| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALDWIN KRYSTYN SHERMAN PARTNERS | — | TAMPA, FL | BROKER | $106K | — |
| THE BALDWIN GROUP SOUTHEAST LLC | — | TAMPA, FL | BROKER DENTAL | $6K | — |
| WATERTOWER TECHNOLOGIES INC | — | CHICAGO, IL | BROKER DENTAL | $329 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 |
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.
| — |
| CLAIMS PROCESSOR |
| $216K |
| — |
| SUN LIFE ASSURANCE COMPANY OF CANAD | 38-1082080 | — | DENTAL ADMIN | $22K | — |
