| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEMPTON GROUP ADMINISTRATORS INC | — | OKLAHOMA CITY, OK | NONE | $321K | — |
| MARSH & MCLENNAN | — | DALLAS, TX | NONE | $48K | — |
| ISOLVED BENEFIT SERVICES | — | COLDWATER, MI | NONE | $16K | — |
| FINLEY & COOK, PLLC | — | SHAWNEE, OK | NONE | $13K | — |
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.
| LEWIS ELLIS ACTUARIES |
| — |
| DALLAS, TX |
| NONE |
| $5K |
| — |
