| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR | 93-0238155 | — | NONE | $347K | — |
| JODI AMATO | — | LAKE OSWEGO, OR | EMPLOYEE | $103K | — |
| IAFF LOCAL 1660 | 93-0593668 | — | PLAN SPONSOR | $85K | — |
| JUEL TURNER | — | LAKE OSWEGO, OR | EMPLOYEE | $65K | — |
| OREGON DENTAL SERVICE | 93-0438772 | — | NONE | $61K | — |
| BENEFIT PLAN ADMIN SERVICES INC. |
| Provider | Nondisclosure info |
|---|---|
| ALLEGIANCE | SERVICE PROVIDER FAILED TO PROVIDE INFORMATION ON INDIRECT COMPENSATION, IF ANY. |
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.
| 16-1503696 |
| — |
| NONE |
| $50K |
| — |
| BROWN & BROWN OF OREGON, LLC | 93-0518576 | — | NONE | $47K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $45K | — |
| BENEFITELECT, INC. | 47-2294586 | — | NONE | $33K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $33K | — |
| HUB INTERNATIONAL | 47-0813106 | — | NONE | $19K | — |
| LIFEMAP ASSURANCE COMPANY | 93-6030398 | — | NONE | $18K | — |
| BARRAN LIEBMAN, LLP | 93-1251627 | — | NONE | $13K | — |
| ALLEGIANCE | — | MISSOULA, MT | NONE | $8K | — |
