| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVE KLEBER | — | PORT WASHINGTON, WI | INS AGENT OR BROKER | $135 | — |
| ANSAY & ASSOCIATES, LLC | — | PORT WASHINGTON, WA | INS AGENT OR BROKER | $97 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL OF WISCONSIN | 39-6094742 | — | TPA (DENTAL BENEFIT) | $11K | — |
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 |
|---|---|---|---|---|---|
| UMR, INC | 39-1995276 | — | CLAIMS PROCESSING | $123K | — |
| EMPLOYEE BENEFITS CORPORATION | 39-2044064 | — | CLAIMS PROCESSING | $2K | — |
