| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMIN | 94-3089465 | — | NONE | $956K | — |
| BLUE CROSS OF CALIFORNIA | 95-3760980 | — | NONE | $391K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $170K | — |
| MCMORGAN & COMPANY | 52-2334388 | — | NONE | $78K | — |
| BEESON, TAYER, & BODINE | 94-3126136 | — | NONE | $74K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 |
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 |
| $56K |
| — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $42K | — |
| TEAMSTERS ASSISTANCE PROGRAM | 68-0048516 | — | NONE | $39K | — |
| ROAD RUNNER | 87-1226713 | — | NONE | $8K | — |
| WHEELER PRINTING | — | VALLEJO, CA | NONE | $7K | — |