| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARDAY ASSOCIATES, INC. | 53-0257019 | — | NONE | $190K | — |
| BOLTON PARTNERS, INC. | 52-1231144 | — | NONE | $30K | — |
| MOONEY, GREEN, SAINDON, MURPHY, & | 52-1958229 | — | NONE | $22K | — |
| SEGAL BRYANT & HAMILL LLC | 35-2679129 | — | NONE | $15K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $14K | — |
| CAREFIRST BLUE CROSS BLUE SHIELD |
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.
| 52-1385894 |
| — |
| NONE |
| $14K |
| — |
| NCAS | — | BALTIMORE, MD | NONE | $9K | — |
| AMERICAN HEALTH HOLDING, INC. | 31-1368946 | — | NONE | $9K | — |
