| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | — | CHICAGO, IL | NONE OTHER THAN CONTRACT | $45K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 86-0004538 | — | NONE OTHER THAN CONTRACT | $879K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-6951948 | — | NONE OTHER THAN CONTRACT | $293K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE OTHER THAN CONTRACT | $86K | — |
| DELTA DENTAL | — | SCOTTSDALE, AZ | NONE OTHER THAN CONTRACT | $78K | — |
| SPENCER FANE | — | DENVER, CO | NONE OTHER THAN CONTRACT | $52K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $46K | — |
| CVSCAREMARK | — | SCOTTSDALE, AZ | NONE | $40K | — |
| VERUS | 91-1320111 | — | NONE OTHER THAN CONTRACT | $26K | — |
| VISION SERVICES PLAN | 06-1227840 | — | NONE OTHER THAN CONTRACT | $21K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $18K | — |
| SEGAL SELECT INSURANCE BROKERAGE | 46-0061919 | — | NONE OTHER THAN CONTRACT | $17K | — |
| LETTERSTREAM | — | SCOTTSDALE, AZ | NONE OTHER THAN CONTRACT | $17K | — |
| CARROLL & SCULLY, INC. | 94-2690827 | — | NONE OTHER THAN CONTRACT | $14K | — |
| BMO BANK | — | CHICAGO, IL | NONE | $12K | — |
| OPTUM RX | — | EDEN PRAIRIE, MN | NONE | $8K | — |
| J&R GRAPHICS | — | PHOENIX, AZ | NONE | $7K | — |
| PNC BANK | 22-1146430 | — | NONE | $6K | — |
| WEINBERG, ROGER & ROSENFELD | 94-2458080 | — | NONE OTHER THAN CONTRACT | $5K | — |
