Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES, INC | 23-0558310 | — | BROKER | $79K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $17K | — |
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — | ADMIN |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest Bearing Checking Account * UMB Bank, N.A. UMB Commercial Performance Checking Account | — | — | $103K | $103K | 27.8% |
| -$1 |
| — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | -$180K | — |
