This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $96K | — |
| RSM US LLP | 42-0714325 | — | AUDITOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES | 41-1289245 | — | SERVICE PROVIDER | $16.3M | — |
| DELTA DENTAL OF CALIFORNIA | 94-1461312 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ROCHE EMPLOYEE WELFARE BNFTS MTR TR ROCHE EMPLOYEE WELFARE BNFTS MTR TR · EIN 22-3078724 / PN 520 | Master Trust | $76.4M | 72.5% |
| SERVICE PROVIDER |
| $919K |
| — |
| OPTUM RX (UHC) | — | IRVINE, CA | SERVICE PROVIDER | $520K | — |
| VISION SERVICE PLAN | 94-1632821 | — | SERVICE PROVIDER | $433K | — |
| SEDGWICK | 36-2685608 | — | SERVICE PROVIDER | $212K | — |
