Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEDWATCH CASE MANAGEMENT | 59-2884658 | LAKE MARY, FL | CONSULTANT | $106K | — |
| CROWN POINT MANAGEMENT CONSULTANTS | 35-1710050 | PENDLETON, IN | CONSULTANT | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ST VINCENT HEALTH W&P CARE INST INC | 46-1227327 | INDIANAPOLIS, IN | SERVICE PROVIDER | $776K | — |
| LUMINAIRE HEALTH BENEFITS, INC. |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investments as reported on Schedule H | — | — | — | $2.1M | 74.3% | |
| Bank OZK Certificate of deposit maturing on | — | — | $246K | $246K | 8.5% | |
| American National Bank Certificate of deposit maturing on | — | — | $235K | $235K | 8.1% | |
| Modem Bank, National Certificate of deposit maturing on Association March 6, 2025; interest of 4.85% | — | — | $234K | $234K |
| 35-1846036 |
| ROSEMONT, IL |
| SERVICE PROVIDER |
| $358K |
| — |
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781558 | CINCINNATI, OH | SERVICE PROVIDER | $291K | — |
| HOSTCARE RESOURCES | 46-5299788 | DEMOTTE, IN | SERVICE PROVIDER | $281K | — |
| 8.1% |
| Texas Bank and Trust Certificate of deposit maturing on | — | — | $229K | $229K | 7.9% |
| Bank of America, N.A. Certificate of deposit maturing on | — | — | $228K | $228K | 7.9% |
