| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNER HEALTH & BENEFITS | 47-2310802 | — | AGENT COMPENSATION | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPAC UNDERWRITERS INC | 75-2396335 | — | STOPLOSS PREMUIM | $148K | — |
| SISCO | 42-1144827 | — | ADMINISTRATIVE SERVICES | $32K | — |
| AIMM | 13-4254735 | — | CONDITION MANAGEMENT | $14K | — |
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.