| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEY BENEFIT ADMINISTRATORS, INC. | 35-1450364 | INDIANAPOLIS, IN | CONTRACT ADMINISTRATOR | $51K | — |
| CAPTIVA INSURANCE | 65-1098670 | FORT LAUDERDALE, FL | CONTRACT ADMINISTRATOR | $17K | — |
| AMERICAN HEALTH DATA INSTITUTE | 35-2048379 | INDIANAPOLIS, IN | CONTRACT ADMINISTRATOR | $11K | — |
| DSM FINANCIAL | 27-1411214 | BOCA RATON, FL | CONTRACT ADMINISTRATOR | $8K | — |
| MULTIPLAN | 35-2048379 | NEW YORK, NY | CONTRACT ADMINISTRATOR | $6K | — |
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.
| DAVID MORRIS |
| 01-4642291 |
| BOCA RATON, FL |
| CONTRACT ADMINISTRATOR |
| $2K |
| — |
| RGI, INC. | 32-1076370 | INDIANAPOLIS, IN | CONTRACT ADMINISTRATOR | — | — |
