| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT GROUP, INC. | 47-0720154 | OMAHA, NE | NONE | $32K | — |
| GMS BENEFITS, INC. | 47-0784635 | OMAHA, NE | NONE | $16K | — |
| PHC/MULTIPLAN | 13-3068979 | NEW YORK, NY | NONE | $4K | — |
| AMERICAN HEALTH HOLDING | 31-1368946 | NEW ALBANY, OH | NONE | $2K | — |
| CAREOPERATIVE | 20-8981027 | BRENTWOOD, TN | NONE | $530 | — |
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.
