management; Direct payment from the plan Service code 28 | — | $224K |
| NORTH RUN CAPITAL LP EIN 36-4504416 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $205K |
| PUBLIC CONSULTING GROUP, INC. EIN 04-2942913 NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | — | $202K |
| VERISK HEALTH INC. EIN 56-2059380 NONE | Direct payment from the plan; Consulting (general); Other services Service code 16 | — | $201K |
| ROCATON INVESTMENT ADVISORS EIN 04-3638035 NONE | Investment advisory (plan); Consulting (general); Direct payment from the plan Service code 16 | — | $186K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Consulting (general); Consulting fees; Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $180K |
| ALBOURNE AMERICA LLC EIN 91-2164625 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $152K |
| DELOITTE CONSULTING LLP EIN 06-1454513 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $122K |
| KORNFERRY INTERNATIONAL EIN 95-2623879 NONE | Direct payment from the plan; Finders' fees / placement fees Service code 50 | — | $114K |
| TOWERS WATSON EIN 53-0181291 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $113K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $110K |
| CREATIVE BREAKTHROUGHS, INC. NONE | Consulting fees; Direct payment from the plan Service code 50 | 1260 WOODWART HITS FERNDALE, MI 48220 | $106K |
| UAW-GM CENTER FOR HUMAN RESOURCES EIN 38-3211550 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Other fees; Direct payment from the plan Service code 15 | — | $97K |
| BROCK FIDUCIARY SERVICES LLC EIN 27-1863544 NONE | Direct payment from the plan; Named fiduciary; Investment management Service code 28 | — | $96K |
| MORGAN BRADLEY LLC EIN 35-2236190 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $85K |
| SAPPHIRE ADVISORY SERVICES LLC EIN 46-5715694 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $84K |
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 | 54,992 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,017 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 56,009 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(19 contracts, 19 carriers) | HEALTH ALLIANCE PLAN | 11,370 | $67.8M |
| Prescription drug(12 contracts, 12 carriers) | HEALTH ALLIANCE PLAN | 6,093 | $42.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,370 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.