| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE | 36-2739571 | MINNEAPOLIS, MN | NONE | $240K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $121K | — |
| VIVEKA HEALTH | 86-2467157 | MIAMI, FL | NONE | $14K | — |
| DANIELS IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $14K | — |
| STANDARD VALUATIONS, INC. | 41-1327339 | ST. PAUL, MN | NONE | $13K | — |
| GODWIN, MORRIS, LAURENZI, BLOOMFIEL |
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.
| 62-1371542 |
| MEMPHIS, TN |
| NONE |
| $11K |
| — |
| FIRST HORIZON | — | MEMPHIS, TN | NONE | $7K | — |
| MONEY MARKET AND MUTUAL FUNDS | — | — | NONE | $0 | — |
