| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEGIANT RX | 02-6015031 | MANCHESTER, NH | PBM CONSULTANT | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWIN ROONEY | 06-0689974 | — | UNION TRUSTEE | $18K | — |
| FOREST HARVEY | 06-0689974 | — | EMPLOYER TRUSTEE | $12K | — |
| ROBERT DIGIROLAMO | 06-0689974 | — | UNION TRUSTEE |
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.
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI STATE JOINT FUND | 06-0850110 | — | AFFILIATED ORGANIZATION | $1.1M | — |
| ANTHEM BLUE CROSS BLUE SHIELD | 06-1475928 | — | NONE | $721K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $133K | — |
| FUND MANAGER | 06-0689974 | — | EMPLOYEE | $115K | — |
| VALENZ HEALTH | 88-0429522 | — | NONE | $110K | — |
| CLAIMS PROCESSOR | 06-0689974 | — | EMPLOYEE | $87K | — |
| UPRISE HEALTH | 35-1955872 | — | NONE | $76K | — |
| CLAIMS PROCESSOR | 06-0689974 | — | EMPLOYEE | $60K | — |
| S.M. ESPOSITO & COMPANY, P.C. | 06-1298465 | — | NONE | $56K | — |
| CLAIMS PROCESSOR | 06-0689974 | — | EMPLOYEE | $52K | — |
| BOYD WATTERSON ASSET MGMT LLC | 34-1922005 | — | NONE | $46K | — |
| CLAIMS PROCESSOR | 06-0689974 | — | EMPLOYEE | $37K | — |
| EARNEST PARTNERS LLC | — | ATLANTA, GA | NONE | $28K | — |
| OPTUM RX | 33-0441200 | — | PBM | $23K | — |
| INVESCO MANAGED ACCOUNTS LLC | — | NEW YORK, NY | NONE | $22K | — |
| CLAIMS PROCESSOR | 06-0689974 | — | EMPLOYEE | $21K | — |
| GREAT LAKES ADVISORS | — | CHICAGO, IL | NONE | $18K | — |
| VSP VISION CARE | 06-1227840 | — | NONE | $14K | — |
| ALLIANCE BERNSTEIN | — | NASHVILLE, TN | NONE | $13K | — |
| WAYCROSS PARTNERS LLC | — | LOUISVILLE, KY | NONE | $10K | — |
| PREFERRED NETWORK ACCESS | 36-4018433 | — | NONE | $6K | — |
| MPL LLC | 06-1537302 | — | NONE | $0 | — |
