Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRION GROUP, A MARSH & MCLENNAN AGE | 26-3237576 | — | BROKER | $34K | — |
| BENECON GROUP | 23-1315351 | — | BROKER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | ADMIN | $27K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $8K |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Bank, N.A. Commercial Performance Checking | — | — | $375K | $375K | 100.0% |
| — |
