| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | MEMPHIS, TN | AUDITOR | $45K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER, DONELSON, BEARMAN, CALDWELL | 62-1047356 | MEMPHIS, TN | LEGAL | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBSTN | — | CHATTANOOGA, TN | NONE | $1.6M | — |
| QUANTUM HEALTH INC | 20-8423895 | — | NONE | $1.5M | — |
| ENGAGE2EXCEL | — | MOORESVILLE, NC | NONE | $398K | — |
| HEALTHNEXT LLC | 27-0887301 | UNIONVILLE, PA | NONE | $365K | — |
| SIMPLE HEALTH LLC | 46-1659606 | PENSACOLA BEACH, FL | NONE | $160K | — |
| LIFESPEAK | — | — | NONE | $155K | — |
| WELLNESS CONSULTANTS | — | MEMPHIS, TN | NONE | $149K | — |
| TRULIFECARE LLC | 45-4924871 | BRENTWOOD, TN | NONE | $134K | — |
| MCGRIFF INSURANCE SERVICES | 86-1623293 | CHARLOTTE, NC | NONE | $114K | — |
| COMPSYCH CORPORATION | 36-3272141 | — | NONE | $85K | — |
| MILLIMAN-CONSULTING H&W BENEFITS | — | MEMPHIS, TN | NONE | $53K | — |
| KRISTIAN ROBINSON | — | MARION, AR | WELLNESS STAFF/INTERN | $52K | — |
| UKG INC | 65-0694077 | — | NONE | $35K | — |
| VANDERBILT UNIVERSITY MED CENTER | 35-2528741 | — | NONE | $31K | — |
| HAWAII MEDICAL SERVICE ASSN | 99-0040115 | HONOLULU, HI | NONE | $29K | — |
| HEALTHCARE TN | — | MEMPHIS, TN | NONE | $20K | — |
| KAREN SONES | — | OLIVE BRANCH, MS | NONE | $19K | — |
| COVENANT HEALTH | — | KNOXVILLE, TN | NONE | $6K | — |
| FIRST HORIZON BANK TRUST DIVISION | 62-0201385 | — | AFFILIATE | $6K | — |
