| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| NORTHERN NEW ENGLAND BENEFIT TRUST DBA ALLEGIANT CARE NORTHERN NEW ENGLAND BENEFIT TRUST DBA ALLEGIANT CARE | MANCHESTER, NH | Advisor / Consultant | 12,287 | $369.7M | $17K | $0 |
| KLAVIYO, INC. KLAVIYO, INC. 401(K) PLAN | BOSTON, MA | Other service providers | 1,723 | $119.5M | $0 | $22K |
| KLAVIYO, INC. KLAVIYO, INC. 401(K) PLAN | BOSTON, MA | Other service providers | 1,454 | $75.3M | $0 | $20K |
| NEWSPAPER GUILD OF N.Y. - THE NEW YORK TIMES NEWSPAPER GUILD OF NEW YORK NEW YORK TIMES BENEFITS FUND | NEW YORK, NY | Other service providers | 1,070 | $26.0M | $27K | $0 |
| CLARK & ELBING LLP CLARK & ELBING LLP 401(K) PLAN | BOSTON, MA | TPA / Administrator | 123 | $25.3M | $0 | $8K |
| CLARK & ELBING LLP CLARK & ELBING LLP 401(K) PLAN | BOSTON, MA | TPA / Administrator | 114 | $20.9M | $0 | $9K |
| CLARK & ELBING LLP CLARK & ELBING LLP 401(K) PLAN | BOSTON, MA | TPA / Administrator | 110 | $17.6M | $0 | $9K |
| BD OF TRUSTEES SHEET METAL WORKERS UNION LOC 38 INSURANCE & WELFARE FD SHEET METAL WORKERS UNION LOCAL 38 INSURANCE AND WELFARE FUND | BREWSTER, NY | Other service providers | 416 | $17.2M | $16K | $0 |
| BD OF TRUSTEES SHEET METAL WORKERS UNION LOC 38 INSURANCE & WELFARE FD SHEET METAL WORKERS UNION LOCAL 38 INSURANCE AND WELFARE FUND | BREWSTER, NY | Other service providers | 423 | $17.1M | $18K | $0 |
| BD OF TRUSTEES SHEET METAL WORKERS UNION LOC 38 INSURANCE & WELFARE FD SHEET METAL WORKERS UNION LOCAL 38 INSURANCE AND WELFARE FUND | BREWSTER, NY | Other service providers | 404 | $15.8M | $14K | $0 |
| BOARD OF TRUSTEES AGMA HEALTH FUND THE AGMA HEALTH FUND | PITTSBURGH, PA | Other service providers | 856 | $13.8M | $38K | $0 |
| BOARD OF TRUSTEES AGMA HEALTH FUND THE AGMA HEALTH FUND | NEW YORK, NY | Other service providers | 951 | $13.7M | $21K | $0 |
| ROOFERS UNION LOCAL NO. 33 INSURANCE FUND ROOFERS UNION LOCAL NO. 33 INSURANCE FUND | STOUGHTON, MA | Other service providers | 621 | $10.3M | $19K | $0 |
| ROOFERS UNION LOCAL NO. 33 INSURANCE FUND ROOFERS UNION LOCAL NO. 33 INSURANCE FUND | STOUGHTON, MA | Other service providers | 658 | $9.7M | $15K | $0 |
| ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC. DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST | WALLINGFORD, CT | Other service providers | 54,087 | $6.7M | $5K | $0 |
| ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC. DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST | WALLINGFORD, CT | Other service providers | 54,144 | $6.0M | $6K | $0 |
| LINKSQUARES, INC. LINKSQUARES, INC. 401(K) PLAN | BOSTON, MA | TPA / Administrator | 394 | $5.8M | $525 | $0 |
| PLIMOTH PATUXET MUSEUMS, INC. PLIMOTH PATUXET MUSEUMS, INC. TAX SHELTERED ANNUITY PLAN | PLYMOUTH, MA | TPA / Administrator | 88 | $3.1M | $19K | $0 |
| PLIMOTH PATUXET MUSEUMS, INC. PLIMOTH PATUXET MUSEUMS, INC. TAX SHELTERED ANNUITY PLAN | PLYMOUTH, MA | TPA / Administrator | 90 | $3.0M | $6K | $0 |
| COMETEER, INC. COMETEER, INC. 401(K) PLAN | GLOUCESTER, MA | TPA / Administrator | 64 | $2.8M | $2K | $0 |
| PLIMOTH PATUXET MUSEUMS, INC. PLIMOTH PATUXET MUSEUMS, INC. TAX SHELTERED ANNUITY PLAN | PLYMOUTH, MA | TPA / Administrator | 101 | $2.7M | $9K | $0 |
| COMETEER, INC. COMETEER, INC. 401(K) PLAN | GLOUCESTER, MA | TPA / Administrator | 59 | $2.2M | $4K | $0 |
| SJS&W WASHINGTON PROPERTY LLC THE ST. JAMES 401(K) PLAN | SPRINGFIELD, VA | TPA / Administrator | 352 | $1.2M | $0 | $390 |
| RIVERSIDE HEALTH CARE CENTER, INC. NATIONAL HEALTH CARE ASSOC., INC. & AFFILIATES VOLUNTARY EMPLOYEE BENEFIT ASSOC. PLAN | VALLEY STREAM, NY | Broker | 4,109 | $1.1M | $0 | $0 |
| NEBRASKALAND, INC. NEBRASKALAND, INC. EMPLOYEE BENEFIT PLAN | BRONX, NY | Broker | 307 | — | $14K | $0 |
| UNO RESTAURANTS, LLC UNO RESTAURANTS, LLC GROUP LIFE, DENTAL AND MEDICAL INSURANCE PLAN | NORWOOD, MA | Broker | 130 | — | $2K | $0 |
| SYNERGOS SYNERGOS HEALTH PLAN | SCOTTSDALE, AZ | Broker | 3,317 | — | $311K | $0 |
| HANSCOM FEDERAL CREDIT UNION HANSCOM FEDERAL CREDIT UNION WELFARE BENEFITS PLAN | LITTLETON, MA | Broker | 275 | — | $7K | $0 |
| SYNERGOS SYNERGOS HEALTH PLAN | SCOTTSDALE, AZ | Broker | 2,178 | — | $232K | $0 |
| OTG MANAGEMENT, LLC OTG HEALTH AND WELFARE BENEFIT PLAN | NEW YORK, NY | Broker | 4,023 | — | $0 | $19K |
| TORAY PLASTICS AMERICA, INC. TORAY PLASTICS AMERICA WELFARE BENEFIT PLAN | NORTH KINGSTOWN, RI | Broker | 2,496 | — | $311K | $0 |
| WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS REAL ESTATE HEALTH AND WELFARE BENEFIT PLAN | SHELTON, CT | Broker | 277 | — | $191K | $0 |
| NEBRASKALAND, INC. NEBRASKALAND, INC. EMPLOYEE BENEFIT PLAN | BRONX, NY | Broker | 265 | — | $13K | $0 |
| PIERCE ALUMINUM COMPANY PIERCE ALUMINUM COMPANY HEALTH, DENTAL, VISION, LIFE, LTD, STD PLAN | FRANKLIN, MA | Broker | 166 | — | $75K | $0 |
| BULLDOG FIRE APPARATUS, INC. BULLDOG FIRE APPARATUS, INC. EMPLOYEE BENEFITS PLAN | WOODVILLE, MA | Broker | 159 | — | $83K | $0 |
| 1A AUTO, INC. 1A AUTO, INC. HEALTH AND WELFARE BENEFITS PLAN | NASHUA, NH | Broker | 464 | — | $58K | $0 |
| VAISALA INCORPORATED VAISALA INCORPORATED CONSOLIDATED WELFARE BENEFITS PLAN | LOUISVILLE, CO | Broker | 311 | — | $88K | $0 |
| DAVE'S MARKETPLACE MANAGEMENT, INC. DAVE'S MARKETPLACE MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN | EAST GREENWICH, RI | Broker | 355 | — | $42K | $0 |
| FLORA FOOD US, INC. FLORA FOOD US INC. EMPLOYEE BENEFITS PLAN | HACKENSACK, NJ | Broker | 491 | — | $87K | $0 |
| IMMUCOR, INC. IMMUCOR, INC. WELFARE BENEFIT PLAN | NORCROSS, GA | Broker | 712 | — | $108K | $0 |
| SYMMES MAINI & MCKEE ASSOCIATES INC. SYMMES MAINI & MCKEE WELFARE BENEFIT PLAN | CAMBRIDGE, MA | Broker | 192 | — | $8K | $0 |
| H.C. STARCK INC. H.C. STARCK INC. WELFARE BENEFIT PLAN | NEWTON, MA | Broker | 0 | — | $91K | $0 |
| NORWICH COMMERCIAL GROUP, INC. NORWICH COMMERCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN | AVON, CT | Broker | 174 | — | $4K | $0 |
| OTG MANAGEMENT, LLC OTG HEALTH AND WELFARE BENEFIT PLAN | NEW YORK, NY | Broker | 4,594 | — | $0 | $19K |
| CABI - CENTER FOR APPLIED BEHAVIORAL INSTRUCTION CABI - CENTER FOR APPLIED BEHAVIORAL INSTRUCTION EMPLOYEE BENEFIT PLAN | WORCESTER, MA | Broker | 168 | — | $41K | $0 |
| UNISON SOFTWARE INC. UNISON SOFTWARE INC. WRAP WELFARE BENEFIT PLAN | DULLES, VA | Broker | 404 | — | $4K | $0 |
| INSTRUMENTATION LABORATORY COMPANY INSTRUMENTATION LABORATORY COMPANY | BEDFORD, MA | Broker | 2,443 | — | $156K | $0 |
| DAVE'S MARKETPLACE MANAGEMENT, INC. DAVE'S MARKETPLACE MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN | EAST GREENWICH, RI | Broker | 334 | — | $42K | $0 |
| TRUSTEES OF THAYER ACADEMY TRUSTEES OF THAYER ACADEMY WELFARE PLAN | BRAINTREE, MA | Broker | 180 | — | $80 | $0 |
| BONNIE BRAE BONNIE BRAE EMPLOYEE BENEFITS PLAN | LIBERTY CORNER, NJ | Broker | 257 | — | $124K | $0 |
| UNISON SOFTWARE INC. UNISON SOFTWARE INC. WRAP WELFARE BENEFIT PLAN | MCLEAN, VA | Broker | 402 | — | $4K | $0 |
| SYNERGOS SYNERGOS HEALTH PLAN | SCOTTSDALE, AZ | Broker | 1,527 | — | $194K | $0 |
| INTEGRATION CHARTER SCHOOLS INTEGRATION CHARTER SCHOOLS EMPLOYEE BENEFITS PLAN | STATEN ISLAND, NY | Broker | 365 | — | $190K | $0 |
| CHASE CORPORATION CHASE CORPORATION WELFARE BENEFITS PLAN | WESTWOOD, MA | Broker | 534 | — | $49K | $0 |
| BROOKWOOD COMPANIES INCORPORATED BROOKWOOD COMPANIES INC. WELFARE PLAN | NEW YORK, NY | Broker | 382 | — | $6K | $0 |
| TORAY COMPOSITE MATERIALS AMERICA, INC. TORAY COMPOSITE MATERIALS AMERICA, INC. GROUP HEALTH PLAN | TACOMA, WA | Broker | 808 | — | $5K | $0 |
| W.J. DEUTSCH AND SONS, LTD. W.J. DEUTSCH AND SONS, LTD. HEALTH AND WELFARE PLAN | STAMFORD, CT | Broker | 372 | — | $251K | $0 |
| W.J. DEUTSCH AND SONS, LTD. W.J. DEUTSCH AND SONS, LTD. HEALTH AND WELFARE PLAN | STAMFORD, CT | Broker | 385 | — | $59K | $0 |
| SYMMES MAINI & MCKEE ASSOCIATES INC. SYMMES MAINI & MCKEE WELFARE BENEFIT PLAN | CAMBRIDGE, MA | Broker | 206 | — | $9K | $0 |
| WASHINGTON MILLS NORTH GRAFTON, INC. WASHINGTON MILLS GROUP HEALTH PLAN | NORTH GRAFTON, MA | Broker | 531 | — | $4K | $0 |
| CHASE CORPORATION CHASE CORPORATION WELFARE BENEFITS PLAN | WESTWOOD, MA | Broker | 609 | — | $61K | $0 |
| I.C. FEDERAL CREDIT UNION I.C. FEDERAL CREDIT UNION EMPLOYEE BENEFIT HEALTH PLAN | FITCHBURG, MA | Broker | 110 | — | $25K | $0 |
| DEVANEY ENERGY, INC. DEVANEY ENERGY, INC. EMPLOYEE BENEFIT PLAN | NEWTON, MA | Broker | 144 | — | $36K | $0 |
| UNO RESTAURANTS, LLC UNO RESTAURANTS, LLC GROUP LIFE, DENTAL AND MEDICAL INSURANCE PLAN | NORWOOD, MA | Broker | 95 | — | $11K | $0 |
| TIGHE & BOND, INC. TIGHE & BOND, INC. FLEXIBLE BENEFITS PLAN | WESTFIELD, MA | Broker | 489 | — | $14K | $0 |
| FOUNDATION DENTAL PARTNERS FOUNDATION DENTAL EMPLOYEE BENEFITS PLAN | ALPHARETTA, GA | Broker | 307 | — | $90K | $0 |
| W.J. DEUTSCH AND SONS, LTD. W.J. DEUTSCH AND SONS, LTD. HEALTH AND WELFARE PLAN | STAMFORD, CT | Broker | 377 | — | $57K | $0 |
| MARTIN CLEARWATER & BELL LLP MARTIN CLEARWATER & BELL LLP EMPLOYEE BENEFIT PLAN | NEW YORK, NY | TPA / Administrator | 144 | — | $53K | $0 |
| TIGHE & BOND, INC. TIGHE & BOND, INC. FLEXIBLE BENEFITS PLAN | WESTFIELD, MA | Broker | 564 | — | $16K | $0 |
| PIERCE ALUMINUM COMPANY PIERCE ALUMINUM COMPANY HEALTH, DENTAL, VISION, LIFE, LTD, STD PLAN | FRANKLIN, MA | Broker | 172 | — | $75K | $0 |
| FOUNDATION DENTAL PARTNERS FOUNDATION DENTAL EMPLOYEE BENEFITS PLAN | ALPHARETTA, GA | Broker | 301 | — | $87K | $0 |
| NORWICH COMMERCIAL GROUP, INC. NORWICH COMMERCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN | AVON, CT | Broker | 238 | — | $0 | $6K |
| INTEGRATION CHARTER SCHOOLS INTEGRATION CHARTER SCHOOLS EMPLOYEE BENEFITS PLAN | STATEN ISLAND, NY | Broker | 330 | — | $162K | $0 |
| H.C. STARCK INC. H.C. STARCK INC. WELFARE BENEFIT PLAN | NEWTON, MA | Broker | 255 | — | $16K | $0 |
| NEBRASKALAND, INC. NEBRASKALAND, INC. EMPLOYEE BENEFIT PLAN | BRONX, NY | Broker | 438 | — | $15K | $0 |
| THOMAS H LEE MANAGEMENT CO, LLC THOMAS H LEE MANAGEMENT CO, LLC GROUP BENEFITS PLAN | BOSTON, MA | Broker | 152 | — | $5K | $0 |
| TIGHE & BOND, INC. TIGHE & BOND, INC. - FLEXIBLE BENEFITS PLAN | WESTFIELD, MA | Broker | 445 | — | $0 | $16K |
| PARAGON COMMUNICATIONS, INC. PARAGON COMMUNICATIONS, INC. | BOLTON, MA | Broker | 111 | — | $30K | $0 |
| WASHINGTON MILLS NORTH GRAFTON, INC. WASHINGTON MILLS GROUP HEALTH PLAN | NORTH GRAFTON, MA | Broker | 953 | — | $5K | $0 |
| TORAY COMPOSITE MATERIALS AMERICA, INC. TORAY COMPOSITE MATERIALS AMERICA, INC. GROUP HEALTH PLAN | TACOMA, WA | Broker | 0 | — | $5K | $0 |
| REXA, INC. REXA,INC. EMPLOYEE BENEFIT PLAN | WEST BRIDGEWATER, MA | Other service providers | 152 | — | $100K | $0 |
| CABINETWORKS GROUP, INC. CABINETWORKS GROUP, INC. WELFARE BENEFITS PLAN | ANN ARBOR, MI | Broker | 7,498 | — | $53K | $0 |
| HANSCOM FEDERAL CREDIT UNION HANSCOM FEDERAL CREDIT UNION WELFARE BENEFITS PLAN | LITTLETON, MA | Broker | 260 | — | $8K | $0 |
| PENTEGRA RETIREMENT SERVICES PENTEGRA RETIREMENT SERVICES GROUP HEALTH & WELFARE PLAN | WHITE PLAINS, NY | Broker | 285 | — | $4K | $0 |
| A. FRANCHI CONTRACTORS A. FRANCHI CONTRACTORS EMPLOYEE BENEFIT PLAN | NATICK, MA | Broker | 123 | — | $61K | $0 |
| DEFINITIVE HEALTHCARE, LLC DEFINITIVE HEALTHCARE, LLC EMPLOYEE BENEFIT PLAN | FRAMINGHAM, MA | Broker | 633 | — | $14K | $0 |
| BONNIE BRAE BONNIE BRAE EMPLOYEE BENEFITS PLAN | LIBERTY CORNER, NJ | Broker | 240 | — | $114K | $0 |
| DAVE'S MARKETPLACE MANAGEMENT, INC. DAVE'S MARKETPLACE MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN | EAST GREENWICH, RI | Broker | 327 | — | $42K | $0 |
| WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS REAL ESTATE HEALTH AND WELFARE BENEFIT PLAN | SHELTON, CT | Broker | 368 | — | $186K | $0 |
| H.C. STARCK INC. H.C. STARCK INC. WELFARE BENEFIT PLAN | NEWTON, MA | Broker | 255 | — | $16K | $0 |
| CABINETWORKS GROUP, INC. CABINETWORKS GROUP, INC. WELFARE BENEFITS PLAN | LIVONIA, MI | Broker | 6,580 | — | $144K | $0 |
| NOURIA ENERGY CORPORATION NOURIA ENERGY CORPORATION WELFARE BENEFITS PLAN | WORCESTER, MA | Broker | 641 | — | $86K | $0 |
| CHASE CORPORATION CHASE CORPORATION WELFARE BENEFITS PLAN | WESTWOOD, MA | Broker | 670 | — | $52K | $0 |
| RESOLUTE MANAGEMENT INC. RESOLUTE MANAGEMENT INC. GROUP INSURANCE PLAN | BOSTON, MA | Broker | 225 | — | $1K | $0 |
| INTEGRATION CHARTER SCHOOLS INTEGRATION CHARTER SCHOOLS EMPLOYEE BENEFITS PLAN | STATEN ISLAND, NY | Broker | 358 | — | $16K | $0 |
| ANCHOR INSULATION COMPANY ANCHOR INSULATION COMPANY EMPLOYEE BENEFIT PLAN | PAWTUCKET, RI | Broker | 150 | — | $3K | $0 |
| CORPORATE FINANCE GROUP, INC. CFGI, LLC GROUP BENEFITS PLAN | BOSTON, MA | Broker | 877 | — | $100K | $0 |
