Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOMPKINS INSURANCE | 83-0389955 | — | BROKER | $40K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | -$23K |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment * UMB Bank, N.A. UMB Bank Interest-Bearing Savings Account | — | — | $25K | $25K | 14.7% |
| — |
