No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Direct payment from the plan; Plan Administrator; Claims processing; Insurance services; Actuarial; Accounting (including auditing); Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $16.2M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $5.7M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 OFFICERS | Other fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $5.2M |
| ALIGHT SOLUTIONS NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Accounting (including auditing); Consulting (general); Direct payment from the plan Service code 10 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $3.2M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $1.8M |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $1.3M |
| CASPIAN CAPITAL LP NONE | Investment management fees paid directly by plan Service code 51 | 767 FIFTH AVE. 45TH FLOOR NEW YORK, NY 10153 | $1.0M |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $967K |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Trustee (directed); Non-monetary compensation; Direct payment from the plan; Custodial (securities); Other fees Service code 19 | — | $961K |
| AMERRA CAPITALS MANAGEMENT LLC EIN 26-4241845 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $854K |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $852K |
| BLACKROCK INSTL TRUST CO, N.A. EIN 94-3112180 NONE | Direct payment from the plan; Investment management; Trustee (discretionary); Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $816K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (securities); Custodial (other than securities); Soft dollars commissions; Direct payment from the plan; Investment management fees paid directly by plan Service code 18 | — | $806K |
| EARNEST PARTNERS LLC EIN 58-2386669 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Soft dollars commissions Service code 28 | — | $785K |
| BLUE HARBOUR GROUP LP EIN 56-2457376 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $687K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $660K |
| GOLDMAN SACHS ASSET MANAGEMENT LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Non-monetary compensation; Investment management Service code 28 | — | $631K |
| LGT FUND MANAGERS (IRELAND) NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management fees paid indirectly by plan; Direct payment from the plan Service code 10 | — | $564K |
| GENESIS ASSET MANAGERS LLP EIN 98-0425770 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $559K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $553K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 50 | — | $515K |
| SANDS CAPITAL MANAGEMENT LLC EIN 20-2830751 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 50 | — | $514K |
| HUDSON ADVISORS LP | Investment management fees paid indirectly by plan; Consulting fees Service code 52 | — | $506K |
| KPEIF GP, LLC EIN 47-1085120 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan Service code 50 | — | $500K |
| AUDIONET AMERICA, INC. NONE | Plan Administrator; Direct payment from the plan Service code 14 | 33830 HARPER AVE. CLINTON TWP, MI 48035 | $491K |
| MILLIMAN INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $475K |
| PRICEWATERHOUSE COOPER LLP NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $474K |
| BROOKFIELD AST MGMT PVT INS CAP ADV | Investment management fees paid indirectly by plan Service code 52 | — | $454K |
| HUMANA INSURANCE COMPANY EIN 39-1263473 NONE | Float revenue; Direct payment from the plan; Contract Administrator Service code 13 | — | $414K |
| SECURITY CAPITAL RSRCH & MGT INC. EIN 36-4130398 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $400K |
| ROBECO INSTITUTIONAL ASSET MGMT US EIN 13-3959209 NONE | Investment management fees paid indirectly by plan; Securities brokerage commissions and fees Service code 52 | — | $398K |
| KAYNE ANDERSON RL EST DEBT ADV, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $358K |
| TRUVEN HEALTH ANALYTICS EIN 06-1467923 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $352K |
| PYRAMIS GLOBAL ADVISORS LLC EIN 04-3432603 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $350K |
| CONIFER VALUE BASED CARE LLC EIN 52-1964905 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $318K |
| BTG PACTUAL ASSET MGT US, LLC | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $314K |
| KAYNE ANDERSON RE ADVISORS V, LLC | Direct payment from the plan; Investment management fees paid indirectly by plan Service code 50 | — | $293K |
| VERSCEND TECHNOLOGIES, INC. EIN 56-2059380 NONE | Other services; Direct payment from the plan Service code 49 | — | $226K |
| BRIAN UNLIMITED DISTRIBUTION CO. EIN 38-1622051 NONE | Direct payment from the plan; Other services Service code 49 | — | $201K |
| ROCATON INVESTMENT ADVISORS EIN 04-3638035 NONE | Investment advisory (plan); Direct payment from the plan; Consulting (general) Service code 16 | — | $196K |
| AON CONSULTING NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Accounting (including auditing); Direct payment from the plan; Plan Administrator Service code 10 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $178K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Consulting (general); Direct payment from the plan; Accounting (including auditing); Consulting fees Service code 10 | — | $178K |
| DAVIS VISION EIN 11-3051991 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $162K |
| ARBORETUM VENTURES INC. EIN 30-0065889 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $158K |
| ENTREPRISE CASTLE HALL ALT INC. EIN 95-0585318 NONE | Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Direct payment from the plan Service code 40 | — | $156K |
| ALBOURNE AMERICA LLC EIN 91-2164625 NONE | Direct payment from the plan; Consulting fees; Investment management Service code 28 | — | $153K |
| MERCER HEALTH & BENEFITS LLC EIN 13-2834414 NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | — | $136K |
| BEACON HEALTH OPTIONS EIN 54-1414194 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $134K |
| UAW-GM CENTER FOR HUMAN RESOURCES EIN 38-3211550 NONE | Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $128K |
| WILLIS TOWERS WATSON EIN 53-0181291 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $120K |
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 | 52,250 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,031 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 53,281 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(15 contracts, 15 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 15,485 | $64.4M |
| Prescription drug(9 contracts, 9 carriers) | HEALTH ALLIANCE PLAN | 5,646 | $31.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,485 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.