| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | 94-3195221 | CONCORD, CA | BROKER | $165K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC. | 41-1289245 | MINNETONKA, MN | CLAIMS PROCESSOR | $2.4M | — |
| SUN LIFE ASSURANCE COMPANY OF CANAD |
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.
| 38-1082080 |
| WELLESLEY HILLS, MA |
| NONE |
| $87K |
| — |
