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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | 95-4331852 | — | NONE | $1.1M | — |
| SCHWARTZ, STEINSAPIR, DOHRMANN | 95-2077781 | — | NONE | $392K | — |
| DELTA DENTAL OF CALIFORNIA | 94-1461312 | — | NONE | $254K | — |
| THE SEGAL GROUP INC. | 94-1503999 | — | NONE | $167K | — |
| TRANSOMATIC CORPORATION | 54-2103755 | — | NONE | $161K | — |
| INNOVATIVE SOFTWARE SYSTEMS, INC. | 25-2182079 | — | NONE | $156K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $147K | — |
| JOHN YOUNG | 95-2097171 | — | EMPLOYEE | $110K | — |
| HEALTH MANAGEMENT | 75-3189468 | — | NONE | $79K | — |
| DAVID PIDLAOAN | 95-2097171 | — | EMPLOYEE | $73K | — |
| ELIZABETH ELIOT | 95-2097171 | — | EMPLOYEE | $66K | — |
| MARK MAY | 95-2097171 | — | EMPLOYEE | $65K | — |
| FETAPAAKI MAKA | 95-2097171 | — | EMPLOYEE | $63K | — |
| CYNTHIA FIELDS | 95-2097171 | — | EMPLOYEE | $62K | — |
| CAROL HOWARTH | 95-2097171 | — | EMPLOYEE | $57K | — |
| AMERICAN DIRECT MAIL | 95-1582580 | — | NONE | $56K | — |
| JOIE GUNGAB | 95-2097171 | — | EMPLOYEE | $55K | — |
| DESIREE ATACADOR | 95-2097171 | — | EMPLOYEE | $54K | — |
| TPX COMMUNICATIONS | 95-4593876 | — | NONE | $50K | — |
| JOAN SANDOVAL | 95-2097171 | — | EMPLOYEE | $48K | — |
| MARIA D'ANGELO BOND | 95-2097171 | — | EMPLOYEE | $48K | — |
| YESICA CORTES | 95-2097171 | — | EMPLOYEE | $47K | — |
| TERRY RYAN | 95-2097171 | — | EMPLOYEE | $47K | — |
| JUAN SANCHEZ | 95-2097171 | — | EMPLOYEE | $47K | — |
| DIANE DOTY | 95-2097171 | — | EMPLOYEE | $47K | — |
| SERGIO HERNANDEZ | 95-2097171 | — | EMPLOYEE | $47K | — |
| GLORIA HUIZAR | 95-2097171 | — | EMPLOYEE | $47K | — |
| SABRINA SAENZ | 95-2097171 | — | EMPLOYEE | $46K | — |
| CECILIA BUENO | 95-2097171 | — | EMPLOYEE | $46K | — |
| TAMMIE FLORENCE | 95-2097171 | — | EMPLOYEE | $45K | — |
| ADORACION SICAT | 95-2097171 | — | EMPLOYEE | $45K | — |
| VINCENT LARA | 95-2097171 | — | EMPLOYEE | $43K | — |
| CINDY RAINEY | 95-2097171 | — | EMPLOYEE | $43K | — |
| ERIKA JONES | 95-2097171 | — | EMPLOYEE | $43K | — |
| ROSE SANDERS | 95-2097171 | — | EMPLOYEE | $39K | — |
| DAWN VUONG | 95-2097171 | — | EMPLOYEE | $36K | — |
| SAYFARTH SHAW LLP | — | LOS ANGELES, CA | NONE | $36K | — |
| ELIZABETH OROPEZA | 95-2097171 | — | EMPLOYEE | $36K | — |
| STEVEN JONES | 95-2097171 | — | EMPLOYEE | $35K | — |
| JOHN VALDEZ | 95-2097171 | — | EMPLOYEE | $35K | — |
| VIRGINIA REYES | 95-2097171 | — | EMPLOYEE | $34K | — |
| ANTWAN COLEMAN | 95-2097171 | — | EMPLOYEE | $32K | — |
| VICTOR BALANA | 95-2097171 | — | EMPLOYEE | $30K | — |
| NELY PEREZ | 95-2097171 | — | EMPLOYEE | $27K | — |
| OPTUMRX | 33-0441200 | — | NONE | $14K | — |
| THE NORTHERN TRUST CO. | 36-1561860 | — | NONE | $13K | — |
| BC LIFE & HEALTH | 95-4331852 | — | NONE | $8K | — |
| PITNEY BOWES | 06-0495050 | — | NONE | $6K | — |
| PODIATRY PLAN ORG. OF CA, INC. | 82-2040110 | — | NONE | $5K | — |