| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LORI URIAS INSURANCE SERVICES | — | VISALIA, CA | BROKER | $33K | — |
| SMITH BOMAN & ASSOCIATES | — | FRESNO, CA | BROKER | $8K | — |
| LORI URIAS INSURANCE | — | VISALIA, CA | BROKER | $8K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSWESTERN INSURANCE ADMIN | 77-0118024 | FRESNO, CA | CONTRACT ADMIN | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL UNDERWRITING SERVICES | 76-0168793 | MEDIA, PA | STOP - LOSS CARRIER | $297K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTIPLAN, INC | 13-3068979 | NEW YORK, NY | CONTRACT PROVIDER | $16K | — |
| PAYER COMPASS, LLC | — | PLANO, TX | CONTRACT PROVIDER | $9K | — |