Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA FINANCIAL GROUP (PITTSBURGH, PA | 20-2557329 | — | BROKER | $43K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $6K | — |
| HIGHMARK BCBS NEPA | 23-2413324 | — | ADMIN |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Cash * UMB Bank Interest-bearing cash | — | — | $98K | $98K | 28.1% |
| -$21K |
| — |