| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INFORMAX, LLC | 45-4867067 | OVIEDO, FL | IT CONSULTANT | $64K | — |
| CF LARIMER CONSULTING LLC | 01-0627672 | DENVER, CO | CONSULTANT | $30K | — |
| THE SEGAL COMPANY INC. | 13-1835864 | NEW YORK, NY | CONSULTANT | $29K | — |
| A-LIGN COMPLIANCE AND SECURITY INC | 83-0781692 | TAMPA, FL | IT CONSULTANT | $24K | — |
| ROCKET SCIENCE BENEFITS CONSULTING | 93-1345809 | TITUSVILLE, FL | CONSULTANT | $14K | — |
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 |
|---|---|---|---|---|---|
| SE SERIES OF LOCKTON COMPANIES LLC | 20-5845683 | ATLANTA, GA | INSURANCE AGENT & BROKER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 59-2015694 | JACKSONVILLE, FL | CONTRACT ADMINISTRATOR | $3.8M | — |
| AETNA BEHAVORIAL HEALTH LLC | 06-6033492 | CHICAGO, IL | CONTRACT ADMINISTRATOR | $276K | — |
| AETNA INC | 23-2229683 | HARTFORD, CT | CONTRACT ADMINISTRATOR | $239K | — |
| AETNA RESOURCES FOR LIVING | 23-2229683 | PHILADELPHIA, PA | CONTRACT ADMINISTRATOR | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSWALD & SCOTT, PA | 06-1660624 | ORLANDO, FL | ACCOUNTANT | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH, GAMBRELL & RUSSELL, LLP | 58-0967450 | ATLANTA, GA | LEGAL | $160K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 59-2015694 | JACKSONVILLE, FL | STOP LOSS | $1.5M | — |
| BSWIFT | 36-4391310 | CHICAGO, IL | INFORMATION MANAGEMENT | $723K | — |
| AMERIFLEX | 95-3640946 | CARROLLTON, TX | ADMINISTRATIVE FEES | $510K | — |
| SE SERIES OF LOCKTON COMPANIES LLC | 20-5845683 | ATLANTA, GA | COMMISSIONS | $12K | — |