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 |
|---|---|---|---|---|---|
| MICHAEL G. PHILIPP P.C. | 36-2187389 | — | TRUSTEE | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| VALENZ CARE | DID NOT RESPOND TO THE PLAN'S MULTIPLE REQUESTS FOR INFORMATION REGARDING INDIRECT COMPENSATION RECEIVED. |
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.
| % of plan | |||
|---|---|---|---|
| NIS INTERMEDIATE FIXED INCOME QP FU NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4087168 / PN 001 | Common Collective Trust | $23.2M | 21.9% |
| NIS TOTAL ABSOLUTE RETURN QP FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4069919 / PN 001 | Common Collective Trust | $2.4M | 2.3% |
| US CORE PARTNERS COLLECTIVE TRUST BENEFIT TRUST COMPANY · EIN 87-6914227 / PN 341 | Common Collective Trust | $2.2M | 2.1% |
| NIS HIGH YIELD FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | $1.5M | 1.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 36-1236610 | — | NONE | $625K | — |
| DEIDRE JACKSON | 36-2187389 | — | EMPLOYEE | $142K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $132K | — |
| LANER MUCHIN | 36-3088463 | — | NONE | $113K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $104K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $97K | — |
| EMMA REINKE | 36-2187389 | — | EMPLOYEE | $96K | — |
| LAURA CABALLERO | 36-2187389 | — | EMPLOYEE | $94K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $81K | — |
| VALENZ CARE | 36-4869660 | — | NONE | $62K | — |
| DOWD BLOCH & BENNETT | 36-3371377 | — | NONE | $59K | — |
| DENISE LUKASZEWSKI | 36-2187389 | — | EMPLOYEE | $43K | — |
| THOMAS STIEDE | 36-2187389 | — | EMPLOYEE | $28K | — |
| STRATEGIC CAPITAL | 36-4268991 | — | NONE | $20K | — |
| LASALLE CONSULTING PARTNERS, INC | 36-4030449 | — | NONE | $20K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $10K | — |
| GREEN LIGHT | 45-5248276 | — | NONE | $10K | — |
| OPTUM RX | 33-0441200 | — | NONE | $7K | — |
| GALLAGHER | — | PALOS HEIGHTS, IL | NONE | $0 | — |
