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 |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781558 | — | NONE | $1.3M | — |
| HELLO HEART | 82-3489727 | — | NONE | $237K | — |
| CONIFER | 52-1964905 | — | NONE | $226K | — |
| SWORD HEALTH | 37-1849452 | — | NONE | $195K | — |
| LAURA DUKE | 35-0851694 | — | EMPLOYEE | $130K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — |
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 |
|---|---|---|---|
| NIS INTERMEDIATE FIXED INCOME FUND NATIONAL INVESTMENT SERVICES · EIN 20-0065449 / PN 001 | Common Collective Trust | $10.2M | 4.8% |
| BGO DAILY VALUE FUND NEWTOWER TRUST COMPANY · EIN 83-6177544 / PN 001 | Common Collective Trust | $3.1M | 1.5% |
| NONE |
| $130K |
| — |
| DELTA DENTAL PLAN OF INDIANA | 35-1545647 | — | NONE | $125K | — |
| PNC BANK | 22-1146430 | — | NONE | $121K | — |
| BRIDGEWAY BENEFIT TECHNOLOGES, LLC | 52-1796473 | — | NONE | $94K | — |
| KARA FUNK | 35-0851694 | — | EMPLOYEE | $87K | — |
| WHITNEY KING | 35-0851694 | — | EMPLOYEE | $82K | — |
| AMY SCHEIBLE | 35-0851694 | — | EMPLOYEE | $76K | — |
| DAVID RAY | 35-0851694 | — | ADMINISTRATOR | $69K | — |
| SIERRA | 68-0370668 | — | NONE | $67K | — |
| JULIE BOWEN | 35-0851694 | — | EMPLOYEE | $67K | — |
| LISA SMITH | 35-0851694 | — | EMPLOYEE | $63K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | — | NONE | $62K | — |
| DEROY & DEVEREAUX | 38-2251232 | — | NONE | $56K | — |
| LINDSEY WHEELER | 35-0851694 | — | EMPLOYEE | $53K | — |
| FARR MILLER & WASHINGTON | 52-1979573 | — | NONE | $50K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $36K | — |
| TRILOGY CONSULTING GROUP INC | 36-4016705 | — | NONE | $35K | — |
| SAVRX | 86-1323040 | — | NONE | $35K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | NONE | $34K | — |
| SEGAL CONSULTING | 13-1975125 | — | NONE | $25K | — |
| PART D ADVISORS | 85-3689655 | — | NONE | $21K | — |
| NATIONAL INVESTMENT SERVICES LLC | 84-3937993 | — | NONE | $12K | — |
| MEDEXPERT INTERNATIONAL, INC. | 94-3360248 | — | NONE | $6K | — |