| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEGIANCE BENEFIT PLAN MGMT, INC. | — | MISSOULA, MT | CONTRACT | $188K | — |
| NAVITUS | — | MADISON, WI | CONTRACT | $77K | — |
| ASSURED PARTNERS | — | ORLANDO, FL | CONTRACT | $57K | — |
| USI INSURANCE SERVICES NATIONAL | — | DALLAS, TX | CONTRACT | $31K | — |
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.
