| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| CURTIN CO. CURTIN CO. EMPLOYEE BENEFITS PLAN | CHARLOTTE, NC | Other service providers | 168 | $333K | $93K | $0 |
| METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. EMPLOYEE BENEFITS PLAN | CHARLOTTE, NC | Other service providers | 172 | $172K | $88K | $0 |
| CURTIN CO. CURTIN CO. EMPLOYEE BENEFITS PLAN | CHARLOTTE, NC | Other service providers | 177 | $64K | $96K | $0 |
| METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. EMPLOYEE BENEFITS PLAN | CHARLOTTE, NC | Other service providers | 167 | $44K | $12K | $0 |
| CURTIN CO. CURTIN CO. EMPLOYEE BENEFITS PLAN | CHARLOTTE, NC | Other service providers | 170 | $11K | $8K | $0 |
| CAROLINA THERAPY SERVICES, INC. CAROLINA THERAPY SERVICES WELFARE BENEFIT PLAN | DUNN, NC | Other service providers | 153 | — | $51K | $0 |
| COMBS CONSTRUCTION COMPANY, INC. COMBS CONSTRUCTION COMPANY, INC. EMPLOYEE BENEFIT PLAN | MOORESVILLE, NC | Other service providers | 43 | — | $24K | $0 |
| BREVARD COLLEGE CORPORATION BREVARD COLLEGE HEALTH PLAN | BREVARD, NC | Other service providers | 148 | — | $55K | $0 |
| HIGH POINT UNIVERSITY HIGH POINT UNIVERSITY EMPLOYEE WELFARE BENEFIT PLA | HIGH POINT, NC | TPA / Administrator | 1,148 | — | $494K | $0 |
| HOLLAR & GREENE PRODUCE COMPANY, INC HOLLAR & GREENE PRODUCE COMPANY, INC EMPLOYEE BENEFIT PLAN | BOONE, NC | Other service providers | 68 | — | $36K | $0 |
| FIRST CAROLINA MANAGEMENT, INC FIRST CAROLINA MANAGEMENT, INC EMPLOYEE BENEFIT PLAN | ROCKY MOUNT, NC | Other service providers | 64 | — | $34K | $0 |
| Z.V. PATE, INC. Z.V. PATE, INC. GROUP INSURANCE PLAN | LAUREL HILL, NC | TPA / Administrator | 58 | — | $50K | $0 |
| WOODIE ENTERPRISES, INC. WOODIE ENTERPRISES, INC. WELFARE BENEFIT PLAN | CHARLOTTE, NC | TPA / Administrator | 143 | — | $33K | $0 |
| HIGH POINT UNIVERSITY HIGH POINT UNIVERSITY EMPLOYEE WELFARE BENEFIT PLA | HIGH POINT, NC | TPA / Administrator | 1,042 | — | $459K | $0 |
| LANDMARK BUILDERS, INC LANDMARK BUILDERS EMPLOYER PROVIDED GROUP INSURANCE PLAN | WINSTON SALEM, NC | TPA / Administrator | 175 | — | $61K | $0 |
| BREVARD COLLEGE CORPORATION BREVARD COLLEGE HEALTH PLAN | BREVARD, NC | Other service providers | 144 | — | $53K | $0 |
| WOODIE ENTERPRISES, INC. WOODIE ENTERPRISES, INC. WELFARE BENEFIT PLAN | CHARLOTTE, NC | TPA / Administrator | 119 | — | $39K | $0 |
| PIEDMONT FEDERAL SAVINGS BANK PIEDMONT FEDERAL SAVINGS BANK | WINSTON SALEM, NC | TPA / Administrator | 118 | — | $0 | $52K |
| BREVARD COLLEGE CORPORATION BREVARD COLLEGE HEALTH PLAN | BREVARD, NC | Other service providers | 148 | — | $54K | $0 |
| FIRST CAROLINA MANAGEMENT, INC FIRST CAROLINA MANAGEMENT, INC EMPLOYEE BENEFIT PLAN | ROCKY MOUNT, NC | Other service providers | 59 | — | $27K | $0 |
| EDWARDS, CHURCH AND MUSE, INC. EDWARDS, CHURCH AND MUSE, INC. EMPLOYEE BENEFITS PLAN | CHARLOTTE, NC | Other service providers | 41 | — | $22K | $0 |
| MCCREARY MODERN, INC. MCCREARY MODERN, INC. EMPLOYEE BENEFIT PLAN | NEWTON, NC | Other service providers | 805 | — | $287K | $0 |
| SB HOLDING, LLC SB HOLDING, LLC EMPLOYEE BENEFIT PLAN | CHARLOTTE, NC | Other service providers | 38 | — | $22K | $0 |
| DAVIS FURNITURE INDUSTRIES, INC. DAVIS FURNITURE INDUSTRIES, INC. HEALTH PLAN | HIGH POINT, NC | Other service providers | 236 | — | $86K | $0 |
| CAROLINA THERAPY SERVICES, INC. CAROLINA THERAPY SERVICES WELFARE BENEFIT PLAN | DUNN, NC | Other service providers | 142 | — | $54K | $0 |
| LANDMARK BUILDERS, INC LANDMARK BUILDERS EMPLOYER PROVIDED GROUP INSURANCE PLAN | WINSTON SALEM, NC | TPA / Administrator | 174 | — | $98K | $0 |
| MYERS PARK COUNTRY CLUB MYERS PARK COUNTRY CLUB BENEFIT PLAN | CHARLOTTE, NC | Other service providers | 140 | — | $45K | $0 |
| HOLLAR & GREENE PRODUCE COMPANY, INC HOLLAR & GREENE PRODUCE COMPANY, INC EMPLOYEE BENEFIT PLAN | BOONE, NC | Other service providers | 74 | — | $39K | $0 |
| FIRST CAROLINA MANAGEMENT, INC FIRST CAROLINA MANAGEMENT, INC EMPLOYEE BENEFIT PLAN | ROCKY MOUNT, NC | Other service providers | 78 | — | $35K | $0 |
| KAUFMAN TRAILERS LLC KAUFMAN TRAILERS LLC EMPLOYEE BENEFIT PLAN | DENTON, NC | TPA / Administrator | 836 | — | $2K | $0 |
| CARROLTON FACILITIES MANAGEMENT, LLC CARROLTON FACILITIES MANAGEMENT, LLC WELFARE BENEFITS PLAN | ROCKY MOUNT, NC | Other service providers | 535 | — | $86K | $0 |
| PIEDMONT FEDERAL SAVINGS BANK PIEDMONT FEDERAL SAVINGS BANK | WINSTON SALEM, NC | TPA / Administrator | 116 | — | $0 | $52K |
| COMBS CONSTRUCTION COMPANY, INC. COMBS CONSTRUCTION COMPANY, INC. EMPLOYEE BENEFIT PLAN | MOORESVILLE, NC | Other service providers | 57 | — | $34K | $0 |
| LBM INDUSTRIES LBM INDUSTRIES EMPLOYEE BENEFIT PLAN | SAPPHIRE, NC | Other service providers | 112 | — | $71K | $0 |
| UNIVERSITY MEDICAL ASSOCIATES UNIVERSITY MEDICAL ASSOCIATES HEALTH AND WELFARE PLAN | CHARLESTON, SC | Other service providers | 2,051 | — | $616K | $0 |
| CARROLTON FACILITY MANAGEMENT, LLC CARROLTON FACILITY MANAGEMENT, LLC WELFARE BENEFITS PLAN | ROCKY MOUNT, NC | Other service providers | 415 | — | $83K | $0 |
| EDWARDS, CHURCH AND MUSE, INC. EDWARDS, CHURCH AND MUSE, INC. EMPLOYEE BENEFIT PLAN | CHARLOTTE, NC | Other service providers | 65 | — | $36K | $0 |
| MYERS PARK COUNTRY CLUB MYERS PARK COUNTRY CLUB BENEFIT PLAN | CHARLOTTE, NC | Other service providers | 166 | — | $41K | $0 |
| UNIVERSITY MEDICAL ASSOCIATES UNIVERSITY MEDICAL ASSOCIATES HEALTH AND WELFARE PLAN | CHARLESTON, SC | Other service providers | 1,241 | — | $560K | $0 |
| DAVIS FURNITURE INDUSTRIES, INC. DAVIS FURNITURE INDUSTRIES, INC. HEALTH PLAN | HIGH POINT, NC | Other service providers | 0 | — | $99K | $0 |
| COMBS CONSTRUCTION COMPANY, INC. COMBS CONSTRUCTION COMPANY, INC. EMPLOYEE BENEFIT PLAN | MOORESVILLE, NC | Other service providers | 51 | — | $30K | $0 |
| UNIVERSITY MEDICAL ASSOCIATES UNIVERSITY MEDICAL ASSOCIATES HEALTH AND WELFARE | CHARLESTON, SC | Other service providers | 492 | — | $516K | $0 |
| EDWARDS, CHURCH AND MUSE, INC. EDWARDS, CHURCH AND MUSE, INC. EMPLOYEE BENEFITS PLAN | CHARLOTTE, NC | Other service providers | 66 | — | $34K | $0 |
| ADVANCED ELECTRONIC SERVICES INC ADVANCED ELECTRONIC SERVICES INC BENEFITS PLAN | MOUNT AIRY, NC | TPA / Administrator | 110 | — | $38K | $0 |
| HOLLAR & GREENE PRODUCE COMPANY, INC HOLLAR & GREENE PRODUCE COMPANY, INC EMPLOYEE BENEFIT PLAN | BOONE, NC | Other service providers | 57 | — | $40K | $0 |
| HIGH POINT UNIVERSITY HIGH POINT UNIVERSITY EMPLOYEE WELFARE BENEFIT PLA | HIGH POINT, NC | TPA / Administrator | 963 | — | $402K | $0 |
| CAROLINA THERAPY SERVICES, INC CAROLINA THERAPY SERVICES WELFARE BENEFIT PLAN | DUNN, NC | Other service providers | 166 | — | $61K | $0 |