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 |
|---|---|---|---|---|---|
| MFS INVESTMENT MANAGEMENT | 04-2747644 | — | NONE | $54K | — |
| PART D ADVISORS, INC. | 20-2595200 | — | NONE | $34K | — |
| BOYD WATTERSON ASSET MANAGEMENT | 34-1922005 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING INC | 22-1467904 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON BC/BS OF NJ | 22-0999690 | — | NONE | $3.0M | — |
| EMPIRX HEALTH, LLC | 47-1226691 | — | NONE | $1.9M | — |
| GLENN DIBIASI | 22-1458594 | — | EMPLOYEE | $395K | — |
| THE SEGAL COMPANY | 06-0839113 | — | NONE | $378K | — |
| GREEN LIGHT COST MANAGEMENT LLC | 45-5248276 | — | NONE | $367K | — |
| CONIFER VALUE BASED CARE LLC | 52-1964905 | — | NONE | $326K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $289K |
| — |
| SLEVIN & HART PC | 52-1708613 | — | NONE | $254K | — |
| BRENDA GARMA | 22-1458594 | — | EMPLOYEE | $178K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $145K | — |
| HEALTHSMART CARE MANAGEMENT SOLUTIO | 20-1504892 | — | NONE | $144K | — |
| DELTA DENTAL OF NEW JERSEY | 22-1896118 | — | NONE | $131K | — |
| BROWN & BROWN OF MASSACHUSETTS | 27-4732361 | — | NONE | $125K | — |
| HYACINTH JOHNSON | 22-1458594 | — | EMPLOYEE | $119K | — |
| DONNA SPERONE | 22-1458594 | — | EMPLOYEE | $119K | — |
| RENA SVOKOS | 22-1458594 | — | EMPLOYEE | $116K | — |
| ROBIN GOODMAN | 22-1458594 | — | EMPLOYEE | $113K | — |
| SUANNE MCCORMACK | 22-1458594 | — | EMPLOYEE | $112K | — |
| JOANN THEURET | 22-1458594 | — | EMPLOYEE | $111K | — |
| ROBIN PEREZ | 22-1458594 | — | EMPLOYEE | $111K | — |
| SAVITA GANDOTRA | 22-1458594 | — | EMPLOYEE | $111K | — |
| MARISELA V RUIZ | 22-1458594 | — | EMPLOYEE | $107K | — |
| BBH SOLUTIONS, INC. | 11-2982889 | — | NONE | $103K | — |
| NATALINA MEDINA | 22-1458594 | — | EMPLOYEE | $101K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $99K | — |
| DAWN QUINN | 22-1458594 | — | EMPLOYEE | $98K | — |
| NANDINA VALENCIA NOWICKI | 22-1458594 | — | EMPLOYEE | $97K | — |
| MONICA RODRIGUEZ | 22-1458594 | — | EMPLOYEE | $95K | — |
| LAURA MARTE | 22-1458594 | — | EMPLOYEE | $95K | — |
| TRACEY RUTAN | 22-1458594 | — | EMPLOYEE | $92K | — |
| PEDRO GONZALEZ | 22-1458594 | — | EMPLOYEE | $89K | — |
| KAREN CHAN | 22-1458594 | — | EMPLOYEE | $86K | — |
| SUSAN STUCKEY | 22-1458594 | — | EMPLOYEE | $84K | — |
| LUZ RODRIGUEZ | 22-1458594 | — | EMPLOYEE | $83K | — |
| EMILY TON | 22-1458594 | — | EMPLOYEE | $83K | — |
| PEGGIE MORGAN | 22-1458594 | — | EMPLOYEE | $83K | — |
| SVAM INTERNATIONAL, INC. | 11-3190965 | — | NONE | $83K | — |
| MELISSA JAIMES | 22-1458594 | — | EMPLOYEE | $81K | — |
| EBONY MCCULLAM | 22-1458594 | — | EMPLOYEE | $80K | — |
| MARCIA GRAHAM | 22-1458594 | — | EMPLOYEE | $77K | — |
| JUAN PACHECO | 22-1458594 | — | EMPLOYEE | $76K | — |
| HAYDELIZA JAVIER-SANTOS | 22-1458594 | — | EMPLOYEE | $75K | — |
| MELINDA NYE ROMAINE | 22-1458594 | — | EMPLOYEE | $70K | — |
| KAREN BUCHANAN | 22-1458594 | — | EMPLOYEE | $65K | — |
| LARRY MAGARIK, ESQ | 46-4963823 | — | NONE | $62K | — |
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | NONE | $54K | — |
| CINDY HERNANDEZ | 22-1458594 | — | EMPLOYEE | $51K | — |
| PAYER MATRIX LLC | 81-3946362 | — | NONE | $50K | — |
| DR. ANITA NISCHAL | — | OLD BRIDEG, NJ | NONE | $48K | — |
| VISION SERVICE PLAN | 06-1227840 | — | NONE | $45K | — |
| ROBYN REICHARD | — | MOUNTAINSIDE, NJ | NONE | $40K | — |
| PHAXIS, LLC | 88-0608565 | — | NONE | $35K | — |
| METASOURCE, LLC | 26-0771758 | — | NONE | $22K | — |
| J. GLYNN & COMPANY | 75-2980655 | — | NONE | $19K | — |
| CAREFIRST ADMINISTRATORS | 52-2069215 | — | NONE | $6K | — |
