| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER HEALTHCARE | — | FRISCO, TX | NONE | $546K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $480K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $85K | — |
| AMERICAN HEALTH GROUP | — | MESA, AZ | NONE | $65K | — |
| UNION EAP | — | BEVERLY HILLS, CA | NONE | $59K | — |
| UBS FINANCIAL SERVICES | 13-2638166 |
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.
| — |
| NONE |
| $53K |
| — |
| ALIGHT SOLUTIONS | — | CHICAGO, IL | NONE | $46K | — |
| KELLEY LAW GROUP | — | PHOENIX, AZ | NONE | $31K | — |
| WAM CONVERTS | 04-3154394 | — | NONE | $20K | — |
| DENTAL NETWORK OF AMERICA | 36-3339483 | — | NONE | $19K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $15K | — |
| SEGAL SELECT INSURANCE BROKERAGE | 13-1835864 | — | NONE | $9K | — |
