| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARORX SAVINGS | — | MARQUETTE, MI | NONE | $194K | — |
| UNITED HEALTHCARE | 36-2739571 | — | NONE | $168K | — |
| NATIONAL EMPLOYEE BENEFITS ADMINIST | 65-0498809 | — | NONE | $122K | — |
| ACRISURE | 59-1258855 | — | NONE | $65K | — |
| DREXI RX | 46-4488538 | — | NONE | $38K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 |
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.
| — |
| NONE |
| $28K |
| — |
| MEDEXPERT | — | REDWOOD CITY, CA | NONE | $15K | — |
| ROBEIN, URANN, SPENCER, PICARD & CA | 72-0999672 | — | NONE | $15K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $12K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $11K | — |
| PROCARE PHARMACY BENEFIT MANAGER | 58-2422694 | — | NONE | $6K | — |
| SOUTHERN ACTUARIAL SERVICES CO. INC | 58-2409046 | — | NONE | $5K | — |