| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TEXAS | 36-1236610 | RICHARDSON, TX | NONE | $439K | — |
| FIRST STOP HEALTH | 45-1542956 | — | NONE | $75K | — |
| TRUIST FINANCIAL CORPORATION | 56-0939887 | — | NONE | $15K | — |
| WEX INC. | 01-0526993 | PORTLAND, ME | NONE | $10K | — |
| HSA BANK | 03-0273620 | — | NONE | $9K | — |
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.
