| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| BOARD OF TRUSTEES I.A.T.S.E. NATIONAL HEALTH & WELFARE FUND I.A.T.S.E. NATIONAL HEALTH & WELFARE FUND | NEW YORK, NY | Other service providers | 36,112 | $1.0B | $711K | $0 |
| BOARD OF TRUSTEES I.A.T.S.E. NATIONAL HEALTH & WELFARE FUND I.A.T.S.E. NATIONAL HEALTH & WELFARE FUND | NEW YORK, NY | Other service providers | 34,552 | $958.1M | $703K | $0 |
| BOARD OF TRUSTEES I.A.T.S.E. NATIONAL HEALTH & WELFARE FUND I.A.T.S.E. NATIONAL HEALTH & WELFARE FUND | NEW YORK, NY | Other service providers | 34,142 | $936.6M | $649K | $0 |
| THE RESEARCH FOUNDATION FOR SUNY THE RESEARCH FOUNDATION FOR SUNY POST RETIREMENT BENEFITS PLAN | ALBANY, NY | Other service providers | — | $329.4M | $35K | $0 |
| THE RESEARCH FOUNDATION FOR SUNY THE RESEARCH FOUNDATION FOR SUNY POST RETIREMENT BENEFITS PLAN | ALBANY, NY | Other service providers | — | $307.2M | $33K | $0 |
| THE RESEARCH FOUNDATION FOR SUNY THE RESEARCH FOUNDATION FOR SUNY POST RETIREMENT BENEFITS PLAN | ALBANY, NY | Other service providers | — | $293.5M | $30K | $0 |
| BRD OF TTEES UFCW LOCAL ONE ACTIVE HEALTH CARE FUND UFCW LOCAL ONE ACTIVE HEALTH CARE FUND | ORISKANY, NY | Other service providers | 8,374 | $89.6M | $96K | $0 |
| BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND AMALGAMATED NATIONAL HEALTH FUND | WHITE PLAINS, NY | Other service providers | 16,756 | $74.5M | $21K | $0 |
| BOARD OF TRUSTEES OF THE I.U.O.E. LOCAL 14-14B WELFARE FUND INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B WELFARE FD | FLUSHING, NY | Other service providers | 896 | $34.1M | $49K | $0 |
| TRUSTEES INSURANCE FUND LOCAL 83 SHEET METAL WORKERS LOCAL 83 INSURANCE FUND | CLIFTON PARK, NY | Other service providers | 241 | $19.8M | $16K | $0 |
| TRUSTEES INSURANCE FUND LOCAL 83 SHEET METAL WORKERS LOCAL 83 INSURANCE FUND | CLIFTON PARK, NY | Other service providers | 256 | $18.7M | $18K | $0 |
| CONSTRUCTION & GENERAL LABORERS' LOCAL 190 WELFARE FUND CONSTRUCTION & GENERAL LABORERS' LOCAL 190 WELFARE FUND | GLENMONT, NY | Other service providers | 651 | $17.4M | $17K | $0 |
| TRUSTEES INSURANCE FUND LOCAL 83 SHEET METAL WORKERS LOCAL 83 INSURANCE FUND | CLIFTON PARK, NY | Other service providers | 273 | $17.3M | $18K | $0 |
| CONSTRUCTION & GENERAL LABORERS' LOCAL 190 WELFARE FUND CONSTRUCTION & GENERAL LABORERS' LOCAL 190 WELFARE FUND | GLENMONT, NY | Other service providers | 607 | $17.1M | $19K | $0 |
| TRUSTEES OF LABORERS LOCAL 785 WELFARE FUND WELFARE FUND OF LOCAL 785 OF LABORERS INTERNATIONAL UNION | ITHACA, NY | Other service providers | 289 | $12.9M | $24K | $0 |
| TRUSTEES OF LABORERS LOCAL 785 WELFARE FUND WELFARE FUND OF LOCAL 785 OF LABORERS INTERNATIONAL UNION | ITHACA, NY | Other service providers | 302 | $11.1M | $28K | $0 |
| TRUSTEES OF LABORERS LOCAL 785 WELFARE FUND WELFARE FUND OF LOCAL 785 OF LABORERS INTERNATIONAL UNION | ITHACA, NY | Other service providers | 307 | $10.3M | $32K | $0 |
| KENMORE TEACHERS ASSOCIATION KENMORE TEACHERS ASSOCIATION WELFARE TRUST PLAN | TONAWANDA, NY | Other service providers | 819 | $1.9M | $45K | $0 |
| KENMORE TEACHERS ASSOCIATION KENMORE TRACHERS ASSOCIATION WELFARE TRUST PLAN | TONAWANDA, NY | Other service providers | 845 | $1.7M | $44K | $0 |
| DAYTON T. BROWN, INC. DAYTON T. BROWN COMPREHENSIVE BENEFITS TRUST | BOHEMIA, NY | Other service providers | 193 | $825K | $10K | $0 |
| CONSTELLATION BRANDS, INC. CONSTELLATION BRANDS, INC. HEALTH AND WELFARE PLAN | ROCHESTER, NY | Other service providers | 3,740 | — | $105K | $0 |
| VINCE HOLDING CORP. VINCE HOLDING CORP. HEALTH AND WELFARE PLAN | NEW YORK, NY | Other service providers | 577 | — | $27K | $0 |
| CONSTELLATION BRANDS, INC. CONSTELLATION BRANDS, INC. HEALTH AND WELFARE PLAN | ROCHESTER, NY | Other service providers | 3,713 | — | $106K | $0 |
| V OPCO, LLC V OPCO, LLC HEALTH AND WELFARE PLAN | NEW YORK, NY | Other service providers | 421 | — | $24K | $0 |
| UNITED CEREBRAL PALSY & HANDICAPPED PERS UTICA AREA INC EMPLOYEE CHOIC UNITED CEREBRAL PALSY AND HANDICAPPED PERSONS ASSOCIATION OF THE UTICA AREA INC EMPLOYEE CHOICE PLAN | UTICA, NY | Other service providers | 1,095 | — | $24K | $0 |
| UMH MANAGEMENT SERVICES CORP. UMH MANAGEMENT SERVICES CORP. WRAP PLAN | BINGHAMTON, NY | Other service providers | 737 | — | $0 | $0 |
| PROJECT P HOLDINGS, LLC NORTHEAST SHARED SERVICES WELFARE BENEFIT PLAN | SCHENECTADY, NY | Other service providers | 16,273 | — | $110K | $0 |
| BLUEDGE BLUEDGE GROUP HEALTH PLAN | NEW YORK, NY | Other service providers | 110 | — | $4K | $0 |
| UMH MANAGEMENT SERVICES CORP. UMH MANAGEMENT SERVICES CORP. WRAP PLAN | BINGHAMTON, NY | Other service providers | 741 | — | $0 | $0 |
| BLUEDGE BLUEDGE GROUP HEALTH PLAN | NEW YORK, NY | Other service providers | 119 | — | $5K | $0 |
| CUTCO CORPORATION GROUP INS PLAN FOR EMPLOYEES OF CUTCO CORPORATION | OLEAN, NY | TPA / Administrator | 661 | — | $46K | $0 |
| THE JOHN GORE ORGANIZATION, INC. THE JOHN GORE ORGANIZATION, INC. EMPLOYEE BENEFITS PLAN | NEW YORK, NY | Other service providers | 284 | — | $14K | $0 |
| MENDES & MOUNT, LLP MENDES & MOUNT EMPLOYEE BENEFITS PLAN | NEW YORK, NY | Other service providers | 137 | — | $10K | $0 |
| GOLUB CORPORATION GOLUB CORPORATION EMPLOYEES BENEFIT TRUST | SCHENECTADY, NY | Other service providers | — | — | $109K | $0 |
| CONSTELLATION BRANDS, INC. CONSTELLATION BRANDS, INC. HEALTH AND WELFARE PLAN | VICTOR, NY | Other service providers | 3,768 | — | $93K | $0 |
| VINCE HOLDING CORP. VINCE HOLDING CORP. HEALTH AND WELFARE PLAN | NEW YORK, NY | Other service providers | 459 | — | $23K | $0 |
| TOMPKINS FINANCIAL CORPORATION TOMPKINS FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN | ITHACA, NY | Other service providers | 975 | — | $41K | $0 |
| HOFSTRA UNIVERSITY HOFSTRA UNIVERSITY HEALTH & WELFARE PLAN | HEMPSTEAD, NY | Other service providers | 1,691 | — | $58K | $0 |
| THE JOHN GORE ORGANIZATION, INC. THE JOHN GORE ORGANIZATION, INC. EMPLOYEE BENEFITS PLAN | NEW YORK, NY | Other service providers | 302 | — | $17K | $0 |
| RYE COUNTRY DAY SCHOOL RYE COUNTRY DAY SCHOOL EMPLOYEE GROUP LIFE & HEALTH PLAN | RYE, NY | Other service providers | 210 | — | $120K | $0 |
| BLUEDGE BLUEDGE GROUP HEALTH PLAN | NEW YORK, NY | Other service providers | 111 | — | $4K | $0 |
| CUTCO CORPORATION GROUP INS PLAN FOR EMPLOYEES OF CUTCO CORPORATION | OLEAN, NY | TPA / Administrator | 621 | — | $9K | $0 |
| CUTCO CORPORATION GROUP INS PLAN FOR EMPLOYEES OF CUTCO CORPORATION | OLEAN, NY | TPA / Administrator | 583 | — | $8K | $0 |
| MENDES & MOUNT, LLP MENDES & MOUNT EMPLOYEE BENEFITS PLAN | NEW YORK, NY | Other service providers | 140 | — | $12K | $0 |
| PROJECT P HOLDINGS, LLC NORTHEAST SHARED SERVICES WELFARE BENEFIT PLAN | SCHENECTADY, NY | Other service providers | 17,037 | — | $119K | $0 |
| UPSTATE CEREBRAL PALSY, INC. UNITED CEREBRAL PALSY AND HANDICAPPED PERSONS ASSOCIATION OF THE UTICA AREA INC EMPLOYEES DENTAL AND VISION PLAN | UTICA, NY | TPA / Administrator | 1,430 | — | $24K | $0 |
| M&T BANK CORPORATION FLEXIBLE BENEFITS PLAN M&T BANK CORPORATION FLEXIBLE BENEFITS PLAN | BUFFALO, NY | TPA / Administrator | 24,029 | — | $632K | $0 |
| MENDES & MOUNT, LLP MENDES & MOUNT EMPLOYEE BENEFITS PLAN | NEW YORK, NY | Other service providers | 125 | — | $11K | $0 |
