| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCELLUS | 15-0329043 | — | CONTRACT ADMINISTRATOR | $1.4M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE INSURANCE | 38-1082080 | — | NONE | $1.4M | — |
| MANNING & NAPIER ADVISORS, INC. | 45-3328488 | — | NONE | $211K | — |
| TERRY MOON | 15-0613682 | — | STAFF |
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.
| $105K |
| — |
| MILLIMAN | 91-0675641 | — | NONE | $103K | — |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. | 23-2182079 | — | NONE | $83K | — |
| INTEGRA CONSULTING | 16-1600723 | — | NONE | $72K | — |
| KIM SANDERSON | 15-0613682 | — | STAFF | $71K | — |
| LISA CAPPELLO | 15-0613682 | — | STAFF | $70K | — |
| LISA GELLERT | 15-0613682 | — | STAFF | $67K | — |
| ERIN O'NEIL | 15-0613682 | — | STAFF | $61K | — |
| AMANDA GASPARINI | 15-0613682 | — | STAFF | $60K | — |
| KAYLEE HALE | 15-0613682 | — | STAFF | $54K | — |
| LINDSEY CASTELLINI | 15-0613682 | — | STAFF | $48K | — |
| THE HILB OF NEW ENGLAND | 47-4324398 | — | NONE | $40K | — |
| DERMODY, BURKE & BROWN, CPAS, LLC | 01-0723685 | — | NONE | $39K | — |
| BLITMAN & KING | 16-1047304 | — | NONE | $38K | — |
| MEGAN TILTON | 15-0613682 | — | STAFF | $37K | — |
| WILMINGTON TRUST | 16-1486454 | — | NONE | $34K | — |
| UPSTATE ADVISORS GROUP | 16-1540179 | — | NONE | $5K | — |
