| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GILBERT INC. AGENCY | 25-0943703 | SHARON, PA | BROKER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C.A.S. | 91-1991574 | — | TPA | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| ROUNDSTONE MAN. |
| 27-0371422 |
| ROCKY RIVER, OH |
| STOP LOSS |
| $676K |
| — |
| AIMM | 13-4254735 | — | MEDICAL MANAGEMENT | $83K | — |
| S&S HEALTHCARE | 31-1418743 | MASON, OH | PPO NETWORK | $61K | — |
| AMERICAN HEALTH HOLDING INC. | 31-1368946 | NEW ALBANY, OH | TELEMEDICINE | $9K | — |
