| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY RISK SOLUTIONS, LLC | 58-1656177 | — | BROKER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHGRAM, INC. | 56-1449504 | — | CARRIER | $50K | — |
| CIGNA CORPORATION | 59-1031071 | — | CARRIER | $20K | — |
| CAREOPERATIVE, LLC | 20-8981027 | — | CARRIER | $2K |
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.
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