| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HCP NATIONAL INSURANCE SERVICES INC | 95-4475799 | ALISO VIEJO, CA | NONE | $204K | — |
| LIVE OAK MEWA MANAGEMENT LLC | 88-4183577 | MANDEVILLE, LA | NONE | $157K | — |
| MCGRIFF | 56-1623293 | NEW IBERIA, LA | NONE | $101K | — |
| BLUE CROSS AND BLUE SHIELD OF LOUIS | 82-2726860 | BATON ROUGE, LA | NONE | $78K | — |
| WINDSOR STRATEGY PARTNERS INC | 81-0912547 | PRINCETON, NJ | NONE | $71K | — |
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.
| 42-1144827 |
| BELLEVUE, WA |
| NONE |
| $24K |
| — |
| GENOVA BURNS | 22-2940404 | NEWARK, NJ | NONE | $17K | — |
| HELENE CERISE LLC | 47-5193958 | HARAHAN, LA | NONE | $17K | — |
| RICHARD CPAS, LLC TAXED AS A PARTNE | 82-2560138 | METAIRIE, LA | NONE | $13K | — |
| KARL HANSON | 72-1175669 | KENNER, LA | NONE | $12K | — |
| AAJ COMPUTER SERVICES INC | 65-0762524 | FORT LAUDERDALE, FL | NONE | $12K | — |
| EISNER AMPER LLP TAXED AS PARTNERSH | 92-3320348 | BATON ROUGE, LA | NONE | $6K | — |
