| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATSON INS AGENCY | 56-0445105 | GASTONIA, NC | INSURANCE BROKER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPAC UNDERWRITERS INC | 75-2396335 | MINNEAPOLIS, MN | BENEFIT ADMIN | $426K | — |
| CORPORATE BENEFITS SERVICE | 56-1167792 | CHARLOTTE, NC | BENEFIT ADMIN | $63K | — |
| CIGNA | 59-1031071 | — |
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.
| TELEDOC/REPRICING FEES |
| $17K |
| — |
| CUPEPPER DEVEREAUX INC | 25-1912027 | — | RX CONSULTING FEES | $7K | — |