Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | 84-3134502 | — | BROKER | $69K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS (IA) | 23-2184623 | — | ADMIN | $18K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Financial Corporation Checking account, Annual Percentage Yield of 2.78% | — | — | $39K | $39K | 76.2% | |
| Univest Bank and Trust Company Non-Interest Bearing Cash Account | — | — | $12K | $12K | 23.8% |
| $10K |
| — |
| TELEMEDICINE MANAGEMENT, INC. | 26-1306606 | — | TELEMEDICINE | $0 | — |
| TELUS HEALTH (US) LTD | 52-1883918 | — | ADMIN | $0 | — |
