| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | 51-0467698 | — | BROKER | $56K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $27K | — |
| HY HOLDINGS INC. | 30-0947669 | — | BROKER | $10K | — |
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 |
|---|
| CAPITAL BLUE CROSS | 23-0455154 | — | ADMIN | $20K | — |
| INNOVU | 81-1938789 | — | OTHER | $5K | — |