No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Claims processing; Plan Administrator; Actuarial; Direct payment from the plan; Accounting (including auditing); Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $16.6M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $6.2M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 MANAGEMENT | Employee (plan); Other fees; Direct payment from the plan Service code 30 | — | $4.6M |
| AON HEWITT NONE | Accounting (including auditing); Plan Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 10 | 100 HALF DAY RD. LINCOLNSHIRE, IL 60069 | $2.1M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $1.9M |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $1.1M |
| OAKTREE CAPITAL MANAGEMENT NONE | Investment management; Direct payment from the plan Service code 28 | 333 S. GRAND AVE SUITE 2800 LOS ANGELES, CA 90071 | $1.1M |
| BLACKROCK INSTL TRUST CO, N.A. EIN 94-3112180 NONE | Investment management; Trustee (discretionary); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management fees paid directly by plan Service code 21 | — | $903K |
| AMERRA CAPITALS MANAGEMENT LLC EIN 26-4241845 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $854K |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Custodial (securities); Direct payment from the plan; Non-monetary compensation; Other fees; Trustee (directed) Service code 19 | — | $824K |
| GOLDMAN SACHS ASSET MANAGEMENT LP EIN 13-3575636 NONE | Non-monetary compensation; Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $777K |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $771K |
| EARNEST PARTNERS LLC EIN 58-2386669 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan Service code 28 | — | $690K |
| BLUE HARBOUR GROUP LP EIN 56-2457376 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $633K |
| PRIMECAP MANAGEMENT COMPANY NONE | Direct payment from the plan; Investment management Service code 28 | 177 E. COLORADO BLVD. 11TH FLOOR PASADENA, CA 91105 | $626K |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Soft dollars commissions Service code 28 | — | $599K |
| AUDIONET AMERICA, INC. NONE | Direct payment from the plan; Plan Administrator Service code 14 | 33830 HARPER AVE. CLINTON TWP, MI 48035 | $591K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (other than securities); Soft dollars commissions; Direct payment from the plan; Custodial (securities); Investment management fees paid directly by plan Service code 18 | — | $574K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $532K |
| GENESIS ASSET MANAGERS LLP EIN 98-0425770 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $531K |
| CASPIAN CAPITAL LP NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 767 FIFTH AVE. 45TH FLOOR NEW YORK, NY 10153 | $515K |
| BLACKROCK FINANCIAL MGT INC. EIN 13-3806691 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $497K |
| PYRAMIS GLOBAL ADVISORS LLC EIN 04-3432603 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $493K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Trustee (bank, trust company, or similar financial institution); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the plan Service code 21 | — | $472K |
| MILLIMAN INC. EIN 91-0675641 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $470K |
| SANDS CAPITAL MANAGEMENT LLC EIN 20-2830751 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management; Direct payment from the plan Service code 28 | — | $463K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $422K |
| FIS GROUP INC. NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1818 MARKET STREET STE. 3205 PHILADELPHIA, PA 19103 | $399K |
| LOS ANGELES CAPITAL MGT & EQUITY EIN 02-0541198 NONE | Sub-transfer agency fees; Investment management Service code 28 | — | $398K |
| SECURITY CAPITAL RSRCH & MGT INC. EIN 36-4130398 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $381K |
| VIRTUS REAL ESTATE CAP II MGT EIN 47-4413758 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $381K |
| PRICEWATERHOUSE COOPER LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $363K |
| HUDSON ADVISORS LP EIN 75-2578511 NONE | Investment management fees paid indirectly by plan; Consulting fees; Other investment fees and expenses; Investment management Service code 28 | — | $363K |
| WILLIS TOWERS WATSON EIN 53-0181291 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $349K |
| KAYNE ANDERSON RL EST DEBT ADV, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $331K |
| BTG PACTUAL ASSET MGT US, LLC EIN 80-0260014 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $322K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $297K |
| TRUVEN HEALTH ANALYTICS EIN 06-1467923 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $280K |
| HUMANA INSURANCE COMPANY EIN 39-1263473 NONE | Float revenue; Contract Administrator; Direct payment from the plan Service code 13 | — | $268K |
| ATTUCKS ASSET MANAGEMENT LLC EIN 36-4467743 NONE | Investment management; Direct payment from the plan Service code 28 | — | $235K |
| VERSCEND TECHNOLOGIES, INC. EIN 56-2059380 NONE | Other services; Direct payment from the plan Service code 49 | — | $201K |
| BRIAN UNLIMITED DISTRIBUTION CO. EIN 38-1622051 NONE | Direct payment from the plan; Other services Service code 49 | — | $199K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Accounting (including auditing); Consulting fees; Direct payment from the plan; Consulting (general) Service code 10 | — | $193K |
| ROCATON INVESTMENT ADVISORS EIN 04-3638035 NONE | Consulting (general); Investment advisory (plan); Direct payment from the plan Service code 16 | — | $188K |
| MERCER HEALTH & BENEFITS LLC EIN 13-2834414 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $187K |
| KORN FERRY INTERNATIONAL EIN 95-2623879 NONE | Finders' fees / placement fees; Direct payment from the plan; Other services Service code 49 | — | $187K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Other services Service code 49 | — | $162K |
| ARBORETUM VENTURES INC. EIN 30-0065889 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $158K |
| PUBLIC CONSULTING GROUP, INC. EIN 04-2942913 NONE | Consulting (general); Consulting fees Service code 16 | — | $156K |
| BEACON HEALTH OPTIONS EIN 54-1414194 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $151K |
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 | 53,635 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,068 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 54,703 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(17 contracts, 17 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 13,636 | $65.8M |
| Prescription drug(11 contracts, 11 carriers) | HEALTH ALLIANCE PLAN | 5,901 | $35.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,636 | — |
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.