Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingTotal premium grew more than 20% over the prior year. The plan is a good candidate to re-shop its carriers.
The primary carrier changed from the prior filing. The plan has shown it will move. Pitch it again on the next cycle.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthPPO | HealthPPO | |
HealthPPORxHMO | HealthPPORxHMO | |
HealthRxHMO | HealthRxHMO | |
HealthRxHMO | HealthRxHMO |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 9 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
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 | 155,127 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,070 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 157,197 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 9 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 91,924 | $486.6M |
| Prescription drug(7 contracts, 7 carriers) | BLUE CARE NETWORK OF MICHIGAN | 18,379 | $58.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 91,924 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Claims processing; Accounting (including auditing); Actuarial; Insurance services; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 10 | 600 E LAFAYETTE AVENUE DETROIT, MI 48226 | $33.2M |
| ALIGHT HOLDING COMPANY LLC NONE | Account maintenance fees; Direct payment from the plan Service code 50 | 4 OVERLOOK POINT LINCONSHIRE, IL 60069 | $14.7M |
| UAW RETIREE MEDICAL BENEFITS TRUST EIN 90-0424876 OFFICERS | Other fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $12.6M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $5.0M |
| 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 | $4.9M |
| 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 | $4.6M |
| BRIGHTWOOD CAPITAL ADVISORS LLC NONE | Investment management fees paid directly by plan Service code 51 | 810 SEVENTH AVENUE 26TH FLOOR NEW YORK, NY 10019 | $3.7M |
| WEX HEALTH INC EIN 06-1593514 NONE | Plan Administrator Service code 14 | — | $3.5M |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE | Investment management fees paid directly by plan Service code 51 | — | $2.7M |
| KPEIF II GP, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $2.6M |
| 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 | — | $2.0M |
| EARNEST PARTNERS LLC EIN 58-2386669 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.9M |
| PRESIDIO NETWORKED SOLNS GROUP LLC EIN 45-1263428 NONE | Other services; Direct payment from the plan Service code 49 | — | $1.6M |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.6M |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Non-monetary compensation; Other fees; Distribution (12b-1) fees; Investment management; Float revenue; Trustee (directed) Service code 25 | — | $1.5M |
| 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 | — | $1.4M |
| DIALOGDIRECT INC NONE | Other services; Direct payment from the plan Service code 49 | 13700 OAKLAND AVENUE HIGHLAND PARK, MI 48203 | $1.3M |
| GARCIA HAMILTON & ASSOCIATES LP EIN 76-0589652 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.3M |
| INVICTUS GROWTH MANAGEMENT, LLC EIN 84-1841960 NONE | Investment management Service code 28 | — | $1.2M |
| PRICEWATERHOUSECOOPERS LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $1.2M |
| SHENKMAN CAPITAL MANAGEMENT INC NONE | Investment management Service code 28 | 151 WEST 42ND STREET 29TH FLOOR NEW YORK, NY 10036 | $1.2M |
| KAYNE ANDERSON CREDT ADVSR II LLC | Investment management fees paid indirectly by plan Service code 52 | — | $1.2M |
| PACIFIC INVESTMENT MGMT COMPANY LLC EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.1M |
| 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 | $1.1M |
| SCHRODERS INV MGMT NA INC NONE | Investment management fees paid directly by plan Service code 51 | 7 BRYANT PARK NEW YORK, NY 10018 | $1.1M |
| MCR HOSPITALITY FUND II LP EIN 85-0869659 NONE | Investment management; Direct payment from the plan Service code 28 | — | $1.1M |
| FPWMSI FUND IV LP EIN 93-1552309 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.1M |
| KPEIF III GP, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $1.0M |
| TCW ASSET MGMT COMPANY LLC EIN 95-3703295 NONE | Investment management fees paid directly by plan Service code 51 | — | $987K |
| TRG MANAGEMENT LP EIN 11-3670657 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $935K |
| 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 | $924K |
| MERATIVE US LP EIN 88-1430661 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $882K |
| STELLEX MANAGEMENT II LP NONE | Investment management Service code 28 | 900 THIRD AVENUE 25TH FLOOR NEW YORK, NY 10022 | $849K |
| CLOUDFORCE LLC EIN 45-1613718 NONE | Other services; Direct payment from the plan Service code 49 | — | $776K |
| VOYA INVESTMENT MANAGEMENT CO LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 230 PARK AVENUE NEW YORK, NY 10281 | $724K |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan Service code 52 | 4225 EXECUTIVE SQUARE SUITE 1600 LA JOLLA, CA 92037 | $723K |
| GARTNER INC EIN 04-3099750 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $713K |
| 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 | $626K |
| REDDING RIDGE ASSET MANAGEMENT LLC EIN 83-0719202 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $611K |
| KAYNE ANDERSON RE DEBT ADVRS IV LLC | Investment management fees paid indirectly by plan Service code 52 | — | $596K |
| PUGH CAPITAL MANAGEMENT NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 520 PIKE ST SUITE 2900 SEATTLE, WA 98101 | $576K |
| GROOM LAW GROUP CHARTERED EIN 52-1219029 NONE | Legal Service code 29 | — | $572K |
| OPTUMRX INC EIN 33-0441200 NONE | Direct payment from the plan; Other services Service code 49 | — | $550K |
| REALTERM TRANSPORT & RLIP GP LLC NONE | Investment management fees paid directly by plan Service code 51 | 201 WEST STREET ANNAPOLIS, MD 21401 | $537K |
| D2SC LLC EIN 92-2765837 NONE | Other services; Direct payment from the plan Service code 49 | — | $522K |
| CHICAGO PACIFIC FOUNDERS FUND IV, L EIN 33-2566650 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $515K |
| CISONOW LLC EIN 93-1994547 NONE | Other services; Direct payment from the plan Service code 49 | — | $498K |
| MICROSOFT CORPORATION EIN 91-1144442 NONE | Other services; Direct payment from the plan Service code 49 | — | $477K |
| MILLIMAN INC EIN 91-0675641 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $475K |
| DAVIS VISION EIN 11-3051991 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $473K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
3 contacts
11 filings · 2015 to 2025