| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TEXAS | 36-1236610 | — | NONE | $890K | — |
| SUN LIFE FINANCIAL | — | WELLESLEY HILLS, MA | NONE | $147K | — |
| ARMANINO, LLP | 94-6214841 | — | NONE | $33K | — |
| BRADSHAW & BICKERTON | — | AUSTIN, TX | NONE | $12K | — |
| AMERIFLEX | — | CARROLLTON, TX | NONE | $12K | — |
| WILMINGTON TRUST COMPANY | — |
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.
| WILMINGTON, DE |
| NONE |
| $10K |
| — |
| CLAIMS-X-CHANGE | — | DALLAS, TX | NONE | $4K | — |
