| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON MOUNTAIN | 23-2588479 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUMRX | 33-0441200 | — | NONE | $6.6M | — |
| BLUECROSS BLUESHIELD OF IL | 36-1236610 | — | NONE | $974K | — |
| ZENITH AMERICAN SOLUTIONS | 36-2365968 | — | NONE | $791K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $125K | — |
| VALENZ | 36-4869660 | — | NONE | $63K | — |
| LANER MUCHIN | 36-3088463 | — | NONE | $62K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $58K | — |
| TFBC, LLC | 27-3782504 | — | NONE | $54K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $44K | — |
| ASHER, GITTLER, & D'ALBA | 36-2786883 | — | NONE | $36K | — |
| VISION SERVICE PLAN OF IL | 20-0891619 | — | NONE | $29K | — |
| GREEN LIGHT | 45-5248276 | — | NONE | $16K | — |
| SOMMERS & FAHRENBACH | 36-1796440 | — | NONE | $6K | — |
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.
