No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Actuarial; Plan Administrator; Consulting (general); Claims processing; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $11.2M |
| UAW RETIREE MEDICAL BENEFITS TRUST EIN 90-0424876 STAFF | Shareholder servicing fees; Other fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $6.7M |
| MEDCO HEALTH SOLUTIONS INC NONE | Direct payment from the plan; Other services Service code 49 | 100 PARSONS POND DRIVE FRANKLIN LAKE, NJ 07417 | $5.6M |
| ALIGHT SOLUTIONS NONE | Direct payment from the plan; Account maintenance fees Service code 50 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $2.8M |
| KAYNE ANDERSON CAPITAL ADVISORS, LP | Investment management fees paid indirectly by plan Service code 52 | — | $2.7M |
| FIERA CAPITAL INC. EIN 13-2726734 NONE | Investment management; Direct payment from the plan Service code 28 | — | $2.1M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $1.7M |
| WELLINGTON MANAGEMENT EIN 30-0835489 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.2M |
| BLACKROCK FINANCIAL MGMT, INC. EIN 13-3806691 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.0M |
| MCR HOSPITALITY FUND II LP EIN 85-0869659 NONE | Investment management; Direct payment from the plan Service code 28 | — | $943K |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Investment management; Investment management fees paid directly by plan; Non-monetary compensation Service code 28 | — | $943K |
| NISA INVESTMENT ADVISORS, LLC EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $896K |
| ALLEN INVESTMENT MANAGEMENT LLC NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | 711 FIFTH AVE NEW YORK, NY 10022 | $840K |
| CONVEY HEALTH SOLUTIONS, INC. EIN 06-1688360 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $741K |
| ARTISAN PARTNERS LTD EIN 30-0551775 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $722K |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan Service code 52 | 4225 EXECUTIVE SQUARE LA JOLLA, CA 92037 | $699K |
| KPEIF II GP, LLC EIN 84-2156939 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $615K |
| EARNEST PARTNERS GLOBAL EQUITY EIN 05-8238666 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $596K |
| RIVER ROAD ASSET MANAGEMENT, LLC EIN 43-2076925 NONE | Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $575K |
| SILCHESTER INTERNATIONAL INV EIN 36-7045783 NONE | Legal; Investment management fees paid directly by plan Service code 29 | — | $564K |
| PACIFIC INVESTMENT MGMT CO EIN 33-0629048 NONE | Direct payment from the plan Service code 50 | — | $552K |
| PRICEWATERHOUSE COOPERS LLP NONE | Consulting (general); Direct payment from the plan Service code 16 | 300 MADISON AVE NEW YORK, NY 10017 | $540K |
| INTERNATIONAL BUSINESS MACHINES CO EIN 13-0871985 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $538K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $522K |
| KAYNE ANDERSON RE ADVISORS V EIN 81-4098507 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $498K |
| GQG PARTNERS INTERNATIONAL EIN 81-2109181 NONE | Investment management Service code 28 | — | $469K |
| KAYNE ANDERSON RE ADVISORS VI EIN 83-4370309 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $459K |
| PRIMECAP TOTAL U.S. NONE | Investment management; Direct payment from the plan Service code 28 | 177 E COLORADO BLVD PASADENA, CA 91105 | $432K |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $402K |
| MILLIMAN INC EIN 91-0675641 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $396K |
| BROOKFIELD ASSET MGMT | Investment management fees paid indirectly by plan Service code 52 | — | $396K |
| BARINGS LLC EIN 51-0504477 NONE | Investment management fees paid directly by plan Service code 51 | — | $384K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $383K |
| SCHRODERS INVESTMENT MGMT, NA INC. EIN 13-4064414 NONE | Investment management fees paid directly by plan Service code 51 | — | $378K |
| METLIFE INVESTMENT MANAGEMENT EIN 82-2405817 NONE | Direct payment from the plan Service code 50 | — | $368K |
| AMERRA CAPITAL MANAGEMENT, LLC EIN 26-4241845 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $356K |
| FRANCISCO PARTNERS VI EIN 98-1384738 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $351K |
| J.P. MORGAN INVESTMENT MGMT INC. EIN 13-3200244 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $350K |
| CITISOFT, INC. EIN 54-2075416 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $343K |
| WELLINGTON TRUST EIN 04-2755549 NONE | Investment management fees paid directly by plan Service code 51 | — | $324K |
| TRG MANAGEMENT LP EIN 11-3670657 NONE | Direct payment from the plan; Investment management Service code 28 | — | $315K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Investment management fees paid directly by plan Service code 51 | — | $313K |
| KAYNE ANDERSON RE DEBT ADV III | Investment management fees paid indirectly by plan Service code 52 | — | $302K |
| TCW ASSET MANAGEMENT COMPANY LLC EIN 95-3703295 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $292K |
| KPEIF GP, LLC EIN 47-1085120 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $282K |
| LONGFELLOW IG CREDIT EIN 04-2933956 NONE | Investment management fees paid directly by plan Service code 51 | — | $273K |
| PUGH CAPITAL MANAGEMENT, INC. EIN 91-1522082 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $254K |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Custodial (securities); Trustee (directed); Direct payment from the plan; Other fees; Non-monetary compensation Service code 19 | — | $248K |
| BRIGHTWOOD CAPITAL ADVISORS NONE | Direct payment from the plan; Investment management Service code 28 | 810 SEVENTH AVENUE 26TH FLOOR NEW YORK, NY 10019 | $245K |
| BTG PACTUAL ASSET MANAGEMENT US, LL | Investment management; Direct payment from the plan Service code 28 | — | $229K |
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 | 45,692 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 747 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 46,439 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 9 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 25,190 | $47.1M |
| Prescription drug(7 contracts, 7 carriers) | HEALTH ALLIANCE PLAN | 4,360 | $17.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,190 | — |
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.