| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE | 36-2739571 | MINNEAPOLIS, MN | NONE | $506K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $493K | — |
| VIVEKA HEALTH | — | MIAMI BEACH, FL | NONE | $28K | — |
| QUINN CONNOR WEAVER DAVIES & ROUCO | 45-1444874 | BIRMINGHAM, AL | NONE | $22K | — |
| DANIELS, IRWIN, & AYLOR | 62-1802605 | MADISON, TN | NONE | $16K | — |
| MONEY MARKET & MUTUAL FUNDS |
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 |
| $0 |
| — |