| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHIL SOULE | 35-2425050 | OSTERVILLE, MA | BROKER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULTRABENEFITS INC | 04-3525752 | WESTBORO, MA | CONTRACT ADMINISTRATOR | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| CIGNA | 59-1031071 | BLOOMFIELD, CT | PPO NETWORK | — | — |
| NEW ENGLAND EMPLOYEE BENEFITS | 02-0452548 | CONCORD, NH | PRODUCER | — | — |
| PATIENT ADVOCATES CM | 01-0372148 | PORTSMOUTH, NH | CASE MANAGEMENT | — | — |
