No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Plan Administrator; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Actuarial; Insurance services; Claims processing Service code 10 | 600 E LAFAYETTE AVENUE DETROIT, MI 48226 | $10.9M |
| UAW RETIREE MEDICAL BENEFITS TRUST EIN 90-0424876 STAFF | Other fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $7.0M |
| KPEIF GP LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS 9TH FLOOR LOS ANGELES, CA 90067 | $3.0M |
| KPEIF II GP, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $2.4M |
| ALIGHT HOLDING COMPANY LLC NONE | Account maintenance fees; Direct payment from the plan Service code 50 | 4 OVERLOOK POINT LINCONSHIRE, IL 60069 | $2.3M |
| PRICEWATERHOUSECOOPERS LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $2.3M |
| LGT CAPITAL PARTNERS (USA) INC NONE | Direct payment from the plan; Investment management Service code 28 | 1133 AVENUE OF THE AMERICAS 30TH FLOOR NEW YORK, NY 10036 | $2.2M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $1.5M |
| BRIGHTWOOD CAPITAL ADVISORS LLC NONE | Investment management fees paid directly by plan Service code 51 | 810 SEVENTH AVENUE 26TH FLOOR NEW YORK, NY 10019 | $1.5M |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Float revenue; Distribution (12b-1) fees; Other fees; Non-monetary compensation; Investment management; Trustee (directed) Service code 25 | — | $1.1M |
| BLACKROCK FINANCIAL MANAGEMENT INC EIN 13-3806691 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $1.1M |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.1M |
| MERATIVE US LP EIN 88-1430661 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $860K |
| GOLDMAN SACHS ASSET MANAGEMENT LP EIN 13-3575636 NONE | Non-monetary compensation; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $791K |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $654K |
| KAYNE COMMERCIAL RE DEBT ADVRS LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS 9TH FLOOR LOS ANGELES, CA 90067 | $584K |
| MCR HOSPITALITY FUND II LP EIN 85-0869659 NONE | Investment management; Direct payment from the plan Service code 28 | — | $499K |
| SHENKMAN CAPITAL MANAGEMENT INC NONE | Investment management Service code 28 | 151 WEST 42ND STREET 29TH FLOOR NEW YORK, NY 10036 | $497K |
| GROOM LAW GROUP CHARTERED EIN 52-1219029 NONE | Legal Service code 29 | — | $492K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $475K |
| PACIFIC INVESTMENT MGMT COMPANY LLC EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $460K |
| TCW ASSET MGMT COMPANY LLC EIN 95-3703295 NONE | Investment management fees paid directly by plan Service code 51 | — | $450K |
| SCHRODERS INV MGMT NA INC NONE | Investment management fees paid directly by plan Service code 51 | 7 BRYANT PARK NEW YORK, NY 10018 | $435K |
| KAYNE ANDERSON RE ADVISORS VI LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS 9TH FLOOR LOS ANGELES, CA 90067 | $431K |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan Service code 52 | 4225 EXECUTIVE SQUARE SUITE 1600 LA JOLLA, CA 92037 | $399K |
| STELLEX MANAGEMENT II LP NONE | Investment management Service code 28 | 900 THIRD AVENUE 25TH FLOOR NEW YORK, NY 10022 | $393K |
| TRG MANAGEMENT LP EIN 11-3670657 NONE | Investment management Service code 28 | — | $359K |
| EARNEST PARTNERS LLC EIN 58-2386669 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $349K |
| METLIFE INVESTMENT MANAGEMENT EIN 82-2405817 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $337K |
| KAYNE ANDERSON RE ADVISORS V LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS 9TH FLOOR LOS ANGELES, CA 90067 | $327K |
| KAYNE ANDERSON CREDIT ADVSR II LLC | Investment management fees paid indirectly by plan Service code 52 | — | $323K |
| BARINGS LLC EIN 51-0504477 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $308K |
| VOYA INVESTMENT MANAGEMENT CO LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 230 PARK AVENUE NEW YORK, NY 10281 | $297K |
| BROOKFIELD ASSET MGMT PVT INS CAP | Investment management fees paid indirectly by plan Service code 52 | — | $281K |
| KAYNE ANDERSON RE DEBT ADVRS IV LLC | Investment management fees paid indirectly by plan Service code 52 | — | $266K |
| RUSSELL INVEST IMPLEMENT SVCS INC EIN 91-0604934 NONE | Securities brokerage commissions and fees; Investment management Service code 28 | — | $265K |
| CITISOFT INC EIN 54-2075416 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $253K |
| PRESIDIO NETWORKED SOLNS GROUP LLC EIN 45-1263428 NONE | Other services; Direct payment from the plan Service code 49 | — | $253K |
| OPTUMRX INC EIN 33-0441200 NONE | Direct payment from the plan; Other services Service code 49 | — | $244K |
| PUGH CAPITAL MANAGEMENT NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 520 PIKE ST SUITE 2900 SEATTLE, WA 98101 | $226K |
| MANDIANT EIN 20-1548921 NONE | Other services; Direct payment from the plan Service code 49 | — | $225K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Investment management fees paid directly by plan Service code 51 | — | $214K |
| GARCIA HAMILTON & ASSOCIATES LP EIN 76-0589652 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $209K |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $206K |
| MILLIMAN SOLUTIONS LLC EIN 47-5650627 NONE | Other services; Direct payment from the plan Service code 49 | — | $205K |
| IRRADIANT PARTNERS LP NONE | Investment management fees paid indirectly by plan Service code 52 | 201 SANTA MONICA BLVD SUITE 500 SANTA MONICA, CA 90401 | $193K |
| STATE STREET GLOBAL ADVSRS TRUST CO EIN 81-4017137 NONE | Investment management fees paid directly by plan Service code 51 | — | $189K |
| LONGFELLOW INVESTMENT MGMT CO LLC NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | OLIVER TOWER 125 HIGH STREET BOSTON, MA 02110 | $168K |
| DELOITTE AND TOUCHE LLP EIN 13-3891517 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $153K |
| ROCATON INVESTMENT ADVISORS LLC EIN 04-3638035 NONE | Non-monetary compensation; Investment management; Investment management fees paid directly by plan Service code 28 | — | $151K |
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 | 43,220 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 540 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 43,760 | 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 | 25,240 | $93.1M |
| Prescription drug(6 contracts, 6 carriers) | BLUE CARE NETWORK OF MICHIGAN | 3,554 | $14.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,240 | — |
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.