| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARIAL | $43K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | INVESTMENT ADVISORY | $43K | — |
| PARAMETRIC DEFENSIVE EQUITY FUND | 45-2531297 | — |
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.
| INVESTMENT MANAGER |
| $34K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 51-0099493 | — | TRUSTEE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLEMAN & WILLIAMS, LTD. | 39-1658905 | MILWAUKEE, WI | AUDIT | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS & BLUE SHIELD OF WISCONS | 39-0138065 | — | CLAIMS ADMINISTRATION | $261K | — |
| BUSINESSOLVER | 42-1503807 | — | BENEFITS ADMINISTRATION | $245K | — |
| WILLIS TOWERS WATSON VIA BENEFITS | 26-0775680 | — | CLAIMS ADMINISTRATION | $83K | — |
| DELTA DENTAL OF WISCONSIN | 39-6094742 | — | CLAIMS ADMINISTRATION | $28K | — |
| CONNECTYOURCARE, LLC (CYC) | 26-1274092 | — | CLAIMS ADMINISTRATION | $24K | — |
