| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | 56-1623293 | GREENSBORO, NC | BROKER | $172K | — |
| USI INSURANCE SERVICES LLC | 13-3771734 | VIRGINIA BEACH, VA | BROKER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $1.6M | — |
| UNUM LIFE INSURANCE COMPANY OF AMER | 01-0278678 |
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.
| — |
| ADMIN SERVICE PROVIDER |
| $38K |
| — |
