| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MDA INSURANCE & FINANCIAL GROUP INC | 38-2289903 | — | RELATED ENTITY | $1.8M | — |
| PRIORITY HEALTH INSURANCE COMPANY | 20-1529553 | — | NONE KNOWN | $1.2M | — |
| COTTINGHAM & BUTLER INSURANCE SVC | 42-0198040 | — | NONE KNOWN | $141K | — |
| CIGNA | 59-1031071 | — | NONE KNOWN | $97K | — |
| PARTNERS IN PERFORMANCE | — | SANDY SPRINGS, GA | NONE KNOWN | $95K | — |
| PLANTE & MORAN, PLLC |
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.
| 38-1357951 |
| — |
| NONE KNOWN |
| $55K |
| — |
| COMERICA SECURITIES, INC. | 36-2621207 | — | NONE KNOWN | $54K | — |
| THE TERRY GROUP | — | CHICAGO, IL | NONE KNOWN | $40K | — |
| HCP NATIONAL INSURANCE SERVICE | 95-4475799 | — | NONE KNOWN | $34K | — |
| COMMERCIAL BLUEPRINT, INC. | — | LANSING, MI | NONE KNOWN | $18K | — |
| ENCOMPASS EAP LLC | 38-3536589 | — | NONE KNOWN | $16K | — |
| DIABETES PREVENTION PROGRAM | — | ROCKVILLE, MD | NONE KNOWN | $15K | — |
| GRA BENEFITS GROUP | 45-4904455 | — | NONE KNOWN | $14K | — |
| PNC BANK | 46-2721901 | — | NONE KNOWN | $10K | — |
| THE WAGNER LAW GROUP | 04-3323315 | — | NONE KNOWN | $9K | — |
| ENROLLEASE, INC | — | SAN FRANCISCO, CA | NONE KNOWN | $8K | — |
| ASAP PRINTING | — | OKEMOS, MI | NONE KNOWN | $6K | — |
