Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $26K | — |
| L & W INSURANCE, INC. | 35-2242208 | — | BROKER | -$250 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK OF DELAWARE | 51-0020405 | — | ADMIN | $11K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $9K |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| *UMB Financial Co. | — | — | $301K | $301K | 100.0% |
| — |
