Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRIOT (POWER-KUNKLE GROUP, INC.) | 33-1028341 | — | BROKER | $63K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $10K | — |
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Savings Account * UMB Bank, N.A. UMB Commercial Performance Checking | — | — | $613K | $613K | 100.0% |
| ADMIN |
| -$21K |
| — |
