| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI INSURANCE SERVICES (CA) | 13-3771734 | — | BROKER | $26K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $26K | — |
| KIBBLE & PRENTICE HOLDING COMPANY ( | 91-1176315 | — | BROKER | $3K | — |
| THE LIBERTY COMPANY INSURANCE BROKE | — | WOODLAND HILLS, CA | BROKER | -$200 | — |
| Name | EIN |
|---|
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.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MERITAIN HEALTH | 16-1264154 | — | ADMIN | $21K | — |
| CONNECTCARE3, LLC | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
