| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT | 22-3361201 | — | NONE | $11K | — |
| Name | EIN | Location | Relation |
|---|
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.
| Direct comp |
|---|
| Indirect comp |
|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | AUDITOR | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY KANE, PLLC | 88-1989795 | — | LEGAL COUNSEL | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | 06-6033492 | — | NONE | $1.1M | — |
| UNITED TEAMSTER FUND | 13-5549593 | — | NONE | $545K | — |
| DJ O'GRADY CONSULTANT | — | BRONX, NY | NONE | $209K | — |
| HEALTHPLEX, INC. | 11-2714365 | — | NONE | $38K | — |
| UNITED HEALTHCARE INSURANCE CO. | 41-2014834 | — | NONE | $36K | — |
| FIRST ACTUARIAL CONSULTING, INC. | 26-3842522 | — | NONE | $24K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 23-2180279 | — | NONE | $18K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $10K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 51-0099493 | — | NONE | $3K | — |
| OPTUM, RX INC. | 33-0441200 | — | NONE | $0 | — |
