| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALDWIN KRYSTYN SHERMAN PARTNER | — | TAMPA, FL | BROKER | $41K | — |
| WISEMAN AGENCY INC | — | GALLIPOLIS, OH | BROKER | $13K | — |
| ROGER BENEFIT GROUP INC | — | PHOENIX, AZ | BROKER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL HEALTH INSURANCE COMPANY | — | DALLAS, TX |
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.
| N/A |
| $149K |
| — |
| ALLSTATE BENEFITS | — | MILWAUKEE, WI | N/A | $86K | — |
