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 | $88K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $20K | — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest Bearing Checking Account * UMB Bank, N.A. UMB Bank Commercial Performance Checking Account | — | — | $1.5M | $1.5M | 71.9% |
| -$610 |
| — |
