PLANMEMBER FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,486

Total plan assets

$2.1B

Filings (rows)

Direct comp

$1.1M

Indirect comp

Aggregating 2 name variants under "PLANMEMBER FINANCIAL"

PLANMEMBER FINANCIAL SERVICES3 PLANMEMBER FINANCIAL1

SERVICES PROVIDED

TPA / Administrator3

Other1

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUST INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN	IRVINGTON, NY	TPA / Administrator CONTRACT ADMINISTRATOR	348	$742.0M	$250K
BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUST INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN	IRVINGTON, NY	TPA / Administrator CONTRACT ADMINISTRATOR	372	$697.9M