This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAV-RX PRESCRIPTION SERVICES | 86-1323040 | FREMONT, NE | NONE | $329K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | NONE | $209K | — |
| ZENITH AMERICAN SOLUTIONS INC. | 52-1590516 | TAMPA, FL | NONE | $162K | — |
| THE MCKEOGH COMPANY | 23-3003375 | WEST CONSHOHOCKEN, PA | NONE | $45K | — |
| MERANZE, KATZ & GAUDIOSO PC | 23-2331604 | PHILADELPHIA, PA | NONE | $40K | — |
| BACHELER & COMPANY PC |
| Provider | Nondisclosure info |
|---|---|
| VISION BENEFITS OF AMERICA | SCHEDULE C INFORMATION RELATED TO DIRECT AND INDIRECT COMPENSATION. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW BROAD MARKET 3000 INDEX FD AMALGAMATED BANK · EIN 46-2044954 / PN 020 | Common Collective Trust | $6.4M | 39.8% |
| LONGVIEW INTERMEDIATE BOND FUND AMALGAMATED BANK · EIN 92-0762124 / PN 027 | Common Collective Trust | $5.5M | 34.5% |
| 23-2978066 |
| CHERRY HILL, NJ |
| NONE |
| $19K |
| — |
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | NONE | $13K | — |
| VISION BENEFITS OF AMERICA | 25-1149206 | CARNEGIE, PA | NONE | $5K | — |
