| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ARIZONA | 86-0004538 | — | NONE | $346K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $49K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-6951948 | — | NONE | $46K | — |
| KELLEY LAW GROUP | — | PHOENIX, AZ | NONE | $13K | — |
| MERRILL LYNCH | 13-3180817 | — | NONE | $12K | — |
| BALDWIN MOFFITT BEHM LLP |
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.
| 46-4370753 |
| — |
| NONE |
| $10K |
| — |
| SEGAL SELECT INSURANCE BROKERAGE | 46-0619194 | — | NONE | $6K | — |
