Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENGLE HAMBRIGHT & DAVIES, INC. | 23-0558310 | — | BROKER | $37K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — | ADMIN | $25K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment * UMB Bank, N.A. UMB Bank Interest-Bearing Savings Account | — | — | $26K | $26K | 100.0% |
| $8K |
| — |
