This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA | 06-6033492 | — | PARTY-IN-INTEREST | $12.9M | — |
| ANTHEM INSURANCE | 35-0781558 | — | PARTY-IN-INTEREST | $11.7M | — |
| FIDELITY | 04-2647786 | — | PARTY-IN-INTEREST | $8.1M | — |
| CVS CAREMARK | 20-8404182 | — | PARTY-IN-INTEREST | $4.6M | — |
| MEQUILIBRIUM | 30-0734167 | — | PARTY-IN-INTEREST | $1.3M | — |
| VIRGIN PULSE | 20-2547480 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBM MEDICAL BENEFITS TRUST INTERNATIONAL BUSINESS MACHINES CORPORATION · EIN 13-0871985 / PN 010 | Master Trust | $10.9M | 32.6% |
| PARTY-IN-INTEREST |
| $1.1M |
| — |
| MERCER | 13-2834414 | — | PARTY-IN-INTEREST | $657K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | PARTY-IN INTEREST | $476K | — |
| ERNST & YOUNG | 34-6565596 | — | PARTY-IN INTEREST | $404K | — |
| MERATIVE | 88-1430661 | — | PARTY-IN INTEREST | $253K | — |
| KPMG | 13-5565207 | — | PARTY-IN-INTEREST | $180K | — |
| ISLAND PEER REVIEW ORGANIZATION | 11-2662689 | — | PARTY-IN INTEREST | $35K | — |
| CORE SOLUTIONS (MEDIFIT) | 22-3339492 | — | PARTY-IN-INTEREST | $34K | — |
| ALTERITY | 27-0787824 | — | PARTY-IN INTEREST | $13K | — |