| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PALMER & CAY, LLC | 27-2182440 | ATLANTA, GA | BROKER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUMRX, INC. | 33-0441200 | — | PHARMACY BENEFIT MANAGE | $6.9M | — |
| UMR, INC. | 39-1995276 |
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.
| — |
| CLAIMS PROCESSING |
| $1.8M |
| — |
| SUN LIFE ASSURANCE COMPANY OF CANAD | 38-1082080 | — | — | $81K | — |