| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR INC. | 39-1995276 | — | NONE | $1.7M | — |
| US RX CARE | — | DAYTON, OH | NONE | $255K | — |
| KEENAN & ASSOCIATES | 95-2798626 | — | NONE | $214K | — |
| DELTA DENTAL | 11-1980218 | — | NONE | $203K | — |
| TELADOC, INC | 04-3705970 | — | NONE | $143K | — |
| BENEFIT RESOUCE LLC | 84-2247659 | PITTSBURGH, PA | NONE |
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.
| $131K |
| — |
| ENV INSURANCE AGENCY INC | 16-1519885 | — | NONE | $73K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $46K | — |
| BONADIO & CO, LLP | 16-1131146 | — | NONE | $40K | — |
| BLITMAN AND KING | 16-1047304 | — | NONE | $38K | — |
| DAVIS VISION | 11-3051991 | — | NONE | $29K | — |
| O'SULLIVAN ASSOCIATES | 22-1837827 | — | NONE | $23K | — |
| WAYCROSS PARTNERS LLC | 11-3774100 | — | NONE | $17K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $16K | — |
