| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES R NELLIGAN & ASSOCIATES LLC | — | WALL, NJ | BROKER | $269 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK, INC. | 23-1294723 | — | ADMIN | $357K | — |
| SUNLIFE ASSURANCE COMPANY OF CANADA | 38-1082080 | — | ADMIN | $26K | — |
| RXBENEFITS, INC. | 63-1157085 | — | ADMIN |
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.
| $5K |
| — |
