| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROPEL (ALERA SC) | 25-1692664 | — | BROKER | $19K | — |
| THE BENECON GROUP, INC | 23-1315351 | — | BROKER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNED ADMINISTRATORS, INC | 57-0718839 | — | ADMIN | $25K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $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.
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