| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | NONE | $125K | — |
| PAYLOCITY | 36-4227403 | — | NONE | $9K | — |
| FOUNDATION RISK PARTNERS | — | NEW YORK, NY | NONE | $0 | — |
| CENTERSTONE INS AGCY & FIN SVCS | — | DALLAS, TX | NONE | $0 | — |
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.
| CORPORATE SYNERGIES GROUP, LLC | — | CAMDEN, NJ | NONE | $0 | — |
