| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INSURANCE ASSOCIATES LLC | 45-3601219 | ISELIN, NJ | INSURANCE BROKER | $46K | — |
| PAUL GLOBAL BENEFITS INC. | 26-2276920 | SYOSSET, NY | INSURANCE AGENT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERPASS RX | 73-1700173 | THE COLONY, TX | ADMINISTRATOR | $97K | — |
| KEY BENEFIT ADMINISTRATORS INC. | 35-1450364 |
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.
| INDIANAPOLIS, IN |
| ADMINISTRATOR |
| $57K |
| — |
| RGI | 32-0176370 | INDIANAPOLIS, IN | ADMINISTRATOR | $15K | — |
| AMERICAN HEALTH DATA INSTITUTE | 35-2048379 | INDIANAPOLIS, IN | ADMINISTRATOR | $10K | — |
