| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORPORATION BANK OF AMERICA GROUP BENEFITS PROGRAM |
| RIVERSIDE, RI |
Other service providers |
| 175,740 |
| $446.4M |
| $4.1M |
| $0 |
| BANK OF AMERICA CORPORATION BANK OF AMERICA GROUP BENEFITS PROGRAM | RIVERSIDE, RI | Other service providers | 171,093 | $429.5M | $3.3M | $0 |
| BANK OF AMERICA CORPORATION BANK OF AMERICA GROUP BENEFITS PROGRAM | RIVERSIDE, RI | Other service providers | 170,439 | $428.4M | $4.1M | $0 |
| KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY GROUP BENEFITS PLAN | CHICAGO, IL | Other service providers | 16,372 | $168.6M | $244K | $0 |
| TRUSTEES OF THE PHILADELPHIA ASSOCIATION HEALTH BENEFIT TRUST PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFI ASSOCIATION HEALTH BENEFIT PLAN | WAYNE, PA | Other service providers | 20,412 | $62.9M | $11K | $0 |
| TRUSTEES OF THE PHILADELPHIA ASSOCIATION HEALTH BENEFIT TRUST PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFI ASSOCIATION HEALTH BENEFIT PLAN | WAYNE, PA | Other service providers | 20,100 | $47.4M | $10K | $0 |
| PROVIDENCE EQUITY PARTNERS L.L.C. PROVIDENCE EQUITY PARTNERS L. L. C. /PSG EQUITY L.L.C. BENEFIT PLAN | PROVIDENCE, RI | Other service providers | 275 | — | $23K | $0 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLAN | IRVING, TX | Other service providers | 270 | — | $9K | $0 |
| CREATIVE PLANNING, LLC CREATIVE PLANNING, LLC HEALTH AND WELFARE PLAN | OVERLAND PARK, KS | Other service providers | 2,279 | — | $38K | $0 |
| PSG EQUITY L.L.C. PSG EQUITY L.L.C. BENEFIT PLAN | BOSTON, MA | TPA / Administrator | 200 | — | $21K | $0 |
| EATING RECOVERY CENTER, LLC EATING RECOVERY CENTER GROUP INSURANCE PLAN | DENVER, CO | Other service providers | 1,653 | — | $36K | $0 |
| KIPP FOUNDATION THE KIPP FOUNDATION EMPLOYEE BENEFIT PLAN | NEW YORK, NY | TPA / Administrator | 210 | — | $24K | $0 |
| NUNA INCORPORATED THE NUNA HEALTH EMPLOYEE BENEFIT PLAN | SAN FRANCISCO, CA | TPA / Administrator | 172 | — | $24K | $0 |
| EATING RECOVERY CENTER, LLC EATING RECOVERY CENTER GROUP INSURANCE PLAN | DENVER, CO | Other service providers | 1,712 | — | $61K | $0 |
| THE INNOCENCE PROJECT, INC. THE INNOCENCE PROJECT, INC. HEALTH & WELFARE PLAN | NEW YORK, NY | Other service providers | 114 | — | $10K | $0 |
