| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL UNDERWRITING SERVICES | 35-2481296 | — | NONE | $412K | — |
| CUSTOM DESIGN BENEFITS, LLC | 81-0798821 | — | NONE | $296K | — |
| ASSURED NEACE LUKENS AGENCY | 45-2712475 | — | NONE | $115K | — |
| PAYER COMPASS VOLTAIRE | 46-2047081 |
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.
| — |
| NONE |
| $24K |
| — |
| INNOVATIVE RISK MGMT DBA CAREVALENT | 45-4167263 | — | NONE | $15K | — |
| THE PHIA GROUP | 46-1439866 | — | NONE | $10K | — |
| RX RESULTS | 26-3233073 | — | NONE | $7K | — |
