| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANTAGE FINANCIAL GROUP | — | INDEPENDENCE, OH | BROKER | $37K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL HEALTH SERVICES | — | CLEVELAND, OH | ADMIN | $77K | — |
| TRUE RX MANEGEMENT SERVICES, INC | 26-0502364 | WASHINGTON, IN |
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.
| PBM |
| $12K |
| — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
