| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STERLING INSURANCE CONCEPTS INC | 60-0000335 | LAKEWOOD, NJ | BROKER | $120K | — |
| FOUNDATION RISK PARTNERS | 81-5191759 | LAKEWOOD, NJ | BROKER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUMRX, INC. | 33-0441200 | OVERLAND PARK, KS | PHARMACY BENEFIT MGMT | $1.0M | — |
| UMR, INC. | 39-1995276 | LAKEWOOD, NJ |
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.
| CLAIMS PROCESSING |
| $249K |
| — |
