| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES, I | 59-0691921 | — | CONSULTANT | $308K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACK GOULD & ASSOCIATES | 86-0396463 | — | INSURANCE BROKER | $100K | — |
| EMPLOYEE BENEFIT EXCHANGE CORP. | 20-0270427 | — | INSURANCE BROKER | $52K | — |
| MARK J. MATSOCK & ASSOCIATES, INC |
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.
| 86-0535969 |
| — |
| INSURANCE BROKER |
| $35K |
| — |
| CAPITAL FINANCIAL, PLC | 20-5078854 | — | INSURANCE BROKER | $30K | — |
| GBS ARIZONA, INC | 20-8695075 | — | INSURANCE BROKER | $29K | — |
| PIONEER EMPLOYEE BENEFITS, LLC | 84-2248426 | — | INSURANCE BROKER | $28K | — |
| ROGERS BENEFIT GROUP, INC. | 41-1596522 | — | INSURANCE BROKER | $27K | — |
| IMA, INC | 20-2557329 | — | INSURANCE BROKER | $26K | — |
| EMERSON ROGERS, LLC | 13-3938007 | — | INSURANCE BROKER | $23K | — |
| GOLD COAST INSURANCE, INC. | 84-3101453 | — | INSURANCE BROKER | $18K | — |
| PCF INSURANCE SERVICES OF THE WEST | 82-1368960 | — | INSURANCE BROKER | $16K | — |
| ACRISURE, LLC DBA STRATEGIC WELLNES | 26-3554645 | — | INSURANCE BROKER | $16K | — |
| MAGNUSON & ASSOCIATES LTD | 26-2814059 | — | INSURANCE BROKER | $14K | — |
| LOCKTON COMPANIES | 20-3354970 | — | INSURANCE BROKER | $13K | — |
| HORIZON BENEFITS GROUP | 86-0358074 | — | INSURANCE BROKER | $12K | — |
| PACIFIC COAST BENEFITS INSURANCE CO | 26-4465846 | — | INSURANCE BROKER | $9K | — |
| BENEFITS GALLERY, LLC | 46-1751363 | — | INSURANCE BROKER | $8K | — |
| RESECO INSURANCE ADVISORS, LLC | 45-3989660 | — | INSURANCE BROKER | $8K | — |
| AMWINS CONNECT INSURANCE SERVICES, | 94-2757978 | — | INSURANCE BROKER | $7K | — |
| MICHAEL J. BOUCOS | — | PHOENIX, AZ | INSURANCE BROKER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS, INC. | 91-1603312 | — | CONTRACT ADMINISTRATOR | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | 91-0614823 | — | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARIZONA TECHNOLOGY COUNCIL | 86-0684848 | — | SPONSOR | $184K | — |
| WELLSPRING FAMILY SERVICES EAP | 91-0567261 | — | — | $8K | — |
