| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | — | BLOOMFIELD, CT | NONE OTHER THAN CONTRACT | $639K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | — | MURRAY, UT | NONE OTHER THAN CONTRACT | $300K | — |
| SPENCER FANE, LLP | — | DENVER, CO | NONE OTHER THAN CONTRACT | $64K | — |
| BLOMQUIST HALE CONSULTING | 87-0462684 | — | NONE OTHER THAN CONTRACT | $60K | — |
| THE SEGAL COMPANY | — | TEMPE, AZ | NONE OTHER THAN CONTRACT | $57K | — |
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.
| US BANK |
| 93-0826646 |
| — |
| NONE OTHER THAN CONTRACT |
| $31K |
| — |
| ALTA CAPITAL MANAGEMENT | 77-0650218 | — | NONE OTHER THAN CONTRACT | $24K | — |
| AGINCOURT CAPITAL | — | RICHMOND, VA | NONE OTHER THAN CONTRACT | $24K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE OTHER THAN CONTRACT | $22K | — |
| WELLS FARGO ADVISORS | 34-1542819 | — | NONE OTHER THAN CONTRACT | $17K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $17K | — |
| PRESCRIPTION CARE MANAGEMENT | — | RENO, NV | NONE OTHER THAN CONTRACT | $15K | — |
| LETTERSTREAM | — | SCOTTSDALE, AZ | NONE | $13K | — |
| KENNITH GRIMES P.C. | 90-0188484 | — | NONE | $8K | — |
