Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVATIVE BENEFIT PLANNING, L.L.C. | 52-2072161 | — | BROKER | $80K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| UMB Bank Cash, Interest Rate 2.78% | Cash / Money Market | — | $826K | $826K | 100.0% |
| 16-1264154 |
| — |
| ADMIN |
| $30K |
| — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $15K | — |
