Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURED PARTNERS (CENTRAL PA) | 30-0837157 | — | BROKER | $37K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $21K | — |
| MCCONKEY BENEFITS & FINANCIAL SERV | 23-2385085 | — | BROKER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Fund * Wilmington Funds Wilmington U.S. Govt Money Market Class Institutional | — | — | $156K | $156K | 29.8% | |
| Interest Bearing Cash Account * UMB Bank UMB Bank Commercial Performance Checking Account | — | — | $7K | $7K | 1.3% |
| — |
| ADMIN |
| $26K |
| — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
| BENEFITMALL | — | TOWSON, MD | ADMIN | $2K | — |
