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 |
|---|---|---|---|---|---|
| U.S. BANK | 31-0841368 | — | CUSTODIAN | $5K | — |
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.
| % of plan | |||
|---|---|---|---|
| BGO DIVERSIFIED - CLASS B NEW TOWER MANAGEMENT, LLC · EIN 52-6218800 / PN 001 | Common Collective Trust | $4.6M | 22.1% |
| BGO DIVERSIFIED - CLASS B US BANK · EIN 31-0841368 / PN 001 | Common Collective Trust | $2.1M | 10.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| NEWTOWER MANAGEMENT, LLC | 26-3796332 | — | INVESTMENT ADVISOR | $40K | — |
| INVESTMENT MPERFORMANCE SERVICES | 58-2432390 | SAVANNAH, GA | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH C | 95-4331852 | CINCINNATI, OH | BROKER | $736K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAN DIEGO ELECTRICAL ADMINISTRATION | 72-1571046 | — | PLAN ADMINISTRATOR | $1.9M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF SAN DIEGO | 81-3391684 | SAN DIEGO, CA | AUDITOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES | 53-0181291 | — | ACTUARY | $157K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAQUER, URBAN, CLIFFORD,& HODGE LLP | 95-4047729 | — | ATTORNEY | $263K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRYSTAL CLEAR RX | 27-3009945 | — | INSURANCE PROVIDER | $30K | — |
| OPTUM NURSELINE SERVICES | 41-1289245 | — | INSURANCE PROVIDER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHANGE HEALTHCARE (FKA TC 3 HEALTH) | 74-3031728 | — | SERVICE PROVIDER | $205K | — |
| FOUNDATION FOR MEDICAL CARE | 95-2097207 | — | SERVICE PROVIDER | $80K | — |
| CEDAR GATE | 26-4710932 | LEXINGTON, MA | SERVICE PROVIDER | $29K | — |
| ANY BUDGET PRINTING & MAILING | 90-0050477 | — | PRINTING | $26K | — |
| DE FRANCE PRINTING | 95-1973813 | — | PRINTING | $19K | — |
