| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPANION LIFE INSURANCE CO. | — | JACKSONVILLE, FL | NONE | $351K | — |
| ZELIS PAYMENTS | 45-2579291 | KANSAS CITY, MO | NONE | $188K | — |
| TMHCC LIFE INSURANCE AGENCY | 35-1817054 | KENNESAW, GA | NONE | $155K | — |
| THE LINCOLN NATIONAL LIFE INS CO | — | OMAHA, NE | NONE | $137K | — |
| WISETHRIVE LLC | 83-3619791 | DUNN, NC | NONE | $110K | — |
| UCM DIGITAL HEALTH |
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.
| 47-1346330 |
| TROY, NY |
| NONE |
| $94K |
| — |
| PROCARE RX | — | GAINESVILLE, GA | NONE | $90K | — |
| EBIX INC. | 77-0021975 | JOHNS CREEK, GA | NONE | $88K | — |
| DEERWALK, INC. (CEDARGATE) | 26-4710932 | LEXINGTON, MA | NONE | $60K | — |
| VERACITY BENEFITS, LLC | — | LAGRANGE, GA | NONE | $48K | — |
| ELAP SERVICES, LLC | 27-1535521 | WAYNE, PA | NONE | $48K | — |
| GOLDFINCH HEALTH, INC. | 83-1413657 | AUSTIN, TX | NONE | $37K | — |
| JAMES N. RAILEY | — | COLUMBUS, GA | NONE | $32K | — |
| OAKBRIDGE INSURANCE AGENCY | 85-3995724 | LAGRANGE, GA | NONE | $32K | — |
| ZELLIS(RED CARD SYSTEMS LLC) | — | ST. LOUIS, MO | NONE | $25K | — |
| MEDICAL REVIEW INSTITUTE | 87-0515201 | SALT LAKE CITY, UT | NONE | $19K | — |
| DEERHOLD | 83-1166467 | LEXINGTON, MA | NONE | $13K | — |
| PHIA GROUP CONSULTING | 46-1439866 | BRAINTREE, MA | NONE | $11K | — |
| SMART DATA SOLUTIONS | — | EAGAN, MN | NONE | $8K | — |
| HEALTHCARE CONSULTING & COACHING | 83-4379713 | VALDOSTA, GA | — | $0 | — |
| HOSPITAL AUTHORITY OF MILLER COUNTY | 58-6010601 | COLQUITT, GA | — | $0 | — |
| REUBEN N. RIVERS MD | 24-2941073 | FAYATTEVILLE, NC | NONE | $0 | — |
| CIOX HEALTH | 58-2659941 | ATLANTA, GA | — | $0 | — |
| LAUREL MOUNTAIN CONSULTING, LLC | 83-2320285 | BUFORD, GA | NONE | $0 | — |
| TLC BENEFIT SOLUTIONS INC. | — | VALDOSTA, GA | — | $0 | — |
| MEDCOM SERVICES, INC. | 59-2316866 | JACKSONVILLE, FL | — | $0 | — |
| GEORGE MICHAEL SLEDGE | 40-9311394 | FRANKLIN, TN | NONE | $0 | — |
| PAY PLUS (ZELLIS) | — | — | NONE | -$5K | — |
