| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERTSON RYAN & ASSOCIATES | 39-0605130 | WAUKESHA, WI | BROKER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR INC | 39-1995276 | WAUSAU, WI | CLAIMS PROCESSING | $100K | — |
| UNITED OF OMAHA LIFE INSURANCE COMP | 47-0322111 | OMAHA, NE | CLAIMS PROCESSING | $3K | — |
| SUN LIFE ASSURANCE CO OF CANADA | 38-1082080 |
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.
| WELLESLEY HILLS, MA |
| CLAIMS PROCESSING |
| $1K |
| — |
