Form 5500 · Employee benefit plan · SOUTHFIELD, MI
P&M HOLDING GROUP, LLP
The filing calls this plan PLANTE & MORAN GROUP HEALTH INSURANCE PLAN.
Public Form 5500 records show how P&M HOLDING GROUP, LLP of SOUTHFIELD, MI, a professional services employer, structures its employee benefits. Coverage is written through AETNA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-1357951 · plan 501 · plan year 2024, filed Jul 25, 2025
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How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: AETNA LIFE INSURANCE COMPANY covers 113 of 3,455 participants (3.3%) on Schedule A.
Dental: AETNA LIFE INSURANCE COMPANY covers 113 of 3,455 participants (3.3%) on Schedule A.
Vision: AETNA LIFE INSURANCE COMPANY covers 113 of 3,455 participants (3.3%) on Schedule A.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental and vision.
Reported premium is $542,804; the filing discloses no broker commission on these contracts.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.
Two carriers split the book: AETNA LIFE INSURANCE COMPANY and ULLIANCE, INC..
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 113 | Jan 1, 2025 | $463,712 | $0 |
| ULLIANCE, INC. | — | 3,724 | Jan 1, 2025 | $79,092 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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