Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UPSHAW INSURANCE AGENCY | 47-5239878 | AMARILLO, TX | AGENT | $166K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | 75-2355889 | AMARILLO, TX | TPA | $293K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amarillo National Bank Invesco Premier U.S. Government- MMF | — | — | $1.9M | $1.9M | 85.9% | |
| AMARILLO NATIONAL BANK MONEY MARKET-INVESCO PREMIE | — | — | $187K | $187K | 8.3% | |
| MONEY MARKET-INVESCO PREMIE 10429323 AMARILLO NATIONAL BANK MONEY MARKET-INVESCO PREMIE | — | — | $71K | $71K | 3.1% |
| Indirect comp |
|---|
| MAXORPLUS | 75-2676894 | AMARILLO, TX | PHARMACY BENEFIT MANAGER | $29K | — |
