| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PSA INSURANCE & FINANCIAL PARTNERS, | 80-0887008 | — | BROKER | $17K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $14K | — |
| THE THOMAS GROUP, INC. | — | LUTHERVILLE, MD | BROKER | $4K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | — | ADMIN | $12K | — |
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $4K | — |
