| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C.B. WOOD FINANCIAL LLC | 85-4189306 | — | BROKER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIED BENEFIT SYSTEMS | 36-3086057 | — | SERVICE VENDOR | $60K | — |
| SHARX LLC | — | SAINT LOUIS, MO | SERVICE VENDOR | $27K | — |
| FIRST HEALTH | 20-1736437 | — | PPO | $8K |
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.
| — |
| KISX CARD LLC | — | MECHANICSBURG, PA | SERVICE VENDOR | $7K | — |
