| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS COMPANIES OF WI | 41-1932108 | MILWAUKEE, WI | BROKER | $40K | — |
| R&R INSURANCE SERVICES INC | 39-1230987 | WAUKESHA, WI | BROKER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL OF WISCONSIN | 39-6094742 | BROOKFIELD, WI | THIRD PARTY ADMINISTRATOR | $13K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUMRX, INC. | 33-0441220 | — | PHARMACY BENEFIT MANAGEME | $904K | — |
| UMR, INC. | 39-1995276 | ONALASKA, WI | CLAIMS PROCESSING | $141K | — |
