| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURED PARTNERS OF HOUSTON, LLC | 30-0914815 | — | BROKER | $117K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPANION LIFE INSURANCE COMPANY | — | SAN FRANCISCO, CA | TPA | $422K | — |
| ASSURED BENEFITS ADMINISTRATORS | — | EL PASO, TX | TPA | $103K | — |
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 |
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.
| — |
| TPA |
| $96K |
| — |
