Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAM BENEFITS | 41-1356548 | — | BROKER | $59K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | — | ADMIN | $12K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $9K |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Bank Interest bearing cash | — | — | $500K | $500K | 95.6% |
| — |