Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRIOT (THE SAFEGARD GROUP, INC.) | 87-2917800 | — | BROKER | $45K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK OF DELAWARE | 51-0020405 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| UMB Financial Corporation Money Market Savings | Cash / Money Market | — | $213K | $213K | 77.6% |
| — |
| ADMIN |
| $23K |
| — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $9K | — |
