| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| National Academy of Sciences NAS Retiree Welfare Benefit Plan · all filings | WASHINGTON, DC | Other service providers | 38 | $69.4M | $17K | $0 |
| National Academy of Sciences NAS Retiree Welfare Benefit Plan · all filings | WASHINGTON, DC | Other service providers | 34 | $65.7M | $19K | $0 |
| National Academy of Sciences NAS Retiree Welfare Benefit Plan · all filings | WASHINGTON, DC | Other service providers | 31 | $59.0M | $18K | $0 |
| North Carolina Medical Society NC Medical Society Employee Benefit Trust · all filings | RALEIGH, NC | Other service providers | 7,370 | $32.2M | $36K | $0 |
| North Carolina Medical Society NC Medical Society Employee Benefit Trust · all filings | RALEIGH, NC | Other service providers | 6,857 | $25.3M | $35K | $0 |
| North Carolina Medical Society NC Medical Society Employee Benefit Trust · all filings | RALEIGH, NC | Other service providers | 6,007 | $15.5M | $25K | $0 |
| L & M Companies, Inc. L & M Benefit Plan · all filings | RALEIGH, NC | Other service providers | 216 | $1.7M | $5K | $0 |
| L & M Companies, Inc. L & M Benefit Plan · all filings | RALEIGH, NC | Other service providers | 181 | $1.5M | $5K | $0 |
| Foursquare Healthcare, Ltd. Foursquare Healthcare, Ltd. Benefits Trust · all filings | ROCKWALL, TX | Advisor / Consultant | 306 | $981K | $8K | $0 |
| L & M Companies, Inc. L & M Benefit Plan · all filings | RALEIGH, NC | Other service providers | 140 | $963K | $122K | $0 |
| KG&P Strategies Inc. MVM Inc. Health and Welfare Plan · all filings | ASHBURN, VA | Other service providers | 1,482 | $810K | $11K | $0 |
| Foursquare Healthcare, Ltd. Foursquare Healthcare, Ltd. Benefits Trust · all filings | ROCKWALL, TX | Advisor / Consultant | 329 | $798K | $9K | $0 |
| KG&P Strategies Inc. MVM Inc. Health and Welfare Plan · all filings | ASHBURN, VA | Other service providers | 1,561 | $215K | $16K | $0 |
| International Medical Group IMG Welfare Benefit Plan · all filings | INDIANAPOLIS, IN | Other service providers | 0 | $0 | $13K | $0 |
| Agile Defense, Inc. Agile Defense, Inc. Health and Welfare Benefit Plan · all filings | RESTON, VA | Other service providers | 669 | — | $12K | $0 |
| Bernhardt Furniture Company Bernhardt Furniture Company Health Care Plan · all filings | LENOIR, NC | Advisor / Consultant | 1,056 | — | $6K | $0 |
| Valley Health Valley Health Welfare Benefits Plan · all filings | WINCHESTER, VA | TPA / Administrator | 5,753 | — | $151K | $0 |
| Gardens Memory Care Holdings Gardens Memory Care Holdings Welfare Benefit Plan · all filings | PONTE VEDRA BEACH, FL | Other service providers | 131 | — | $1K | $0 |
| Class Technologies, Inc. Class Technologies, Inc. WRAP Plan · all filings | WASHINGTON, DC | Other service providers | 88 | — | $6K | $0 |
| Community Action Opportunities, Inc. Community Action Opportunities Health Care Plan · all filings | ASHEVILLE, NC | Other service providers | 117 | — | $2K | $0 |
| Carter Funds, LLC Carter Funds Welfare Benefit Plan · all filings | TAMPA, FL | Other service providers | 269 | — | $6K | $0 |
| Hospice & Palliative Care Charlotte Region Hospice at Charlotte Flexible Benefits Plan · all filings | CHARLOTTE, NC | Other service providers | 571 | — | $20K | $0 |
| Greensboro Independent School Corp. Greensboro Day School Flexible Benefits Plan · all filings | GREENSBORO, NC | Other service providers | 180 | — | $5K | $0 |
| Morris Multimedia Corporation Morris Multimedia Corporation Health Plan · all filings | SAVANNAH, GA | Other service providers | 460 | — | $6K | $0 |
| G & W Equipment, Inc. G&W Equipment, Inc. Employee Benefit Plan · all filings | CHARLOTTE, NC | Other service providers | 312 | — | $2K | $0 |
