| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN OF MASSACHUSETTS | — | DEDHAM, MA | — | $219K | — |
| EMERSON, ROGERS LLC | — | PHOENIX, AZ | — | $40K | — |
| GIS BENEFITS INC. | — | MORRIS, IL | — | $8K | — |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | — | AUSTIN, TX | — | $8K | — |
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.
