| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON WORKERS LOCAL 11 WELFARE FUND | 22-6041517 | — | NONE | $630K | — |
| INDEPENDENCE BLUE CROSS | 23-2184623 | — | NONE | $506K | — |
| BOLTON PARTNERS | — | BLUE BELL, PA | NONE | $183K | — |
| BENECARD | — | LAWRENCEVILLE, NJ | NONE | $180K | — |
| DANIEL JORDAN | 23-1599740 | — | EMPLOYEE | $93K | — |
| BONNIE LANDSMANN | 23-1599740 |
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.
| — |
| EMPLOYEE |
| $93K |
| — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | BALTIMORE, MD | NONE | $75K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $58K | — |
| LEADER DATA PROCESSING | — | WEST HAZLETON, PA | NONE | $54K | — |
| KATHLEEN ROWE | 23-1599740 | — | EMPLOYEE | $44K | — |
| CLEARY & JOSEM, LLP | 23-2657967 | — | NONE | $43K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $40K | — |
| SUSANIN WIDMAN & BRENNAN, PC | — | WAYNE, PA | NONE | $35K | — |
| ALLIED TRADE | 23-2591093 | — | NONE | $30K | — |
| WEAVER BARKSDALE & ASSOCIATES | — | NASHVILLE, TN | NONE | $9K | — |
| NATIONAL VISION ADMINISTRATORS | 74-3033381 | — | NONE | $9K | — |
| OLMEC SYSTEM LLC | 22-3461295 | — | NONE | $9K | — |
