| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-1520346 | — | TRUSTEE & CUSTODIAN | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 36-3485298 | — | INVESTMENT ADVISOR | $84K | — |
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.
| JP MORGAN INVESTMENT MANAGEMENT INC |
| 13-3200244 |
| — |
| INVESTMENT MANAGER |
| $61K |
| — |
| TRUMBULL PROPERTY FUND UBS REALTY | 61-1553760 | — | INVESTMENT MANAGER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ & COMPANY | 47-0625816 | — | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL GREAT PLAINS | — | OMAHA, NE | ACTUARY | $1K | — |
