ASSUREDPARTNERS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
164
Active participants
272,257
Total plan assets
$1.6B
Filings (rows)
173
Direct comp
$6.5M
Indirect comp
$1.0M
Aggregating 46 name variants under "ASSUREDPARTNERS"
ASSUREDPARTNERS CAPITAL26ASSUREDPARTNERS NORTHEAST14ASSUREDPARTNERS INVESTMENT ADVISORS12ASSUREDPARTNERS OF MISSOURI11ASSUREDPARTNERS9ASSUREDPARTNERS OF WA7ASSUREDPARTNERS GREAT PLAINS6ASSUREDPARTNERS NL6ASSUREDPARTNERS GULF COAST INS AGCY5ASSUREDPARTNERS NE5ASSUREDPARTNERS CAPITAL DBA ASS5ASSUREDPARTNERS OF WA DBA RGIA3ASSUREDPARTNERS OF WA DBA FORTUNE M3ASSUREDPARTNERS OF ARIZONA DBA HEST3ASSUREDPARTNERS CENTRAL PA3ASSUREDPARTNERS OF INDIANA3ASSUREDPARTNERS FINANCIAL SERVICES3ASSUREDPARTNERS OF OHIO3ASSUREDPARTNERS GULF COAST INSUR AG3ASSUREDPARTNERS NORTHEAST BON2ASSUREDPARTNERS OF NEVADA2ASSUREDPARTNERS GULF COAST INS2ASSUREDPARTNERS OF NC2ASSUREDPARTNERS OF MO2ASSUREDPARTNERS FINANCIAL ADVISORS2ASSUREDPARTNERS INV ADVISORS2ASSUREDPARTNERS NORTH EAST2ASSUREDPARTNERS OF CA INS SVCS2ASSUREDPARTNERS OF ARIZONA2ASSUREDPARTNERS NL INSURANCE AGENCY2ASSUREDPARTNERS OF FL2ASSUREDPARTNERS INVESTMENT ADV2ASSUREDPARTNERS OF WA DBA FORTUNE1ASSUREDPARTNERS OF WEST VIRGINIA LL1ASSUREDPARTNERS FLORIDA1ASSUREDPARTNERS OF COLORADO1ASSUREDPARTNERS OF IN1ASSUREDPARTNERS OF AZ DBA HESTER HE1ASSUREDPARTNERS OF OREGON1ASSUREDPARTNERS OF GEORGIA1ASSUREDPARTNERS OF WASHINGTON1ASSUREDPARTNERS OF NORTHEAST1ASSUREDPARTNERS OF CA INSURANCE SVS1ASSUREDPARTNERS NEW ENGLAND1ASSUREDPARTNERS OF GREAT PLAINS1ASSUREDPARTNERS SOUTH CAROLINA1
SERVICES PROVIDED
Broker73
Other56
Advisor / Consultant33
Recordkeeper3
Top plans served
Showing top 173 of 164 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 11,059 | $205.6M | $17K |
| WESTERN GROWERS ASSURANCE TRUST WESTERN GROWERS ASSURANCE TRUST | IRVINE, CA | Other | 17,609 | $137.6M | $23K |
| WESTERN GROWERS ASSURANCE TRUST WESTERN GROWERS ASSURANCE TRUST | IRVINE, CA | Other | 19,650 | $127.7M | $15K |
| BRIGADE CAPITAL MANAGEMENT, LP BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST | NEW YORK, NY | Broker INSURANCE AGENTS | 118 | $61.8M | $1K |
| PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISORY SERVICES | 137 | $53.7M | $15K |
| BRIGADE CAPITAL MANAGEMENT, LP BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST | NEW YORK, NY | Broker INSURANCE AGENTS | 118 | $52.9M | $1K |
| STELLANTIS FINANCIAL SERVICES, INC. STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,192 | $44.6M | $41K |
| BRIGADE CAPITAL MANAGEMENT, LP BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST | NEW YORK, NY | Broker INSURANCE AGENTS | 125 | $44.5M | $788 |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC ASSUREDPARTNERS PEP | TAMPA, FL | Advisor / Consultant INVESTMENT ADVISOR | 1,761 | $35.3M | $61K |
| MOLECULAR EPIDEMIOLOGY, INC. MOLECULAR EPIDEMIOLOGY, INC. 401(K) PROFIT SHARING PLAN | LAKE FOREST PARK, WA | Advisor / Consultant INVESTMENT ADVISORY | 1,373 | $34.1M | $40K |
| MD2 INTERNATIONAL, LLC MD2 INTERNATIONAL, LLC RETIREMENT TRUST | BELLEVUE, WA | Other NONE | 167 | $33.8M | $44K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,806 | $33.6M | $12K |
| OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 190 | $31.9M | $60K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | BURLINGAME, CA | Other NONE | 5,694 | $31.8M | $11K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,809 | $30.8M | $10K |
| NORTH PACIFIC SEAFOODS, INC. NORTH PACIFIC SEAFOODS 401(K) SAVINGS PLAN | EDMONDS, WA | Other NONE | 388 | $30.3M | $18K |
| OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 194 | $28.5M | $48K |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC ASSUREDPARTNERS PEP | TAMPA, FL | Other PLAN SPONSORS | 923 | $25.6M | $21K |
| PRESBYTERIAN SCHOOL PRESBYTERIAN SCHOOL 403(B) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 167 | $22.3M | $16K |
| CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY, MO | Other OTHER | 476 | $21.4M | $5K |
| AEGIS SENIOR COMMUNITIES, LLC AEGIS SENIOR COMMUNITIES, LLC 401(K) PLAN | BELLEVUE, WA | Other NONE | 2,828 | $21.4M | $21K |
| ALIMAK GROUP USA INC. ALIMAK GROUP USA, INC. 401(K) PROFIT SHARING PLAN | WEBSTER, TX | Advisor / Consultant INVESTMENT ADVISOR | 133 | $20.5M | $7K |
| WAYNE-METROPOLITAN COMMUNITY ACTION AGENCY WAYNE-METROPOLITAN COMMUNITY ACTION AGENCY 401K PLAN AND TRUST AMENDED AND RESTATED | DETROIT, MI | Other NONE | 684 | $20.0M | $0 |
| NEW TECH ENGINEERING LP NEW TECH ENGINEERING LP 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 393 | $20.0M | $24K |
| CIBT INC CIBT 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 245 | $19.5M | $0 |
| HAMILL MANUFACTURING COMPANY HAMILL MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | TRAFFORD, PA | Advisor / Consultant ADVISOR | 110 | $19.2M | $25K |
| CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY, MO | Other OTHER | 439 | $19.1M | $5K |
| BUSINESS HEALTH TRUST BUSINESS HEALTH TRUST ARRANGEMENT | MUKILTEO, WA | Other NONE | 16,967 | $18.9M | $16K |
| BUSINESS HEALTH TRUST BUSINESS HEALTH TRUST ARRANGEMENT | MUKILTEO, WA | Other NONE | 16,967 | $18.9M | $194K |
| WAYNE-METROPOLITAN COMMUNITY ACTION AGENCY WAYNE-METROPOLITAN COMMUNITY ACTION AGENCY 401K PLAN AND TRUST AMENDED AND RESTATED | DETROIT, MI | Other NONE | 694 | $17.8M | $83K |
| HAMILL MANUFACTURING COMPANY HAMILL MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | TRAFFORD, PA | Advisor / Consultant ADVISOR | 101 | $16.5M | $10K |
| SODREL TRUCK LINES, INC. SODREL TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN | JEFFERSONVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 500 | $16.5M | $8K |
| MCGEE COMPANY MCGEE COMPANY 401(K) PROFIT SHARING PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISOR | 129 | $16.2M | $14K |
| BUSINESS HEALTH TRUST BUSINESS HEALTH TRUST ARRANGEMENT | MUKILTEO, WA | Other NONE | 16,388 | $16.1M | $11K |
| BUSINESS HEALTH TRUST BUSINESS HEALTH TRUST ARRANGEMENT | MUKILTEO, WA | Other NONE | 16,388 | $16.1M | $166K |
| LARSON MOTORS, INC. LARSON MOTORS, INC. 401(K) PLAN | FIFE, WA | Advisor / Consultant INVESTMENT ADVISOR | 424 | $15.4M | $8K |
| BOARD OF TRUSTEES TEAMSTERS LOCAL 682 HEALTH AND WELFARE FUND LOCAL 682 HEALTH AND WELFARE TRUST FUND | MARYLAND HEIGHTS, MO | Other NONE | 856 | $15.3M | $38K |
| CLAY INGELS CO., LLC CLAY INGELS CO., LLC RETIREMENT SAVINGS PLAN | LEXINGTON, KY | Other SERVICE PROVIDER | 296 | $14.4M | $0 |
| ACCESS SCIENCES CORPORATION ACCESS SCIENCES CORPORATION 401(K) RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 124 | $14.0M | $0 |
| HALL INDUSTRIES, INC. HALL INDUSTRIES, INC. 401(K) RETIREMENT PLAN | ELLWOOD CITY, PA | Advisor / Consultant RIA | 216 | $13.6M | $39K |
| SOGEFI AIR & COOLING USA, INC. SOGEFI USA RETIREMENT PLAN | ROCHESTER HLS, MI | Other OTHER SERVICES | 417 | $13.5M | $0 |
| BUSINESS HEALTH TRUST BUSINESS HEALTH TRUST ARRANGEMENT | MUKILTEO, WA | Other NONE | 14,822 | $13.1M | $121K |
| HALL INDUSTRIES, INC. HALL INDUSTRIES, INC. 401(K) RETIREMENT PLAN | ELLWOOD CITY, PA | Advisor / Consultant RIA | 216 | $12.3M | $22K |
| NOAH MEDICAL CORPORATION NOAH MEDICAL 401(K) PLAN | SAN JOSE, CA | Other NONE | 351 | $11.0M | $23K |
| BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE | WALLINGFORD, CT | Other NONE | 49,304 | $10.0M | $8K |
| SOUTHWEST COMMUNITY HEALTH CENTER, INC. SOUTHWEST COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | BRIDGEPORT, CT | Other | 313 | $9.4M | $9K |
| CORPORATE CARE CENTRAL PAYROLL SERVICES, LLC CORPORATE CARE 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 224 | $8.9M | $7K |
| SISTERS OF SAINT FRANCIS OF DUBUQUE SISTERS OF ST. FRANCIS EMPLOYEES' RETIREMENT PLAN | DUBUQUE, IA | Advisor / Consultant INVESTMENT ADVISORY | 192 | $8.8M | $0 |
| FAMILYLINKS INC. FAMILYLINKS, INC. 403(B) PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 238 | $8.5M | $32K |
| ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES, FL | Other NONE | 172 | $8.3M | $1K |
| HELION ENERGY, INC. HELION ENERGY RETIREMENT TRUST | EVERETT, WA | Advisor / Consultant INVESTMENT ADVISORY | 310 | $7.9M | $6K |
| TRUSTEES - CONTRACTORS HEALTH TRUST CONTRACTORS HEALTH TRUST | ENGLEWOOD, CO | Other NONE | 3,007 | $7.8M | $17K |
| RO-SAL PLUMBING & HEATING, INC. RO-SAL PLUMBING & HEATING, INC. INCENTIVE SAVINGS TRUST | WOODHAVEN, NY | Broker INSURANCE AGENTS, BROKER | 68 | $7.6M | — |
| SISTERS OF SAINT FRANCIS OF DUBUQUE SISTERS OF ST. FRANCIS EMPLOYEES' RETIREMENT PLAN | DUBUQUE, IA | Advisor / Consultant INVESTMENT ADVISORY | 185 | $7.5M | $0 |
| WELESKI TRANSFER, INC. WELESKI TRANSFER, INC. 401(K) PROFIT SHARING PLAN | TERENTUM, PA | Other INVESTMENT/FINANCIAL ADVI | 120 | $7.5M | $12K |
| ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES, FL | Other NONE | 173 | $6.6M | $7K |
| BEACON PROPERTY MANAGEMENT,LLC. BEACON RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Advisor / Consultant ADVISOR | 136 | $6.4M | $0 |
| NOO-KAYET DEVELOPMENT CORPORATION NOO-KAYET DEVELOPMENT CORPORATION 401(K) PLAN | KINGSTON, WA | Other NONE | 319 | $6.3M | $22K |
| NOO-KAYET DEVELOPMENT CORPORATION NOO-KAYET DEVELOPMENT CORPORATION 401(K) PLAN | KINGSTON, WA | Other NONE | 273 | $6.1M | $19K |
| C. BLACKBURN INC. C. BLACKBURN INC. RETIREMENT PLAN | ELIZAVILLE, NY | Advisor / Consultant INVESTMENT ADVISOR | 143 | $6.1M | $30K |
| IATSE LOCAL 6 HEALTH AND WELFARE FUND IATSE LOCAL NO 6 HEALTH AND WELFARE FUND | MADISON, WI | Other NONE | 771 | $6.0M | $35K |
| C. BLACKBURN INC. C. BLACKBURN INC. RETIREMENT PLAN | ELIZAVILLE, NY | Advisor / Consultant INVESTMENT ADVISOR | 158 | $5.8M | $24K |
| ABBOTT LABEL, INC. ABBOTT LABEL, INC. 401(K) PLAN | DALLAS, TX | Recordkeeper RECORDKEEPER | 219 | $5.6M | $4K |
| I.A.T.S.E. LOCAL 6 HEALTH AND WELFARE FU IATSE LOCAL NO 6 HEALTH AND WELFARE FUND | LANSING, MI | Other NONE | 689 | $5.5M | $32K |
| LAKESIDE COUNTRY CLUB LAKESIDE COUNTRY CLUB 401(K) PLAN | HOUSTON, TX | Other NONE | 178 | $5.4M | $3K |
| ABC PEST CONTROL OF HOUSTON, INC. ABC HOME AND COMMERCIAL SERVICES 401(K) PROFIT SHARING PLAN | CYPRESS, TX | Advisor / Consultant INVESTMENT ADVISOR | 196 | $4.9M | $7K |
| ABBOTT LABEL, INC. ABBOTT LABEL, INC. 401(K) PLAN | DALLAS, TX | Recordkeeper RECORDKEEPER | 276 | $4.6M | $8K |
| MCRAES U.S. MAIL SERVICE, INC. MCRAE'S U.S. MAIL SERVICE, INC. 401(K) PLAN | RICHFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 300 | $4.2M | $18K |
| WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN | MUKILTEO, WA | Other NONE | 6,522 | $3.4M | $26K |
| MCRAES U.S. MAIL SERVICE, INC. MCRAE'S U.S. MAIL SERVICE, INC. 401(K) PLAN | RICHFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 273 | $3.4M | $14K |
| ABBOTT LABEL, INC. ABBOTT LABEL, INC. 401(K) PLAN | DALLAS, TX | Recordkeeper RECORDKEEPER | 231 | $3.4M | $5K |
| WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN | MUKILTEO, WA | Other NONE | 4,794 | $2.5M | $37K |
| VIGILANT MANUFACTURERS TRUST VIGILANT MANUFACTURERS TRUST PLAN | MUKILTEO, WA | Other NONE | 2,213 | $2.0M | $47K |
| W&L MAIL SERVICE, INC. W&L MAIL SERVICE, INC. RETIREMENT PLAN | KEYSVILLE, VA | Advisor / Consultant INVESTMENT ADVISOR | 83 | $1.9M | $12K |
| VIGILANT MANUFACTURERS TRUST VIGILANT MANUFACTURERS TRUST PLAN | MUKILTEO, WA | Other NONE | 2,315 | $1.8M | $27K |
| VIGILANT GROUP BENEFITS TRUST VIGILANT GROUP BENEFITS TRUST PLAN | MUKILTEO, WA | Broker INSURANCE BROKER | 2,383 | $1.7M | $73K |
| OMNITRADE HEALTH TRUST OMNITRADE HEALTH TRUST ARRANGEMENT | MUKILTEO, WA | Other NONE | 4,294 | $1.5M | $114K |
| OMNITRADE HEALTH TRUST OMNITRADE HEALTH TRUST ARRANGEMENT | MUKILTEO, WA | Other NONE | 4,294 | $1.5M | $8K |
| OMNITRADE HEALTH TRUST OMNITRADE HEALTH TRUST ARRANGEMENT | MUKILTEO, WA | Other NONE | 4,411 | $1.4M | $98K |
| VIGILANT GROUP BENEFITS TRUST VIGILANT GROUP BENEFITS TRUST PLAN | MUKILTEO, WA | Other NONE | 2,456 | $1.3M | $30K |
| ASBESTOS WORKERS LOCAL 1 VACATION TRUST FUND ASBESTOS WORKERS LOCAL NO 1 VACATION TRUST FUND | ST. LOUIS, MO | Other | 818 | $1.3M | $6K |
| OMNITRADE HEALTH TRUST OMNITRADE HEALTH TRUST ARRANGEMENT | MUKILTEO, WA | Other NONE | 3,843 | $1.2M | $22K |
| BETHLEHEM CONSTRUCTION, INC. BETHLEHEM CONSTRUCTION, INC.401(K) PLAN | CASHMERE, WA | Other | 59 | $772K | $2K |
| WOLFGANG OPERATIONS, LLC WOLFGANG OPERATIONS, LLC GROUP MEDICAL PLAN | YORK, PA | Broker STOP LOSS BROKER | 105 | $341K | $44K |
| ARIZONA TECHONOLOGY COUNCIL EMPLOYEE BENEFIT TRUST ARIZONA TECHNOLOGY COUNCIL EMPLOYEE BENEFIT TRUST | MUKILTEO, WA | Other NONE | 904 | $326K | $5K |
| UNION COMMUNITY CARE UNION COMMUNITY CARE GROUP MEDICAL PLAN (503) | LANCASTER, PA | Broker BROKER | 245 | $305K | $91K |
| MACON GC, LLC CHERRYTREE/MACON 401(K) PLAN | BRADFORD, IL | Other NONE | 123 | $226K | $3K |
| WORKING WATERFRONT COALITION HEALTH TRUS WORKING WATERFRONT COALITION HEALTH TRUST PLAN | MUKILTEO, WA | Broker INSURANCE BROKER | 531 | $214K | $13K |
| VIGILANT CONSTRUCTION TRUST OF ARIZONA VIGILANT CONSTRUCTION TRUST OF ARIZONA PLAN | MUKILTEO, WA | Other NONE | 547 | $98K | $18K |
| VIGILANT CONSTRUCTION TRUST OF ARIZONA VIGILANT CONSTRUCTION TRUST OF ARIZONA PLAN | MUKILTEO, WA | Broker INSURANCE BROKER | 497 | $83K | $5K |
| VIGILANT CONSTRUCTION TRUST OF ARIZONA VIGILANT CONSTRUCTION TRUST OF ARIZONA PLAN | MUKILTEO, WA | Other NONE | 479 | $67K | $18K |
| UNITED SERVICE ORGANIZATIONS, INC. USO HEALTH AND WELFARE PLAN | ARLINGTON, VA | Broker MEDICAL/DENTAL BROKER | 681 | — | $144K |
| CRIDER, INC. CRIDER COMPANIES MEDICAL BENEFIT PLAN | STILLMORE, GA | Broker BROKER | 0 | — | $142K |
| DIAMOND ENVIRONMENTAL SERVICES, LP DIAMOND ENVIRONMENTAL SERVICES, LP. HEALTH AND WELFARE BENEFIT PLAN | SAN MARCOS, CA | Broker BROKER | 259 | — | $29K |
| MILLER PAINT CO., INC. MILLER PAINT CO., INC. LIFE, AD&D AND MEDICAL PLAN | PORTLAND, OR | Broker BROKER | 252 | — | $54K |
| SHOTTENKIRK SAN ANTONIO, LLC SHOTTENKIRK SAN ANTONIO, LLC | SAN ANTONIO, TX | Advisor / Consultant CONSULTANT | 127 | — | $10K |
| ELSA LLC ELSA CORPORATION EMPLOYEE HEALTH PLAN | ELWOOD, IN | Broker BROKER | 684 | — | $16K |
| SHAW ELECTRIC, INC. SHAW ELECTRIC EMPLOYEE HEALTHCARE PLAN | DAVENPORT, IA | Advisor / Consultant PLAN/CONTRACT CONSULTANT | 109 | — | $24K |
| MENDES & MOUNT, LLP MENDES & MOUNT EMPLOYEE BENEFITS PLAN | NEW YORK, NY | Broker BROKER | 140 | — | $16K |
| SCHARMACH ENTERPRISES, INC. SCHARMACH ENTERPRISES, INC. DBA BMW NORTHWEST HEALTHCARE AND VISION CARE BENEFITS PLAN | TACOMA, WA | Other NONE | 184 | — | $100K |
| MCGILL ASSOCIATES, P.A. MCGILL ASSOCIATES WELFARE BENEFIT PLAN | ASHEVILLE, NC | Broker BROKER COMMISSION | 152 | — | $21K |
| GRIMCO, INC. GRIMCO, INC. WELFARE BENEFIT PLAN | SUNSET HILLS, MO | Broker MEDICAL BROKER | 769 | — | $26K |
| TOWER RESEARCH CAPITAL LLC TOWER RESEARCH CAPITAL GROUP BENEFITS PLAN | NEW YORK, NY | Broker BROKER | 442 | — | $227K |
| SCHARMACH ENTERPRISES, INC. SCHARMACH ENTERPRISES, INC. DBA BMW NORTHWEST HEALTHCARE AND VISION CARE BENEFITS PLAN | TACOMA, WA | Other NONE | 188 | — | $33K |
| SHAW ELECTRIC, INC. SHAW ELECTRIC EMPLOYEE HEALTHCARE PLAN | DAVENPORT, IA | Advisor / Consultant PLAN/CONTRACT CONSULTANT | 106 | — | $23K |
| CAVCO INDUSTRIES, INC. CAVCO INDUSTRIES, INC. GROUP PLAN | PHOENIX, AZ | Broker BROKER | 6,389 | — | $0 |
| MIDDLE GEORGIA COMMUNITY ACTION AGENCY, INC. MIDDLE GEORGIA COMMUNITY ACTION AGENCY, INC. EMPLOYEE BENEFIT PLAN | WARNER ROBINS, GA | Broker BROKER FEES | 212 | — | $11K |
| KYOCERA SGS PRECISION TOOLS, INC. KYOCERA SGS PRECISION TOOLS GROUP HEALTH BENEFIT PLAN | CUYAHOGA FALLS, OH | Broker BROKER | 326 | — | $112K |
| CONNOR GROUP, INC. CONNOR GROUP, INC. EMPLOYEE BENEFITS PLAN | RENO, NV | Broker BROKER | 480 | — | $130K |
| EMPOWERING ABILITIES GROUP HEALTH AND VISION PLAN OF EMPOWERING ABILITIES | DAVENPORT, IA | Broker BROKER | 168 | — | $54K |
| OPTOMI, LLC OPTOMI, LLC WELFARE BENEFIT PLAN | ATLANTA, GA | Broker BROKER FEE | 1,002 | — | $0 |
| THE GUND COMPANY INC. THE GUND COMPANY INC. WELFARE BENEFITS PLAN | SAINT LOUIS, MO | Broker BROKER | 329 | — | $14K |
| DAS ACQUISITION COMPANY, LLC DAS ACQUISITION COMPANY, LLC WELFARE BENEFIT PLAN | ST. LOUIS, MO | Broker BROKER | 479 | — | $57K |
| GRAVOIS ALUMINUM BOATS DBA METAL SHARK BOATS, LLC GRAVOIS ALUMINUM BOATS BENEFITS PLAN | JEANERETTE, LA | Broker BROKER SERVICES | 383 | — | $39K |
| CONFLUENT HEALTH, LLC CONFLUENT HEALTH AND WELFARE PLAN | LOUISVILLE, KY | Other STOP LOSS SUPPL. COMP. | 3,276 | — | $81K |
| WEDGWORTH'S, INC. WEDGWORTH'S, INC. EMPLOYEE BENEFIT PLAN | BELLE GLADE, FL | Broker BROKER | 185 | — | $91K |
| NORTH AMERICAN STAMPING GROUP NORTH AMERICAN STAMPING GROUP WELFARE BENEFIT PLAN | PORTLAND, TN | Broker AGENT | 544 | — | $0 |
| NORTH AMERICAN STAMPING GROUP NORTH AMERICAN STAMPING GROUP WELFARE BENEFIT PLAN | PORTLAND, TN | Broker AGENT | 625 | — | $0 |
| MENDES & MOUNT, LLP MENDES & MOUNT EMPLOYEE BENEFITS PLAN | NEW YORK, NY | Broker BROKER | 125 | — | $11K |
| SUTTER ROOFING COMPANY OF FLORIDA SUTTER ROOFING COMPANY EMPLOYEE WELFARE BENEFIT PLAN | SARASOTA, FL | Broker BROKER | 291 | — | $14K |
| TMC, INC. TMC, INC. WELFARE BENEFIT PLAN | LAFAYETTE, LA | Broker BROKER | 110 | — | $18K |
| THE LEMOINE COMPANY, LLC THE LEMOINE COMPANY, LLC EMPLOYEE BENEFITS PLAN | LAFAYETTE, LA | Broker BROKER | 549 | — | $16K |
| DAS ACQUISITION COMPANY, LLC DAS ACQUISITION COMPANY, LLC WELFARE BENEFIT PLAN | ST. LOUIS, MO | Broker BROKER | 526 | — | $115K |
| GULLY TRANSPORTATION INC. GULLY TRANSPORTATION, INC. EMPLOYEE BENEFITS PLAN | QUINCY, IL | Broker BROKER | 165 | — | $30K |
| SHELTON ENERGY SOLUTIONS, LLC SHELTON ENERGY SOLUTIONS, LLC WELFARE BENEFIT PLAN | ALEXANDRIA, LA | Broker BROKER FEES | 440 | — | $145K |
| ADVANCED PHYSICAL THERAPY SPECIALISTS, LLC ADVANCED PHYSICAL THERAPY SPECIALISTS, LLC HEALTH AND WELFARE PLAN | LOUISVILLE, KY | Other STOP LOSS SUPPL. COMP. | 182 | — | $5K |
| CONNOR GROUP, INC. CONNOR GROUP, INC. EMPLOYEE BENEFITS PLAN | RENO, NV | Broker BROKER | 587 | — | $64K |
| GULLY TRANSPORTATION INC. GULLY TRANSPORTATION, INC. EMPLOYEE BENEFITS PLAN | QUINCY, IL | Broker BROKER | 165 | — | $7K |
| UNITED SERVICE ORGANIZATIONS, INC. USO HEALTH AND WELFARE PLAN | ARLINGTON, VA | Broker BROKER | 680 | — | $44K |
| MCCLAIN FOREST PRODUCTS LLC MCCLAIN FOREST PRODUCTS HEALTH PLAN | WEST PLAINS, MO | Broker BROKER | 117 | — | $15K |
| NORTH AMERICAN STAMPING GROUP NORTH AMERICAN STAMPING GROUP WELFARE BENEFIT PLAN | PORTLAND, TN | Broker AGENT | 761 | — | $0 |
| KYOCERA SGS PRECISION TOOLS, INC. KYOCERA SGS PRECISION TOOLS GROUP HEALTH BENEFIT PLAN | CUYAHOGA FALLS, OH | Broker BROKER | 365 | — | $114K |
| DAS ACQUISITION COMPANY, LLC DAS ACQUISITION COMPANY, LLC WELFARE BENEFIT PLAN | ST. LOUIS, MO | Broker BROKER | 778 | — | $108K |
| THE GUND COMPANY INC. THE GUND COMPANY INC. WELFARE BENEFITS PLAN | SAINT LOUIS, MO | Broker BROKER | 332 | — | $90K |
| QUALITY VISION INTERNATIONAL INC. QUALITY VISION INTERNATIONAL, INC. WELFARE BENEFIT PLAN | ROCHESTER, NY | Broker BROKER COMP | 310 | — | $85K |
| WEDGWORTH'S, INC. WEDGWORTH'S, INC. EMPLOYEE BENEFIT PLAN | BELLE GLADE, FL | Broker BROKER | 185 | — | $7K |
| THOMPSON CONSTRUCTION GROUP, INC. THOMPSON CONSTRUCTION GROUP, INC HEALTH AND WELFARE BENEFIT PLAN | SUMTER, SC | Broker BROKER CONSULTING FEES | 2,050 | — | $45K |
| NUVEI TECHNOLOGIES, INC. NUVEI TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN | ATLANTA, GA | Broker MEDICAL/DENTAL BROKER | 634 | — | $138K |
| TMC, INC. TMC, INC. WELFARE BENEFIT PLAN | LAFAYETTE, LA | Broker BROKER | 91 | — | $24K |
| TMC, INC. TMC, INC. WELFARE BENEFIT PLAN | LAFAYETTE, LA | Broker BROKER | 91 | — | $23K |
| KRATON CORPORATION KRATON CORPORATION WELFARE BENEFITS PLAN | BELPRE, OH | Broker BROKER COMMISSION | 1,189 | — | $0 |
| SOCKET TELECOM LLC SOCKET TELECOM HEALTH PLAN | COLUMBIA, MO | Broker BROKER | 142 | — | $16K |
| CSE AMERICAS, INC. CSE AMERICAS, INC. WELFARE BENEFITS PLAN | SPRING, TX | Broker BROKER | 826 | — | $55K |
| SUTTER ROOFING COMPANY OF FLORIDA SUTTER ROOFING COMPANY EMPLOYEE WELFARE BENEFIT PLAN | SARASOTA, FL | Broker BROKER | 303 | — | $20K |
| CAVCO INDUSTRIES, INC. CAVCO INDUSTRIES, INC. GROUP PLAN | PHOENIX, AZ | Broker BROKER | 6,389 | — | $0 |
| PAYA, INC. PAYA, INC. EMPLOYEE BENEFITS PLAN | ATLANTA, GA | Broker BROKER | 318 | — | $23K |
| ALG SENIOR LLC ALG SENIOR, LLC BENEFIT PLAN | HICKORY, NC | Broker BROKER | 3,200 | — | $0 |
| GRAND INDUSTRIAL, LLC GRAND INDUSTRIAL, LLC HEALTH AND WELFARE BENEFIT PLAN | INDIANAPOLIS, IN | Broker BROKER | 906 | — | $82K |
| THE LEMOINE COMPANY, LLC THE LEMOINE COMPANY, LLC EMPLOYEE BENEFITS PLAN | LAFAYETTE, LA | Broker BROKER | 549 | — | $54K |
| MOBILE CLIMATE CONTROL, CORP. MOBILE CLIMATE CONTROL CORPORATION HEALTH AND WELFARE PLAN | YORK, PA | Broker BROKER | 343 | — | $49K |
| KRATON CORPORATION KRATON CORPORATION WELFARE BENEFITS PLAN | BELPRE, OH | Broker BROKER COMMISSION | 1,225 | — | $0 |
| LARSON-JUHL US LLC LARSON-JUHL US LLC WELFARE BENEFITS PLAN | SUWANEE, GA | Other CONSULTING FEE | 285 | — | $43K |
| LARSON-JUHL US LLC LARSON-JUHL US LLC WELFARE BENEFITS PLAN | SUWANEE, GA | Other CONSULTING ADMIN | 266 | — | $128K |
| FLOWER CITY GROUP, INC. FLOWER CITY GROUP, INC. WELFARE BENEFITS PLAN | ROCHESTER, NY | Broker BROKER | 128 | — | $38K |
| ENVIRONMENTAL DESIGN & RESEARCH, LANDSCAPE ARCHITECTURE, ENGINEERING ENVIRONMENTAL DESIGN & RESEARCH, LANDSCAPE ARCHITECTURE, ENGINEERING & ENVIRONMENTAL SERVICES , D.P.C. WELFARE BENEFIT PLAN 501 | ROCHESTER, NY | Broker BROKER | 195 | — | $38K |
| FLOWER CITY GROUP, INC. FLOWER CITY GROUP, INC. WELFARE BENEFITS PLAN | ROCHESTER, NY | Broker BROKER | 186 | — | $31K |
| DIAMOND ENVIRONMENTAL SERVICES, LP DIAMOND ENVIRONMENTAL SERVICES, LP. HEALTH AND WELFARE BENEFIT PLAN | SAN MARCOS, CA | Other NONE | 259 | — | $0 |
| ELSA LLC ELSA CORPORATION EMPLOYEE HEALTH PLAN | ELWOOD, IN | Broker BROKER | 601 | — | $216K |
| SCHARMACH ENTERPRISES, INC. SCHARMACH ENTERPRISES, INC. DBA BMW NORTHWEST HEALTHCARE AND VISION CARE BENEFITS PLAN | TACOMA, WA | Other NONE | 188 | — | $9K |
| MENDES & MOUNT, LLP MENDES & MOUNT EMPLOYEE BENEFITS PLAN | NEW YORK, NY | Broker BROKER | 137 | — | $13K |
| CSE AMERICAS, INC. CSE AMERICAS, INC. WELFARE BENEFITS PLAN | SPRING, TX | Broker BROKER | 778 | — | $45K |
| CSE AMERICAS, INC. CSE AMERICAS, INC. WELFARE BENEFITS PLAN | SPRING, TX | Broker MED BROKER COMM/FEES | 911 | — | $99K |
| ROBERT E TUTLAND RPT, INC. PS ROBERT E TUTLAND RPT, INC. PS HEALTH AND WELFARE PLAN | LOUISVILLE, KY | Other STOP LOSS SUPPL. COMP. | 182 | — | $5K |
| COMMUNITY HEALTH CENTER OF SOUTHEAST KANSAS, INC. COMMUNITY HEALTH CENTER OF SE KANSAS, INC. GROUP BENEFITS | PITTSBURG, KS | Other NONE | 946 | — | $74K |
| COMMUNITY HEALTH CENTER OF SOUTHEAST KANSAS, INC. COMMUNITY HEALTH CENTER OF SE KANSAS, INC. GROUP BENEFITS | PITTSBURG, KS | Other NONE | 889 | — | $76K |
| CAVCO INDUSTRIES, INC. CAVCO INDUSTRIES, INC. GROUP PLAN | PHOENIX, AZ | Broker BROKER | 6,389 | — | $0 |
| QUALITY VISION INTERNATIONAL INC. QUALITY VISION INTERNATIONAL INC. WELFARE BENEFIT PLAN | ROCHESTER, NY | Broker BROKER COMP. | 296 | — | $78K |
| THE GUND COMPANY INC. THE GUND COMPANY INC. WELFARE BENEFITS PLAN | SAINT LOUIS, MO | Broker BROKER | 329 | — | $77K |
| OPTOMI, LLC OPTOMI, LLC WELFARE BENEFIT PLAN | ATLANTA, GA | Broker BROKER FEE | 1,061 | — | $0 |
| ELSA LLC ELSA CORPORATION EMPLOYEE HEALTH PLAN | ELWOOD, IN | Broker BROKER | 651 | — | $15K |
| KYOCERA SGS PRECISION TOOLS, INC. KYOCERA SGS PRECISION TOOLS GROUP HEALTH BENEFIT PLAN | CUYAHOGA FALLS, OH | Broker BROKER | 562 | — | $119K |
| TOWER RESEARCH CAPITAL LLC TOWER RESEARCH CAPITAL GROUP BENEFITS PLAN | NEW YORK, NY | Broker BROKER | 435 | — | $261K |
| DOOR COUNTY MEMORIAL HOSPITAL DBA DOOR COUNTY MEDICAL CENTER DOOR COUNTY MEMORIAL HOSPITAL WRAP PLAN | STURGEON BAY, WI | Broker INS AGENTS AND BROKERS | 508 | — | $3K |