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 |
|---|
| KEYSTONE HEALTH PLAN EAST | 23-2405376 | — | NONE | $3.4M | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $267K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $218K | — |
| SARAH MILLINGHAUSEN | 23-2105239 | — | EMPLOYEE | $153K | — |
| JOHN J RONGIONE | 23-2105239 | — | EMPLOYEE | $143K | — |
| JUDY O'MEARA | 23-2105239 | — | EMPLOYEE | $123K | — |
| MENTAL HEALTH CONSULTANTS, INC. | — | PLYMOUTH MEETING, PA | NONE | $121K | — |
| CYNTHIA LEAHY | 23-2105239 | — | EMPLOYEE | $116K | — |
| LINDA MCCULLOUGH | 23-2105239 | — | EMPLOYEE | $115K | — |
| MARIA GRILLO | 23-2105239 | — | EMPLOYEE | $108K | — |
| SMITH EDWARDS AND DUNLAP, CO. | 23-0539350 | — | NONE | $97K | — |
| VERONICA MOORE | 23-2105239 | — | EMPLOYEE | $95K | — |
| TYEMA SANCHEZ | 23-2105239 | — | EMPLOYEE | $95K | — |
| SONIA RODRIGUEZ | 23-2105239 | — | EMPLOYEE | $90K | — |
| DONNA HESTON | 23-2105239 | — | EMPLOYEE | $90K | — |
| JHARNA AGARWAL | 23-2105239 | — | EMPLOYEE | $84K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $82K | — |
| ERICA HARRELL | 23-2105239 | — | EMPLOYEE | $77K | — |
| DANIEL BROWN | 23-2105239 | — | EMPLOYEE | $75K | — |
| STEVENS & LEE PC | 23-1886296 | — | NONE | $66K | — |
| SPEAR WILDERMAN P.C. | 23-2749511 | — | NONE | $63K | — |
| JOANNA OLEJNICZAK | 23-2105239 | — | EMPLOYEE | $59K | — |
| LOCAL 36 BOLR PENSION PLAN | 23-6546776 | — | RELATED FUND | $56K | — |
| PNC BANK NATIONAL ASSOCIATION | 25-1211909 | — | NONE | $43K | — |
| GARSON M. CARUSO, MD, MPH, PA. | — | MECHANICSBURG, PA | NONE | $41K | — |
| BLUEWATER CONSULTING GROUP INC | — | CONSHOHOCKEN, PA | NONE | $38K | — |
| MEKETA INVESTMENTS GROUP | 04-2659023 | — | NONE | $35K | — |
| CVS CAREMARK | 05-0494040 | — | NONE | $28K | — |
| NATIONAL VISION ADMINISTRATORS LLC | 74-3033381 | — | NONE | $19K | — |
| STUDIO LUSTRO INC. | — | LONG ISLAND CITY, NY | NONE | $13K | — |
| PROFORMA INDUSTRIES | — | CLEVELAND, OH | NONE | $10K | — |
