| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | CINCINNATI, OH | CLAIMS PROCESSING | $578K | — |
| MAXORPLUS, LTD | 75-2676894 | AMARILLO, TX | NONE | $75K | — |
| VITALITY | 82-2597547 | CHICAGO, IL | NONE | $60K | — |
| HOUCHENS INSURANCE GROUP | 20-5190385 | BOWLING GREEN, KY |
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 |
| $22K |
| — |
| MCGREGOR & ASSOCIATES | 61-1211399 | LEXINGTON, KY | NONE | $18K | — |
| FORVIS MAZARS, LLP | 44-0160260 | BOWLING GREEN, KY | NONE | $17K | — |
| HRI DBA HUMANA WELLNESS | 27-1649291 | LOUISVILLE, KY | NONE | $6K | — |
