| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAREFIRST ADMIN - KELLY & ASSOC | 52-1187907 | — | NONE | $2.9M | — |
| METROPOLITAN LIFE - KELLY & ASSOC | 13-5581829 | — | NONE | $249K | — |
| CONNECTYOURCARE - KELLY & ASSOC | 26-1274092 | — | NONE | $21K | — |
| HEALTH ADVOCATE | 23-3080019 | — | NONE | $0 | — |
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.
