| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC | 38-2383171 | COLUMBIA, MD | NONE | $238K | — |
| CAREFIRST BLUE CROSS / BLUE SHEILD | 52-1385894 | BALTIMORE, MD | NONE | $177K | — |
| MORGAN STANLEY/GRAYSTONE GROUP CONS | 54-1008544 | ANNAPPOLIS, MD | NONE | $102K |
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.
| — |
| TURNER, LEINS & GOLD, LLC | 54-2024361 | VIENNA, VA | NONE | $82K | — |
| AMERICAN HEALTH HOLDING, INC. | 31-1368946 | NEW ALBANY, OH | NONE | $60K | — |
| MARKOWITZ & RICHMOND | 23-2111581 | PHILADELPHIA, PA | NONE | $41K | — |
| THE BOLTON GROUP | 52-1231144 | BALTIMORE, MD | NONE | $41K | — |
| DELTA DENTAL OF PENNSYLVANIA | 23-1667011 | MECHANICSBURG, PA | NONE | $35K | — |
| SEGAL SELECT INSURANCE SERVICES INC | — | NEW YORK, NY | NONE | $19K | — |
