Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REMEDY ANALYTICS | 45-3151617 | MILWAUKEE, WI | NONE | $315K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Truist Bank Interest-bearing cash, 3.40% | Cash / Money Market | — | $9.7M | $9.7M | 37.0% | |
| Cadence Bank Interest-bearing cash, 2.72% | Cash / Money Market | — | $3.3M | $3.3M | 12.4% | |
| Servis 1st Bank Interest-bearing cash, 2.35% | Cash / Money Market | — | $1.9M | $1.9M | 7.2% | |
| First Bank TN Rate of interest, 3.46% | Bonds / Notes | — | $1.1M | $1.1M | 4.3% | |
| Old National Bank, formerly CapStar Bank Rate of interest, 2.73% | Bonds / Notes | — | $1.1M | $1.1M | 4.2% | |
| SmartBank Interest-bearing cash, 2.71% | Cash / Money Market | — | $1.1M | $1.1M | 4.0% | |
| Old National Bank, formerly CapStar Bank Maturity date - 1/17/25, 5.20% | Bonds / Notes | — | $532K | $532K | 2.0% | |
| Synovus Rate of interest, 0.50% | Bonds / Notes | — | $51K | $51K | 0.2% |
| BCBS |
| 62-0427913 |
| CHATTANOOGA, TN |
| NONE |
| $4.0M |
| — |
| BENEFITFOCUS.COM | 57-1099948 | CHARLESTON, SC | NONE | $368K | — |
| BUSINESSSOLVER | 42-1503807 | WEST DES MOINES, IA | NONE | $343K | — |
| EQUIFAX, LLC | 57-0956262 | CHICAGO, IL | NONE | $277K | — |
| VIRGIN PULSE/PERSONIFY HEALTH | — | PROVIDENCE, RI | NONE | $80K | — |
| HEALTHEQUITY | 52-2383166 | DRAPER, UT | NONE | $49K | — |
| OGLETREE & DEAKINS, & STEWART, PC | 57-1044820 | COLUMBIA, SC | NONE | $48K | — |
| TEST N SHARE | 82-2405799 | BRUNSWICK, GA | NONE | $48K | — |
| LBMC | 62-1199757 | BRENTWOOD, TN | NONE | $48K | — |
| TOWERS WATSON | 53-0181291 | NASHVILLE, TN | NONE | $30K | — |
