| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCELLUS BLUECROSS BLUESHIELD | 15-0329043 | ROCHESTER, NY | NONE | $264K | — |
| LABOR FIRST, LLC | 06-1750191 | MOUNT LAUREL, NJ | NONE | $96K | — |
| BLITMAN AND KING | 16-1047304 | — | NONE | $47K | — |
| O'SULLIVAN ASSOCIATES |
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.
| 20-8199367 |
| — |
| NONE |
| $30K |
| — |
| KEENAN & ASSOCIATES | 95-2798626 | — | NONE | $30K | — |
| SEGALL BRYANT HAMILL | 35-2679129 | CHICAGO, IL | NONE | $21K | — |
| D'ARCANGELO & CO. LLP | 13-2550103 | — | NONE | $16K | — |
| JOSEPH MCCARTHY | 16-1120588 | — | NONE | $9K | — |
