| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE CO | 41-1289245 | — | NONE | $11.3M | — |
| CVS CAREMARK | 05-0340626 | — | NONE | $1.6M | — |
| CIGNA HEALTH AND LIFE INSURANCE GEM | 59-1031071 | — | NONE | $1.4M | — |
| KELSEY-SEYBOLD CLINIC | 76-0602862 | — | NONE | $940K | — |
| LYRA | 47-2935915 | — | NONE | $370K | — |
| PRINCIPAL CUSTODY SOLUTIONS |
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.
| 51-0099493 |
| — |
| NONE |
| $62K |
| — |
| MCCONNELL & JONES, LLP | 76-0488832 | — | NONE | $62K | — |
| BAROLET | 82-4416954 | — | NONE | $9K | — |
