| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES, D | 59-0691921 | — | CONSULTANT | $113K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAGNUSON AND ASSOCIATES, LTD | 26-2814059 | — | INSURANCE BROKER | $46K | — |
| BLACK, GOULD, & ASSOCIATES, INC | 86-0396463 | — | INSURANCE BROKER | $40K | — |
| EMPLOYEE BENEFIT EXCHANGE, CORP. | 20-0270427 | — | INSURANCE BROKER | $39K | — |
| VECTOR FINANCIAL | — | TUCSON, AZ | INSURANCE BROKER | $21K | — |
| KEN OTT INSURANCE, LLC DBA KENDY BE | — | RIO RICO, AZ | INSURANCE BROKER | $13K | — |
| ROGERS BENEFIT GROUP, INC. | 41-1596522 | — | INSURANCE BROKER | $13K | — |
| EMERSON ROGERS, LLC | 13-3938007 | — | INSURANCE BROKER | $12K | — |
| ANNA L. HECKATHORNE | — | CARLSBAD, CA | INSURANCE BROKER | $10K | — |
| CREST INSURANCE GROUP, LLC | 27-2359016 | — | INSURANCE BROKER | $9K | — |
| KENNETH W. TAYLOR INSURANCE & INVES | 86-0193353 | — | INSURANCE BROKER | $9K | — |
| CAPITAL FINANCIAL, PLC | 20-5078854 | — | INSURANCE BROKER | $9K | — |
| DIGITAL INSURANCE, LLC | 58-2522668 | — | INSURANCE BROKER | $9K | — |
| ASSUREDPARTNERS OF ARIZONA DBA HEST | 36-4883819 | — | INSURANCE BROKER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS, INC. | 91-1603312 | — | CONTRACT ADMINISTRATOR | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | 91-0614823 | — | AUDITOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VIGILANT SERVICES, INC | 93-0877675 | — | SUBSIDIARY OF SPONSOR | $53K | — |
