Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES INC. | 23-0558310 | — | BROKER | $51K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $8K | — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Bank Interest-Bearing Cash | — | — | $113K | $113K | 78.3% |
| $4K |
| — |
