| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUMRX, INC | 33-0441200 | — | PHARMACY BENEFIT MGMT | $7.1M | — |
| SUREST | 41-1289245 | — | CLAIMS PROCESSOR | $2.5M | — |
| UMR, INC | 39-1995276 | — | CLAIMS PROCESSOR | $1.8M | — |
| CURALINK HEALTHCARE | 33-1026383 | — | EAP PROVIDER | $43K | — |
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.
