Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS INTERNATIONAL | 46-2527299 | — | BROKER | $32K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | CARRIER | $13K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Checking Account * UMB Bank, N.A. UMB Bank Commercial Performance Checking | — | — | $24K | $24K | 78.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $4K | — |
