| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE CO | — | WELLESLEY HILLS, MA | NONE | $553K | — |
| SISCO | 42-1144827 | — | NONE | $130K | — |
| OPTUMHEALTH MTP - UHIC | 52-1996029 | — | NONE | $22K | — |
| WPPA | 48-0959093 | — | NONE | $14K | — |
| CIGNA | 59-1031071 | — | NONE | $11K | — |
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.
