| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BENEFITS INC. | 93-0929070 | — | SUBSIDIARY OF UMTA | $903K | — |
| UEA, INC. | 93-0991444 | — | SUBSIDIARY OF UMTA | $700K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO. | 59-1031071 | — | NONE | $446K | — |
| WELLDYNERX, LLC | 84-1515837 | — | NONE | $102K | — |
| QUEST INVESTMENT MANAGEMENT | 93-0880854 | — | NONE | $93K | — |
| BARRAN LIEBMAN | 93-1251627 |
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.
| — |
| NONE |
| $72K |
| — |
| ZIPARI, INC. | 32-0435609 | — | NONE | $66K | — |
| THE PARTNERS GROUP, LLC | 93-1300504 | — | NONE | $61K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $27K | — |
| US BANK | 31-0841368 | — | NONE | $26K | — |
| PRISM HEALTH GROUP, LLC | 88-2321599 | — | NONE | $18K | — |
