| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX, INC. | 33-0441200 | — | PHARMACY BENEFIT MANAGE | $2.4M | — |
| EXCELLUS BLUECROSS BLUESHIELD | 16-0821557 | — | NONE | $314K | — |
| ARCARA ZUCARELLI LENDA & ASSOCIATES | — | WILLIAMSVILLE, NY | NONE | $171K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | BALTIMORE, MD | NONE | $123K | — |
| ASHER KELLY | — | SOUTHFIELD, MI | NONE | $106K | — |
| MELISSA DEL PRETE |
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.
| 16-0821557 |
| — |
| EMPLOYEE |
| $101K |
| — |
| ROCHESTER LABORERS BUILDING CORP | — | ROCHESTER, NY | AFFILIATED FUND | $57K | — |
| PATRICIA CALACI | 16-0821557 | — | EMPLOYEE | $52K | — |
| JUSTIN VIBBER | 16-0871557 | — | EMPLOYEE | $51K | — |
| MELISSA WHITE | 16-0821557 | — | EMPLOYEE | $43K | — |
| NICOLE TUGGLES | 16-0821557 | — | EMPLOYEE | $41K | — |
| O'SULLIVAN ASSOCIATES, INC. | — | CHERRY HILL, NJ | NONE | $41K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $33K | — |
| EMERGING TEL CORP | — | ROCHESTER, NY | NONE | $27K | — |
| MORGANSTANLEY SMITHBARNEY LLC | 36-3145972 | — | NONE | $12K | — |
| QUADIENT FINANCE, USA | — | MILFORD, CT | NONE | $11K | — |
| POLEN CAPITAL | — | BOCA RATON, FL | NONE | $8K | — |
| KARPUS INVESTMENT MANAGEMENT | — | PITTSFORD, NY | NONE | $7K | — |
| DOLAN MCENIRY CAPITAL MANAGEMENT | — | CHICAGO, IL | NONE | $7K | — |
| SAGE INVESTMENT GROUP | — | AUSTIN, TX | NONE | $6K | — |
