| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATSON INSURANCE AGENCY INC | — | GASTONIA, NC | BROKER | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPAC | — | MINNEAPOLIS, MN | STOP LOSS | $336K | — |
| CORPORATE BENEFITS SERVICE, INC | — | CHARLOTTE, NC | BENEFIT ADMIN | $85K | — |
| PAYER COMPASS | — | PLANO, TX | SAFEGUARD AND REPRICING |
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.
| $15K |
| — |
