| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK & LAVEY BENEFITS SOLUTIONS | 04-3348257 | — | BROKER/CONSULTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULTRABENEFITS, INC. | 04-3525752 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Indirect comp |
|---|
| ACCOLADE | 01-0969591 | — | ADMINISTRATOR | $0 | — |
| FALLON | 23-7442369 | — | ADMISTRATOR | $0 | — |
| AMERICAN HEALTH HOLDING | 31-1368946 | — | ADMINISTRATOR | $0 | — |
