| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | AMHERST, NY | BROKER | $19K | — |
| THE BENECON GROUP, LLC | 23-1315351 | LITITZ, PA | BROKER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGOHAN BRABENDER (DUBLIN) | 31-1191330 | DUBLIN, OH | ADMINISTRATOR | $27K | — |
| CONNECTCARE3, LLC | 26-1768616 | LITITZ, PA |
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.
| PATIENT ADVOCATE |
| $4K |
| — |