| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PROFESSIONAL ADVISORS, LLC. | 88-0944684 | — | BROKER | $106K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | ADMIN | $107K | — |
| CONNECTCARE3, LLC | 26-1768616 | — | PATIENT ADVOCATE | $14K |
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.
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