| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | 36-1236610 | CHICAGO, IL | NONE | $771K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $408K | — |
| RYAN BENEFITS, INC. | — | PLANO, TX | NONE | $81K | — |
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.
| SWIFTMD | 26-1306606 | EXTON, PA | NONE | $36K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $20K | — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | NEW YORK, NY | NONE | $18K | — |
| HEALTHSMART | 75-2508316 | IRVING, TX | NONE | $15K | — |
| ROBEIN, URANN, SPENCER, PICARD APLC | 72-0999672 | METAIRIE, LA | NONE | $12K | — |
| MONEY MARKET, MUTUAL & ETFS | — | — | NONE | $0 | — |
