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 |
|---|---|---|---|---|---|
| IBC / INDEPENDENCE ADMINISTRATORS | 23-0370270 | — | NONE | $1.0M | — |
| EXPRESS SCRIPTS INC/MEDCO HEALTH | 22-3461740 | — | NONE | $837K | — |
| HEALTH CARE SOLUTIONS CORP | 23-2630637 | — | NONE | $368K | — |
| TEMPLE CENTER FOR POPULATION HEALTH | 46-4556027 | — | NONE | $326K | — |
| EMPLOYEE ZC | 23-1574984 | — | EMPLOYEE | $184K | — |
| FOUNDRY PARTNERS | 46-1184506 | — | NONE | $163K | — |
| PNC FINANCIAL SERVICES GROUP | 25-1435979 | — | NONE | $156K | — |
| EMPLOYEE PP | 23-1574984 | — | EMPLOYEE | $146K | — |
| THE REVOLT GROUP | 46-3524964 | — | NONE | $135K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | BALTIMORE, MD | NONE | $129K | — |
| KROLL HEINEMAN CARTON, LLC | 76-0760981 | — | NONE | $117K | — |
| EMPLOYEE TX | 23-1574984 | — | EMPLOYEE | $114K | — |
| EMPLOYEE WK | 23-1574984 | — | EMPLOYEE | $103K | — |
| THE MCKEOGH COMPANY | 23-3003375 | — | NONE | $100K | — |
| LEVEL CARE HEALTH CONSORTIUM | 83-2819398 | — | RELATED ORGANIZATION | $84K | — |
| EMPLOYEE LZ | 23-1574984 | — | EMPLOYEE | $80K | — |
| EMPLOYEE KW | 23-1574984 | — | EMPLOYEE | $79K | — |
| MENTAL HEALTH CONSULTANTS INC | 23-2508393 | — | NONE | $75K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $74K | — |
| SUSANIN, WIDMAN & BRENNAN, PC | 23-2265950 | — | NONE | $73K | — |
| EMPLOYEE RT | 23-1574984 | — | EMPLOYEE | $70K | — |
| EMPLOYEE LL | 23-1574984 | — | EMPLOYEE | $69K | — |
| EMPLOYEE OL | 23-1574984 | — | EMPLOYEE | $66K | — |
| EMPLOYEE RU | 23-1574984 | — | EMPLOYEE | $66K | — |
| EMPLOYEE DZ | 23-1574984 | — | EMPLOYEE | $66K | — |
| EMPLOYEE GG | 23-1574984 | — | EMPLOYEE | $63K | — |
| LORD ABBETT & CO LLC | 13-5620131 | — | NONE | $59K | — |
| EMPLOYEE LA | 23-1574984 | — | EMPLOYEE | $59K | — |
| PRO-FLEX ADMINISTRATORS LLC | 45-3261121 | — | NONE | $56K | — |
| ROYAL PRINTING SERVICE | 22-1898677 | — | NONE | $56K | — |
| EMPLOYEE LD | 23-1574984 | — | EMPLOYEE | $55K | — |
| EMPLOYEE YI | 23-1574984 | — | EMPLOYEE | $54K | — |
| BNY MELLON | 13-5160382 | — | NONE | $47K | — |
| EMPLOYEE QE | 23-1574984 | — | EMPLOYEE | $47K | — |
| SIERRA INVESTMENT PARTNERS | 68-0370668 | — | NONE | $44K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $43K | — |
| EMPLOYEE ZA | 23-1574984 | — | EMPLOYEE | $42K | — |
| EMPLOYEE UT | 23-1574984 | — | EMPLOYEE | $40K | — |
| EMPLOYEE ZK | 23-1574984 | — | EMPLOYEE | $38K | — |
| CHARTWELL INVESTMENT PARTNERS, LLC | 36-4776242 | — | NONE | $38K | — |
| EMPLOYEE BA | 23-1574984 | — | EMPLOYEE | $38K | — |
| EMPLOYEE UB | 23-1574984 | — | EMPLOYEE | $36K | — |
| EMPLOYEE OV | 23-1574984 | — | EMPLOYEE | $35K | — |
| EMPLOYEE GB | 23-1574984 | — | EMPLOYEE | $33K | — |
| EMPLOYEE MH | 23-1574984 | — | EMPLOYEE | $32K | — |
| EMPLOYEE MX | 23-1574984 | — | EMPLOYEE | $32K | — |
| EMPLOYEE PL | 23-1574984 | — | EMPLOYEE | $27K | — |
| EMPLOYEE OP | 23-1574984 | — | EMPLOYEE | $25K | — |
| LUMA AL SHEIKA YOUSEF | — | TURNERSVILLE, NJ | NONE | $24K | — |
| THE SEGAL GROUP, INC. | 06-0839113 | — | NONE | $22K | — |
| ONE DROP INC | 47-1424380 | — | NONE | $19K | — |
| TUCKER ARENSBERG PC | 25-1425735 | — | NONE | $14K | — |
| ASSIST HEALTH GROUP | — | — | NONE | $11K | — |
| STRASSHEIM GRAPHIC CO INC. | 20-4437831 | — | NONE | $10K | — |
| CHANGE HEALTHCARE SOLUTIONS | 20-5731067 | — | NONE | $9K | — |
| THE WAGNER LAW GROUP | 04-3323315 | — | NONE | $8K | — |
| POST ADVISORY GROUP LLC | 95-4818300 | — | NONE | $0 | — |
