| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 86-0004538 | — | NONE OTHER THAN CONTRACT | $863K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-6951948 | — | NONE OTHER THAN CONTRACT | $291K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE OTHER THAN CONTRACT | $106K | — |
| DELTA DENTAL | — | SCOTTSDALE, AZ | NONE OTHER THAN CONTRACT | $77K | — |
| SPENCER FANE | — | DENVER, CO | NONE OTHER THAN CONTRACT | $38K | — |
| LSV ASSET MANAGEMENT |
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.
| — |
| CHICAGO, IL |
| NONE OTHER THAN CONTRACT |
| $35K |
| — |
| VERUS | 91-1320111 | — | NONE OTHER THAN CONTRACT | $33K | — |
| SEGAL SELECT INSURANCE BROKERAGE | 46-0061919 | — | NONE OTHER THAN CONTRACT | $23K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $18K | — |
| LETTERSTREAM | — | SCOTTSDALE, AZ | NONE OTHER THAN CONTRACT | $13K | — |
