| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | BROKER ADMIN | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS | 75-1857307 | — | ADMIN FEES | $35K | — |
| AETNA | 06-6033492 | — | ADMIN FEES | $24K | — |
| HEALTHSMART BENEFIT SOLUTIONS | 75-2960859 | — |
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.
| ADMIN FEES |
| $6K |
| — |
