| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILB GROUP OF MARYLAND | 47-4324398 | — | PRODUCER | $40K | — |
| ULTRABENEFITS, INC. | 04-3525752 | — | BENEFITS ADMINISTRATOR | $17K | — |
| CIGNA | 59-1031071 | — | NETWORK | $7K | — |
| RIGHTWAY | 82-0865206 | — | CONCIERGE | $3K | — |
| TELEDOC | 20-1020949 | — | NETWORK | $737 | — |
| PHIA GROUP | 04-3504115 | — | FIDUCIARY |
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.
| $458 |
| — |
