| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $5K | — |
| BROWN & BROWN PA | 20-0878127 | — | BROKER | $5K | — |
| TRION GROUP, A MARSH & MCLENNAN | 26-3237576 | — | BROKER | -$78 | — |
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 |
|---|
| AETNA | 06-6033492 | — | ADMIN | $4K | — |
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $681 | — |
