J. Eric Bowen signed Kline & Specter, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kline & Specter, P.C.'s EIN is 23-2830302.
Download the official 2024 Form 5500 (PDF) for Kline & Specter, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kline & Specter, P.C.'s plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | 84-3134502 | — | BROKER | $69K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| UMB Financial Corporation Checking account, Annual Percentage Yield of 2.78% | Bonds / Notes | — | $39K | $39K | 76.2% | |
| Univest Bank and Trust Company Non-Interest Bearing Cash Account | Cash / Money Market | — | $12K | $12K | 23.8% |
| INDEPENDENCE ADMINISTRATORS (IA) |
| 23-2184623 |
| — |
| ADMIN |
| $18K |
| — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $10K | — |
| TELEMEDICINE MANAGEMENT, INC. | 26-1306606 | — | TELEMEDICINE | $0 | — |
| TELUS HEALTH (US) LTD | 52-1883918 | — | ADMIN | $0 | — |
