| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $324K | — |
| UNITED HEALTHCARE | 36-2739571 | MINNEAPOLIS, MN | NONE | $240K | — |
| REGIONS BANK | 63-0371391 | BIRMINGHAM, AL | NONE | $52K | — |
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.
| MORGAN LEWIS & BOCKIUS LLP |
| 23-0891050 |
| PHILADELPHIA, PA |
| NONE |
| $47K |
| — |
| DANIELS, IRWIN & AYLOR CPAS | 62-1802605 | MADISON, TN | NONE | $21K | — |
| VIVEKA HEALTH | 86-2467157 | MIAMI, FL | NONE | $17K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | CARMEL, IN | NONE | $7K | — |
| EMPATHIA, INC. | 39-1486873 | WAUKESHA, WI | NONE | $6K | — |
| MONEY MARKET AND MUTUAL FUNDS | — | — | NONE | $0 | — |
