| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RX BENEFITS | 63-1157085 | — | NONE | $858K | — |
| UMR INC | 39-1995276 | — | NONE | $184K | — |
| JW TERRILL BENEFIT SERVICES INC | 43-1526995 | — | NONE | $49K | — |
| MARSH & MCLENNAN AGENCY LLC | 26-3237576 | BOSTON, MA | NONE | $17K | — |
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.
