| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED CONCORDIA COMPANIES, INC. | 25-1687586 | — | DEN ADMIN | $68K | — |
| AP BENEFIT ADVISORS, LLC | 30-0837157 | — | BEN/COBRA/FSA ADMIN | $20K | — |
| CAPITAL ADVANTAGE ASSURANCE CO | 45-5492167 | — | MEDICAL/RX ADMIN | -$330K | — |
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.
