Donald Graham signed Trustees of the ISAS Group Benefits Trust's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of the ISAS Group Benefits Trust's EIN is 73-1366012.
Download the official 2023 Form 5500 (PDF) for Trustees of the ISAS Group Benefits Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trustees of the ISAS Group Benefits Trust's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH CARE SERVICE CORP | 36-1236610 | — | NONE | $1.4M | — |
| QUANTUM HEALTH, INC. | 20-8423895 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INTEREST-BEARING CASH Prosperity Bank Savings accounts | Cash / Money Market | — | $6.0M | $6.0M | 25.1% | |
| The Vanguard Group Mutual Fund, Vanguard Cash Reserves Federal Money Market Fund | Mutual Funds | — | $5.2M | $5.2M | 21.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3.9M | 16.4% | |
| Morgan Stanley Private Bank, National Association Certificate of Deposit, Interest at 4.80%, maturing July 6, 2027 | Bonds / Notes | — | $240K | $246K | 1.0% | |
| First General Bank Certificate of Deposit, Interest at 0.25%, maturing October 30, 2024 | Bonds / Notes | — | $245K | $243K | 1.0% | |
| First National Bank of America Certificate of Deposit, Interest at 0.35%, maturing December 16, 2024 | Bonds / Notes | — | $245K | $242K | 1.0% | |
| Charles Schwab Bank Certificate of Deposit, Interest at 5.35%, maturing June 5, 2025 | Mutual Funds | — | $240K | $241K | 1.0% | |
| Mountain Commerce Bank Certificate of Deposit, Interest at 5.15%, maturing May 16, 2025 | Bonds / Notes | — | $240K | $241K | 1.0% | |
| Simmons Bank Certificate of Deposit, Interest at 5.10%, maturing March 27, 2025 | Bonds / Notes | — | $240K | $240K | 1.0% | |
| TruStone Financial Certificate of Deposit, Interest at 5.35%, maturing December 12, 2024 | Bonds / Notes | — | $240K | $240K | 1.0% | |
| Citi Bank National Association Certificate of Deposit, Interest at 4.85%, maturing January 17, 2025 | Bonds / Notes | — | $240K | $240K | 1.0% | |
| First US Bank Certificate of Deposit, Interest at 0.35%, maturing October 30, 2025 | Bonds / Notes | — | $245K | $234K | 1.0% | |
| Federal Farm Credit Banks Funding Corporation $200,000 Par Value, Interest at 0.63%, maturing October 21, 2024 | Bonds / Notes | — | $200K | $199K | 0.8% | |
| JPMorgan Chase $200,000 Par Value, Interest at 3.125%, maturing January 23, 2025 | Bonds / Notes | — | $206K | $198K | 0.8% | |
| Raymond James Bank National Association Certificate of Deposit, Interest at 1.85%, maturing November 26, 2024 | Bonds / Notes | — | $195K | $194K | 0.8% | |
| Luana Savings Bank Certificate of Deposit, Interest at 0.35%, maturing August 19, 2025 | Bonds / Notes | — | $188K | $181K | 0.8% | |
| BMW Bank of North America Certificate of Deposit, Interest at 0.65%, maturing September 10, 2024 | Bonds / Notes | — | $175K | $175K | 0.7% | |
| Magnolia Bank Incorporated Certificate of Deposit, Interest at 0.35%, maturing December 23, 2024 | Bonds / Notes | — | $109K | $107K | 0.5% | |
| Prosperity Bank Certificate of Deposit, interest at 3.25 %, maturing January 8, 2025 | Bonds / Notes | — | $100K | $100K | 0.4% | |
| Federal Home Loan Mortgage Corporation $60,000 Par Value, Interest at 0.375%, maturing September 23, 2025 | Agency / Mortgage-Backed | — | $60K | $58K | 0.2% | |
| Triad Bank Certificate of Deposit, Interest at 1.75%, maturing January 23, 2025 | Bonds / Notes | — | $30K | $30K | 0.1% | |
| Hilltop Securities Plains Capital Bank Insured Deposit | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $829K |
| — |
| AMERIBEN / IEC GROUP | 82-0497661 | — | NONE | $719K | — |
| ZELIS NETWORK SOLUTIONS, LLC | 58-2167964 | — | NONE | $212K | — |
| EMPLOYER DIRECT HEALTHCARE, LLC | 45-3780484 | — | NONE | $179K | — |
| MOBILE HEALTH CONSUMER, INC. | 45-5109459 | — | NONE | $95K | — |
| TELADOC HEALTH, INC. | 04-3705970 | — | NONE | $92K | — |
| LOCKTON COMPANIES | 20-3354970 | — | NONE | $79K | — |
| CIGNA | 59-1031071 | — | NONE | $59K | — |
| MED-LAB, LLC DBA PICMED WELLNESS | 26-3126651 | — | NONE | $59K | — |
| EHEALTHSCREENINGS, LLC | 26-2387917 | — | NONE | $52K | — |
| DELTA DENTAL INSURANCE COMPANY | 94-2761537 | — | NONE | $49K | — |
| CAREMARK, LLC | 95-3382344 | — | NONE | $31K | — |
| LANE GORMAN TRUBITT LLC | 75-1044330 | — | NONE | $30K | — |
| WOLCOTT & ASSOCIATES, INC. | 35-3560082 | — | NONE | $17K | — |
| HEALTH EQUITY, INC. | 52-2383166 | — | NONE | $11K | — |
| MEDICARE CHOICE GROUP | 83-2678897 | — | NONE | $11K | — |
| CLAIMS-X-CHANGE LLC (CXC SOLUTIONS) | 27-2091752 | — | NONE | $11K | — |
| KEYSTONE PEER REVIEW ORG (IMEDECS) | 23-2348176 | — | NONE | $6K | — |
