No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN NONE | Actuarial; Consulting (general); Insurance services; Claims processing; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 10 | 600 E. LAFAYETTE AVE DETROIT, MI 48226 | $37.3M |
| UAW RETIREE MEDICAL BENEFITS TRUST EIN 90-0424876 MANAGEMENT | Other fees; Employee (plan); Direct payment from the plan Service code 30 | — | $12.3M |
| TEMPO HOLDING COMPANY LLC NONE | Direct payment from the plan; Account maintenance fees Service code 50 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $10.9M |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $5.5M |
| PRICEWATERHOUSECOOPERS LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $3.1M |
| 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 | $2.9M |
| DIALOGDIRECT INC NONE | Direct payment from the plan; Other services Service code 49 | 13700 OAKLAND AVENUE HIGHLAND PARK, MI 48203 | $2.8M |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE | Investment management fees paid directly by plan Service code 51 | — | $2.5M |
| 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 | $2.5M |
| BLACKROCK FINANCIAL MANAGEMENT, INC EIN 13-3806691 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $2.3M |
| MEDCO HEALTH SOLUTIONS INC NONE | Direct payment from the plan; Other services Service code 49 | 100 PARSONS POND DR. FRANKLIN LAKE, NJ 07417 | $1.7M |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.7M |
| GOLDMAN SACHS ASSET MANAGEMENT LP EIN 13-3575636 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Non-monetary compensation; Investment management Service code 28 | — | $1.7M |
| VITAL DECISIONS LLC EIN 90-0480858 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $1.6M |
| MCR HOSPITALITY FUND II LP EIN 85-0869659 NONE | Direct payment from the plan; Investment management Service code 28 | — | $1.5M |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Investment management; Distribution (12b-1) fees; Non-monetary compensation; Trustee (directed); Other fees; Float revenue Service code 25 | — | $1.5M |
| STEPSTONE GROUP LP NONE | Investment management fees paid indirectly by plan Service code 52 | 4225 EXECUTIVE SQUARE SUITE 1600 LA JOLLA, CA 92037 | $1.3M |
| KPEIF II GP, LLC | Investment management fees paid indirectly by plan Service code 52 | — | $1.3M |
| PACIFIC INVESTMENT MGMT COMPANY LLC EIN 33-0629048 NONE | Direct payment from the plan Service code 50 | — | $1.1M |
| EARNEST PARTNERS LLC EIN 58-2386669 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.1M |
| FIERA CAPITAL INC EIN 13-2726734 NONE | Investment management Service code 28 | — | $1.1M |
| TCW ASSET MGMT COMPANY LLC EIN 95-3703295 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.1M |
| SCHRODERS INV MGMT, NA INC EIN 13-4064414 NONE | Investment management fees paid directly by plan Service code 51 | — | $1.1M |
| KAYNE ANDERSON RE ADVISORS VI LLC EIN 83-4370309 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $955K |
| SHENKMAN CAPITAL MANAGEMENT, INC NONE | Investment management Service code 28 | 151 WEST 42ND STREET, 29TH FLOOR NEW YORK, NY 10036 | $901K |
| STELLEX MANAGEMENT II LP NONE | Investment management Service code 28 | 900 THIRD AVENUE, 25TH FLOOR NEW YORK, NY 10022 | $862K |
| METLIFE INVESTMENT MANAGEMENT EIN 82-2405817 NONE | Direct payment from the plan Service code 50 | — | $855K |
| 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 |
| MANDIANT EIN 20-1548921 NONE | Direct payment from the plan; Other services Service code 49 | — | $834K |
| BARINGS LLC EIN 51-0504477 NONE | Investment management fees paid directly by plan Service code 51 | — | $808K |
| OPTUMRX INC EIN 33-0441200 NONE | Direct payment from the plan; Other services Service code 49 | — | $781K |
| KAYNE ANDERSON RE ADVISORS V LLC EIN 81-4098507 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $775K |
| CONVEY HEALTH SOLUTIONS, INC. EIN 06-1688360 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $751K |
| VOYA INVESTMENT MANAGEMENT CO LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 230 PARK AVENUE NEW YORK, NY 10065 | $723K |
| KAYNE COMMERCIAL REAL ESTATE DEBT A | Investment management fees paid indirectly by plan Service code 52 | — | $714K |
| CITISOFT, INC. EIN 54-2075416 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $663K |
| BTG PACTUAL ASSET MANAGEMENT US, LL | Investment management Service code 28 | — | $658K |
| FRANCISCO PARTNERS VII LP EIN 98-1635120 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $638K |
| J.P. MORGAN INVESTMENT MGMT INC EIN 13-3200244 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $600K |
| PUGH CAPITAL MANAGEMENT INC EIN 91-1522082 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $589K |
| KAYNE ANDERSON RE DEBT ADV IV LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 2121 AVENUE OF THE STARS, 9TH FLOOR LOS ANGELES, CA 90067 | $583K |
| KA CREDIT ADVISORS II, LLC EIN 85-3630016 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $521K |
| GROOM LAW GROUP CHARTERED EIN 52-1219029 NONE | Legal Service code 29 | — | $515K |
| BROOKFIELD ASSET MGMT PVT INS CAP EIN 38-3907663 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $515K |
| GARCIA HAMILTON & ASSOCIATES LP EIN 76-0589652 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $513K |
| DAVIS VISION EIN 11-3051991 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $506K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 81-4017137 NONE | Investment management fees paid directly by plan Service code 51 | — | $495K |
| KPMG LLP EIN 13-5565207 NONE | Accounting (including auditing); Consulting fees Service code 10 | — | $479K |
| PINEBRIDGE INVESTMENTS LLC EIN 06-1078320 NONE | Investment management fees paid directly by plan Service code 51 | — | $438K |
| ALTERNA CAPITAL PARTNERS LLC EIN 20-8404736 NONE | Investment management Service code 28 | — | $410K |
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 | 167,521 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,533 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 170,054 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 9 carriers) | BLUE CROSS BLUE SHIELD OF MICHIGAN | 93,600 | $242.5M |
| Prescription drug(7 contracts, 7 carriers) | HEALTH ALLIANCE PLAN | 21,256 | $65.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 93,600 | — |
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.