| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. | 91-0680697 | PASADENA, CA | NONE | $7.9M | — |
| ANTHEM BLUE CROSS | 95-3760980 | COSTA MESA, CA | NONE | $423K | — |
| LIBERTY DENTAL PLAN OF CALIFORNIA | 33-0979956 | IRVINE, CA | NONE | $363K | — |
| SOUTHWEST MONEY MANAGEMENT, INC | 95-6055492 | LA VEGAS, NV | NONE | $225K | — |
| VISION SERVICE PLAN | 94-1632821 | RANCHO CORDOVA, CA | NONE | $159K | — |
| A.F. BUBENAS & COMPANY |
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.
| 95-2368103 |
| DIAMOND BAR, CA |
| NONE |
| $151K |
| — |
| UNION BANK | 94-0304228 | LOS ANGELES, CA | NONE | $70K | — |
| DAVID BRODY & CO. | 95-4778275 | CERRITOS, CA | NONE | $62K | — |
| WESTCOAST MAILERS | 41-2039938 | SOUTH GATE, CA | NONE | $60K | — |
| AJ LONGO | 35-2607925 | PASADENA, CA | NONE | $53K | — |
| THE WAGNER LAW GROUP | 04-3323315 | CERRITOS, CA | NONE | $42K | — |
| BEHAR PUBLIC RELATIONS | 95-3892250 | OJAI, CA | NONE | $39K | — |
| WOHLNER KAPLON CUTLER HALFORD | 83-2856417 | ENCINO, CA | NONE | $33K | — |
| AMERICAN SPECIALTY HEALTH NETWORK | 33-0571188 | SAN DIEGO, CA | NONE | $24K | — |
| REICH, ADELL & CVITAN | 95-3082677 | LOS ANGELES, CA | NONE | $21K | — |
| AMERICAN HEALTH HOLDINGS, INC. | 31-1368946 | NEW ALBANY, OH | NONE | $20K | — |
| DIRECT CONNECTION | 33-0659758 | LA VERNE, CA | NONE | $15K | — |
| MILLIMAN, INC | 91-0675641 | WALNUT CREEK, CA | NONE | $12K | — |
| BUSINESS & BANKING COURIERS | 95-4604774 | LOS ANGELES, CA | NONE | $7K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-4722389 | MINNEAPOLIS, MN | NONE | $5K | — |
| SEGAL | 94-1503999 | SAN FRANCISCO, CA | NONE | — | — |
