| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 | — | NONE | $517K | — |
| ANTHEM BC LIFE AND HEALTH INS CO. | 95-4331852 | — | NONE | $380K | — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | — | NONE | $88K | — |
| NAVIA BENEFIT SOLUTIONS | 91-1467758 | — | NONE | $70K | — |
| PATRIOT GROWTH INSURANCE SERVICES | 87-2917800 | — | NONE | $65K | — |
| HEALTHLINX, LLC |
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.
| 87-0660214 |
| — |
| NONE |
| $50K |
| — |
| INEICH & COMPANY, LLP | 56-2552172 | — | NONE | $47K | — |
| COMPLIANCE AUDIT SERVICES | 94-3134229 | — | NONE | $32K | — |
| US BANK | 31-0841368 | — | NONE | $24K | — |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | 94-2576729 | — | NONE | $20K | — |
| MORGAN STANLEY | 94-1671384 | — | NONE | $5K | — |
| FORT WASHINGTON INVESTMENT ADVISORS | 31-1301863 | — | NONE | $0 | — |
