Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP LLC | 23-1315351 | — | BROKER | $74K | — |
| COMMONWEALTH FINANCIAL GROUP | 23-2399040 | — | BROKER | $31K | — |
| MPB RISK SERVICES, LLC | 85-0556241 | — | BROKER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Checking Account * UMB Bank, N.A. UMB Commercial Performance Checking Account | — | — | $111K | $111K | 14.8% |
| $11K |
| — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | $2K | — |
