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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | 84-3134502 | — | ADMIN | $48K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $12K | — |
| CAPITAL BLUE CROSS | 23-0455154 | — | ADMIN | -$45K |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Cash Account * UMB Bank, N.A. UMB Commercial Performance Checking Account | — | — | $34K | $34K | 28.1% |
| — |
