| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC | 54-0372970 | LYNCHBURG, VA | BROKER | $42K | — |
| JAMES A SCOTT & SON INC | 54-0372970 | LYNCHBURG, VA | BROKER | $114 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $194K | — |
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — |
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.
| CLAIMS PROCESSING |
| $12K |
| — |
