| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM J. TURNBULL | 13-3917806 | — | — | $93K | — |
| VITECH SYSTEMS GROUP | 13-3785492 | — | — | $75K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | — | $60K | — |
| DENNIS O'KANE | 13-3917806 | — | — | $41K | — |
| LAPADULA, CARLSON & CO., CPA | 65-0292391 | — | — | $15K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 |
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.
| — |
| — |
| $13K |
| — |
| LINDABURY, MCCORMICK ESTABROOK & CO | 22-1943351 | — | — | $8K | — |
| CHUBB & SON | 13-1963496 | — | — | $7K | — |
