| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARTHUR BELL | 06-0942914 | — | UNION TRUSTEE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI STATE JOINT FUND | 06-0850110 | — | AFFILIATED ORGANIZATION | $250K | — |
| ANTHEM BLUE CROSS BLUE SHIELD | 06-1475928 | — | NONE | $158K | — |
| CLAIMS PROCESSOR | 06-0942914 | — | EMPLOYEE |
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.
| $67K |
| — |
| MORGAN STANLEY | 20-8764829 | — | NONE | $41K | — |
| FUND MANAGER | 06-0942914 | — | EMPLOYEE | $32K | — |
| CLAIMS PROCESSOR | 06-0942914 | — | EMPLOYEE | $32K | — |
| VALENZ HEALTH | 52-1169362 | — | NONE | $27K | — |
| UPRISE HEALTH | 35-1955822 | — | NONE | $17K | — |
| MASSUCCI & ASSOCIATES | — | PLANTSVILLE, CT | NONE | $12K | — |
| ALLEGIANT RX | 02-6015031 | MANCHESTER, NH | NONE | $11K | — |
| BOYD WATTERSON ASSET MGMT | 34-1922005 | — | NONE | $8K | — |
| OPTUM RX | 33-0441200 | — | NONE | $6K | — |
| MPL LLC | 06-1537302 | — | NONE | $0 | — |
