| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | 51-0467698 | — | BROKER | $137K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $44K | — |
| INNOVU | 25-1687586 | PITTSBURGH, PA | BROKER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $15K |
| Provider | Nondisclosure info |
|---|---|
| BENEFIT CORPORATE WELLNESS | DID NOT PROVIDE REQUESTED SCHEDULE INFORMATION |
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.
| — |
| UNITED CONCORDIA COMPANIES, INC. | 25-1687586 | — | ADMIN | $15K | — |
| CAPITAL ADVANTAGE ASSURANCE COMPANY | 45-5492167 | — | ADMIN | -$269K | — |
