No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Claims processing; Actuarial; Consulting (general); Accounting (including auditing); Plan Administrator; Direct payment from the plan; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $49.8M |
| MEDCO HEALTH SOLUTIONS INC NONE | Direct payment from the plan; Other services Service code 49 | 100 PARSONS POND DRIVE FRANKLIN LAKE, NJ 07417 | $22.1M |
| RETIREE MEDICAL BENEFIT TRUST EIN 90-0424876 OFFICERS | Other fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $10.3M |
| TEMPO HOLDING COMPANY LLC NONE | Investment management; Direct payment from the plan Service code 28 | 345 PARK AVENUE NEW YORK, NY 10154 | $9.0M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $5.5M |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $3.4M |
| RETIREE MEDICAL BENEFITS TRUST EIN 90-0424887 NONE | Employee (plan); Other fees; Direct payment from the plan Service code 30 | — | $3.1M |
| WELLINGTON MANAGEMENT COMPANY EIN 30-0835489 NONE | Direct payment from the plan; Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $2.8M |
| NISA INVESTMENT ADVISORS, LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $2.5M |
| PRICEWATERHOUSE COOPERS LLP NONE | Consulting (general); Consulting fees; Shareholder servicing fees Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $2.2M |
| 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 | — | $2.1M |
| 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 | — | $2.1M |
| FIERA CAPITAL INC. EIN 13-2726734 NONE | Direct payment from the plan; Investment management Service code 28 | — | $1.9M |
| GENERAL ATLANTIC SERVICE COMPANY LP EIN 13-3491941 NONE | Direct payment from the plan; Investment management Service code 28 | — | $1.7M |
| AMERRA CAPITAL MANAGEMENT, LLC EIN 26-4241845 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $1.6M |
| INTERNATIONAL BUSINESS MACHINES EIN 13-0871985 NONE | Other services; Direct payment from the plan Service code 49 | — | $1.4M |
| STEPSTONE GROUP LP NONE | Direct payment from the plan; Investment management fees paid indirectly by plan Service code 50 | 4225 EXECUTIVE SQUARE SUITE 1600 LA JOLLA, CA 92037 | $1.2M |
| DIALOGDIRECT INC EIN 46-1570786 NONE | Direct payment from the plan; Other services Service code 49 | — | $1.1M |
| ENTRUST GLOBAL PARTNERS LLC EIN 13-4021839 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.1M |
| PRIMECAP MAMAGEMENT COMPANY NONE | Investment management; Direct payment from the plan Service code 28 | 177 E. COLORADO BLVD., 11TH FLOOR PASADENA, CA 91105 | $1.0M |
| CUNNINGHAM-LIMP DEVELOPMENT COMPANY EIN 38-2953541 NONE | Direct payment from the plan; Other services Service code 49 | — | $997K |
| STATE STREET GLOBAL ADVISORS TR CO EIN 81-4017137 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $970K |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $921K |
| ARTISAN PARTNERS EIN 30-0551775 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $898K |
| BROCK FIDUCIARY SERVICES LLC EIN 27-1863544 NONE | Named fiduciary; Investment management; Direct payment from the plan Service code 28 | — | $882K |
| MILLIMAN INC EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $825K |
| GQG PARTNERS LLC EIN 81-2109181 NONE | Investment management; Direct payment from the plan Service code 28 | — | $804K |
| BROOKFIELD ASSET MGMT PVT INST CAP EIN 38-3907663 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $793K |
| BTG PACTUAL ASSET MANAGEMENT US LLC EIN 80-0260014 NONE | Direct payment from the plan; Investment management Service code 28 | — | $782K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $768K |
| TRG MANAGEMENT LP EIN 11-3670657 NONE | Direct payment from the plan; Investment management Service code 28 | — | $746K |
| FRANCISCO PARTNERS V EIN 98-1384738 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $728K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $668K |
| DDJ CAPITAL MANAGEMENT, LLC EIN 04-3300754 NONE | Direct payment from the plan; Investment management Service code 28 | — | $574K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $568K |
| DELOITTE TAX LLP EIN 86-1065772 NONE | Accounting (including auditing); Consulting (general); Direct payment from the plan Service code 10 | — | $556K |
| GARCIA HAMILTON & ASSOCIATES EIN 76-0589652 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $548K |
| ROCATON INVESTMENT ADVISORS, LLC EIN 04-3638035 NONE | Direct payment from the plan; Investment advisory (plan); Consulting (general) Service code 16 | — | $535K |
| COTIVITI, INC EIN 56-2059380 NONE | Direct payment from the plan; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $514K |
| RIVER ROAD ASSET MANAGEMENT, LLC EIN 43-2076925 NONE | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | — | $502K |
| J.P. MORGAN INVESTMENT MGMT INC. EIN 13-3200244 NONE | Investment management; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $483K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $481K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Direct payment from the plan; Investment management Service code 28 | — | $456K |
| PUGH CAPITAL MANAGEMENT, INC. EIN 91-1522082 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $417K |
| BARINGS LLC EIN 51-0504477 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $415K |
| MILLIMAN SOLUTIONS LLC NONE | Actuarial; Direct payment from the plan Service code 11 | 1 PENNSYLVANIA PLAZA NEW YORK, NY 10119 | $299K |
| GORDON AND ASSOCIATES LLC EIN 61-1466521 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $296K |
| UAW GM CHR EIN 38-3211550 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $269K |
| RUSSELL INVESTMENTS IMPLEMENTATION NONE | Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by plan Service code 27 | 1301 2ND AVE., 18TH FLOOR SEATTLE, WA 98101 | $267K |
| IPREO NONE | Investment management; Direct payment from the plan Service code 28 | 1359 BROADWAY # 2 NEW YORK, NY 10018 | $250K |
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 | 194,546 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3,291 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 197,837 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 11 carriers) | BLUE CARE NETWORK OF MICHIGAN | 91,989 | $204.3M |
| Vision | BLUE CARE NETWORK OF MICHIGAN | 23,801 | $64.6M |
| Prescription drug(8 contracts, 8 carriers) | BLUE CARE NETWORK OF MICHIGAN | 23,801 | $124.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 91,989 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.