Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INSURANCE ASSOCIATES LLC | 45-3601219 | — | BROKER | $68K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | — | ADMIN | $14K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Bank | — | — | — | $250K | 100.0% |
| $9K |
| — |
