No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Accounting (including auditing); Insurance services; Direct payment from the plan; Plan Administrator; Actuarial; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $12.9M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 OFFICERS | Other fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $5.5M |
| MEDCO HEALTH SOLUTIONS INC NONE | Other services; Direct payment from the plan Service code 49 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $4.9M |
| TEMPO HOLDING COMPANY LLC NONE | Direct payment from the plan; Investment management Service code 28 | 345 PARK AVENUE NEW YORK, NY 10154 | $2.1M |
| ENTRUST GLOBAL PARTNERS LLC EIN 13-4021839 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $2.0M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $1.7M |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $1.6M |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Custodial (securities); Trustee (directed); Other fees; Direct payment from the plan; Non-monetary compensation Service code 19 | — | $1.1M |
| 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 | — | $1.0M |
| EARNEST PARTNERS EIN 58-2386669 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $923K |
| AMERRA CAPITAL MANAGEMENT, LLC EIN 26-4241845 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $854K |
| PRIMECAP MANAGEMENT COMPANY NONE | Investment management; Direct payment from the plan Service code 28 | 177 E. COLORADO BLVD 11TH FLOOR PASEDENA, CA 91105 | $747K |
| WELLINGTON MANAGEMENT COMPANY EIN 30-0835489 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management; Direct payment from the plan Service code 28 | — | $745K |
| STATE STREET GLOBAL ADVISORS TR CO EIN 81-4077137 NONE | Direct payment from the plan; Custodial (other than securities); Investment management fees paid directly by plan; Custodial (securities) Service code 18 | — | $681K |
| KAYNE ANDERSON CAPITAL ADV, L.P. | Investment management fees paid indirectly by plan Service code 52 | — | $674K |
| WELLINGTON TRUST COMPANY, N.A EIN 04-2755549 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $642K |
| KPEIF II GP, LLC EIN 84-2156939 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $615K |
| LGT CAPITAL PARTNERS (IRELAND) NONE | Investment management fees paid indirectly by plan Service code 52 | — | $597K |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Non-monetary compensation; Direct payment from the plan; Investment management Service code 28 | — | $594K |
| SANDS CAPITAL MANAGEMENT, LLC NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | 1000 WILSON BOULEVARD, SUITE 3000 ARLINGTON, VA 22209 | $568K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $537K |
| KAYNE ANDERSON RE DEBT ADV V, LLC EIN 81-4098507 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $523K |
| PRICEWATERHOUSE COOPER LLP NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 100176204 | $505K |
| BROOKFIELD ASSET MGMT PVT INST CAP EIN 38-3907663 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $443K |
| MILLIMAN INC. EIN 91-0675641 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $440K |
| ROBECO INSTL ASSET MGMT US, INC. EIN 13-3959209 NONE | Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 51 | — | $428K |
| KPEIF GP, LLC EIN 47-1085120 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $395K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $359K |
| HUDSON ADVISORS L.P. EIN 75-2578511 NONE | Other investment fees and expenses; Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $358K |
| FIS GROUP, INC. NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1845 WALNUT STREET, ,STE 800 PHILADELPHIA, PA 19103 | $328K |
| AUDIONET AMERICA, INC. NONE | Plan Administrator Service code 14 | 33830 HARPER AVE., CLINTON TOWNSHIP, MI 48035 | $315K |
| DDJ CAPITAL MANAGEMENT LLC EIN 04-3300754 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $312K |
| BTG PACTUAL ASSET MANAGEMENT US LLC EIN 80-0260014 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $305K |
| J.P. MORGAN INVESTMENT MGMT INC. EIN 13-3200244 NONE | Investment management; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $305K |
| BLACKROCK INSTITUTIONAL TR. CO, N.A EIN 94-3112180 NONE | Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Trustee (discretionary); Investment management Service code 21 | — | $287K |
| TRG MANAGEMENT LP EIN 11-3670657 NONE | Investment management; Direct payment from the plan Service code 28 | — | $287K |
| SECURITY CAPITAL RSCH & MGMT INC EIN 36-4130398 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $266K |
| DIALOGDIRECT, INC. EIN 46-1570786 NONE | Direct payment from the plan; Other services Service code 49 | — | $257K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Direct payment from the plan; Consulting (general); Accounting (including auditing) Service code 10 | — | $254K |
| LGT SSP NONE | Investment management fees paid indirectly by plan Service code 52 | — | $209K |
| GARCIA HAMILTON & ASSOCIATES EIN 76-0589652 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $201K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management Service code 28 | — | $193K |
| ROCATON INVESTMENT ADVISORS EIN 04-3638035 NONE | Consulting (general); Investment advisory (plan); Direct payment from the plan Service code 16 | — | $193K |
| COTIVITI, INC. EIN 56-2059380 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $186K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $182K |
| KAYNE ANDERSON RE DEBT ADV I, LLC EIN 81-1534257 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $178K |
| ALBOURNE AMERICA LLC EIN 91-2164625 NONE | Direct payment from the plan; Consulting fees; Investment management Service code 28 | — | $165K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $142K |
| KPMG LLP EIN 13-5565207 NONE | Accounting (including auditing); Consulting fees Service code 10 | — | $137K |
| STEPSTONE GROUP LP NONE | Direct payment from the plan; Investment management fees paid indirectly by plan Service code 50 | 4275 EXECUTIVE SQUARE SUITE 500 LA JOLLA, CA 92037 | $135K |
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 | 48,996 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 690 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 49,686 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 10 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 24,877 | $51.6M |
| Prescription drug(8 contracts, 8 carriers) | HEALTH ALLIANCE PLAN | 5,053 | $22.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,877 | — |
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.