LISA Wheeler signed Sodel Concepts II LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sodel Concepts II LLC's EIN is 41-2102197.
Download the official 2024 Form 5500 (PDF) for Sodel Concepts II LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sodel Concepts II LLC's plan includes health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $26K | — |
| L & W INSURANCE, INC. | 35-2242208 | — | BROKER | -$250 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK OF DELAWARE | 51-0020405 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| *UMB Financial Co. | Common Stocks | — | $301K | $301K | 100.0% |
| — |
| ADMIN |
| $11K |
| — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $9K | — |
