| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other service providers | — | $649.1M | $35K | $0 |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant | — | $554.2M | $23K | $0 |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant | — | $446.2M | $10K | $0 |
| ISS FACILITY SERVICES ISS FACILITY SERVICES 401K SAVINGS PLAN | SAN ANTONIO, TX | TPA / Administrator | 5,706 | $83.2M | $9K | $0 |
| ADP TOTALSOURCE, INC. ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN | MIAMI, FL | Other service providers | 530,781 | $63.1M | $21.8M | $0 |
| ADP TOTALSOURCE, INC. ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN | MIAMI, FL | Other service providers | 544,909 | $60.0M | $19.2M | $0 |
| ADP TOTALSOURCE, INC. ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN | MIAMI, FL | Other service providers | 531,639 | $43.8M | $17.8M | $0 |
| REDSTONE RESIDENTIAL, INC. RETIREMENT INCOME SECURITY PLAN-REDSTONE RESIDENTIAL, INC. | PROVO, UT | Other service providers | 616 | $8.7M | $23K | $0 |
| TRUSTEES - CONTRACTORS HEALTH TRUST CONTRACTORS HEALTH TRUST | ENGLEWOOD, CO | Other service providers | 3,007 | $7.8M | $9K | $0 |
| REDSTONE RESIDENTIAL, INC. RETIREMENT INCOME SECURITY PLAN-REDSTONE RESIDENTIAL, INC. | PROVO, UT | Other service providers | 617 | $6.6M | $15K | $0 |
| HOSPITAL EMPLOYEE BENEFIT ASSOCIATION HOSPITAL EMPLOYEE BENEFIT ASSOCIATION EMPLOYEES' LONG TERM DISABILITY GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 8,706 | $5.0M | $126K | $0 |
| HOSPITAL EMPLOYEE BENEFIT ASSOCIATION HOSPITAL EMPLOYEE BENEFIT ASSOCIATION EMPLOYEES' LONG TERM DISABILITY GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 7,566 | $4.5M | $291K | $0 |
| HOSPITAL EMPLOYEE BENEFIT ASSOCIATION HOSPITAL EMPLOYEE BENEFIT ASSOC. EMPLOYEES' LIFE GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 6,606 | $3.3M | $184K | $0 |
| HOSPITAL EMPLOYEE BENEFIT ASSOCIATION HOSPITAL EMPLOYEE BENEFIT ASSOCIATION EMPLOYEES' LIFE GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 6,272 | $3.1M | $113K | $0 |
| KEMLON PRODUCTS & DEVELOPMENT GROUP, INC. KEYSTONE/KEMLON HEALTH CARE TRUST | PEARLAND, TX | Broker | 448 | $2.5M | $0 | $0 |
| KEMLON PRODUCTS & DEVELOPMENT GROUP, INC. KEYSTONE/KEMLON HEALTH CARE TRUST | PEARLAND, TX | Broker | 355 | $2.4M | $0 | $0 |
| RIVERSIDE HEALTH CARE CENTER, INC. NATIONAL HEALTH CARE ASSOC., INC. & AFFILIATES VOLUNTARY EMPLOYEE BENEFIT ASSOC. PLAN | VALLEY STREAM, NY | Other service providers | 4,810 | $1.2M | $702K | $0 |
| ARIZONA TECHNOLOGY COUNCIL BENEFIT TRUST ARIZONA TECHNOLOGY COUNCIL EMPLOYEE BENEFIT TRUST | MUKILTEO, WA | Broker | 1,033 | $393K | $29K | $0 |
| HOSPITAL EMPLOYEE BENEFIT ASSOC. TRUST EMPLOYEES' NON PAR LIFE GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 2,287 | $353K | $31K | $0 |
| MEDICAL EDUCATIONAL TRUST EMPLOYEES' DENTAL GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 2,765 | $345K | $33K | $0 |
| ARIZONA TECHONOLOGY COUNCIL EMPLOYEE BENEFIT TRUST ARIZONA TECHNOLOGY COUNCIL EMPLOYEE BENEFIT TRUST | MUKILTEO, WA | Other service providers | 904 | $326K | $21K | $0 |
| MEDICAL EDUCATIONAL TRUST EMPLOYEES' DENTAL GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 2,378 | $260K | $26K | $0 |
| ARIZONA TECHONOLOGY COUNCIL EMPLOYEE BENEFIT TRUST ARIZONA TECHNOLOGY COUNCIL EMPLOYEE BENEFIT TRUST | MUKILTEO, WA | Other service providers | 776 | $245K | $6K | $0 |
| MEDICAL EDUCATIONAL TRUST EMPLOYEES' DENTAL GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 2,649 | $174K | $23K | $0 |
| HOSPITAL EMPLOYEE BENEFIT ASSOCIATION HOSPITAL EMPLOYEE BENEFIT ASSOCIATION EMPLOYEES SHORT TERM DISABILITY GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 3,791 | $103K | $26K | $0 |
| VIGILANT CONSTRUCTION TRUST OF ARIZONA VIGILANT CONSTRUCTION TRUST OF ARIZONA PLAN | MUKILTEO, WA | Other service providers | 547 | $98K | $10K | $0 |
| VIGILANT CONSTRUCTION TRUST OF ARIZONA VIGILANT CONSTRUCTION TRUST OF ARIZONA PLAN | MUKILTEO, WA | Other service providers | 479 | $67K | $6K | $0 |
| HOSPITAL EMPLOYEE BENEFIT ASSOCIATION HOSPITAL EMPLOYEE BENEFIT ASSOCIATION EMPLOYEES SHORT TERM DISABILITY GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 3,327 | $47K | $59K | $0 |
| HOSPITAL EMPLOYEE BENEFIT ASSOC. TRUST EMPLOYEES' NON PAR LIFE GROUP INSURANCE ARRANGEMENT | CARMEL, IN | Other service providers | 2,150 | $40K | $24K | $0 |
| UNITED STATES CENTER FOR SAFESPORT UNITED STATES CENTER FOR SAFESPORT | DENVER, CO | Other service providers | 116 | — | $0 | $25K |
| WESTERN EXPLOSIVES SYSTEMS COMPANY WESTERN EXPLOSIVES SYSTEMS COMPANY/WESCO | SALT LAKE CITY, UT | Broker | 178 | — | $29K | $0 |
| AMERICAN ACADEMY HOLDINGS, LLC AMERICAN ACADEMY HOLDINGS, LLC HEALTH & WELFARE BENEFIT PLAN | SALT LAKE CITY, UT | Broker | 259 | — | $18K | $0 |
| 3FORM, LLC 3FORM, LLC WELFARE PLAN | SALT LAKE CITY, UT | Broker | 386 | — | $3K | $0 |
| LGAA, LLC LGAA, LLC BENEFIT PLAN | CEDAR CITY, UT | Broker | 2,621 | — | $54K | $0 |
| BH, INC. BH, INC. WELFARE PLAN | VERNAL, UT | Broker | 309 | — | $116K | $0 |
| DOWNEAST OUTFITTERS, INC. DOWNEAST OUTFITTERS, INC. WELFARE BENEFIT PLAN | SALT LAKE CITY, UT | Broker | 107 | — | $11K | $0 |
| UNITED STATES CENTER FOR SAFESPORT UNITED STATES CENTER FOR SAFESPORT | DENVER, CO | Other service providers | 130 | — | $0 | $38K |
| AMERICAN ACADEMY HOLDINGS, LLC AMERICAN ACADEMY HOLDINGS, LLC HEALTH & WELFARE BENEFIT PLAN | SALT LAKE CITY, UT | Broker | 256 | — | $0 | $0 |
| MOUNTAINLAND HEAD START MOUNTAINLAND HEAD START HEALTH AND WELFARE PLAN | PROVO, UT | Broker | 170 | — | $0 | $0 |
| AMERICAN ACADEMY HOLDINGS, LLC AMERICAN ACADEMY HOLDINGS, LLC HEALTH & WELFARE BENEFIT PLAN | SALT LAKE CITY, UT | Broker | 270 | — | $68K | $0 |
| COMAGINE HEALTH COMAGINE HEALTH WELFARE BENEFITS PLAN | SEATTLE, WA | Broker | 418 | — | $3K | $0 |
| EMPLOYEE BENEFIT LEASING, INC. EMPLOYEE BENEFIT LEASING LLC DBA WESTLAND CONSTRUCTION INC BENEFIT PLAN | OREM, UT | Broker | 226 | — | $0 | $0 |
| SAUCEDO OIL FIELD SERVICE SAUCEDO OIL FIELD SERVICE WELFARE BENEFIT PLAN | FORT LUPTON, CO | Broker | 152 | — | $0 | $17K |
| MX TECHNOLOGIES, INC DBA MONEY DESKTOP MX TECHNOLOGIES, INC. WELFARE PLANS | LEHI, UT | Broker | 453 | — | $16K | $0 |
| COMAGINE HEALTH COMAGINE HEALTH WELFARE BENEFITS PLAN | SEATTLE, WA | Broker | 387 | — | $936 | $0 |
| BEST FRIENDS ANIMAL SOCIETY BEST FRIENDS ANIMAL SOCIETY BENEFIT PLAN | KANAB, UT | Broker | 830 | — | $170K | $0 |
| BEST FRIENDS ANIMAL SOCIETY BEST FRIENDS ANIMAL SOCIETY BENEFIT PLAN | KANAB, UT | Broker | 826 | — | $200K | $0 |
| MOUNTAINLAND HEAD START MOUNTAINLAND HEAD START HEALTH AND WELFARE PLAN | PROVO, UT | Broker | 120 | — | $27K | $0 |
| WESTERN EXPLOSIVES SYSTEMS COMPANY WESTERN EXPLOSIVES SYSTEMS COMPANY/WESCO | SALT LAKE CITY, UT | Broker | 200 | — | $30K | $0 |
| JONES PAINT & GLASS, INC. JONES PAINT & GLASS, INC. CAFETERIA PLAN | PROVO, UT | Broker | 139 | — | $9K | $0 |
| HHI CORPORATION HHI CORPORATION | OGDEN, UT | Broker | 112 | — | $54K | $0 |
| MX TECHNOLOGIES, INC DBA MONEY DESKTOP MX TECHNOLOGIES, INC. WELFARE PLANS | LEHI, UT | Broker | 512 | — | $78K | $0 |
| OLSON'S GREENHOUSE OLSON'S GREENHOUSE GARDENS, INC. HEALTH & WELFARE PLANS | SALEM, UT | Broker | 229 | — | $49K | $0 |
| SOUTH DAVIS COMMUNITY HOSPITAL SOUTH DAVIS COMMUNITY HOSPITAL | BOUNTIFUL, UT | Broker | 558 | — | $56K | $0 |
| ENTRATA, INC. ENTRATA, INC. WELFARE BENEFIT PLAN | LEHI, UT | Broker | 1,369 | — | $118K | $0 |
| MX TECHNOLOGIES, INC DBA MONEY DESKTOP MX TECHNOLOGIES, INC. WELFARE PLANS | LEHI, UT | Broker | 521 | — | $24K | $0 |
| EMPLOYEE BENEFIT LEASING, INC. EMPLOYEE BENEFIT LEASING LLC DBA WESTLAND CONSTRUCTION INC BENEFIT PLAN | OREM, UT | Broker | 208 | — | $60K | $0 |
| CAMPBELL COMPANIES CAMPBELL COMPANIES CAFETERIA PLAN | WEST VALLEY, UT | Broker | 949 | — | $60K | $0 |
| CAMPBELL COMPANIES CAMPBELL COMPANIES CAFETERIA PLAN | WEST VALLEY, UT | Broker | 1,243 | — | $58K | $0 |
| SPECTRUM ACADEMY CHARTER SPECTRUM ACADEMY CHARTER WELFARE PLAN | NORTH SALT LAKE, UT | Broker | 458 | — | $82K | $0 |
| HADCO CONSTRUCTION HADCO CONSTRUCTION | LEHI, UT | Broker | 515 | — | $2K | $0 |
| DESERT ORTHOPAEDIC CENTER, LTD DESERT ORTHOPAEDIC CENTER FLEXIBLE BENEFIT PLAN | LAS VEGAS, NV | Other service providers | 311 | — | $0 | $31K |
| SPECTRUM ACADEMY CHARTER SPECTRUM ACADEMY CHARTER WELFARE PLAN | NORTH SALT LAKE, UT | Broker | 469 | — | $74K | $0 |
| ROCK WEST COMPOSITES ROCK WEST COMPOSITES | SAN DIEGO, CA | Broker | 288 | — | $14K | $0 |
| UNITED STATES CENTER FOR SAFESPORT UNITED STATES CENTER FOR SAFESPORT | DENVER, CO | Other service providers | 119 | — | $0 | $35K |
| SAUCEDO OIL FIELD SERVICE SAUCEDO OIL FIELD SERVICE WELFARE BENEFIT PLAN | FORT LUPTON, CO | Broker | 152 | — | $0 | $24K |
| MARK YOUNG CONSTRUCTION, LLC MARK YOUNG CONSTRUCTION, LLC | FREDERICK, CO | Other service providers | 198 | — | $0 | $27K |
| LGAA, LLC LGAA, LLC BENEFIT PLAN | CEDAR CITY, UT | Broker | 2,686 | — | $90K | $0 |
| BEST FRIENDS ANIMAL SOCIETY BEST FRIENDS ANIMAL SOCIETY BENEFIT PLAN | KANAB, UT | Broker | 830 | — | $201K | $0 |
| PODIUM CORPORATION INC PODIUM CORPORATION HEALTH AND WELFARE PLAN | LEHI, UT | Broker | 753 | — | $16K | $0 |
| STRONG EUROPEAN IMPORTS, INC STRONG EUROPEAN IMPORTS EMPLOYEE WELFARE PLANS | SALT LAKE CITY, UT | Broker | 155 | — | $24K | $0 |
| JONES PAINT & GLASS, INC. JONES PAINT & GLASS, INC. CAFETERIA PLAN | PROVO, UT | Broker | 157 | — | $8K | $0 |
| 3FORM, LLC 3FORM, LLC WELFARE PLAN | SALT LAKE CITY, UT | Broker | 408 | — | $1K | $0 |
