| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYNEWEST (MARSH MCLENNAN AGENCY) | — | MISSOULA, MT | N/A | $168K | — |
| DELTA DENTAL INSURANCE COMPANY | 94-2761537 | — | N/A | $144K | — |
| PRISM HEALTH | — | LEHI, UT | N/A | $71K | — |
| VISION SERVICE PLAN | 06-1227840 | — | N/A | $68K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $37K | — |
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.
