| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $45K | — |
| FNL INSURANCE GROUP (FRANK N. LOTMA | 52-2132804 | — | BROKER | $31K | — |
| SILBERSTEIN INSURANCE GROUP (ALERA | — | BALTIMORE, MD | BROKER | $10K | — |
| HUB INT. (PA) | 13-3621603 | — | BROKER | -$24 | — |
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 ADVANTAGE ASSURANCE COMPANY | 45-5492167 | — | ADMIN | -$51K | — |
