| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, INC. | 16-0995736 | — | INVESTMENT MANAGER | $17K | — |
| KARPUS | — | PITTSFORD, NY | INVESTMENT MANAGER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVISION PHARMACEUTICAL SERVICES | 90-1011712 | — | THIRD PARTY ADMINISTRATOR | $76K | — |
| LIFETIME BENEFIT 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.
| ROCHESTER, NY |
| THIRD PARTY ADMINISTRATOR |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING | 16-1047304 | — | NONE | $67K | — |
| BONADIO & CO. LLP | 16-1131146 | — | NONE | $64K | — |
| BOLTON PARTNERS NORTHEAST, INC. | 27-3666661 | — | NONE | $60K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | BALTIMORE, MD | NONE | $55K | — |
| MELANIE CAMMILERI | 16-0760551 | — | EMPLOYEE | $43K | — |
| LOCAL 46 SMW BUILDG CORP | 16-1225341 | — | RELATED ENTITY | $41K | — |
| STACEY WALKER | 16-0760551 | — | EMPLOYEE | $34K | — |
| KELLY WEBSTER | 16-0760551 | — | EMPLOYEE | $22K | — |
| SHARON CHAPLAIN | 16-0760551 | — | EMPLOYEE | $19K | — |
| MINDY LACLAIR | 16-0760551 | — | EMPLOYEE | $16K | — |
| ENTRE COMPUTER SERVICES | — | ROCHESTER, NY | NONE | $14K | — |
| THE SEGAL CO. | 13-1835864 | — | NONE | $13K | — |
| JENNIFER HOPPIN-BINGO | 16-0760551 | — | EMPLOYEE | $11K | — |
