No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Claims processing; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Accounting (including auditing); Plan Administrator; Actuarial; Direct payment from the plan Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $12.5M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 STAFF | Other fees; Employee (plan); Direct payment from the plan Service code 30 | — | $5.5M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $5.3M |
| TEMPO HOLDING COMPANY LLC NONE | Investment management; Direct payment from the plan Service code 28 | 345 PARK AVENUE NEW YORK, NY 10154 | $3.5M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $1.7M |
| WELLINGTON TRUST COMPANY, N.A EIN 04-2755549 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $1.4M |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $1.4M |
| NISA INVESTMENT ADVISORS, LLC EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $985K |
| EARNEST PARTNERS EIN 58-2386669 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $918K |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Non-monetary compensation; Trustee (directed); Other fees; Direct payment from the plan; Custodial (securities) Service code 19 | — | $857K |
| AMERRA CAPITAL MANAGEMENT, LLC EIN 26-4241845 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $854K |
| PRIMECAP MANAGEMENT COMPANY NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | 177 E. COLORADO BLVD., 11TH FLOOR PASADENA, CA 91105 | $762K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $731K |
| LGT CAPITAL PARTNERS (IRELAND) NONE | Investment management fees paid indirectly by plan Service code 52 | — | $729K |
| KPEIF GP, LLC EIN 47-1085120 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $642K |
| STATE STREET GLOBAL ADVISORS TR CO EIN 81-4077137 NONE | Custodial (other than securities); Direct payment from the plan; Custodial (securities); Investment management fees paid directly by plan Service code 18 | — | $609K |
| AUDIONET AMERICA, INC. NONE | Plan Administrator; Direct payment from the plan Service code 14 | 33830 HARPER AVE., CLINTON TWP, MI 48035 | $605K |
| SANDS CAPITAL MANAGEMENT, LLC NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | 1000 WILSON BOULEVARD, SUITE 3000 ARLINGTON, VA 22209 | $601K |
| BLACKROCK INSTITUTIONAL TR. CO., NA EIN 94-3112180 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $594K |
| SEGAL SELECT INS. SERVICES, INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 333 WEST 34TH STREET 2ND FLOOR NEW YORK, NY 10001 | $556K |
| HUDSON ADVISORS L.P. EIN 75-2578511 NONE | Investment advisory (plan); Direct payment from the plan; Other investment fees and expenses Service code 27 | — | $547K |
| KAYNE ANDERSON RE DEBT ADV V, LLC EIN 81-4098507 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $523K |
| GENESIS INVESTMENT MANAGEMENT, LP NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $504K |
| CONIFER VALUE BASED CARE LLC EIN 52-1964905 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $490K |
| MILLIMAN INC. EIN 91-0675641 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $479K |
| ROBECO INSITUTIONAL ASSET MGT MS EIN 13-3959209 NONE | Investment management fees paid indirectly by plan; Securities brokerage commissions and fees Service code 52 | — | $479K |
| WELLINGTON MANAGEMENT COMPANY EIN 30-0835489 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissions Service code 28 | — | $476K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $462K |
| BROOKFIELD ASSET MGMT PVT INST CAP EIN 38-3907663 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $451K |
| TRUVEN HEALTH ANALYTICS EIN 06-1467923 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $416K |
| SECURITY CAPITAL RSCH & MGMT INC EIN 36-4130398 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $406K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Accounting (including auditing); Direct payment from the plan; Consulting (general) Service code 10 | — | $369K |
| PRICEWATERHOUSE COOPER LLP NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 100176204 | $346K |
| KAYNE ANDERSON RE DEBT ADV I, LLC EIN 81-1534257 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $320K |
| BTG PACTUAL ASSET MANAGEMENT US LLC EIN 80-0260014 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $310K |
| HUMANA INSURANCE COMPANY EIN 39-1263473 NONE | Contract Administrator; Float revenue; Direct payment from the plan Service code 13 | — | $294K |
| DDJ CAPITAL MANAGEMENT, LLC EIN 04-3300754 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $269K |
| FRANCISCO PARTNERS V EIN 98-1384738 NONE | Direct payment from the plan; Investment management Service code 28 | — | $234K |
| ACCENTURE LLP EIN 72-0542904 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $224K |
| KAYNE ANDERSON CAPITAL ADVISORS, LP EIN 95-4486379 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $209K |
| KPEIF II GP, LLC EIN 84-2156939 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $208K |
| ROCATON INVESTMENT ADVISORS EIN 04-3638035 NONE | Consulting (general); Investment advisory (plan); Direct payment from the plan Service code 16 | — | $192K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management Service code 28 | — | $190K |
| ALBOURNE AMERICA LLC EIN 91-2164625 NONE | Investment management; Consulting fees; Direct payment from the plan Service code 28 | — | $187K |
| VERSCEND TECHNOLOGIES, INC. EIN 56-2059380 NONE | Direct payment from the plan; Other services Service code 49 | — | $186K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $158K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $140K |
| ENTREPRISE CASTLE HALL ALTERNATIVES 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 | — | $134K |
| UAW-GM CENTER FOR HUMAN RESOURCES EIN 38-3211550 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $125K |
| KAYNE ANDERSON RE DEBT ADV III, LLC EIN 82-2572673 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $124K |
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 | 50,615 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,050 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 51,665 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 12 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 24,217 | $61.6M |
| Prescription drug(9 contracts, 9 carriers) | HEALTH ALLIANCE PLAN | 5,383 | $28.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,217 | — |
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.