| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GARRY L JOHNSON & ASSOCIATES | 86-0616252 | MESA, AZ | BROKER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM | 33-0441200 | DEEN PRAIRIE, MN | PHARMACY BENEFIT MANAGER | $439K | — |
| MARTRIX RISK MANAGEMENT LLC | 83-0360667 | FALMOUTH, MN | 3 | $15K | — |
| UMR | 39-1995276 | WAUSAU, WI | 3 |
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.
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