| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TN | — | CHATTANOOGA, TN | NONE | $570K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $388K | — |
| BRANSTETTER, STRANCH & JENNINGS | 62-0513048 | NASHVILLE, TN | NONE | $41K | — |
| DANIELS IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $18K | — |
| NEWTEK TECHNOLOGY SOLUTIONS | — | PHOENIX, AZ | NONE | $12K | — |
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.
| — |
| VALLEY FORGE, PA |
| NONE |
| $0 |
| — |