No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Consulting (general); Plan Administrator; Claims processing; Actuarial; Accounting (including auditing) Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $10.0M |
| UAW RETIREE MEDICAL BENEFITS TRUST EIN 90-0424876 OFFICERS | Employee (plan); Direct payment from the plan; Other fees Service code 30 | — | $6.9M |
| TEMPO HOLDING COMPANY LLC NONE | Account maintenance fees; Direct payment from the plan Service code 50 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $2.7M |
| PRICEWATERHOUSECOOPERS LLP NONE | Consulting (general); Direct payment from the plan Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $1.9M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $1.5M |
| LGT CAPITAL PARTNERS (USA) INC NONE | Investment management; Direct payment from the plan Service code 28 | 1133 AVENUE OF THE AMERICAS 30TH FLOOR NEW YORK, NY 10036 | $1.5M |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Float revenue; Trustee (directed); Non-monetary compensation; Investment management; Distribution (12b-1) fees; Other fees Service code 25 | — | $1.5M |
| BLACKROCK FINANCIAL MANAGEMENT INC EIN 13-3806691 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $1.0M |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.0M |
| MERATIVE US L.P EIN 88-1430661 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $849K |
| GOLDMAN SACHS ASSET MANAGEMENT LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management; Non-monetary compensation Service code 28 | — | $776K |
| CONVEY HEALTH SOLUTIONS INC EIN 06-1688360 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $750K |
| DIALOGDIRECT INC NONE | Direct payment from the plan; Other services Service code 49 | 13700 OAKLAND AVENUE HIGHLAND PARK, MI 48203 | $691K |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $669K |
| MCR HOSPITALITY FUND II LP EIN 85-0869659 NONE | Investment management; Direct payment from the plan Service code 28 | — | $600K |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan Service code 52 | 4225 EXECUTIVE SQUARE SUITE 1600 LA JOLLA, CA 92037 | $585K |
| KPEIF II GP, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $550K |
| GROOM LAW GROUP CHARTERED EIN 52-1219029 NONE | Legal Service code 29 | — | $515K |
| PACIFIC INVESTMENT MANAGEMENT COMPA EIN 33-0629048 NONE | Direct payment from the plan Service code 50 | — | $460K |
| EARNEST PARTNERS LLC EIN 58-2386669 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $445K |
| TCW ASSET MANAGEMENT COMPANY LLC EIN 95-3703295 NONE | Investment management fees paid directly by plan Service code 51 | — | $436K |
| MEDCO HEALTH SOLUTIONS INC EIN 43-1420563 NONE | Direct payment from the plan; Other services Service code 49 | — | $435K |
| KAYNE ANDERSON RE ADVISORS VI LLC EIN 83-4370309 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $431K |
| SCHRODERS INV MGMT, NA INC EIN 13-4064414 NONE | Investment management fees paid directly by plan Service code 51 | — | $422K |
| STELLEX MANAGEMENT II LP NONE | Investment management Service code 28 | 900 THIRD AVENUE, 25TH FLOOR NEW YORK, NY 10022 | $388K |
| SHENKMAN CAPITAL MANAGEMENT INC NONE | Investment management Service code 28 | 151 WEST 42ND STREET 29TH FLOOR NEW YORK, NY 10036 | $369K |
| BARINGS LLC EIN 51-0504477 NONE | Investment management fees paid directly by plan Service code 51 | — | $364K |
| FIERA CAPITAL INC EIN 13-2726734 NONE | Investment management Service code 28 | — | $362K |
| MILLIMAN INC EIN 91-0675641 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $356K |
| KAYNE ANDERSON RE DEBT ADVS. V LLC | Investment management fees paid indirectly by plan Service code 52 | — | $349K |
| METLIFE INVESTMENT MANAGEMENT EIN 82-2405817 NONE | Direct payment from the plan Service code 50 | — | $345K |
| NAV CONSULTING INC NONE | Direct payment from the plan; Investment management Service code 28 | 1133 AVENUE OF THE AMERICAS 30TH FLOOR NEW YORK, NY 10036 | $338K |
| KAYNE COMMERCIAL RE DEBT ADVRS LLC | Investment management fees paid indirectly by plan Service code 52 | — | $333K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $321K |
| VOYA INVESTMENT MANAGEMENT CO LLC EIN 02-0488491 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $283K |
| CITISOFT INC EIN 54-2075416 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $271K |
| FRANCISCO PARTNERS VII LP EIN 98-1635120 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $253K |
| BTG PACTUAL ASSET MANAGEMENT US, LL | Investment management Service code 28 | — | $250K |
| OPTUMRX INC EIN 33-0441200 NONE | Direct payment from the plan; Other services Service code 49 | — | $247K |
| PUGH CAPITAL MANAGEMENT INC EIN 91-1522082 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $232K |
| KAYNE ANDERSON RE DEBT ADVRS IV LLC | Investment management fees paid indirectly by plan Service code 52 | — | $226K |
| MANDIANT EIN 20-1548921 NONE | Direct payment from the plan; Other services Service code 49 | — | $220K |
| MILLIMAN SOLUTIONS LLC EIN 47-5650627 NONE | Direct payment from the plan; Other services Service code 49 | — | $217K |
| GARCIA HAMILTON & ASSOCIATES LP EIN 76-0589652 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $206K |
| J.P. MORGAN INVESTMENT MANAGEMENT I EIN 13-3200244 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $204K |
| KA CREDIT ADVISORS II, LLC EIN 85-3630016 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $203K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Investment management fees paid directly by plan Service code 51 | — | $199K |
| BROOKFIELD ASSET MGMT PVT INS CAP EIN 38-3907663 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $198K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management Service code 28 | — | $188K |
| HUDSON ADVISORS LP EIN 75-2578511 NONE | Other investment fees and expenses; Investment advisory (plan) Service code 27 | — | $185K |
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 | 43,654 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 580 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 44,234 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 8 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 25,430 | $62.9M |
| Prescription drug(6 contracts, 6 carriers) | HEALTH ALLIANCE PLAN | 3,786 | $13.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,430 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.