| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA, FSB | 59-3531592 | ST LOUIS, MO | INVESTMENT MANAGER | $60K | — |
| PEAK RETIREMENT GROUP LLC | 13-3859124 | LEVITTOWN, NY | CONSULTANT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOA INSURANCE, AN ALERA GROUP AGENC | 87-3508322 | MELVILLE, NY | INSURANCE BROKER | $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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANIEL H COOK ASSOCIATES, INC. | 11-2424843 | NEW YORK, NY | THIRD PARTY ADMINISTRATOR | $181K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES R GRISI PC | 83-2921602 | WEST BABYLON, NY | ATTORNEY | $78K | — |
| TIMOTHY R. HOTT, ESQ. | 22-3724341 | FLORAL PARK, NY | ATTORNEY | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | 36-2739571 | HARTFORD, CT | CLAIMS PROCESSOR | $98K | — |
| JENNIFER FARRUGIA | 11-2548572 | WEST BABYLON, NY | ADMINISTRATOR | $70K | — |
| RHINA MATA | 11-2548572 | WEST BABYLON, NY | ADMINISTRATOR | $59K | — |
| EMPIRX | 47-1226691 | MONTVALE, NJ | CLAIMS PROCESSOR | $45K | — |
| CITRIN COOPERMAN ADVISORS LLC | 22-2428965 | JERICHO, NY | — | $43K | — |
| SELE-DENT INC. | 11-3310187 | MELVILLE, NY | CLAIMS PROCESSOR | $25K | — |
