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 |
|---|---|---|---|---|---|
| CAPITAL DISTRICT PHYSICIAN'S HEALTH | 14-1641028 | — | NONE | $171K | — |
| MICHAEL BRADY | 14-1437195 | — | EMPLOYEE | $74K | — |
| MILLIMAN USA | 91-0675641 | — | NONE | $51K | — |
| NIKKI FRANCE | 14-1437195 | — | EMPLOYEE | $43K | — |
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | NONE | $42K | — |
| IRIS SWEENEY | 14-1437195 |
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 |
|---|---|---|---|
| PROLOAN BOND FUND, LLC PROLOAN BOND FUND, LLC · EIN 26-3436991 / PN 001 | 103-12 Investment Entity | $735K | 4.0% |
| — |
| EMPLOYEE |
| $39K |
| — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $35K | — |
| TEAL BECKER & CHIARAMONTE, CPAS PC | 14-1624930 | — | NONE | $34K | — |
| BLITMAN & KING LLP | 16-1047304 | — | NONE | $25K | — |
| JOSEPH MCCARTHY | 16-1120588 | — | NONE | $21K | — |
| KARPUS INVESTMENT MANAGEMENT | 16-1290558 | — | NONE | $13K | — |
| DELTA DENTAL | 11-1980218 | — | NONE | $6K | — |
