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 |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | BROKER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $623K | — |
| SMITH HEALTH, INC. | 81-1489804 | — | PHARMACY BENEFIT MANAGER | $102K | — |
| PARETO HEALTH INTERMEDIATE HOLDINGS | 81-3286122 | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BAXTER AUTO WELFARE BENEFITS TRUST BAXTER SHARED SERVICES, LLC · EIN 92-6265455 / PN 003 | Master Trust | $19K | 5.3% |
| INTEGRATED COST MGMT SVCS |
| $17K |
| — |
