| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BASSETT SERVICES | — | LOUISVILLE, KY | BROKER | $23K | — |
| CREATIVE BENEFITS, INC. | — | NEWTOWN SQUARE, PA | BROKER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX INC. | 33-0441200 | — | PHARMACY BENEFIT MGMT. | $1.1M | — |
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781588 | — |
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.
| ADMINISTRATION |
| $481K |
| — |
| MERITAIN HEALTH | 16-1264154 | — | ADMINITRATION | $418K | — |
| FLEX FACTS | 27-2036736 | — | ADMINISTRATOR | $5K | — |
