| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C.S. MCKEE LP | 25-1900687 | PITTSBURGH, PA | INVESTMENT MANAGER | $16K | — |
| HIGHTOWER ADVISORS MORGIA GRP | 36-4500709 | WATERTOWN, NY | INVESTMENT ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCELLUS HEALTH PLAN INC | 15-0329043 | ROCHESTER, NY | THIRD PARTY ADMINISTRATOR | $272K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | AUDITOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLTON PARTNERS NORTHEAST INC | 27-3666661 | TRENTON, NJ | ACTUARY | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING LLP | 16-1047304 | SYRACUSE, NY | ATTORNEY | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRA CONSULTING, INC | 16-1600723 | WEEDSPORT, NY | NONE | $6K | — |
