| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | — | HELENA, MT | NONE | $631K | — |
| REHN AND ASSOCIATES | — | SPOKANE, WA | NONE | $212K | — |
| SMITH RX | — | DALLAS, TX | NONE | $191K |
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.
| — |
| ALLIANT INSURANCE SERVICES | — | PASADINA, CA | NONE | $107K | — |
| HEALTHJOY | — | CHICAGO, IL | NONE | $100K | — |
| CLIFTONLARSONALLEN | 41-0746749 | — | NONE | $65K | — |
| DELTA DENTAL | — | SEATTLE, WA | NONE | $57K | — |
| RENALOGIC | — | SEATTLE, WA | NONE | $37K | — |
| INTERLINK | — | HILLSBORO, OR | NONE | $29K | — |
| IT STARTS WITH ME | — | MISSOULA, MT | NONE | $16K | — |
| VISION SERVICE PLAN | 23-7089668 | — | NONE | $14K | — |
| ANCHOR BENEFIT CONSULTING | — | MAITLAND, FL | NONE | $6K | — |
| NAVIHEALTH, INC. | — | ATLANTA, GA | NONE | $5K | — |
