| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA, INC. (SUREST) | 20-2557329 | — | BROKER | $0 | — |
| ASSUREDPARTNERS OF ARIZONA | 36-4883819 | — | BROKER | $0 | — |
| IMA, INC. | — | DENVER, CO | AGENT | $0 | — |
| IMA, INC. | 20-2557329 | — | BROKER | $0 | — |
| ASSUREDPARTNERS OF ARIZONA | 36-4883819 | — | BROKER | $0 | — |
| ASSUREDPARTNERS OF ARIZONA LLC | — | TUSCON, AZ |
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.
| BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CVSHEALTH | 05-0340626 | — | RX ADMIN | $14.0M | — |
| UHC (SUREST) | 41-1289245 | — | CLAIMS PROCESSOR | $2.6M | — |
| UNITED HEALTHCARE SERVICES | 41-1289245 | — | CLAIMS PROCESSOR | $441K | — |
| DELTA DENTAL OF ARIZONA | 86-0274899 | — | DENTAL ADMIN | $164K | — |
| WEX INC. | 01-0526993 | — | FSA/COBRA ADMIN FEES | $70K | — |
