Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLIE N. HALL SR. | 22-6062974 | — | TRUSTEE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROSSROADS HEALTHCARE MGMT LLC | 74-3064316 | — | NONE | $612K | — |
| GUARDIAN NURSES HEALTHCARE ADVOCATE | — | FLOURTOWN, PA | NONE | $277K | — |
| ANTHEM BLUE CROSS | 23-7391136 | — |
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 VEBA INDEX AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust |
| NONE |
| $165K |
| — |
| FRIEDMAN AND ANSPACH | 13-3403675 | — | NONE | $121K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | — | NONE | $62K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $40K | — |
| MAGNACARE ADMINISTATIVE SERVICES | 11-3410766 | — | NONE | $40K | — |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | PLYMOUTH MEETING, PA | NONE | $31K | — |
| DAVID R. PFAFF, M.D. | 13-3687263 | — | NONE | $24K | — |
| REYNOLDS CONSULTING SERVICES LLC | 20-1899564 | — | NONE | $19K | — |
| DD SERVICES, INC | 11-2705347 | — | NONE | $14K | — |
| SUMMIT ACTUARIAL SERVICES | 20-3838633 | — | NONE | $14K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $10K | — |
| — |
| $6.1M |
| $23.5M |
| 48.6% |
| BOYD WATTERSON BOYD WATTERSON GSA FUND, LP | — | — | $8.6M | $10.8M | 22.4% |
| NHIT CORE PLUS FULL DISCRETION TR. LOOMIS SALYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 022 | Common Collective Trust | — | $6.6M | $7.2M | 14.9% |
| ULLICO INFRASTRUCTURE TAX EXEMPT ULLICO INVESTMENT ADVISORS INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $3.5M | $3.7M | 7.6% |
| LONGVIEW CORE BOND VEBA FUND AMALGAMATED BANK · EIN 20-1200740 / PN 012 | Common Collective Trust | — | $1.4M | $1.5M | 3.2% |
