| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KENNETH KAHL | 52-1059733 | — | TRUSTEE | $13K | — |
| ERIC ECKSTEIN | 52-1059733 | — |
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.
| TRUSTEE |
| $12K |
| — |
| KARI CORDELL | 52-1059733 | — | TRUSTEE | $11K | — |
| ANTHONY GEORGE | 52-1059733 | — | TRUSTEE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $276K | — |
| ZELIS | 86-1040704 | — | NONE | $232K | — |
| CONIFER VALUE-BASED CARE, LLC | 52-1964905 | — | NONE | $199K | — |
| BENESYS INC. | 38-2383171 | — | NONE | $187K | — |
| CAREFIRST BC/BS OF MARYLAND | 52-1385894 | — | NONE | $173K | — |
| ABATO, RUBENSTEIN, & ABATO | 52-0904713 | — | NONE | $172K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $107K | — |
| NCAS | — | BALTIMORE, MD | NONE | $99K | — |
| INVESTMENT PEFORMANCE SERVICES | 58-2432390 | — | NONE | $89K | — |
| CALL A DOCTOR PLUS | — | AVON, CT | NONE | $54K | — |
| CIGNA HEALTH & LIFE INSURANCE CO. | 59-1031071 | — | NONE | $43K | — |
| SWORD HEALTH | 83-4333673 | — | NONE | $30K | — |
| NATIONAL VISION ADMINISTRATORS | 74-3033381 | — | NONE | $10K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $10K | — |
| PNC BANK | 22-1146430 | — | NONE | $10K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
