Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC INSURANCE BROKERS | 26-1768616 | — | BROKER | $78K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $23K | — |
| EPIC INSURANCE BROKERS (CENTRAL PA) | 94-3195221 | — | BROKER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN | 16-1264154 | — | ADMIN | $51K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $8K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Capital Finance Interest-bearing cash | — | — | — | $354K | 59.6% |
