Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN (PA) | 20-0878127 | — | BROKER | $95K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — | ADMIN | $41K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Cash Account * UMB Bank UMB Commercial Performance Checking | — | — | $259K | $259K | 100.0% |
| $9K |
| — |
