| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSURANCE OFFICE OF AMERICA - FLORI | 59-2472656 | — | BROKER | $20K | — |
| THE BENECON GROUP LLC | 23-1315351 | — | BROKER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREFERRED BENEFIT ADMINISTRATORS, I | — | LONGWOOD, FL | ADMIN | $23K | — |
| CONNECTCARE3 LLC | 26-1768616 | — |
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.
| PATIENT ADVOCATE |
| $3K |
| — |
