Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARDING-YOST INSURANCE ASSOCIATES, | 23-2249739 | — | BROKER | $32K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Cash Account * UMB Bank UMB Commercial Performance Checking | — | — | $93K | $93K | 83.2% |
| -$8K |
| — |