| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS MANAGEMENT GROUP, INC | 20-0188125 | — | NONE | $255K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $110K | — |
| INETICO, LLC DBA VALENZ CARE | 36-4869660 | — | NONE | $110K | — |
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.
| KERBER, ECK & BRAECKEL LLP |
| 43-0352985 |
| — |
| NONE |
| $66K |
| — |
| CAVANAGH & O'HARA | 37-1259635 | — | NONE | $61K | — |
| LABOR FIRST, LLC | 06-1750191 | — | NONE | $56K | — |
| TFBC, LLC | 27-3782504 | — | NONE | $41K | — |
| FOSTER & FOSTER | 59-1921114 | — | NONE | $25K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $9K | — |
| JP MORGAN CHASE | 13-4994650 | — | NONE | $7K | — |
