| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY SECURITY LIFE | 43-1148362 | — | ADMIN FEE | $304K | — |
| UMR INC. | 39-1995276 | — | ADMIN FEES | $64K | — |
| PEOPLES UNITED INSURANCE AGENCY | 27-5176829 | — | ADMIN FEE | $62K | — |
| PEQUOT HEALTH CARE | — | MASHANTUCKET, CT | ADMIN FEES | $59K |
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.
| — |
| CHRIS SOLEAU AND ASSOCIATES | — | MARLBOROUGH, CT | ADMIN FEES | $50K | — |
| OPTUM | 41-1921983 | — | ADMIN FEE | $15K | — |
