| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTL. NE BLUE BELL (ISI BENEFIT | — | BLUE BELL, PA | BROKER | $29K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $14K | — |
| HUB INT. (PA) | 13-3621603 | — | BROKER | $6K | — |
| PATRIOT (THE SAFEGARD GROUP, INC.) | 23-2755894 | — | BROKER | -$143 | — |
| Name | EIN | Location |
|---|
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.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| INDEPENDENCE ADMINISTRATORS | 23-2184623 | — | ADMIN | $18K | — |
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $4K | — |
