| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEGIANCE BENEFIT PLAN MANAGEMENT | 81-0400550 | MISSOULA, MT | NONE | $380K | — |
| DELTA DENTAL OF WISCONSIN | 39-6094742 | STEVENS POINT, WI | NONE | $69K | — |
| ALLEGIANCE BENEFIT PLAN MANAGEMENT | 03-0507057 | MISSOULA, MT | NONE | $50K | — |
| BMO WEALTH MANAGEMENT | 36-3673844 | CHICAGO, IL | NONE | $9K | — |
| NATIONAL COOPERATIVERX | 04-3775178 | MADISON, WI | NONE | $0 | — |
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.
