| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| TRUSTEES OF PIPE FITTERS WELFARE FUND PIPE FITTERS WELFARE FUND, LOCAL 597 | CHICAGO, IL | Other service providers | 6,745 | $342.1M | $2.9M | $0 |
| BOARD OF TRUSTEES OF THE NECA-IBEW WELFARE TRUST FUND NECA-IBEW WELFARE TRUST FUND | DECATUR, IL | Other service providers | 12,230 | $341.3M | $5.2M | $0 |
| TRUSTEES OF PIPE FITTERS WELFARE FUND PIPE FITTERS WELFARE FUND, LOCAL 597 | CHICAGO, IL | Other service providers | 6,565 | $320.5M | $2.7M | $0 |
| BOARD OF TRUSTEES OF THE NECA-IBEW WELFARE TRUST FUND NECA-IBEW WELFARE TRUST FUND | DECATUR, IL | Other service providers | 11,008 | $316.3M | $704K | $0 |
| TRUSTEES OF PIPE FITTERS WELFARE FUND PIPE FITTERS WELFARE FUND, LOCAL 597 | CHICAGO, IL | Other service providers | 6,307 | $293.6M | $2.8M | $0 |
| TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUS | CHICAGO, IL | Other service providers | 11,772 | $180.2M | $3.8M | $0 |
| TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUS | CHICAGO, IL | Other service providers | 11,830 | $161.0M | $3.3M | $0 |
| JOHNSON CONTROLS, INC. JOHNSON CONTROLS, INC. UNION RETIREE WELFARE PLAN | MILWAUKEE, WI | Other service providers | 470 | $135.4M | $10K | $0 |
| JOHNSON CONTROLS, INC. JOHNSON CONTROLS, INC. UNION RETIREE WELFARE PLAN | MILWAUKEE, WI | Other service providers | 505 | $124.3M | $14K | $0 |
| ACCENTURE LLP ACCENTURE UNITED STATES BENEFIT TRUST | CHICAGO, IL | Other service providers | — | $122.9M | $13.3M | $0 |
| CATERPILLAR INC. CATERPILLAR INC. RETIREE BENEFIT PROGRAM | IRVING, TX | Other service providers | 0 | $116.8M | $163K | $0 |
| JOHNSON CONTROLS, INC. JOHNSON CONTROLS, INC. UNION RETIREE WELFARE PLAN | MILWAUKEE, WI | Other service providers | 549 | $113.5M | $25K | $0 |
| CATERPILLAR INC. CATERPILLAR INC. RETIREE BENEFIT PROGRAM | IRVING, TX | Other service providers | 0 | $111.8M | $70K | $0 |
| CATERPILLAR INC. CATERPILLAR INC. RETIREE BENEFIT PROGRAM | IRVING, TX | Other service providers | 0 | $104.3M | $53K | $0 |
| BLUE CROSS AND BLUE SHIELD ASSOCIATION BC AND BS ASSOCIATION HEALTH AND LIFE INSURANCE PROGRAM | CHICAGO, IL | Other service providers | 1,212 | $98.4M | $1.7M | $0 |
| BLUE CROSS AND BLUE SHIELD ASSOCIATION BC AND BS ASSOCIATION HEALTH AND LIFE INSURANCE PROGRAM | CHICAGO, IL | Other service providers | 1,198 | $98.4M | $1.6M | $0 |
| BLUE CROSS AND BLUE SHIELD ASSOCIATION BC AND BS ASSOCIATION HEALTH AND LIFE INSURANCE PROGRAM | CHICAGO, IL | Other service providers | 1,209 | $89.2M | $1.5M | $0 |
| BMO FINANCIAL CORP. EMPLOYEE BENEFIT PROGRAM OF BANK OF MONTREAL/HARRIS | CHICAGO, IL | Other service providers | 8,376 | $88.2M | $4.4M | $0 |
| BMO FINANCIAL CORP. EMPLOYEE BENEFIT PROGRAM OF BANK OF MONTREAL/HARRIS | CHICAGO, IL | Other service providers | 8,967 | $84.6M | $11.3M | $0 |
| CATERPILLAR INC. CATERPILLAR INC. RETIREE GROUP INSURANCE PLAN | IRVING, TX | Other service providers | 0 | $74.4M | $539K | $0 |
| BMO FINANCIAL CORP. BMO RETIREE MEDICAL AND LIFE INSURANCE PLAN | CHICAGO, IL | Other service providers | — | $74.0M | $72K | $0 |
| TRUSTEES OF IRON WORKERS' TRI-STATE WELFARE PLAN IRON WORKERS' TRI-STATE WELFARE PLAN | SCHAUMBURG, IL | Other service providers | 1,105 | $66.5M | $651K | $0 |
| TRUSTEES OF IRON WORKERS' TRI-STATE WELFARE PLAN IRON WORKERS' TRI-STATE WELFARE PLAN | SCHAUMBURG, IL | Other service providers | 1,083 | $66.2M | $650K | $0 |
| TRUSTEES OF IRON WORKERS' TRI-STATE WELFARE PLAN IRON WORKERS' TRI-STATE WELFARE PLAN | SCHAUMBURG, IL | Other service providers | 1,163 | $64.5M | $588K | $0 |
| TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 WELFARE FD INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND | TINLEY PARK, IL | Other service providers | 736 | $61.2M | $456K | $0 |
| TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 WELFARE FD INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND | TINLEY PARK, IL | Other service providers | 716 | $57.0M | $437K | $0 |
| NECA LOCAL 145 WELFARE FUND NECA LOCAL 145 IBEW WELFARE PLAN | MOLINE, IL | Other service providers | 1,061 | $56.2M | $514K | $0 |
| TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 WELFARE FD INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND | TINLEY PARK, IL | Other service providers | 723 | $55.5M | $448K | $0 |
| TRUSTEES OF STRUCTURAL IRON WORKERS LOCAL 1 WELFARE FUND STRUCTURAL IRON WORKERS LOCAL 1 WELFARE FUND | FOREST PARK, IL | Other service providers | 1,156 | $51.6M | $969K | $4 |
| NECA LOCAL 145 WELFARE FUND NECA LOCAL 145 IBEW WELFARE PLAN | MOLINE, IL | Other service providers | 970 | $51.2M | $477K | $0 |
| TRUSTEES OF STRUCTURAL IRON WORKERS LOCAL 1 WELFARE FUND STRUCTURAL IRON WORKERS LOCAL 1 WELFARE FUND | FOREST PARK, IL | Other service providers | 1,051 | $51.0M | $669K | $0 |
| TRUSTEES OF STRUCTURAL IRON WORKERS LOCAL 1 WELFARE FUND STRUCTURAL IRON WORKERS LOCAL 1 WELFARE FUND | FOREST PARK, IL | Other service providers | 1,219 | $50.9M | $818K | $1 |
| TRUSTEES OF CHICAGO GRAPHIC ARTS HEALTH AND WELFARE FUND CHICAGO GRAPHIC ARTS HEALTH AND WELFARE FUND | OAKBROOK, IL | Other service providers | 810 | $36.3M | $606K | $0 |
| CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND | CHICAGO, IL | Other service providers | 834 | $35.8M | $155K | $0 |
| CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND | CHICAGO, IL | Other service providers | 802 | $31.0M | $216K | $0 |
| BOARD OF TRUSTEES - PLUMBERS & PIPEFITTERS LU 286 HEALTH & WELFARE FUN PLUMBERS & PIPEFITTERS L.U. 286 HEALTH & WELFARE FUND | ALBUQUERQUE, NM | Other service providers | 1,629 | $28.8M | $893K | $0 |
| TRUSTEES OKLAHOMA OPERATING ENGINEERS WELFARE PLAN OKLAHOMA OPERATING ENGINEERS WELFARE PLAN | OKLAHOMA CITY, OK | Other service providers | 532 | $27.9M | $61K | $0 |
| JOHNSON CONTROLS, INC. JOHNSON CONTROLS, INC. NON-UNION RETIREE WELFARE PLAN | MILWAUKEE, WI | Other service providers | 2,376 | $27.9M | $110K | $0 |
| CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND | CHICAGO, IL | Other service providers | 802 | $27.7M | $165K | $0 |
| OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND | GOODLETSVILLE, TN | Other service providers | 662 | $27.2M | $234K | $0 |
| JOHNSON CONTROLS, INC. JOHNSON CONTROLS, INC. NON-UNION RETIREE WELFARE PLAN | MILWAUKEE, WI | Other service providers | 2,290 | $25.5M | $69K | $0 |
| JOHNSON CONTROLS, INC. JOHNSON CONTROLS, INC. NON-UNION RETIREE WELFARE PLAN | MILWAUKEE, WI | Other service providers | 2,208 | $25.5M | $54K | $0 |
| CATERPILLAR INC. CATERPILLAR INC. RETIREE GROUP INSURANCE PLAN | IRVING, TX | Other service providers | 0 | $23.3M | $906K | $0 |
| NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY EMPLOYEE WELFARE BENEFIT PLAN | EVANSTON, IL | Other service providers | 10,709 | $22.7M | $5.2M | $0 |
| NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY EMPLOYEE WELFARE BENEFIT PLAN | EVANSTON, IL | Other service providers | 11,235 | $22.4M | $5.1M | $0 |
| BOARD OF TRUSTEES - PLUMBERS & PIPEFITTERS L.U. 286 HEALTH & PLUMBERS & PIPEFITTERS L.U. NO. 286 HEALTH & WELFARE FUND | ALBUQUERQUE, NM | Other service providers | 1,235 | $18.2M | $757K | $0 |
| CATERPILLAR INC. CATERPILLAR INC. RETIREE GROUP INSURANCE PLAN | IRVING, TX | Other service providers | 0 | $17.6M | $468K | $0 |
| TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND | DOWNERS GROVE, IL | Other service providers | 771 | $16.1M | $451K | $0 |
| PLUMBERS AND PIPEFITTERS LOCAL UNION 344 PLUMBERS AND PIPEFITTERS LOCAL UNION 344 HEALTH AND WELFARE PLAN | OKLAHOMA CITY, OK | Other service providers | 1,315 | $15.4M | $44K | $0 |
| BOARD OF TRUSTEES - SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN | GOODLETTSVILLE, TN | Other service providers | 1,356 | $15.2M | $771K | $0 |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION HEALTH & WELFARE TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES | ATLANTA, GA | Other service providers | — | $15.2M | $3.1M | $0 |
| TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND | DOWNERS GROVE, IL | Other service providers | 697 | $14.3M | $445K | $0 |
| BOARD OF TRUSTEES - SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN | GOODLETTSVILLE, TN | Other service providers | 1,571 | $14.3M | $589K | $0 |
| PLUMBERS AND PIPEFITTERS LOCAL UNION 344 PLUMBERS AND PIPEFITTERS LOCAL UNION 344 HEALTH AND WELFARE PLAN | OKLAHOMA CITY, OK | Other service providers | 971 | $14.1M | $611K | $2 |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION HEALTH & WELFARE TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES | ATLANTA, GA | Other service providers | — | $13.7M | $3.3M | $0 |
| SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND | GOODLETTSVILLE, TN | Other service providers | 491 | $13.2M | $241K | $0 |
| PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 344 PLUMBERS AND PIPEFITTERS LOCAL UNION 344 HEALTH AND WELFARE FUND | OKLAHOMA CITY, OK | Other service providers | 953 | $12.8M | $252K | $0 |
| BOARD OF TRUSTEES - SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN | GOODLETTSVILLE, TN | Other service providers | 1,286 | $12.6M | $696K | $0 |
| BMO FINANCIAL CORP. BMO U.S. HEALTH AND WELFARE PLAN | CHICAGO, IL | Other service providers | 19,704 | $12.0M | $11.8M | $0 |
| SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND | GOODLETTSVILLE, TN | Other service providers | 510 | $11.0M | $222K | $0 |
| BOARD OF TRUSTEES SOUTH CENTRAL UFCW UNIONS AND EMPLOYERS HEALTH & WEL SOUTH CENTRAL UFCW UNIONS AND EMPLOYERS HEALTH & WELFARE TRUST | CORDOVA, TN | Other service providers | 0 | $10.7M | $90K | $0 |
| NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY EMPLOYEE WELFARE BENEFIT PLAN | EVANSTON, IL | Other service providers | 12,557 | $10.3M | $5.8M | $0 |
| SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND | GOODLETTSVILLE, TN | Other service providers | 471 | $8.6M | $237K | $0 |
| JOHNSON CONTROLS, INC. JOHNSON CONTROLS WORLD SERVICES, INC. RETIREE LIFE AND HEALTH PLAN | MILWAUKEE, WI | Other service providers | 245 | $7.8M | $15K | $0 |
| JOHNSON CONTROLS, INC. JOHNSON CONTROLS WORLD SERVICES, INC. RETIREE LIFE AND HEALTH PLAN | MILWAUKEE, WI | Other service providers | 269 | $7.7M | $12K | $0 |
| MCDONALD'S CORPORATION MCDONALD'S CORPORATION HEALTH AND WELFARE BENEFIT PLAN | CHICAGO, IL | Other service providers | 7,212 | $6.5M | $4.2M | $0 |
| KOMATSU MINING CORP. KOMATSU MINING CORP WELFARE BENEFITS PLAN | MILWAUKEE, WI | Other service providers | 10,083 | $6.4M | $849K | $0 |
| THE BOARD OF TRUSTEES, ELECTRICIANS ELECTRICIANS HEALTH AND WELFARE PLAN IBEW 995 | BATON ROUGE, LA | Other service providers | 313 | $6.1M | $192K | $0 |
| THE BOARD OF TRUSTEES, ELECTRICIANS ELECTRICIANS HEALTH AND WELFARE PLAN IBEW 995 | BATON ROUGE, LA | Other service providers | 287 | $4.6M | $264K | $0 |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION HEALTH & WELFARE TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES | ATLANTA, GA | Other service providers | — | $3.7M | $3.0M | $0 |
| THE BOARD OF TRUSTEES, ELECTRICIANS ELECTRICIANS HEALTH AND WELFARE PLAN IBEW 995 | BATON ROUGE, LA | Other service providers | 297 | $3.5M | $321K | $0 |
| MCDONALDS CORPORATION AND SUBSIDIARIES MCDONALD'S CORPORATION HEALTH PLAN | CHICAGO, IL | Other service providers | 7,469 | $2.4M | $4.6M | $0 |
| CCS EMPLOYEE BENEFIT GROUP V.E.B.A VOLUNTARY EMPLOYEES' BENEFIT ASSOC CCS EMPLOYEE BENEFIT GROUP INC VOL EMPL BEN ASSOC | EVANSTON, IL | Other service providers | 583 | $1.3M | $0 | $0 |
| KOMATSU MINING CORP. KOMATSU MINING CORP WELFARE BENEFITS PLAN | MILWAUKEE, WI | Other service providers | 9,863 | $1.1M | $1.0M | $0 |
| UNITE HERE HEALTH UNITE HERE HEALTH STAFF WELFARE PLAN | AURORA, IL | Other service providers | 444 | $0 | $4.7M | $0 |
| OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND | GOODLETSVILLE, TN | Other service providers | — | $0 | $142K | $0 |
| ESTWING MANUFACTURING CO, INC. ESTWING EMPLOYEE WELFARE BENEFIT PLAN | ROCKFORD, IL | Other service providers | 154 | — | $43K | $0 |
| MCDONALD'S CORPORATION MCDONALD'S CORPORATION HEALTH AND WELFARE BENEFIT PLAN | CHICAGO, IL | Other service providers | 51,933 | — | $4.5M | $0 |
| ESTWING MANUFACTURING CO, INC. ESTWING EMPLOYEE WELFARE BENEFIT PLAN | ROCKFORD, IL | Other service providers | 270 | — | $88K | $0 |
| UNITE HERE HEALTH UNITE HERE HEALTH STAFF WELFARE PLAN | AURORA, IL | Other service providers | 391 | — | $5.0M | $0 |
| THE KICKAPOO TRADITIONAL TRIBE OF TEXAS THE KICKAPOO TRADITIONAL TRIBE OF TEXAS GROUP HEALTH PLAN | EAGLE PASS, TX | Other service providers | 1,226 | — | $434K | $0 |
| HYDRAFORCE, INC. HYDRAFORCE, INC. GROUP MEDICAL, GROUP DENTAL, STD LTD, LIFE, SECTION 125 PLAN | LINCOLNSHIRE, IL | Other service providers | 1,710 | — | $0 | $0 |
| STS OPERATING, INC. SUNSOURCE STS OPERATING, INC. HEALTH PROTECTION PLAN | ADDISON, IL | TPA / Administrator | 554 | — | $30K | $0 |
| CABINETWORKS GROUP, INC. CABINETWORKS GROUP, INC. WELFARE BENEFITS PLAN | ANN ARBOR, MI | TPA / Administrator | 7,498 | — | $2.6M | $0 |
| KOMATSU MINING CORP. KOMATSU MINING CORP WELFARE BENEFITS PLAN | MILWAUKEE, WI | Other service providers | 9,094 | — | $2.1M | $0 |
| CABINETWORKS GROUP, INC. CABINETWORKS GROUP, INC. WELFARE BENEFITS PLAN | LIVONIA, MI | TPA / Administrator | 6,580 | — | $2.3M | $0 |
| ESTWING MANUFACTURING CO, INC. ESTWING EMPLOYEE WELFARE BENEFIT PLAN | ROCKFORD, IL | Other service providers | 201 | — | $88K | $0 |
