| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERKELEY LIFE & HEALTH | 91-6034263 | — | NONE | $582K | — |
| HEALTHCARE MANAGEMENT ADMINISTRATOR | 91-1333840 | — | NONE | $140K | — |
| CU BENEFITS ALLIANCE | 61-1691027 | — | NONE | $65K | — |
| SUN LIFE ASSURANCE CO OF CANADA | 38-1082080 | — | NONE | $12K | — |
| ALLEGIANCE BENEFIT | 81-0400550 | — | NONE | $6K | — |
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.
