Kelly Baltz signed BART & Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BART & Associates, LLC's EIN is 52-6383142.
Download the official 2024 Form 5500 (PDF) for BART & Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BART & Associates, LLC's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP (ARMFIELD, HARRIS | 54-0654623 | — | BROKER | $63K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY |
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.
| 16-1264154 |
| — |
| ADMIN |
| $50K |
| — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
