| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE EQUINOX AGENCY LLC | 56-2481175 | — | BROKER FEES | $20K | — |
| AP BENEFIT ADVISORS, LLC | 30-0837157 | — | BROKER FEES | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUMINARE HEALTH BENEFITS, INC. | 35-1846036 | — | TPA FEES | $97K | — |
| HIGHMARK, INC. | 23-1294723 | — | TPA FEES |
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.
| $19K |
| — |
