No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Insurance services; Plan Administrator; Actuarial; Accounting (including auditing) Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $46.7M |
| MEDCO HEALTH SOLUTIONS INC NONE | Direct payment from the plan; Other services Service code 49 | 100 PARSONS POND DRIVE FRANKLIN LAKE, NJ 07417 | $22.8M |
| UAW RETIREE MEDICAL BENEFITS TRUST EIN 90-0424876 OFFICERS | Other fees; Employee (plan); Direct payment from the plan; Shareholder servicing fees Service code 30 | — | $15.2M |
| ALIGHT SOLUTIONS NONE | Account maintenance fees; Direct payment from the plan Service code 50 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $11.4M |
| KAYNE ANDERSON CAPITAL ADVISORS, LP EIN 95-4486379 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $6.2M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $6.1M |
| FIERA CAPITAL INC. EIN 13-2726734 NONE | Investment management; Direct payment from the plan Service code 28 | — | $4.2M |
| WELLINGTON MANAGEMENT EIN 30-0835489 NONE | Investment management fees paid directly by plan Service code 51 | — | $2.8M |
| 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 | — | $2.5M |
| MCR HOSPITALITY FUND II LP EIN 85-0869659 NONE | Direct payment from the plan; Investment management Service code 28 | — | $2.3M |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Non-monetary compensation; Investment management Service code 28 | — | $2.1M |
| NISA INVESTMENT ADVISORS, LLC EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $2.1M |
| ALLEN INVESTMENT MANAGEMENT LLC NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | 711 FIFTH AVE NEW YORK, NY 10022 | $2.1M |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $1.9M |
| ARTISAN PARTNERS LTD PARTNERSHIP EIN 30-0551775 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $1.8M |
| CONVEY HEATH SOLUTIONS, INC. EIN 06-1688360 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $1.7M |
| PRICEWATERHOUSE COOPERS LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVE NEW YORK, NY 10017 | $1.6M |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan Service code 52 | 4225 EXECUTIVE SQUARE LA JOLLA, CA 92037 | $1.6M |
| EARNEST PARTNERS GLOBAL EQUITY EIN 58-2386669 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $1.5M |
| KPEIF II GP, LLC EIN 84-2156939 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.4M |
| RIVER ROAD ASSET MANAGEMENT, LLC EIN 43-2076925 NONE | Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $1.4M |
| PACIFIC INVESTMENT MGMT COMPANY LLC EIN 33-0629048 NONE | Direct payment from the plan Service code 50 | — | $1.3M |
| GQG PARTNERS INTERNATIONAL EIN 81-2109181 NONE | Investment management Service code 28 | — | $1.3M |
| SILCHESTER INTL INVESTORS LLP EIN 36-7045783 NONE | Investment management fees paid directly by plan; Legal Service code 29 | — | $1.2M |
| PRIMECAP TOTAL U.S. NONE | Investment management; Direct payment from the plan Service code 28 | 177 E COLORADO BLVD PASADENA, CA 91105 | $1.2M |
| INTERNATIONAL BUSINESS MCHNS CORP EIN 13-0871985 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $1.1M |
| KAYNE ANDERSON RE ADVISORS V, LLC EIN 81-4098507 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.1M |
| KAYNE ANDERSON RE ADVISORS VI, LLC EIN 83-4370309 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.0M |
| SCHRODERS INV MGMT, NA INC. EIN 13-4064414 NONE | Investment management fees paid directly by plan Service code 51 | — | $947K |
| BROOKFIELD AMPI CPTL ADVISER US LLC | Investment management fees paid indirectly by plan Service code 52 | — | $896K |
| AMERRA CAPITAL MANAGEMENT, LLC EIN 26-4241845 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $869K |
| METLIFE INVESTMENT MANAGEMENT EIN 82-2405817 NONE | Direct payment from the plan Service code 50 | — | $856K |
| BARINGS LLC EIN 51-0504477 NONE | Investment management fees paid directly by plan Service code 51 | — | $852K |
| TRG MANAGEMENT LP EIN 11-3670657 NONE | Direct payment from the plan; Investment management Service code 28 | — | $821K |
| WELLINGTON TRUST EIN 04-2755549 NONE | Investment management fees paid directly by plan Service code 51 | — | $812K |
| J.P. MORGAN INVESTMENT MGMT INC. EIN 13-3200244 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $785K |
| FRANCISCO PARTNERS VI EIN 98-1384738 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $785K |
| CITISOFT, INC. EIN 54-2075416 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $777K |
| TCW ASSET MANAGEMENT COMPANY LLC EIN 95-3703295 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $757K |
| KAYNE ANDERSON RED ADVISORS III LLC | Investment management fees paid indirectly by plan Service code 52 | — | $697K |
| KPEIF GP, LLC EIN 47-1085120 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $692K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 81-4017137 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $690K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Investment management fees paid directly by plan Service code 51 | — | $683K |
| LONGFELLOW IG CREDIT EIN 04-2933956 NONE | Investment management fees paid directly by plan Service code 51 | — | $676K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $674K |
| PUGH CAPITAL MANAGEMENT, INC. EIN 91-1522082 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $612K |
| BTG PACTUAL ASSET MANAGEMENT US, LL | Investment management; Direct payment from the plan Service code 28 | — | $603K |
| DIALOGDIRECT INC NONE | Other services; Direct payment from the plan Service code 49 | 13700 OAKLAND AVENUE HIGHLAND PARK, MI 48203 | $579K |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Trustee (directed); Other fees; Direct payment from the plan; Non-monetary compensation; Custodial (securities) Service code 19 | — | $561K |
| GARCIA HAMILTON EIN 76-0589652 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $560K |
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 | 184,161 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3,194 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 187,355 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 10 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 91,878 | $194.9M |
| Vision | BLUE CARE NETWORK OF MICHIGAN | 22,785 | $53.2M |
| Prescription drug(8 contracts, 8 carriers) | BLUE CARE NETWORK OF MICHIGAN | 22,785 | $108.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 91,878 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.