Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LHD BENEFIT ADVISORS | 35-2150902 | — | ADVISOR | $431K | — |
| STIFEL, NICOLAUS & COMPANY, INC. | 43-0538770 | — | INVESTMENT MANAGER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781558 | — | TPA | $2.3M | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Alloya Corporate Federal Credit Union | — | — | $3.4M | $3.4M | 10.4% | |
| Vanguard 500 Index | — | — | $484K | $609K | 1.9% | |
| Ishares Russell 1000 Value | — | — | $399K | $463K | 1.4% | |
| Blackrock Intl Dividend | — | — | $413K | $418K | 1.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADY, WARE AND SCHOENFELD | 35-1476702 | — | AUDITOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HOWARD E NYHART COMPANY, INC | 35-0966414 | — | ACTUARY | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSE, MCKINNEY, & EVANS, LLP | 35-0957980 | — | ATTORNEY | $61K | — |
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | ATTORNEY | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ICUL SERVICES CORPORATION | 35-6065923 | — | PLAN MANAGER | $912K | — |
| CVS HEALTH | 05-0340626 | — | PHARMACY BENEFIT MANAGER | $478K | — |
| INDIANA CREDIT UNION LEAGUE | 35-0408785 | — | ADVOCACY | $66K | — |
| CURALINC, LLN | 33-1206383 | — | EAP | $54K | — |
| KENTUCKY CREDIT UNION LEAGUE | 61-0391408 | — | ADVOCACY | $25K | — |
| MARKSNELSON ADVISORY LLC | 92-1368147 | — | EXAMINER | $12K | — |
| Ishares Russell 1000 Growth | — | — | $302K | $382K | 1.2% |
| Hartford Schroders Intl Stock | — | — | $322K | $351K | 1.1% |
| JP Morgan Growth Advantage | — | — | $242K | $296K | 0.9% |
| Federated Hermes MDT All Cap Core | — | — | $245K | $292K | 0.9% |
| Oregon Community Credit, Eugene, OR | — | — | $248K | $248K | 0.8% |
| Murphy Bank, Pinedale, CA | — | — | $248K | $248K | 0.8% |
| Qside FCU, Queens Village, NY | — | — | $248K | $248K | 0.8% |
| General Electric CU, Cincinnati, OH | — | — | $248K | $248K | 0.8% |
| Space Coast Credit Union, Melborne, FL | — | — | $248K | $248K | 0.8% |
| West Pointe Bank, Oshkosh, WI | — | — | $248K | $248K | 0.8% |
| Heritage Financial CU, Middletown, NY | — | — | $248K | $248K | 0.8% |
| Americu CU, Rome, NY | — | — | $248K | $248K | 0.8% |
| First National Bank, Damariscotta, ME | — | — | $248K | $248K | 0.8% |
| Garden Savings FCU, Parsippany, NJ | — | — | $248K | $248K | 0.8% |
| Cornerstone Community, Auburn Hills, MI | — | — | $248K | $248K | 0.8% |
| Bath Savings Institution, Bath, ME | — | — | $248K | $248K | 0.8% |
| Greater New Orleans FCU, Metairie, LA | — | — | $248K | $248K | 0.8% |
| Caro FCU, Columbia, SC | — | — | $248K | $248K | 0.8% |
| First Community CU, Beloit, WI | — | — | $248K | $248K | 0.8% |
| Generations Community, San Antonio, TX | — | — | $248K | $248K | 0.8% |
| Guardian Savings Bank, Westchester, OH | — | — | $248K | $248K | 0.8% |
| Breco FCU, Baton Rouge, LA | — | — | $248K | $248K | 0.8% |
| Encompass FCU, Tipton, IN | — | — | $248K | $248K | 0.8% |
| Greenstate CU, North Liberty, IA | — | — | $248K | $248K | 0.8% |
| Farmers State Bank, Oakley, KS | — | — | $248K | $248K | 0.8% |
| GECU, El Paso, TX | — | — | $248K | $248K | 0.8% |
| Appalachian Community FCU, Kingsport, TN | — | — | $248K | $248K | 0.8% |
| Coastline FCU, Jacksonville, FL | — | — | $248K | $248K | 0.8% |
| Texas Plains FCU, Amarillo, TX | — | — | $248K | $248K | 0.8% |
| Natco CU, Richmond, IN | — | — | $248K | $248K | 0.8% |
| Michigan Coastal Credit, Muskegon, MI | — | — | $248K | $248K | 0.8% |
| Trailhead FCU, Portland, OR | — | — | $248K | $248K | 0.8% |
| Community Financial CU, Plymouth, MI | — | — | $248K | $248K | 0.8% |
| Engage FCU, Natchitoches, LA | — | — | $248K | $248K | 0.8% |
| Mercer County W VA, Bluefield, WV | — | — | $248K | $248K | 0.8% |
| The Cowboy Bank of Texas, Maypearl, TX | — | — | $248K | $248K | 0.8% |
| Jefferson Parish, Harahan, LA | — | — | $248K | $248K | 0.8% |
| Riverbank, Pocahontas, AR | — | — | $248K | $248K | 0.8% |
| Utah First FCU, Salt Lake City, UT | — | — | $248K | $248K | 0.8% |
| Pinpoint FCU, Milton, PA | — | — | $248K | $248K | 0.8% |
| Numerica, Spokane Valley, WA | — | — | $248K | $248K | 0.8% |
| Gateway Bank, Rison, AR | — | — | $248K | $248K | 0.8% |
| Bank of America, NA, Charlotte, NC | — | — | $248K | $248K | 0.8% |
| Acclaim FCU, Greensboro, NC | — | — | $248K | $248K | 0.8% |
| Gulf Coast FCU, Corpus Christi, TX | — | — | $248K | $248K | 0.8% |
| Fortera FCU, Clarksville, TN | — | — | $248K | $248K | 0.8% |
| Jackson Area FCU, Jackson, MS | — | — | $248K | $248K | 0.8% |
| Beverly Municipal FCU, Beverly, MA | — | — | $248K | $248K | 0.8% |
| Caprock FCU, Lamesa, TX | — | — | $248K | $248K | 0.8% |
| Wings Financial CU, Apple Valley, MN | — | — | $248K | $248K | 0.8% |
| Vanguard Growth Index | — | — | $200K | $217K | 0.7% |
| Raymond James Bank, National Association, St. Petersburg, FL | — | — | $207K | $207K | 0.6% |
| Alloya Corporate Federal Credit Union, Naperville, IL | — | — | $200K | $200K | 0.6% |
| JPMorgan Chase Bank, National Association, Columbus, OH | — | — | $200K | $200K | 0.6% |
| Morgan Stanley Bank, National Association, Salt Lake City, UT | — | — | $200K | $200K | 0.6% |
| Flushing Bank, Uniondale, NY | — | — | $200K | $200K | 0.6% |
| Federated Hermes U.S. Treasury Cash | — | — | $192K | $192K | 0.6% |
| Ishares Core S&P Mid Cap | — | — | $160K | $181K | 0.6% |
| Vanguard 500 Index | — | — | $180K | $178K | 0.6% |
| Artisan Intl Value | — | — | $176K | $165K | 0.5% |
| Madison Mid Cap | — | — | $145K | $160K | 0.5% |
| U.S. Treasury Note | — | — | $143K | $145K | 0.4% |
| Ishares Russell 2000 | — | — | $145K | $144K | 0.4% |
| STIFEL FDIC Insured | — | — | $106K | $106K | 0.3% |
| Comenity Bank, Wilmington, DE | — | — | $100K | $100K | 0.3% |
| U.S Treasury Note | — | — | $100K | $99K | 0.3% |
| Bank of Jamestown, KY | — | — | $99K | $99K | 0.3% |
| Invesco | — | — | $79K | $80K | 0.2% |
| U.S. Treasury Note | — | — | $65K | $65K | 0.2% |
| FPA Crescent | — | — | $55K | $53K | 0.2% |
| Bank of Jamestown, KY | — | — | $50K | $50K | 0.2% |
| Societe Generale | — | — | $50K | $49K | 0.2% |
| Artisan Intl Explorer | — | — | $51K | $49K | 0.2% |
| Bank of America Corp | — | — | $40K | $38K | 0.1% |
| BMO Harris Bank, National Association, Chicago, IL | — | — | $32K | $32K | <0.1% |
| Toronto Dominion Bank | — | — | $30K | $30K | <0.1% |
| Artisan Focus | — | — | $32K | $30K | <0.1% |
| Encompass Health Corp | — | — | $28K | $29K | <0.1% |
| SBA Communication Corp | — | — | $27K | $29K | <0.1% |
| Transdigm Inc | — | — | $27K | $28K | <0.1% |
| Boyd Gaming Corp | — | — | $27K | $28K | <0.1% |
| L Brands Inc | — | — | $27K | $28K | <0.1% |
| Berry Global Inc | — | — | $25K | $27K | <0.1% |
| CDW LLC | — | — | $25K | $27K | <0.1% |
| Bat Cap Corp | — | — | $26K | $26K | <0.1% |
| Northern Trust Corp | — | — | $26K | $26K | <0.1% |
| Block Final LLC | — | — | $25K | $26K | <0.1% |
| Molson Coors Brewing Co | — | — | $25K | $26K | <0.1% |
| HP Inc | — | — | $25K | $26K | <0.1% |
| Broadcom Inc | — | — | $26K | $26K | <0.1% |
| Expedia Group Inc | — | — | $25K | $26K | <0.1% |
| Zimmer Biomet Holdings Inc | — | — | $25K | $26K | <0.1% |
| American Express Co | — | — | $25K | $26K | <0.1% |
| Oracle Corp | — | — | $24K | $25K | <0.1% |
| Flex LTD | — | — | $25K | $25K | <0.1% |
| American Tower Corp | — | — | $25K | $25K | <0.1% |
| Verizon Communications Inc | — | — | $25K | $25K | <0.1% |
| Conagra Brands Inc | — | — | $25K | $25K | <0.1% |
| Trimble Inc | — | — | $24K | $25K | <0.1% |
| Willis North America Inc | — | — | $25K | $25K | <0.1% |
| Microchip Tech Inc | — | — | $24K | $25K | <0.1% |
| Premier Bank, Maplewood, MD | — | — | $25K | $25K | <0.1% |
| Mound City Bank, National Association, Platteville, WI | — | — | $25K | $25K | <0.1% |
| Westinghouse Air Brake Techs Corp | — | — | $25K | $25K | <0.1% |
| Altria Group Inc | — | — | $25K | $25K | <0.1% |
| Discovery Communications LLC | — | — | $24K | $25K | <0.1% |
| HCA Inc | — | — | $24K | $24K | <0.1% |
| Dollar Tree Inc | — | — | $24K | $24K | <0.1% |
| JP Morgan Growth Advantage | — | — | $25K | $24K | <0.1% |
| Olin Corp | — | — | $25K | $24K | <0.1% |
| Apple Inc | — | — | $23K | $23K | <0.1% |
| Dicks Sporting Goods | — | — | $21K | $23K | <0.1% |
| Motorola Solutions Inc | — | — | $22K | $23K | <0.1% |
| IQVIA Inc | — | — | $23K | $23K | <0.1% |
| Qorvo Inc | — | — | $23K | $23K | <0.1% |
| Fiserv Inc | — | — | $23K | $22K | <0.1% |
| LKQ Corp | — | — | $22K | $22K | <0.1% |
| NVIDIA Corp | — | — | $23K | $22K | <0.1% |
| Blue Ridge Bank, National Association, Martinsville, VA | — | — | $20K | $20K | <0.1% |
| Fortune Brands Home | — | — | $20K | $20K | <0.1% |
| Williams Cos Inc | — | — | $20K | $19K | <0.1% |
| Carlisle Cos Inc | — | — | $19K | $19K | <0.1% |
| Steel Dynamics Inc | — | — | $18K | $19K | <0.1% |
| AT&T Inc | — | — | $17K | $18K | <0.1% |
| Service Corp Intl | — | — | $15K | $15K | <0.1% |
| Ally Bank, Sandy, UT | — | — | $15K | $15K | <0.1% |
| Service Corp Intl | — | — | $15K | $15K | <0.1% |
| Flagstar Bank, National Association, Hicksville, NY | — | — | $14K | $14K | <0.1% |
| Crown Castle Inc | — | — | $13K | $13K | <0.1% |
| Global Payments Inc | — | — | $12K | $12K | <0.1% |
| Tenet Healthcare Corp | — | — | $11K | $12K | <0.1% |
| Quanta Services Inc | — | — | $12K | $12K | <0.1% |
| Yum Brands Inc | — | — | $11K | $11K | <0.1% |
| CitiGroup Inc | — | — | $10K | $11K | <0.1% |
| Crown Castle Inc | — | — | $10K | $10K | <0.1% |
| AT&T Inc | — | — | $7K | $7K | <0.1% |
| Marriott Intl Inc | — | — | $5K | $5K | <0.1% |
| Philip Morris Intl Inc | — | — | $4K | $4K | <0.1% |
| Steel Dynamics Inc | — | — | $4K | $4K | <0.1% |
| Carlisle Cos Inc | — | — | $3K | $4K | <0.1% |
| Teledyne Tech Inc | — | — | $4K | $3K | <0.1% |
| Fortune Brands Innovations Inc | — | — | $3K | $3K | <0.1% |
| Genuine Parts Co | — | — | $2K | $2K | <0.1% |
