| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | 22-2428965 | — | NONE | $503K | — |
| Provider | Nondisclosure info |
|---|---|
| MAGNACARE | SERVICE PROVIDER HAS NOT CONFIRMED INDIRECT COMPENSATION, IF ANY, RECEIVED IN RELATION TO THIS PLAN. |
| OPTUM RX | SERVICE PROVIDER HAS NOT CONFIRMED INDIRECT COMPENSATION, IF ANY, RECEIVED IN RELATION TO THIS PLAN. |
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.
| IUOE LOCAL 138 APPRENTICE TRAINING | 11-2000172 | — | AFFILIATED BENEFIT FUND | $342K | — |
| MAGNACARE | 11-3410766 | — | NONE | $307K | — |
| CST DESIGNS | 20-2583122 | — | NONE | $306K | — |
| LISA HARDEN | 11-1628170 | — | EMPLOYEE | $108K | — |
| ANNE MCCDONNAUGH | 11-1628170 | — | EMPLOYEE | $104K | — |
| 138 BOULEVARD BUILDING CORP | 11-6010819 | — | AFFILIATED BUILDING | $102K | — |
| IUOE LOCAL 138 | 11-0908470 | — | AFFILIATED LOCAL UNION | $100K | — |
| PITTA LLP | 26-3852082 | — | NONE | $86K | — |
| ARCHER BYINGTON GLENNON & LEVINE | 26-0873462 | — | NONE | $66K | — |
| DDS SERVICES, INC. | 11-2705347 | — | NONE | $60K | — |
| TINA SIRAGUSA | 11-1628170 | — | NONE | $59K | — |
| IUOE LOCAL 138 ANNUITY FUND | 11-2653717 | — | AFFILIATED BENEFIT FUND | $52K | — |
| OPTUM RX | 33-0441200 | — | NONE | $42K | — |
| KMR SYSTEMS CORP | 13-3192128 | — | NONE | $33K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $30K | — |
| SUMMIT ACTUARIAL CONSULTING | 77-0645890 | — | NONE | $30K | — |
| LABOR SYSTEMS SERVICES LLC | — | TYLER HILL, PA | NONE | $20K | — |
| LI VOICE | 27-1073464 | — | NONE | $15K | — |
| ISLAND DIGITAL REPROGRAPHICS | — | FARMINGDALE, NY | NONE | $10K | — |
| APPRIVER, LLC | 36-4493897 | — | NONE | $8K | — |
| STACEY BRAUN ASSOCIATES, INC. | 13-2889432 | — | NONE | $6K | — |
