Post on 14-Mar-2020
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type 401 PLANS SIMI VALLEY, CA 312B1080717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITH PERMITTED DISPARITY 401 PLANS SIMI VALLEY, CA 315B1080718-001 DEFINED BENEFIT PENSION PLAN
401K AMERICA INC. CHINO, CA 315C2258516-001 DEFINED BENEFIT PENSION PLAN
401K PLUS, INC. ARLINGTON, TX 315B022FT14-000 DEFINED BENEFIT PENSION PLAN
A C G ASSOCIATES INC NEW HARTFORD, CT 315A216FT14-000 DEFINED BENEFIT PENSION PLAN
A PENSION STORE LLC ATLANTA, GA 315B524FT03-001 DEFINED BENEFIT PENSION PLAN
ABA RETIREMENT FUNDS CHICAGO, IL 31202580004-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
ABA RETIREMENT FUNDS CHICAGO, IL 31202580004-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
ABA RETIREMENT FUNDS CHICAGO, IL 31302580004-003 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
ABA RETIREMENT FUNDS CHICAGO, IL 31302580004-004 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
ABA RETIREMENT FUNDS CHICAGO, IL 31302580004-005 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
ABAR RETIREMENT PLAN SERVICES LLC FLORHAM PARK, NJ 315E029FT03-001 DEFINED BENEFIT PENSION PLAN
ABAR RETIREMENT PLAN SERVICES LLC FLORHAM PARK, NJ 315E029FT14-000 DEFINED BENEFIT PENSION PLAN
ACCRUED BENEFIT ADMINISTRATORS INC SANTA BARBARA, CA 315A623BH06-001 DEFINED BENEFIT PENSION PLAN
ACCRUED BENEFIT ADMINISTRATORS INC SANTA BARBARA, CA 315A623BH06-002 DEFINED BENEFIT PENSION PLAN
ACCRUED BENEFITS PLANNING LTD SMITHTOWN, NY 312B6630717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
ACH RETIREMENT PLAN CONSULTANTS INC TUCSON, AZ 315A2960718-001 DEFINED BENEFIT PENSION PLAN
ACTUARIAL BENEFITS & DESIGN CO MIDLOTHIAN, VA 315A778BH06-001 DEFINED BENEFIT PENSION PLAN
ACTUARIAL BENEFITS & DESIGN CO MIDLOTHIAN, VA 315A778BH06-002 DEFINED BENEFIT PENSION PLAN
ACTUARIAL CONSULTANTS INC TORRANCE, CA 315D157BH06-001 DEFINED BENEFIT PENSION PLAN
ACTUARIAL CONSULTANTS INC TORRANCE, CA 315D157BH06-002 DEFINED BENEFIT PENSION PLAN
ACTUARIAL CONSULTING GROUP INC MIDLOTHIAN, VA 315A6210718-001 DEFINED BENEFIT PENSION PLAN
ACTUARIAL CONSULTING GROUP INC BREA, CA 315D5068514-001 DEFINED BENEFIT PENSION PLAN
ACTUARIAL DATA INC CARNEGIE, PA 315A2940018-001 DEFINED BENEFIT PENSION PLAN
ACTUARIAL DESIGNS & SOLUTIONS INC SCARBOROUGH, ME 315D158BH06-001 DEFINED BENEFIT PENSION PLAN
ACTUARIAL DESIGNS & SOLUTIONS INC SCARBOROUGH, ME 315D158BH06-002 DEFINED BENEFIT PENSION PLAN
ACTUARIAL IDEAS INC MONSEY, NY 315E035BE12-000 DEFINED BENEFIT PENSION PLAN
ACTUARIAL PENSION RETIREMENT SERVICES IRVINE, CA 315B9358514-001 DEFINED BENEFIT PENSION PLAN
ACTUARIAL PENSION RETIREMENT SERVICES IRVINE, CA 315B9358516-001 DEFINED BENEFIT PENSION PLAN
ACTUARIES & ASSOCIATES AMARILLO, TX 312B0368504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
ACTUARIES UNLIMITED INC ENCINO, CA 315D1591909-000 DEFINED BENEFIT PENSION PLAN
LSN-Date J201215-03/30/2018
J501310-03/30/2018
J501502-03/30/2018
J501784-03/30/2018
J501785-03/30/2018
J501740-03/30/2018
J201732-03/30/2018
J201165-03/30/2018
J301733-03/30/2018
J301164-03/30/2018
J301708-03/30/2018
J501741-03/30/2018
J501786-03/30/2018
J501551-03/30/2018
J501657-03/30/2018
J201216-03/30/2018
J501311-03/30/2018
J501550-03/30/2018
J501658-03/30/2018
J501552-03/30/2018
J501659-03/30/2018
J501324-03/30/2018
J501457-03/30/2018
J501856-05/24/2018
J501553-03/30/2018
J501660-03/30/2018
J501172-03/30/2018
J501458-03/30/2018
J501503-03/30/2018
J201389-03/30/2018
NOT ISSUED YET
Page 1
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type ACUFF & ASSOCIATES INC BRENTWOOD, TN 315A2800718-001 DEFINED BENEFIT PENSION PLAN
ADVANTAGE BENEFITS CONSULTANTS INC STAMFORD, CT 312A6170717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
ADVANTAGE BENEFITS CONSULTANTS INC STAMFORD, CT 312A6170717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
AL MINOR & ASSOCIATES INC WESTERVILLE, OH 312A6160717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
AL MINOR & ASSOCIATES INC WESTERVILLE, OH 312A6160717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
AL MINOR & ASSOCIATES INC WESTERVILLE, OH 315A6160718-001 DEFINED BENEFIT PENSION PLAN
ALDRICH RETIREMENT SOLUTIONS LP SALEM, OR 312B7310717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
ALDRICH RETIREMENT SOLUTIONS LP SALEM, OR 312B7310717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
ALDRICH RETIREMENT SOLUTIONS LP SALEM, OR 315B7310718-001 DEFINED BENEFIT PENSION PLAN
ALL VALLEY ADMINISTRATORS LLC FRESNO, CA 315B624FT03-001 DEFINED BENEFIT PENSION PLAN
ALLIED CONSULTANTS INC CHINO HILLS, CA 315B5168514-001 DEFINED BENEFIT PENSION PLAN
ALLIED CONSULTANTS INC CHINO HILLS, CA 315B5168516-001 DEFINED BENEFIT PENSION PLAN
ALTIGRO PENSION SERVICES INC FAIRFIELD, NJ 315D3450718-001 DEFINED BENEFIT PENSION PLAN
AMERICAN NATIONAL INSURANCE COMPANY GALVESTON, TX 31203520717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
AMERICAN NATIONAL INSURANCE COMPANY GALVESTON, TX 31203520717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
AMERICAN NATIONAL INSURANCE COMPANY GALVESTON, TX 31503520718-001 DEFINED BENEFIT PENSION PLAN
AMERICAN PENSION CORPORATION WATCHUNG, NJ 313B4918504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
AMERICAN PENSION CORPORATION WATCHUNG, NJ 315B4918514-001 DEFINED BENEFIT PENSION PLAN
AMG NATIONAL TRUST BANK GREENWOOD VILLAGE, 312B9840717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN CO WITH PERMITTED DISPARITY
AMY WAN SIMI VALLEY, CA 315E030BH06-001 DEFINED BENEFIT PENSION PLAN
ANNE DORMAN CPA SAN FRANCISCO, CA 312B843BF02-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
AON CONSULTING ST LOUIS, MO 315A2011909-000 DEFINED BENEFIT PENSION PLAN
APRIO BENEFIT ADVISORS, LLC ATLANTA, GA 315A365FT03-001 DEFINED BENEFIT PENSION PLAN
APRIO BENEFIT ADVISORS, LLC ATLANTA, GA 315A365FT14-000 DEFINED BENEFIT PENSION PLAN
APS PENSION & FINANCIAL SERVICES INC MELVILLE, NY 315A6110718-001 DEFINED BENEFIT PENSION PLAN
ASC INSTITUTE LLC SYLMAR, CA 315D048BH06-001 DEFINED BENEFIT PENSION PLAN
ASC INSTITUTE LLC SYLMAR, CA 315D048BH06-002 DEFINED BENEFIT PENSION PLAN
ASC INSTITUTE LLC SYLMAR, CA 315D048BH07-001 DEFINED BENEFIT PENSION PLAN
ASCENSUS CONSULTING LLC FORT WAYNE, IN 315A9620718-001 DEFINED BENEFIT PENSION PLAN
ASSOCIATED BENEFIT PLANNERS LTD KING OF PRUSSIA, PA 315B5398514-001 DEFINED BENEFIT PENSION PLAN
LSN-Date J501325-03/30/2018
WITHDRAWN
J201222-03/30/2018
WITHDRAWN
J201223-03/30/2018
J501327-03/30/2018
WITHDRAWN
J201198-03/30/2018
J501326-03/30/2018
J501742-03/30/2018
J501459-03/30/2018
J501504-03/30/2018
J501328-03/30/2018
WITHDRAWN
J201224-03/30/2018
J501329-03/30/2018
J301408-03/30/2018
J501460-03/30/2018
J201217-03/30/2018
J501554-03/30/2018
WITHDRAWN
NOT ISSUED YET
J501755-03/30/2018
J501796-03/30/2018
J501330-03/30/2018
J501527-03/30/2018
J501617-03/30/2018
J501696-03/30/2018
J501331-03/30/2018
J501461-03/30/2018
Page 2
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor ASSOCIATED BENEFIT PLANNERS LTD
ASSOCIATED PENSION CONSULTANTS
ASSOCIATED PENSION CONSULTANTS
ASSOCIATED PENSION CONSULTANTS
ASSOCIATED PENSION CONSULTANTS
ATLAS CAPITAL MANAGEMENT
AXA EQUITABLE
AXA EQUITABLE
AXA EQUITABLE
BARACK PENSIONS, LLC
BARBICH HOOPER KING DILL HOFFMAN ACCOUNTANCY CORPORATION BARRY MAX LEVY & ASSOCIATES INC DBA LEVY & ASSOCIATES BATES & COMPANY
BATES & COMPANY
BEACON BENEFITS INC
BEACON BENEFITS INC
BENDER LIPPERT & COMPANY
BENEFIT ASSOCIATES INC
BENEFIT EQUITY INC
BENEFIT EQUITY INC
BENEFIT PLAN PROS INC
BENEFIT RESOURCES INC
BENEFIT STRATEGIES INC
BENEFIT STRATEGIES INC
BENEFIT STRATEGIES INC
BENEFIT STRATEGIES INC
BENEFIT STRATEGIES INC
BENEFIT STRATEGIES INC
BENEFITS ADMINISTRATORS, LLC
BENEFITS MANAGEMENT INC
BENEFITS MANAGEMENT INC
BENETECH INC
City, State KING OF PRUSSIA, PA
CHICO, CA
CHICO, CA
CHICO, CA
CHICO, CA
ALISO VIEJO, CA
NEW YORK, NY
NEW YORK, NY
NEW YORK, NY
KEY WEST, FL
BAKERSFIELD, CA
FORT LAUDERDALE, FL
WINTER PARK, FL
WINTER PARK, FL
SOUTH HAMILTON, MA
SOUTH HAMILTON, MA
WESTLAKE VILLAGE, CA
HUNTINGTON BEACH, CA
SANTA ANA, CA
SANTA ANA, CA
STUART, FL
SACRAMENTO, CA
SCOTTSDALE, AZ
SCOTTSDALE, AZ
SCOTTSDALE, AZ
GRANADA HILLS, CA
GRANADA HILLS, CA
ROANOKE, VA
LEXINGTON, KY
FAIRPORT, NY
FAIRPORT, NY
SANTA ANA, CA
FFN 315B5398516-001
312A6090717-001
312A6090717-002
315A6090718-001
315A6098514-001
315D828BH06-001
3151787BH07-001
3151787BH11-001
3151787BH11-002
315D3030718-001
315A7540718-001
315A2231909-000
315D533BH06-001
315D533BH06-002
315A6060718-001
315A606FT11-001
313B513854-001
315D1611909-000
315D536BH06-001
315D536BH06-002
315A2271909-000
315A522FT03-001
313B0418504-001
315B0418514-001
315B0418516-001
315D162FT03-001
315D162FT14-000
315E036BE12-000
315A9030718-001
315D950BH06-001
315D950BH06-002
315A240BH07-001
Plan Type DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
LSN-Date J501516-03/30/2018
WITHDRAWN
J201196-03/30/2018
J501332-03/30/2018
J501462-03/30/2018
J501556-03/30/2018
J501557-03/30/2018
J501698-03/30/2018
J501662-03/30/2018
J501333-03/30/2018
J501334-03/30/2018
NOT ISSUED YET
J501558-03/30/2018
J501663-03/30/2018
J501335-03/30/2018
J501832-03/30/2018
J301407-03/30/2018
NOT ISSUED YET
J501559-03/30/2018
J501665-03/30/2018
NOT ISSUED YET
J501743-03/30/2018
J301409-03/30/2018
J501463-03/30/2018
J501517-03/30/2018
J501744-03/30/2018
J501788-03/30/2018
J501170-03/30/2018
J501312-03/30/2018
J501560-03/30/2018
J501666-03/30/2018
J501561-03/30/2018
Page 3
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor BENETECH INC
BERNARD C ROACH PENSION CONSULTANT
BESSEN ACTUARIAL SERVICES INC
BESSEN ACTUARIAL SERVICES INC
BIDWELL CONSULTING SERVICES INC
BIDWELL CONSULTING SERVICES INC
BIG SKY RETIREMENT INC
BIG SKY RETIREMENT INC
BIG SKY RETIREMENT INC
BLOCK CONSULTING ACTUARIES INC
BLUE SKY 401 (K) SPECIALISTS INC
BLUE SKY 401 (K) SPECIALISTS INC
BOSTON BENEFITS CONSULTING
BOYCE & ASSOCIATES INC
BOYCE & ASSOCIATES INC
BPAS INC
BPAS INC
BPS&M, LLC
BPS&M, LLC
BPS&M, LLC
BRANCH BANKING AND TRUST COMPANY
BRUCE AND BRUCE COMPANY
BURLEIGH CONSULTING GROUP
BUTTERFIELD SCHECHTER & VAN CLIEF LLP
CALIFORNIA BENEFIT PLANNERS
CALIFORNIA BENEFIT PLANNERS
CALIFORNIA PENSION ADMINISTRATORS & CONSULTANTS INC CANTERBURY BENEFIT SOLUTIONS INC
CAPSTONE RETIREMENT SERVICES LLC
CARLSMITH BALL LLP
CARNOW & ASSOCIATES LTD
City, State SANTA ANA, CA
MOUTAINVILLE, NY
SCOTTSDALE, AZ
SCOTTSDALE, AZ
CHICO, CA
CHICO, CA
EAU CLAIRE, WI
EAU CLAIRE, WI
EAU CLAIRE, WI
EL SEGUNDO, CA
MATTHEW, NC
MATTHEW, NC
CONCORD, MA
PHOENIX, AZ
PHOENIX, AZ
UTICA, NY
UTICA, NY
BRENTWOOD, TN
BRENTWOOD, TN
BRENTWOOD, TN
GREENSBORO, NC
LAKE BLUFF, IL
MEMPHIS, TN
SAN DIEGO, CA
PASADENA, CA
PASADENA, CA
AGOURA HILLS, CA
INDIANAPOLIS, IN
OKLAHOMA CITY, OK
HONOLULU, HI
NORTHFIELD, IL
FFN 315A240BH07-002
315D815BE12-000
315D830BH06-001
315D830BH06-002
315D509FT03-001
315D509FT14-000
312B0960717-001
312B0960717-002
315B0960718-001
315D1630718-001
312B4690717-001
312B4690717-002
315A3291909-000
315A917BH06-001
315A917BH06-002
315A908FT08-0
315A908FT11-001
31299350717-001
31299350717-002
31599350718-001
31554370718-001
31599048514-001
315A6360718-001
315D0130006-001
315C0038514-001
315C0038516-001
315D206BE12-000
315E0220718-001
312A9220717-002
315D0580006-000
315E0448516-001
Plan Type DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
LSN-Date J501664-03/30/2018
NOT ISSUED YET
J501562-03/30/2018
J501667-03/30/2018
J501745-03/30/2018
J501789-03/30/2018
WITHDRAWN
J201247-03/30/2018
J501307-03/30/2018
J501320-03/30/2018
WITHDRAWN
J201229-03/30/2018
NOT ISSUED YET
J501563-03/30/2018
J501668-03/30/2018
NOT ISSUED YET
J501833-03/30/2018
WITHDRAWN
J201197-03/30/2018
J501337-03/30/2018
J501336-03/30/2018
J501464-03/30/2018
J501338-03/30/2018
J501720-03/30/2018
J501465-03/30/2018
J501518-03/30/2018
J501171-03/30/2018
J501313-03/30/2018
J201199-03/30/2018
J501738-03/30/2018
J501519-03/30/2018
Page 4
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor CASE LOMBARDI & PETTIT
CAVANAUGH BENEFIT CONSULTANTS
CCH INCORPORATED DBA FTWILLIAM COM
CCH INCORPORATED DBA FTWILLIAM COM
CCH INCORPORATED DBA FTWILLIAM COM
CCH INCORPORATED DBA FTWILLIAM COM
CCH INCORPORATED DBA FTWILLIAM COM
CCH INCORPORATED DBA FTWILLIAM COM
CENTRAL ADMINSTRATIVE SERVICES INC DBA HICKS PENSION SERVICES CERTIFIED ACTUARIAL SERVICES INC
CETERA RETIREMENT PLAN SPECIALISTS
CETERA RETIREMENT PLAN SPECIALISTS
CH PENSION SERVICE
CHICO BUSINESS CONSULTANTS
CHUHAK & TECSON PC DBA WASHINGTON ENTERPRISES CLARITY IN NUMBERS LLC
CLARK SCHAEFER HACKETT & COMPANY
CLESI ACTUARIAL SERVICES INC
CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC CMFG LIFE INSURANCE COMPANY
CN & COMPANY CPA'S LTD
COLEMAN CONSULTING CORPORATION
COLEMAN CONSULTING CORPORATION
COLEMAN CONSULTING CORPORATION
COLLIER & ASSOCIATES INC
COMPENSATION PLANNING INC
COMPENSATION PLANNING INC
City, State HONOLULU, HI
LA GRANGE, IL
MADISON, WI
MADISON, WI
MADISON, WI
MADISON, WI
MADISON, WI
MADISON, WI
FRESNO, CA
PINE BROOK, NJ
WALNUT CREEK, CA
WALNUT CREEK, CA
SAN JOSE, CA
CHICO, CA
CHICAGO, IL
CHICAGO, IL
MIDDLETOWN, OH
GRETNA, LA
GLENDALE, CA
GLENDALE, CA
GLENDALE, CA
GLENDALE, CA
MADISON, WI
WESTMONT, IL
NEW YORK, NY
NEW YORK, NY
NEW YORK, NY
CLEVELAND, OH
WARWICK, RI
WARWICK, RI
FFN 315A5960718-001
315D973BE12-000
315C083FT03-001
315C083FT05-001
315C083FT10-000
315C083FT11-001
315C083FT13-000
315C083FT14-000
315D9208514-001
315A159FT03-001
315D865BH06-001
315D865BH06-002
315B0160718-001
312D687BF02-001
315D402FT05-001
315E0470718-001
315A2110718-001
312A8950717-002
315A715BH06-001
315A715BH06-002
315A715FT03-001
315A715FT14-000
31516380718-001
315A9330718-001
312B9750717-001
312B9750717-002
315B9750718-001
315D0610005-000
315D7018514-001
315D7018516-001
Plan Type DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
LSN-Date J501339-03/30/2018
NOT ISSUED YET
J501739-03/30/2018
J501819-03/30/2018
J501826-03/30/2018
J501831-03/30/2018
WITHDRAWN
J501783-03/30/2018
J501466-03/30/2018
J501746-03/30/2018
J501555-03/30/2018
J501661-03/30/2018
J501340-03/30/2018
WITHDRAWN
J501825-03/30/2018
J501341-03/30/2018
J501321-03/30/2018
J201200-03/30/2018
J501564-03/30/2018
J501669-03/30/2018
J501747-03/30/2018
J501790-03/30/2018
J501342-03/30/2018
J501343-03/30/2018
WITHDRAWN
J201201-03/30/2018
J501344-03/30/2018
J501712-03/30/2018
J501467-03/30/2018
J501520-03/30/2018
Page 5
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type COMPUTERIZED PENSION ADMINISTRATION BAY SHORE, NY 312D8950717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN INC WITHOUT PERMITTED DISPARITY COMPUTERIZED PENSION ADMINISTRATION BAY SHORE, NY 312D8950717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN INC WITH PERMITTED DISPARITY CONRAD M SIEGEL INC HARRISBURG, PA 315D0270005-000 DEFINED BENEFIT PENSION PLAN
CONSULTING ACTUARIES INCORPORATED FAIRFIELD, NJ 315A696FT03-001 DEFINED BENEFIT PENSION PLAN
CONSULTING ACTUARIES INCORPORATED FAIRFIELD, NJ 315A696FT14-000 DEFINED BENEFIT PENSION PLAN
CONWAY JONES & ASSOCIATES SEATTLE, WA 315D165FT03-001 DEFINED BENEFIT PENSION PLAN
CONWAY JONES & ASSOCIATES SEATTLE, WA 315D165FT14-000 DEFINED BENEFIT PENSION PLAN
CORNERSTONE RETIREMENT PLAN WARWICK, RI 315D858BH06-001 DEFINED BENEFIT PENSION PLAN ADMINISTRATORS LLC CORNERSTONE RETIREMENT PLAN WARWICK, RI 315D858BH06-002 DEFINED BENEFIT PENSION PLAN ADMINISTRATORS LLC CORPORATE FINANCIAL SERVICES LLC MONTGOMERY, AL 312D4330717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITHOUT PERMITTED DISPARITY CORPORATE FINANCIAL SERVICES LLC MONTGOMERY, AL 312D4330717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITH PERMITTED DISPARITY CORPORATE FINANCIAL SERVICES LLC MONTGOMERY, AL 315D4330718-001 DEFINED BENEFIT PENSION PLAN
CORPORATE RETIREMENT SERVICES INC NORTH PLAINFIELD, NJ 313B0338504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
CORRELL CO HICKORY HILLS, IL 315A4390002-000 DEFINED BENEFIT PENSION PLAN
CPH PENSION ADMINISTRATORS INC CHATTANOOGA, TN 312B0110717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
CPH PENSION ADMINISTRATORS INC CHATTANOOGA, TN 312B0110717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
CREATIVE BENEFIT STRATEGIES INC BROADVIEW HEIGHTS, 315D2980718-001 DEFINED BENEFIT PENSION PLAN OH
CREATIVE PENSION CONSULTANTS INC ALBANY, NY 312B0328504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
CREATIVE PENSION CONSULTANTS INC ALBANY, NY 313B0328504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
CREATIVE PENSION CONSULTANTS INC ALBANY, NY 315B0328514-001 DEFINED BENEFIT PENSION PLAN
CREATIVE PENSION CONSULTANTS INC ALBANY, NY 315B0328516-001 DEFINED BENEFIT PENSION PLAN
CREATIVE PENSION DESIGN INC PALATINE, IL 315D859BH06-001 DEFINED BENEFIT PENSION PLAN
CREATIVE PENSION DESIGN INC PALATINE, IL 315D859BH06-002 DEFINED BENEFIT PENSION PLAN
CREATIVE RETIREMENT SOLUTIONS LLC TUSTIN, CA 315D1661909-000 DEFINED BENEFIT PENSION PLAN
CROSSPLANS LAGUNA HILLS, CA 315D874BH06-001 DEFINED BENEFIT PENSION PLAN
CROSSPLANS LAGUNA HILLS, CA 315D874BH06-002 DEFINED BENEFIT PENSION PLAN
DANIEL R SAUNDERS ASSOCIATES PC HACKENSACK, NJ 315D5248514-001 DEFINED BENEFIT PENSION PLAN
DANZIGER & MARKHOFF LLP WHITE PLAINS, NY 315D064BH06-001 DEFINED BENEFIT PENSION PLAN
DANZIGER & MARKHOFF LLP WHITE PLAINS, NY 315D064BH06-002 DEFINED BENEFIT PENSION PLAN
LSN-Date WITHDRAWN
J201202-03/30/2018
J501735-03/30/2018
J501748-03/30/2018
J501791-03/30/2018
J501749-03/30/2018
J501792-03/30/2018
J501565-03/30/2018
J501670-03/30/2018
WITHDRAWN
J201203-03/30/2018
J501345-03/30/2018
J301410-03/30/2018
J501709-03/30/2018
WITHDRAWN
J201204-03/30/2018
J501346-03/30/2018
J201390-03/30/2018
J301411-03/30/2018
J501468-03/30/2018
J501521-03/30/2018
J501566-03/30/2018
J501671-03/30/2018
NOT ISSUED YET
J501549-03/30/2018
J501690-03/30/2018
J501469-03/30/2018
J501567-03/30/2018
J501672-03/30/2018
Page 6
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type DATAIR EMPLOYEE BENEFIT SYSTEMS INC WESTMONT, IL 31299858504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITHOUT PERMITTED DISPARITY DATAIR EMPLOYEE BENEFIT SYSTEMS INC WESTMONT, IL 31399858504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION
PLAN WITHOUT PERMITTED DISPARITY DATAIR EMPLOYEE BENEFIT SYSTEMS INC WESTMONT, IL 31399858504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION
PLAN WITH PERMITTED DISPARITY DATAIR EMPLOYEE BENEFIT SYSTEMS INC WESTMONT, IL 31599858514-001 DEFINED BENEFIT PENSION PLAN
DATAIR EMPLOYEE BENEFIT SYSTEMS INC WESTMONT, IL 31599858516-000 DEFINED BENEFIT PENSION PLAN
DATAIR EMPLOYEE BENEFIT SYSTEMS INC WESTMONT, IL 31599858516-001 DEFINED BENEFIT PENSION PLAN
DATAIR EMPLOYEE BENEFIT SYSTEMS INC WESTMONT, IL 31599858517-001 DEFINED BENEFIT PENSION PLAN
DAVID MACLENNAN CONSULTING ACTUARY PORTLAND, OR 313B5048504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
DAVID MACLENNAN CONSULTING ACTUARY PORTLAND, OR 315B5048514-001 DEFINED BENEFIT PENSION PLAN
DAVID MACLENNAN CONSULTING ACTUARY PORTLAND, OR 315B5048516-001 DEFINED BENEFIT PENSION PLAN
DAVID W RALSTON PC DALLAS, TX 315D861BH06-001 DEFINED BENEFIT PENSION PLAN
DAVID W RALSTON PC DALLAS, TX 315D861BH06-002 DEFINED BENEFIT PENSION PLAN
DAVIDSON PENSION CONSULTING LLC CORTE MADERA, CA 312D989BF02-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
DEDICATED DEFINED BENEFIT SERVICES LLC GLENDALE, CA 312D6850002-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
DEDICATED DEFINED BENEFIT SERVICES LLC GLENDALE, CA 312D685BF02-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
DELOITTE TAX LLP COLUMBUS, OH 315D3200718-001 DEFINED BENEFIT PENSION PLAN
DEMARS PENSION CONSULTING SERVICES OVERLAND PARK, KS 315B0080718-001 DEFINED BENEFIT PENSION PLAN INC DENMAN CONSULTANTS INC NEW YORK, NY 312A8980717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITHOUT PERMITTED DISPARITY DENMAN CONSULTANTS INC NEW YORK, NY 312A8980717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITH PERMITTED DISPARITY DENMAN CONSULTANTS INC NEW YORK, NY 315A8980718-001 DEFINED BENEFIT PENSION PLAN
DERBY AND COMPANY INC NEWTON, MA 315B6071909-000 DEFINED BENEFIT PENSION PLAN
DESALES ASSOCIATES INC PEPPER PIKE, OH 315E037BE12-000 DEFINED BENEFIT PENSION PLAN
DF PENSION INC JACKSONVILLE BEACH, 315D928BH06-001 DEFINED BENEFIT PENSION PLAN FL
DF PENSION INC JACKSONVILLE BEACH, 315D928BH06-002 DEFINED BENEFIT PENSION PLAN FL
DINSMORE & SHOHL LLP CINCINNATI, OH 312A8970717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
DOCUMENT AGILITY INC LAKE MARY, FL 31599BEBE12-000 DEFINED BENEFIT PENSION PLAN
DONALD C WHITMIRE ORLANDO, FL 315D212BE12-000 DEFINED BENEFIT PENSION PLAN
DONOHUE FEIMAN RETIREMENT PLAN DENVER, CO 315B007FT03-001 DEFINED BENEFIT PENSION PLAN SERVICES INC
LSN-Date J201382-03/30/2018
J301395-03/30/2018
J301367-03/30/2018
J501424-03/30/2018
J501423-03/30/2018
J501481-03/30/2018
J501522-03/30/2018
J301396-03/30/2018
J501470-03/30/2018
J501505-03/30/2018
J501568-03/30/2018
J501673-03/30/2018
WITHDRAWN
J201710-03/30/2018
WITHDRAWN
J501347-03/30/2018
J501348-03/30/2018
WITHDRAWN
J201205-03/30/2018
J501349-03/30/2018
NOT ISSUED YET
J501173-03/30/2018
J501569-03/30/2018
J501674-03/30/2018
J201206-03/30/2018
J501166-03/30/2018
J501845-04/12/2018
J501750-03/30/2018
Page 7
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor DONOHUE FEIMAN RETIREMENT PLAN SERVICES INC DONOHUE FEIMAN RETIREMENT PLAN SERVICES INC DOUGLAS M FARR & CO INC
DOUGLAS M FARR & CO INC
DOV ROSENFELD DBA INVENTEK
DS PENSION SERVICES INC
DS PENSION SERVICES INC
DYLAN C TAI CONSULTING ACTUARY
DYLAN C TAI CONSULTING ACTUARY
DYLAN C TAI CONSULTING ACTUARY
E. H. THOMSON & CO INC
E. H. THOMSON & CO INC
E. H. THOMSON & CO INC
E. H. THOMSON & CO INC
EAST COAST PENSION CONSULTANTS INC
ECONOMIC GROUP PENSION SERVICES INC
ECP DESIGN & SERVICE GROUP LTD
EDBERG & PERRY INC
EDBERG & PERRY INC
EKMAN THULIN PS
ELIM CONSULTING GROUP
ELIM CONSULTING GROUP
EMJAY CORP
EMPLOYEE RETIREMENT INCOME SECURITY ASSOCIATION INC ENHANCED RETIREMENT SOLUTIONS LLC
ENTRUST FINANCIAL GROUP INC
ENTRUST FINANCIAL GROUP INC
ERISA PARTNERS INC
ERNEST S RYDER & ASSOCIATES INC
City, State DENVER, CO
DENVER, CO
LA CRESCENTA, CA
LA CRESCENTA, CA
OAKLAND, CA
NEW HYDE PARK, NY
NEW HYDE PARK, NY
HUNTINGTON BEACH, CA
HUNTINGTON BEACH, CA
HUNTINGTON BEACH, CA
SEA GIRT, NJ
SEA GIRT, NJ
SEA GIRT, NJ
SEA GIRT, NJ
WILLOW GROVE, PA
NEW YORK, NY
MELVILLE, NY
PHOENIX, AZ
PHOENIX, AZ
SEATTLE, WA
FLUSHING, NY
FLUSHING, NY
MILWAUKEE, WI
SKOKIE, IL
ROCHESTER, NY
BEACHWOOD, OH
BEACHWOOD, OH
NASHVILLE, TN
SAN DIEGO, CA
FFN 315B007FT08-0
315B007FT14-000
315B5178514-001
315B5178516-001
312B844BF02-001
312B0010717-001
312B0010717-002
313B5028504-001
315B5028514-001
315B5028516-001
313B5378504-001
313B5378504-002
315B5378514-001
315B5378516-001
315D1681909-000
315B384BE12-000
312A7960717-2
315B006BH06-001
315B006BH06-002
315A960BH06-002
315D862BH06-001
315D862BH06-002
31531560718-001
315D0678516-001
315E028FT03-001
312B0020717-001
312B0020717-002
315D550FT14-000
315D0680002-001
Plan Type DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
LSN-Date NOT ISSUED YET
J501793-03/30/2018
J501426-03/30/2018
J501506-03/30/2018
WITHDRAWN
WITHDRAWN
J201207-03/30/2018
J301397-03/30/2018
J501471-03/30/2018
J501507-03/30/2018
J301398-03/30/2018
J301368-03/30/2018
J501472-03/30/2018
J501508-03/30/2018
NOT ISSUED YET
J501174-03/30/2018
J201208-03/30/2018
J501570-03/30/2018
J501675-03/30/2018
J501676-03/30/2018
J501571-03/30/2018
J501677-03/30/2018
J501350-03/30/2018
J501509-03/30/2018
J501751-03/30/2018
WITHDRAWN
J201209-03/30/2018
J501794-03/30/2018
J501731-03/30/2018
Page 8
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor ERP ACTUARIES & CONSULTANTS
ERP ACTUARIES & CONSULTANTS
ESLER & VANDERSCHAAFF CO LPA
ESLER & VANDERSCHAAFF CO LPA
ESTATE & PENSION ADVISORY BOARD
ESTATE & PENSION ADVISORY BOARD
EXECUTIVE BENEFITS INC
EXPERT 412 (i), INC.
FAIR FITZGERALD & HERSHAFT PC
FAIR FITZGERALD & HERSHAFT PC
FEINGOLD COMPANIES
FENNEMORE CRAIG PC
FIRMANI PENSION SERVICES INC
FIRST ACTUARIAL CORPORATION
FIRST AMERICAN BANK
FIS BUSINESS SYSTEMS LLC
FIS BUSINESS SYSTEMS LLC
FIS BUSINESS SYSTEMS LLC
FIS BUSINESS SYSTEMS LLC
FLORIDA RETIREMENT CONSULTANTS
FLOWER & ASSOCIATES INC
FORRESTALL CPA LLC
FORRESTALL CPA LLC
FORTUNE BENEFITS INC
FORTUNE BENEFITS INC
FRANCIS P GALLAGHER & ASSOCIATES INC
FRED M LEE FINANCIAL CORPORATION DBA FINANCIAL DECISIONS FRIBERG RETIREMENT PLAN CONSULTANTS
FRIBERG RETIREMENT PLAN CONSULTANTS
FRIBERG RETIREMENT PLAN CONSULTANTS
FRIDAY ELDREDGE & CLARK
FRINGE BENEFITS DESIGN OF MINNESOTA ,INC.
City, State FFN Plan Type MELVILLE, NY 315D652BH06-002 DEFINED BENEFIT PENSION PLAN
MELVILLE, NY 315D652BH06-003 DEFINED BENEFIT PENSION PLAN
DAYTON, OH 315D525FT03-001 DEFINED BENEFIT PENSION PLAN
DAYTON, OH 315D525FT14-000 DEFINED BENEFIT PENSION PLAN
CHERRY HILL, NJ 315D864BH06-001 DEFINED BENEFIT PENSION PLAN
CHERRY HILL, NJ 315D864BH06-002 DEFINED BENEFIT PENSION PLAN
YORBA LINDA, CA 315B5438514-001 DEFINED BENEFIT PENSION PLAN
MISSION HILLS, CA 315D462FT03-001 DEFINED BENEFIT PENSION PLAN
WHITE PLAINS, NY 31299AB0717-2 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
WHITE PLAINS, NY 31599AB0718-001 DEFINED BENEFIT PENSION PLAN
WORCESTER, MA 315B6910718-001 DEFINED BENEFIT PENSION PLAN
PHOENIX, AZ 315A906BE12-000 DEFINED BENEFIT PENSION PLAN
HADDONFIELD, NJ 315B0378514-001 DEFINED BENEFIT PENSION PLAN
GRAND RAPIDS, MI 313A4560003-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
ELK GROVE VILLAGE, IL 31590960718-001 DEFINED BENEFIT PENSION PLAN
JACKSONVILLE, FL 31299070717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
JACKSONVILLE, FL 31299070717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
JACKSONVILLE, FL 31599070019-000 DEFINED BENEFIT PENSION PLAN
JACKSONVILLE, FL 31599070718-001 DEFINED BENEFIT PENSION PLAN
TAMPA, FL 315B3880718-001 DEFINED BENEFIT PENSION PLAN
LAFAYETTE, LA 315B6321909-000 DEFINED BENEFIT PENSION PLAN
BUFORD, GA 315D956BH06-001 DEFINED BENEFIT PENSION PLAN
BUFORD, GA 315D956BH06-002 DEFINED BENEFIT PENSION PLAN
ATLANTA, GA 315D653BH06-001 DEFINED BENEFIT PENSION PLAN
ATLANTA, GA 315D653BH06-002 DEFINED BENEFIT PENSION PLAN
WESTLAKE, OH 315D0720005-000 DEFINED BENEFIT PENSION PLAN
STOCKTON, CA 315D654BH06-001 DEFINED BENEFIT PENSION PLAN
ARLINGTON, TX 312B5078504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
ARLINGTON, TX 315B5078514-001 DEFINED BENEFIT PENSION PLAN
ARLINGTON, TX 315B5078516-001 DEFINED BENEFIT PENSION PLAN
LITTLE ROCK, AR 3159983BE12-000 DEFINED BENEFIT PENSION PLAN
BLOOMINGTON, MN 315A5130718-001 DEFINED BENEFIT PENSION PLAN
LSN-Date J501572-03/30/2018
J501678-03/30/2018
J501752-03/30/2018
J501795-03/30/2018
J501573-03/30/2018
J501679-03/30/2018
J501425-03/30/2018
J501753-03/30/2018
J201218-03/30/2018
J501314-03/30/2018
J501351-03/30/2018
J501175-03/30/2018
J501427-03/30/2018
J301161-03/30/2018
J501360-03/30/2018
WITHDRAWN
J201195-03/30/2018
J501366-03/30/2018
J501249-03/30/2018
J501352-03/30/2018
NOT ISSUED YET
J501575-03/30/2018
J501681-03/30/2018
J501576-03/30/2018
J501682-03/30/2018
J501723-03/30/2018
J501577-03/30/2018
J201388-03/30/2018
J501428-03/30/2018
J501510-03/30/2018
J501176-03/30/2018
J501353-03/30/2018
Page 9
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type G. PAUL HENDRIKS SAN RAFAEL, CA 312D688BF02-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITHOUT PERMITTED DISPARITY GALUSHA HIGGINS & GALUSHA PC HELENA, MT 315D218BE12-000 DEFINED BENEFIT PENSION PLAN
GARDNER & QUAN INC IRVINE, CA 315D0820006-000 DEFINED BENEFIT PENSION PLAN
GARY A NAGLER & ASSOCIATES PLLC HOUSTON, TX 315B1800718-001 DEFINED BENEFIT PENSION PLAN
GATEWAY PENSION SERVICES LTD ST. LOUIS, MO 313B5358504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
GATEWAY PENSION SERVICES LTD ST. LOUIS, MO 315B5358514-001 DEFINED BENEFIT PENSION PLAN
GATEWAY PENSION SERVICES LTD ST. LOUIS, MO 315B5358516-001 DEFINED BENEFIT PENSION PLAN
GELMAN PENSION CONSULTING INC NEW YORK, NY 315D824BE12-000 DEFINED BENEFIT PENSION PLAN
GEORGIA MUNICIPAL ASSOCIATION INC ATLANTA, GA 315E0630007-001 DEFINED BENEFIT PENSION PLAN
GOLDBERG SWEDELSON & ASSOCIATES INC ENCINO, CA 315D1721909-000 DEFINED BENEFIT PENSION PLAN
GOLDEN K PLANS INC WOODLAND HILLS, CA 315D760FT05-001 DEFINED BENEFIT PENSION PLAN
GOLDEN K PLANS INC WOODLAND HILLS, CA 315D760FT11-001 DEFINED BENEFIT PENSION PLAN
GOLDLEAF PARTNERS BRAINERD, MN 315D569FT03-001 DEFINED BENEFIT PENSION PLAN
GOLDLEAF PARTNERS BRAINERD, MN 315D569FT05-001 DEFINED BENEFIT PENSION PLAN
GORRELICK TIEVY & ABACUS ROCKVILLE, MD 315D267BH06-001 DEFINED BENEFIT PENSION PLAN
GORRELICK TIEVY & ABACUS ROCKVILLE, MD 315D267BH06-002 DEFINED BENEFIT PENSION PLAN
GRAY ROBINSON PA ORLANDO, FL 315A364BH06-001 DEFINED BENEFIT PENSION PLAN
GRAY ROBINSON PA ORLANDO, FL 315A364BH06-002 DEFINED BENEFIT PENSION PLAN
GRAY ROBINSON PA ORLANDO, FL 315A364BH07-001 DEFINED BENEFIT PENSION PLAN
GREER BENEFIT CONSULTANTS INC GLASTONBURY, CT 315B7748514-001 DEFINED BENEFIT PENSION PLAN
GROUP HEALTH & BENEFIT ADMINISTRATORS,WORCESTER, MA 312A4880717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN INC WITHOUT PERMITTED DISPARITY GROUP HEALTH & BENEFIT ADMINISTRATORS,WORCESTER, MA 312A4880717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN INC WITH PERMITTED DISPARITY GROUP HEALTH & BENEFIT ADMINISTRATORS,WORCESTER, MA 315A4880718-001 DEFINED BENEFIT PENSION PLAN INC GUARDIAN INSURANCE & ANNUITY COMPANY PITTSFIELD, MA 31532180718-001 DEFINED BENEFIT PENSION PLAN
GUNSTER YOAKLEY & STEWART PA FORT LAUDERDALE, FL 315A6460718-001 DEFINED BENEFIT PENSION PLAN
HALLMAN & LORBER JERICHO, NY 313B7048504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
HALLMAN & LORBER JERICHO, NY 313B7048504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
HALLMAN & LORBER JERICHO, NY 315B7048514-001 DEFINED BENEFIT PENSION PLAN
HARBRIDGE CONSULTING GROUP LLC SYRACUSE, NY 315D6960718-001 DEFINED BENEFIT PENSION PLAN
HEARTLAND CONSULTING GROUP INC OVERLAND PARK, KS 315D334FT03-001 DEFINED BENEFIT PENSION PLAN
HEARTLAND CONSULTING GROUP INC OVERLAND PARK, KS 315D334FT10-000 DEFINED BENEFIT PENSION PLAN
HEARTLAND CONSULTING GROUP INC OVERLAND PARK, KS 315D334FT14-000 DEFINED BENEFIT PENSION PLAN
LSN-Date WITHDRAWN
NOT ISSUED YET
J501703-03/30/2018
J501354-03/30/2018
J301412-03/30/2018
J501429-03/30/2018
J501511-03/30/2018
J501177-03/30/2018
J501718-03/30/2018
NOT ISSUED YET
J501822-03/30/2018
J501834-03/30/2018
J501754-03/30/2018
J501823-03/30/2018
J501578-03/30/2018
J501683-03/30/2018
J501528-03/30/2018
J501684-03/30/2018
J501699-03/30/2018
J501430-03/30/2018
WITHDRAWN
J201226-03/30/2018
J501355-03/30/2018
J501356-03/30/2018
J501357-03/30/2018
J301413-03/30/2018
J301374-03/30/2018
J501473-03/30/2018
J501358-03/30/2018
J501756-03/30/2018
J501828-03/30/2018
J501797-03/30/2018
Page 10
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type LSN-Date HELLER PENSION ASSOCIATES INC HYDE PARK, NY 315D463BH06-001 DEFINED BENEFIT PENSION PLAN J501544-03/30/2018
HELLER PENSION ASSOCIATES INC HYDE PARK, NY 315D463BH06-002 DEFINED BENEFIT PENSION PLAN J501685-03/30/2018
HENDERSON RETIREMENT SERVICES INC CHANDLER, AZ 315D549FT03-001 DEFINED BENEFIT PENSION PLAN J501757-03/30/2018
HESSEL & ASSOCIATES LLC LINCOLNSHIRE, IL 315D0810005-000 DEFINED BENEFIT PENSION PLAN WITHDRAWN
HESSEL & ASSOCIATES LLC LINCOLNSHIRE, IL 315D0810006-000 DEFINED BENEFIT PENSION PLAN J501722-03/30/2018
HICKS PENSION GROUP HONOLULU, HI 315D9238514-001 DEFINED BENEFIT PENSION PLAN J501474-03/30/2018
HICKS PENSION SERVICES SAN LUIS OBISPO, CA 313B5538504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION J301375-03/30/2018 PLAN WITH PERMITTED DISPARITY
HICKS PENSION SERVICES SAN LUIS OBISPO, CA 315B5538514-001 DEFINED BENEFIT PENSION PLAN J501475-03/30/2018
HIGH PLAINS MANAGEMENT INC LAS VEGAS, NV 315D974BE12-000 DEFINED BENEFIT PENSION PLAN J501178-03/30/2018
HILDE MINKEL & ASSOCIATES SAN LUIS OBISPO, CA 315D754BH06-001 DEFINED BENEFIT PENSION PLAN J501545-03/30/2018
HILDE MINKEL & ASSOCIATES SAN LUIS OBISPO, CA 315D754BH06-002 DEFINED BENEFIT PENSION PLAN J501686-03/30/2018
HILL WARD & HENDERSON PA TAMPA, FL 315B237BH06-001 DEFINED BENEFIT PENSION PLAN J501546-03/30/2018
HILL WARD & HENDERSON PA TAMPA, FL 315B237BH06-002 DEFINED BENEFIT PENSION PLAN J501687-03/30/2018
HILLS PENSION ASSOCIATES LLC PLYMPTON, MA 315D958BH06-001 DEFINED BENEFIT PENSION PLAN J501547-03/30/2018
HILLS PENSION ASSOCIATES LLC PLYMPTON, MA 315D958BH06-002 DEFINED BENEFIT PENSION PLAN J501688-03/30/2018
HOLMAN FARMER CANTON, GA 315C0650718-001 DEFINED BENEFIT PENSION PLAN J501359-03/30/2018
HOUSTON HARBAUGH PC PITTSBURGH, PA 315D0830006-000 DEFINED BENEFIT PENSION PLAN J501726-03/30/2018
HYDEN MIRON & FOSTER PLLC LITTLE ROCK, AR 315A3580718-001 DEFINED BENEFIT PENSION PLAN J501361-03/30/2018
ICE MILLER LLP INDIANAPOLIS, IN 315A4670006-001 DEFINED BENEFIT PENSION PLAN J501162-03/30/2018
IMPROVED FUNDING TECHNIQUES INC LYNBROOK, NY 315D4340002-000 DEFINED BENEFIT PENSION PLAN J501737-03/30/2018
INCENTIVE BENEFITS INC PASADENA, CA 315D4351909-000 DEFINED BENEFIT PENSION PLAN NOT ISSUED YET
INDIANA BENEFITS INC BLOOMINGTON, IN 315B5448514-001 DEFINED BENEFIT PENSION PLAN J501476-03/30/2018
INDIANA BENEFITS INC BLOOMINGTON, IN 315B5448516-001 DEFINED BENEFIT PENSION PLAN J501512-03/30/2018
INDIANA BENEFITS INC BLOOMINGTON, IN 315B544FT14-000 DEFINED BENEFIT PENSION PLAN J501798-03/30/2018
INGHAM RETIREMENT GROUP MIAMI, FL 315B4760718-001 DEFINED BENEFIT PENSION PLAN J501315-03/30/2018
INLINE PLANS INC SAINT GEORGE, UT 315B3280718-001 DEFINED BENEFIT PENSION PLAN J501362-03/30/2018
INNOVATIVE PENSION STRATEGY & DESIGN POWAY, CA 315D199FT03-001 DEFINED BENEFIT PENSION PLAN J501758-03/30/2018
INTAC ACTUARIAL SERVICES INC RIDGEWOOD, NJ 315D655BH06-001 DEFINED BENEFIT PENSION PLAN J501548-03/30/2018
INTAC ACTUARIAL SERVICES INC RIDGEWOOD, NJ 315D655BH06-002 DEFINED BENEFIT PENSION PLAN J501689-03/30/2018
INTERGRATED PENSION DESIGN INC EAST NORTHPORT, NY 315E0428516-001 DEFINED BENEFIT PENSION PLAN J501513-03/30/2018
JACOB HAXTON & BOORD LLC WORTHINGTON, OH 315B6200718-001 DEFINED BENEFIT PENSION PLAN J501322-03/30/2018
JAMES KERR & ASSOCIATES SAN DIEGO, CA 315B5098514-001 DEFINED BENEFIT PENSION PLAN J501449-03/30/2018
JDN BENEFIT CONSULTANTS INC MCKINLEYVILLE, CA 312D2630717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN J201227-03/30/2018 WITH PERMITTED DISPARITY
JDN BENEFIT CONSULTANTS INC MCKINLEYVILLE, CA 315D2630718-001 DEFINED BENEFIT PENSION PLAN J501363-03/30/2018
JM PENSION ADVISORY INC DERWOOD, MD 315D491FT03-001 DEFINED BENEFIT PENSION PLAN J501759-03/30/2018
Page 11
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor JM PENSION ADVISORY INC
JM PENSION ADVISORY INC
JOHN STEPHENS & ASSOCIATES
JOHN T. TOOMEY & ASSOCIATES INC
JORDAN & ASSOCIATES RETIREMENT SERVICES JULY BUSINESS SERVICES
JULY BUSINESS SERVICES
KAMENSKY RUBINSTEIN HOCHMAN & DELOTT LLP KARDAN ACTUARIAL SERVICES LLC
KATZ TELLER BRANT & HILD
KCOE ISOM LLP
KEENAN & ASSOCIATES
KEVIN E MERRILL ATTORNEY AT LAW
KIDDER BENEFITS CONSULTANTS INC
KNOX MCLAUGHLIN GORNALL & SENNETT PC
KOLLMAN & ASSOCIATES LTD
KOLLMAN & ASSOCIATES LTD
KRASS SNOW & SCHMUTTER P C
KRAVITZ INC
LAFAYETTE LIFE INSURANCE COMPANY
LAFAYETTE LIFE INSURANCE COMPANY
LAIKEN ASSOCIATES INC
LARKIN HOFFMAN DALY & LINDGREN LTD
LATHROP & GAGE LLP
LAW OFFICES OF R DAVID DANZIGER PC
LB ACTUARIAL ASSOCIATES INC
LEAFFER SHAPIRO LLC
LEAFFER SHAPIRO LLC
LEBENSON ACTUARIAL SERVICES
LEBENSON ACTUARIAL SERVICES
LEON E WERNTZ & ASSOCIATES INC
LEON E WERNTZ & ASSOCIATES INC
LEON E WERNTZ & ASSOCIATES INC
City, State DERWOOD, MD
DERWOOD, MD
GREENVILLE, SC
HINGHAM, MA
SANTA ROSA, CA
WACO, TX
WACO, TX
LINCOLNWOOD, IL
COLCNIA, NJ
CINCINNATI, OH
SALINA, KS
TORRANCE, CA
WINTER PARK, FL
WEST DES MOINES, IA
ERIE, PA
CHANDLER, AZ
CHANDLER, AZ
NEW YORK, NY
ENCINO, CA
CINCINNATI, OH
CINCINNATI, OH
NEW YORK, NY
BLOOMINGTON, MN
OVERLAND PARK, KS
SOUTHAMPTON, PA
CONVENT STATION, NJ
SAN RAFAEL, CA
SAN RAFAEL, CA
VALHALLA, NY
VALHALLA, NY
SHREVEPORT, LA
SHREVEPORT, LA
SHREVEPORT, LA
FFN 315D491FT10-000
315D491FT14-000
315B649BE12-000
315D1771909-000
315B4500718-001
315A860BH06-001
315A860BH06-002
315D099BE12-000
315E0438516-001
315D1000004-001
315B4620718-001
315D3800003-001
315D446BE12-000
315B4880718-001
315B4510718-001
315B441BH06-001
315B441BH06-002
315D102FT14-000
315D1801909-000
31236450717-002
31536450718-001
315D220FT14-000
315A8650718-001
315B2100718-001
315D5188516-001
315B635BE12-000
312B788BF02-001
312B788BF03-001
315B478BH06-001
315B478BH06-002
3159928FT03-001
3159928FT09-0
3159928FT14-000
Plan Type DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
LSN-Date J501829-03/30/2018
J501799-03/30/2018
J501168-03/30/2018
NOT ISSUED YET
J501364-03/30/2018
J501529-03/30/2018
J501691-03/30/2018
NOT ISSUED YET
J501514-03/30/2018
J501704-03/30/2018
J501250-03/30/2018
J501734-03/30/2018
NOT ISSUED YET
J501251-03/30/2018
J501252-03/30/2018
J501530-03/30/2018
J501692-03/30/2018
J501800-03/30/2018
NOT ISSUED YET
J201225-03/30/2018
J501253-03/30/2018
J501801-03/30/2018
J501254-03/30/2018
J501255-03/30/2018
J501515-03/30/2018
J501169-03/30/2018
WITHDRAWN
WITHDRAWN
J501531-03/30/2018
J501693-03/30/2018
J501760-03/30/2018
NOT ISSUED YET
J501802-03/30/2018
Page 12
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor LIDEN NESTLE SOLED & ASSOCIATES INC
LIMESTONE PENSION ASSOCIATES LLC
LOCKE LORD LLP
LOREN D STARK COMPANY
LOREN D STARK COMPANY
LOREN D STARK COMPANY
M PAUL TURNER & COMPANY INC
MALCOLM THOMPSON & ASSOCIATES INC
MANDMARBLESTONE PC
MARK L PRESS ESQ
MARTIN MARTIN RANDALL & ASSOCIATES INC
MARTIN MARTIN RANDALL & ASSOCIATES INC
MARTIN MARTIN RANDALL & ASSOCIATES INC
MARTIN RETIREMENT SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY MATTHEWS BENEFIT GROUP INC
MATTHEWS BENEFIT GROUP INC
MAUPIN COX & LEGOY A PROFESSIONAL CORPORATION MCAFEE & TAFT
MCCLOUD & ASSOCIATES INC
MCCLOUD & ASSOCIATES INC
MCDONALD HOPKINS LLC
MCKAY HOCHMAN CO INC
MERKLEY NEWMAN & MCLAWS INC
MICHAEL N DAVIS & ASSOCIATES INC
MILLENIUM PENSION SOLUTIONS LLC
MILLENNIUM PENSION SERVICES INC
MILLENNIUM PENSION SERVICES INC
MILLER CANFIELD PADDOCK & STONE PLC
MILLER JOHNSON
MILLIMAN INC
City, State WESTLAKE VILLAGE, CA
WILMINGTON, DE
DALLAS, TX
HOUSTON, TX
HOUSTON, TX
HOUSTON, TX
TUCSON, AZ
HOUSTON, TX
PHILADELPHIA, PA
ARDSLEY, NY
JACKSON, MS
JACKSON, MS
JACKSON, MS
GAITHERSBURG, MD
SPRINGFIELD, MA
SPRINGFIELD, MA
ST PETERSBURG, FL
ST PETERSBURG, FL
RENO, NV
OKLAHOMA CITY, OK
LIBERTY, MO
LIBERTY, MO
CLEVELAND, OH
BUTLER, NJ
MESA, AZ
POWAY, CA
PISCATAWAY, NJ
SIERRA MADRE, CA
SIERRA MADRE, CA
TROY, MI
GRAND RAPIDS, MI
SEATTLE, WA
FFN 315D1791909-000
315D9038516-001
315B5820718-001
312B3310717-001
312B3310717-002
315B3310718-001
315A4800718-001
315B335BH06-001
315D5931909-000
315D1090004-000
312B3340717-001
312B3340717-002
315B3340718-001
315D9240718-001
3153883BH06-001
3153883BH06-002
315B120BH06-001
315B120BH06-002
315B0870718-001
315D1080004-001
315D461FT03-001
315D461FT14-000
315A4720006-000
31599191909-000
315B3370718-001
315B864BH06-001
315D226BE12-000
315D598BH06-001
315D598BH06-002
315D113BE12-000
315D1110004-000
312A3680717-001
Plan Type DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN
LSN-Date NOT ISSUED YET
J501523-03/30/2018
J501256-03/30/2018
WITHDRAWN
J201228-03/30/2018
J501257-03/30/2018
J501264-03/30/2018
J501532-03/30/2018
NOT ISSUED YET
J501728-03/30/2018
WITHDRAWN
J201210-03/30/2018
J501258-03/30/2018
J501259-03/30/2018
J501533-03/30/2018
J501694-03/30/2018
J501534-03/30/2018
J501695-03/30/2018
J501260-03/30/2018
J501721-03/30/2018
J501761-03/30/2018
J501803-03/30/2018
J501706-03/30/2018
WITHDRAWN
J501261-03/30/2018
J501535-03/30/2018
J501179-03/30/2018
J501536-03/30/2018
J501624-03/30/2018
J501180-03/30/2018
J501715-03/30/2018
WITHDRAWN
Page 13
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor
MILLIMAN INC
MILLIMAN INC
MILLIMAN, INC.
MINNESOTA LIFE INSURANCE COMPANY
MORGAN STANLEY SMITH BARNEY LLC
MPH PENSION CONSULTANTS LLC
MPH PENSION CONSULTANTS LLC
MT HOOD PENSION SERVICE LLC
MT HOOD PENSION SERVICE LLC
MUTUAL OF AMERICA LIFE INSURANCE CO
MY BENEFITS LLC
NATIONAL ASSOCIATES INC
NATIONAL ASSOCIATES INC
NATIONAL BENEFIT SERVICES INC
NATIONAL PENSION SERVICES CORPORATION
NATIONAL PENSION SERVICES CORPORATION
NATIONAL RETIREMENT SERVICES INC
NATIONAL RETIREMENT SERVICES INC
NATIONAL RETIREMENT SERVICES INC
NEVADA PENSION ADMINISTRATORS & CONSULANTS INC NEWPORT GROUP INC
NEWPORT RETIREMENT SERVICES INC
NEWPORT RETIREMENT SERVICES INC
NEWPORT RETIREMENT SERVICES INC
NICHOLAS HICKS & FARMER INC DBA FARMER & BETTS NICHOLAS HICKS & FARMER INC DBA FARMER & BETTS NICHOLAS PENSION CONSULTANTS INC
NICHOLAS PENSION CONSULTANTS INC
NLS INSURANCE SERVICES INC
City, State
SEATTLE, WA
SEATTLE, WA
LITTLE FALLS, NJ
SAINT PAUL, MN
PURCHASE, NY
FORT WORTH, TX
FORT WORTH, TX
PORTLAND, OR
PORTLAND, OR
NEW YORK, NY
ATLANTA, GA
CLEVELAND, OH
CLEVELAND, OH
CHICAGO, IL
MONROVIA, CA
MONROVIA, CA
HUNTINGTON BEACH, CA
HUNTINGTON BEACH, CA
HUNTINGTON BEACH, CA
LAS VEGAS, NV
WALNUT CREEK, CA
ST. PETERSBURG, FL
ST. PETERSBURG, FL
ST. PETERSBURG, FL
TACOMA, WA
TACOMA, WA
RANCHO CORDOVA, CA
RANCHO CORDOVA, CA
MURRIETA, CA
FFN
312A3680717-002
315A3680718-001
315A3680003-000
31540800718-001
31516610718-001
315D875BH06-001
315D875BH06-002
315B990BH06-001
315B990BH06-002
31334530008-001
315D767FT03-001
315A704BH06-001
315A704BH06-002
315D769FT03-001
312A8750717-002
315A8750718-001
312B7160717-001
312B7160717-002
315B7160718-001
315D977BE12-000
315D7840718-001
312B0620717-001
312B0620717-002
315B0620718-001
315D596BH06-001
315D596BH06-002
315D6118514-001
315D6118516-001
312B1780717-002
Plan Type WITHOUT PERMITTED DISPARITY
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
LSN-Date
J201230-03/30/2018
J501262-03/30/2018
J501719-03/30/2018
J501263-03/30/2018
J501319-03/30/2018
J501539-03/30/2018
J501625-03/30/2018
J501579-03/30/2018
J501626-03/30/2018
J301736-03/30/2018
J501762-03/30/2018
J501580-03/30/2018
J501627-03/30/2018
J501763-03/30/2018
J201231-03/30/2018
J501265-03/30/2018
WITHDRAWN
J201232-03/30/2018
J501266-03/30/2018
J501181-03/30/2018
WITHDRAWN
WITHDRAWN
J201233-03/30/2018
J501267-03/30/2018
J501574-03/30/2018
J501680-03/30/2018
J501432-03/30/2018
J501524-03/30/2018
J201234-03/30/2018
Page 14
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor NORTH FULTON RETIREMENT SERVICES LLC
NORTH FULTON RETIREMENT SERVICES LLC
NORTH FULTON RETIREMENT SERVICES LLC
NORTHEAST PLANNING SERVICES INC
NORTHEAST PROFESSIONAL PLANNING GROUP NORTHWEST RETIREMENT PLAN CONSULTANTS LLC NORTHWEST RETIREMENT PLAN CONSULTANTS LLC NORTHWEST RETIREMENT PLANS INC
NORTHWEST RETIREMENT PLANS INC
NORTHWEST RETIREMENT SERVICES
NOVA 401K ASSOCIATES
NYHART
NYHART
O' CONNELL PENSION CONSULTING INC
O' CONNELL PENSION CONSULTING INC
ODYSSEY ADVISORS INC
ODYSSEY ADVISORS INC
OMEGA INC
OMEGA INC
OMEGA INC
OMEGA INC
OMEGA INC
OPPENHEIMERFUNDS DISTRIBUTOR INC
ORRIN A SPRAGUE AGENCY INC
OSBORN CARREIRO & ASSOCIATES INC
PACO INC
PACO INC
PALEY ROTHMAN
PALEY ROTHMAN
City, State ALPHARETTA, GA
ALPHARETTA, GA
ALPHARETTA, GA
WALTHAM, MA
RED BANK, NJ
RENTON, WA
RENTON, WA
MEDFORD, OR
MEDFORD, OR
ERIE, PA
SCOTTSDALE, AZ
INDIANAPOLIS, IN
INDIANAPOLIS, IN
EUGENE, OR
EUGENE, OR
COLCHESTER, CT
COLCHESTER, CT
SYRACUSE, NY
SYRACUSE, NY
SYRACUSE, NY
SYRACUSE, NY
SYRACUSE, NY
NEW YORK, NY
CADILLAC, MI
LITTLE ROCK, AR
WEST DES MOINES, IA
WEST DES MOINES, IA
BETHESDA, MD
BETHESDA, MD
FFN 312A5760717-001
312A5760717-002
315A5760718-001
315B3040718-001
315D9148514-001
315D963BH06-001
315D963BH06-002
315B176BH06-001
315B176BH06-002
315A2341909-000
315D7140718-001
3159945FT03-001
3159945FT14-000
315D173FT03-001
315D173FT14-000
315D656BH06-001
315D656BH06-002
312B5588504-003
313B5588504-001
313B5588504-002
315B5588514-001
315B5588516-001
3129065BF06-001
312B2300717-002
315A4700718-001
312A9820717-001
312A9820717-002
315D127FT03-001
315D127FT05-001
Plan Type STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN
DEFINED BENEFIT PENSION PLAN
LSN-Date WITHDRAWN
J201235-03/30/2018
J501269-03/30/2018
J501268-03/30/2018
J501433-03/30/2018
J501581-03/30/2018
J501628-03/30/2018
J501582-03/30/2018
J501629-03/30/2018
NOT ISSUED YET
J501316-03/30/2018
J501764-03/30/2018
J501804-03/30/2018
J501765-03/30/2018
J501805-03/30/2018
J501583-03/30/2018
J501630-03/30/2018
J201391-03/30/2018
J301415-03/30/2018
J301377-03/30/2018
J501434-03/30/2018
J501525-03/30/2018
WITHDRAWN
J201236-03/30/2018
J501270-03/30/2018
WITHDRAWN
J201237-03/30/2018
J501766-03/30/2018
J501824-03/30/2018
Page 15
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type PALEY ROTHMAN BETHESDA, MD 315D127FT11-001 DEFINED BENEFIT PENSION PLAN
PALEY ROTHMAN BETHESDA, MD 315D127FT14-000 DEFINED BENEFIT PENSION PLAN
PANAGIOTU PENSION ADVISORS INC UNIVERSITY PLACE, WA 315A500FT03-001 DEFINED BENEFIT PENSION PLAN
PANAGIOTU PENSION ADVISORS INC UNIVERSITY PLACE, WA 315A500FT14-000 DEFINED BENEFIT PENSION PLAN
PATRICK M RYAN PC DENVER, CO 315A9810718-001 DEFINED BENEFIT PENSION PLAN
PEERY & ASSOCIATES INC PESCADERO, CA 315B028FT03-001 DEFINED BENEFIT PENSION PLAN
PENCOMP INC SOUTH SAN FRANCISCO, 313A4838504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION CA PLAN WITHOUT PERMITTED DISPARITY
PENN PENSION CENTER INC NEW YORK, NY 315B1500718-001 DEFINED BENEFIT PENSION PLAN
PENOBSCOT PENSION SERVICES INC NAPLES, FL 315A710BE12-000 DEFINED BENEFIT PENSION PLAN
PENSERVCO INC CLEARWATER, FL 312B6268504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
PENSERVCO INC CLEARWATER, FL 313B6268504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
PENSERVCO INC CLEARWATER, FL 313B6268504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
PENSION & PROFIT SHARING PLANNING NEW YORK, NY 315B4800718-001 DEFINED BENEFIT PENSION PLAN COMPANY INC PENSION ACTUARIAL ASSOCIATES WESTWOOD, NJ 312B3870717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITHOUT PERMITTED DISPARITY PENSION ACTUARIAL ASSOCIATES WESTWOOD, NJ 312B3870717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITH PERMITTED DISPARITY PENSION ADMINISTRATORS INC INVERSNESS, IL 31573078514-001 DEFINED BENEFIT PENSION PLAN
PENSION ADMINISTRATORS INC INVERSNESS, IL 31573078516-001 DEFINED BENEFIT PENSION PLAN
PENSION ADVISORS INC BREA, CA 313B5598504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
PENSION ADVISORS INC BARTLESVILLE, OK 315D660BH06-001 DEFINED BENEFIT PENSION PLAN
PENSION ASSOCIATES RETIREMENT STAMFORD, CT 313D5218504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLANNING LLC PLAN WITHOUT PERMITTED DISPARITY PENSION ASSOCIATES RETIREMENT STAMFORD, CT 313D5218504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLANNING LLC PLAN WITH PERMITTED DISPARITY PENSION ASSOCIATES RETIREMENT STAMFORD, CT 315D5218514-001 DEFINED BENEFIT PENSION PLAN PLANNING LLC PENSION ASSOCIATES RETIREMENT STAMFORD, CT 315D5218516-001 DEFINED BENEFIT PENSION PLAN PLANNING LLC PENSION BENEFIT ADMINISTRATORS HOUSTON, TX 312A9800717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITH PERMITTED DISPARITY PENSION BENEFIT ADMINISTRATORS HOUSTON, TX 315A9800718-001 DEFINED BENEFIT PENSION PLAN
PENSION BENEFIT CONSULTANTS OAKLAND, CA 315D522BH06-001 DEFINED BENEFIT PENSION PLAN
PENSION BENEFIT CONSULTANTS OAKLAND, CA 315D522BH06-002 DEFINED BENEFIT PENSION PLAN
PENSION BENEFIT CONSULTANTS INC NORTH HAVEN, CT 315D806BH06-001 DEFINED BENEFIT PENSION PLAN
PENSION BENEFIT CONSULTANTS INC NORTH HAVEN, CT 315D806BH06-002 DEFINED BENEFIT PENSION PLAN
LSN-Date J501835-03/30/2018
J501806-03/30/2018
J501767-03/30/2018
J501807-03/30/2018
J501271-03/30/2018
J501768-03/30/2018
J301416-03/30/2018
J501272-03/30/2018
NOT ISSUED YET
J201383-03/30/2018
J301400-03/30/2018
J301370-03/30/2018
J501273-03/30/2018
WITHDRAWN
J201238-03/30/2018
J501435-03/30/2018
J501526-03/30/2018
J301401-03/30/2018
J501584-03/30/2018
J301417-03/30/2018
J301369-03/30/2018
J501436-03/30/2018
J501484-03/30/2018
J201239-03/30/2018
J501274-03/30/2018
J501585-03/30/2018
J501631-03/30/2018
J501586-03/30/2018
J501632-03/30/2018
Page 16
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type PENSION CONCEPTS & ADMINISTRATION INC LUBBOCK, TX 312B0198504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITHOUT PERMITTED DISPARITY PENSION CONSULTANTS CO INC GREEN BAY, WI 315B338BH06-001 DEFINED BENEFIT PENSION PLAN
PENSION CONSULTANTS CO INC GREEN BAY, WI 315B338BH06-002 DEFINED BENEFIT PENSION PLAN
PENSION CONSULTANTS INC MINNEAPOLIS, MN 315A2420718-001 DEFINED BENEFIT PENSION PLAN
PENSION DYNAMICS COMPANY LLC PLEASANT HILL, CA 315D228BE12-000 DEFINED BENEFIT PENSION PLAN
PENSION DYNAMICS COMPANY LLC PLEASANT HILL, CA 315D228FT03-001 DEFINED BENEFIT PENSION PLAN
PENSION PLAN SERVICES INC GRAND BLANC, MI 315D879BH06-001 DEFINED BENEFIT PENSION PLAN
PENSION PLANNING CONSULTANTS, INC. ALBUQUERQUE, NM 315B277FT03-001 DEFINED BENEFIT PENSION PLAN
PENSION PLUS INC NORTH HAVEN, CT 315E038BE12-000 DEFINED BENEFIT PENSION PLAN
PENSION PROFESSIONALS INC RANCHO SANTA 313B0268504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION MARGARITA, CA PLAN WITHOUT PERMITTED DISPARITY
PENSION PROFESSIONALS INC RANCHO SANTA 313B0268504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION MARGARITA, CA PLAN WITH PERMITTED DISPARITY
PENSION PROFESSIONALS INC RANCHO SANTA 315B0268514-001 DEFINED BENEFIT PENSION PLAN MARGARITA, CA
PENSION PROFESSIONALS INC RANCHO SANTA 315B0268516-001 DEFINED BENEFIT PENSION PLAN MARGARITA, CA
PENSION SERVICES ESCONDIDO, CA 312B1880717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
PENSION SERVICES CORPORATION PASADENA, CA 315D4868514-001 DEFINED BENEFIT PENSION PLAN
PENSION STRATEGIES INC PHOENIX, AZ 315D9210718-001 DEFINED BENEFIT PENSION PLAN
PENSION TAX STRATEGIES INC NEW YORK, NY 315E046FT03-001 DEFINED BENEFIT PENSION PLAN
PENSION WORKS INC COLCHESTER, VT 315B0438514-001 DEFINED BENEFIT PENSION PLAN
PENSION WORKS INC COLCHESTER, VT 315B043FT03-001 DEFINED BENEFIT PENSION PLAN
PENSIONALYSIS INC SAN ANSELMO, CA 315B5298514-001 DEFINED BENEFIT PENSION PLAN
PENSIONALYSIS INC SAN ANSELMO, CA 315B5298516-001 DEFINED BENEFIT PENSION PLAN
PENSIONS PLUS INC MURRAY, UT 315B9830718-001 DEFINED BENEFIT PENSION PLAN
PENSYS INC ROSEVILLE, CA 315A601BH06-001 DEFINED BENEFIT PENSION PLAN
PENSYS INC ROSEVILLE, CA 315A601BH06-002 DEFINED BENEFIT PENSION PLAN
PENTEGRA SERVICES INC WHITE PLAINS, NY 31570030010-000 DEFINED BENEFIT PENSION PLAN
PENTEGRA SERVICES INC WHITE PLAINS, NY 31570030718-001 DEFINED BENEFIT PENSION PLAN
PEOPLE'S UNITED BANK BURLINGTON, VT 31211720717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
PEOPLE'S UNITED BANK BURLINGTON, VT 31511720718-001 DEFINED BENEFIT PENSION PLAN
PHASE II SYSTEMS DBA PUBLIC AGENCY NEWPORT BEACH, CA 315D0050004-000 DEFINED BENEFIT PENSION PLAN RETIREMENT SERVICES PARS PHILIP D PRICE & ASSOCIATES INC FRESNO, CA 315A8788514-001 DEFINED BENEFIT PENSION PLAN
PHILIP D PRICE & ASSOCIATES INC FRESNO, CA 315A8788516-001 DEFINED BENEFIT PENSION PLAN
LSN-Date J201384-03/30/2018
J501587-03/30/2018
J501633-03/30/2018
J501275-03/30/2018
NOT ISSUED YET
J501769-03/30/2018
J501588-03/30/2018
J501770-03/30/2018
NOT ISSUED YET
J301406-03/30/2018
J301373-03/30/2018
J501439-03/30/2018
J501485-03/30/2018
J201240-03/30/2018
J501440-03/30/2018
J501317-03/30/2018
J501771-03/30/2018
J501442-03/30/2018
J501772-03/30/2018
J501437-03/30/2018
J501486-03/30/2018
J501277-03/30/2018
J501589-03/30/2018
J501634-03/30/2018
J501730-03/30/2018
J501278-03/30/2018
J201219-03/30/2018
J501279-03/30/2018
WITHDRAWN
J501443-03/30/2018
J501487-03/30/2018
Page 17
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type PHILIP N ROTGIN PC DBA THE ROTGIN LAW UNIONDALE, NY 315D231BE12-000 DEFINED BENEFIT PENSION PLAN FIRM PHILLIPS NIZER LLP NEW YORK, NY 315D232BE12-000 DEFINED BENEFIT PENSION PLAN
PIETZSCH BONNETT & WOMACK PA PHOENIX, AZ 315D236BE12-000 DEFINED BENEFIT PENSION PLAN
PINNACLE PENSION SERVICES INC BOISE, ID 315D880BH06-001 DEFINED BENEFIT PENSION PLAN
PINNACLE PENSION SERVICES INC BOISE, ID 315D880BH06-002 DEFINED BENEFIT PENSION PLAN
PINNACLE PLAN DESIGN LLC TUCSON, AZ 312A6750717-2 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
PINNACLE PLAN DESIGN LLC TUCSON, AZ 315A6750718-001 DEFINED BENEFIT PENSION PLAN
PLAN DESIGN CONSULTANTS INC SAN MATEO, CA 315A577BH06-001 DEFINED BENEFIT PENSION PLAN
PLAN DESIGN CONSULTANTS INC SAN MATEO, CA 315A577BH06-002 DEFINED BENEFIT PENSION PLAN
PLAN DOCUMENT SYSTEMS LLC WASHINGTON, DC 315E0260002-000 DEFINED BENEFIT PENSION PLAN
PLAN DOCUMENT SYSTEMS LLC WASHINGTON, DC 315E026BE01-000 DEFINED BENEFIT PENSION PLAN
PLAN PERFECT INC NEWPORT BEACH, CA 315D619BH06-001 DEFINED BENEFIT PENSION PLAN
PLAN PERFECT INC NEWPORT BEACH, CA 315D619BH06-002 DEFINED BENEFIT PENSION PLAN
POINTE BENEFIT CONSULTANTS LLC GROSSE POINTE FARMS, 315B228FT14-000 DEFINED BENEFIT PENSION PLAN MI
POINTER PENSION SERVICE INC EAST SETAUKET, NY 312A5740717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
POINTER PENSION SERVICE INC EAST SETAUKET, NY 312A5740717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
POINTER PENSION SERVICE INC EAST SETAUKET, NY 315A5740718-001 DEFINED BENEFIT PENSION PLAN
POLLARD & ASSOCIATES INC HUNT VALLEY, MD 315A5840718-001 DEFINED BENEFIT PENSION PLAN
POLLARD & ASSOCIATES INC HUNT VALLEY, MD 315A584FT08-0 DEFINED BENEFIT PENSION PLAN
POLSINELLI PC KANSAS CITY, MO 315B4220718-001 DEFINED BENEFIT PENSION PLAN
POLYCOMP ADMINISTRATIVE SERVICES INC ROSEVILLE, CA 315D482BH06-001 DEFINED BENEFIT PENSION PLAN
POLYCOMP ADMINISTRATIVE SERVICES INC ROSEVILLE, CA 315D482BH06-002 DEFINED BENEFIT PENSION PLAN
PRB ADMINISTRATORS INCORPORATED LOS ANGELES, CA 315A5821910-000 DEFINED BENEFIT PENSION PLAN
PREMIER PLANS LTD LITTLE ROCK, AR 312D4240717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
PREMIER PLANS LTD LITTLE ROCK, AR 315D4240718-001 DEFINED BENEFIT PENSION PLAN
PRESBERG PENSIONS INC WESTLAKE VILLAGE, CA 315D717BH06-001 DEFINED BENEFIT PENSION PLAN
PRESBERG PENSIONS INC WESTLAKE VILLAGE, CA 315D717BH06-002 DEFINED BENEFIT PENSION PLAN
PRESTON ACTUARIAL SERVICES INC ORLAND, CA 312D184BF02-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
PRESTON ACTUARIAL SERVICES INC ORLAND, CA 315D184BH06-001 DEFINED BENEFIT PENSION PLAN
PRESTON ACTUARIAL SERVICES INC ORLAND, CA 315D184BH06-002 DEFINED BENEFIT PENSION PLAN
PRIMARK BENEFITS BURLINGAME, CA 315D237BH06-001 DEFINED BENEFIT PENSION PLAN
PRIMARK BENEFITS BURLINGAME, CA 315D237BH06-002 DEFINED BENEFIT PENSION PLAN
LSN-Date J501182-03/30/2018
J501183-03/30/2018
J501184-03/30/2018
J501590-03/30/2018
J501635-03/30/2018
J201241-03/30/2018
J501280-03/30/2018
J501591-03/30/2018
J501636-03/30/2018
WITHDRAWN
J501167-03/30/2018
J501592-03/30/2018
J501637-03/30/2018
J501808-03/30/2018
WITHDRAWN
J201242-03/30/2018
J501281-03/30/2018
J501282-03/30/2018
NOT ISSUED YET
J501283-03/30/2018
J501593-03/30/2018
J501638-03/30/2018
NOT ISSUED YET
J201243-03/30/2018
J501284-03/30/2018
J501594-03/30/2018
J501639-03/30/2018
WITHDRAWN
J501595-03/30/2018
J501640-03/30/2018
J501596-03/30/2018
J501641-03/30/2018
Page 18
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type PRIME PENSIONS INC FLORHAM PARK, NJ 315A6240718-001 DEFINED BENEFIT PENSION PLAN
PRINCIPAL LIFE INSURANCE COMPANY DES MOINES, IA 31507440006-000 DEFINED BENEFIT PENSION PLAN
PRO-PLANS INC POMPTON LAKES, NJ 315A5800718-001 DEFINED BENEFIT PENSION PLAN
PROFESSIONAL BENEFIT CONSULTANTS INC PHILADELPHIA, PA 315A5810718-001 DEFINED BENEFIT PENSION PLAN
PROFESSIONAL PENSION PLANNERS INC ARDSLEY, NY 313B0308504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
PROFESSIONAL PENSION PLANNERS INC ARDSLEY, NY 315B0308514-001 DEFINED BENEFIT PENSION PLAN
PROFESSIONAL PENSION PLANNERS INC ARDSLEY, NY 315B0308516-001 DEFINED BENEFIT PENSION PLAN
PROFESSIONAL PLAN ADMINISTRATORS ORANGE, CA 315B020BH06-001 DEFINED BENEFIT PENSION PLAN
PROFIT PLANNERS LLC DES PLAINES, IL 315C2438514-001 DEFINED BENEFIT PENSION PLAN
PROFIT PLANNERS LLC DES PLAINES, IL 315C2438516-001 DEFINED BENEFIT PENSION PLAN
PUSHKIN & PUSHKIN INC LUTHERVILLE TIMONIUM, 312A6250717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN MD WITHOUT PERMITTED DISPARITY
PUSHKIN & PUSHKIN INC LUTHERVILLE TIMONIUM, 312A6250717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN MD WITH PERMITTED DISPARITY
QBI LLC WOODLAND HILLS, CA 315E0118514-001 DEFINED BENEFIT PENSION PLAN
QBI LLC WOODLAND HILLS, CA 315E0118516-001 DEFINED BENEFIT PENSION PLAN
QUALIFIED BENEFITS CONSULTANTS INC ST LOUIS, MO 315B6111909-000 DEFINED BENEFIT PENSION PLAN
QUALIFIED PENSION SERVICES INC LITTLETON, CO 312A5940717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
QUALIFIED PENSION SERVICES INC LITTLETON, CO 315A5940718-001 DEFINED BENEFIT PENSION PLAN
QUALIFIED PLAN ADMINISTRATION HOUSTON, TX 315D808BH06-001 DEFINED BENEFIT PENSION PLAN
QUALIFIED PLAN CONSULTANTS INC RENO, NV 315B6278514-001 DEFINED BENEFIT PENSION PLAN
QUALIFIED PLAN CONSULTANTS LLC BRANDON, MS 315C2420718-001 DEFINED BENEFIT PENSION PLAN
QUALITATIVE RESEARCH CORP BRADENTON, FL 315B9720002-001 DEFINED BENEFIT PENSION PLAN
QUANTECH PENSIONS LLC ANAHEIM HILLS, CA 315D881BH06-001 DEFINED BENEFIT PENSION PLAN
QUANTECH PENSIONS LLC ANAHEIM HILLS, CA 315D881BH06-002 DEFINED BENEFIT PENSION PLAN
R-TECH CONSULTANTS INC WOODLAND HILLS, CA 315D6698514-001 DEFINED BENEFIT PENSION PLAN
R-TECH CONSULTANTS INC WOODLAND HILLS, CA 315D6698516-001 DEFINED BENEFIT PENSION PLAN
R.J.L. PENSION SERVICES INC NEW PORT RICHEY, FL 312B5268504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
R.J.L. PENSION SERVICES INC NEW PORT RICHEY, FL 313B5268504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
R.J.L. PENSION SERVICES INC NEW PORT RICHEY, FL 313B5268504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
R.J.L. PENSION SERVICES INC NEW PORT RICHEY, FL 315B5268514-001 DEFINED BENEFIT PENSION PLAN
R.J.L. PENSION SERVICES INC NEW PORT RICHEY, FL 315B5268516-001 DEFINED BENEFIT PENSION PLAN
RANDALL & HURLEY INC SPOKANE, WA 315B105FT03-001 DEFINED BENEFIT PENSION PLAN
RANDALL & HURLEY INC SPOKANE, WA 315B105FT14-000 DEFINED BENEFIT PENSION PLAN
LSN-Date J501285-03/30/2018
J501727-03/30/2018
J501287-03/30/2018
J501286-03/30/2018
J301418-03/30/2018
J501444-03/30/2018
J501488-03/30/2018
J501597-03/30/2018
J501455-03/30/2018
J501489-03/30/2018
WITHDRAWN
J201244-03/30/2018
J501456-03/30/2018
J501490-03/30/2018
NOT ISSUED YET
J201220-03/30/2018
J501288-03/30/2018
J501598-03/30/2018
J501477-03/30/2018
J501289-03/30/2018
J501707-03/30/2018
J501599-03/30/2018
J501642-03/30/2018
J501454-03/30/2018
J501493-03/30/2018
J201392-03/30/2018
J301419-03/30/2018
J301378-03/30/2018
J501478-03/30/2018
J501491-03/30/2018
J501773-03/30/2018
J501809-03/30/2018
Page 19
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type RAY QUINNEY & NEBEKER PC SALT LAKE CITY, UT 312B4670717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITHOUT PERMITTED DISPARITY RAY QUINNEY & NEBEKER PC SALT LAKE CITY, UT 312B4670717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN
WITH PERMITTED DISPARITY RAY QUINNEY & NEBEKER PC SALT LAKE CITY, UT 315B4670718-001 DEFINED BENEFIT PENSION PLAN
RAYMOND REEVES & STOUT MESA, AZ 315D712BH06-001 DEFINED BENEFIT PENSION PLAN
RAYMOND REEVES & STOUT MESA, AZ 315D712BH06-002 DEFINED BENEFIT PENSION PLAN
RC & ASSOCIATES CHICO, CA 312D686BF02-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
RED BANK PENSION SERVICES INC RED BANK, NJ 315A5880718-001 DEFINED BENEFIT PENSION PLAN
REDWOOD PENSIONS LLC SAN FRANCISCO, CA 315D771FT03-001 DEFINED BENEFIT PENSION PLAN
REDWOOD PENSIONS LLC SAN FRANCISCO, CA 315D771FT05-001 DEFINED BENEFIT PENSION PLAN
REDWOOD PENSIONS LLC SAN FRANCISCO, CA 315D771FT14-000 DEFINED BENEFIT PENSION PLAN
REHMANN FINANCIAL GROUP LLC SAGINAW, MI 315D856FT03-001 DEFINED BENEFIT PENSION PLAN
RETIREMENT ADMINISTRATION INC LOS ALTOS, CA 315A5850718-001 DEFINED BENEFIT PENSION PLAN
RETIREMENT PLAN ADMINISTRATIVE RICHMOND, VA 315A6320718-001 DEFINED BENEFIT PENSION PLAN SERVICE, LTD. RIFFKIND SCOTT & ASSOCIATES INC PALM DESERT, CA 315A629BH06-001 DEFINED BENEFIT PENSION PLAN
RITA KALRA & ASSOCIATES INC DBA BENEFIT NEWPORT BEACH, CA 312B8678504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN CONSULTING GROUP WITHOUT PERMITTED DISPARITY RITA KALRA & ASSOCIATES INC DBA BENEFIT NEWPORT BEACH, CA 313B8678504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION CONSULTING GROUP PLAN WITHOUT PERMITTED DISPARITY RITA KALRA & ASSOCIATES INC DBA BENEFIT HUNTINGTON BEACH, CA 315B8678516-001 DEFINED BENEFIT PENSION PLAN CONSULTING GROUP ROBERT W POWELL & ASSOCIATES INC HOUSTON, TX 315D884BH06-001 DEFINED BENEFIT PENSION PLAN
ROCKY MOUNTAIN EMPLOYEE BENEFITS INC SALT LAKE CITY, UT 315A628FT03-001 DEFINED BENEFIT PENSION PLAN
ROCKY MOUNTAIN EMPLOYEE BENEFITS INC SALT LAKE CITY, UT 315A628FT14-000 DEFINED BENEFIT PENSION PLAN
ROGERS WEALTH GROUP INC FORT WORTH, TX 315D885BH06-001 DEFINED BENEFIT PENSION PLAN
ROGERS WEALTH GROUP INC FORT WORTH, TX 315D885BH06-002 DEFINED BENEFIT PENSION PLAN
RUDD AND WISDOM INC AUSTIN, TX 315D1350001-000 DEFINED BENEFIT PENSION PLAN
RUDD AND WISDOM INC AUSTIN, TX 315D1350010-000 DEFINED BENEFIT PENSION PLAN
RYLEY CARLOCK & APPLEWHITE PHOENIX, AZ 312B2020717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
SAALFELD GRIGGS PC SALEM, OR 315D241BE12-000 DEFINED BENEFIT PENSION PLAN
SAGE PENSION RESOURCES INC WILMETTE, IL 315E045BH06-001 DEFINED BENEFIT PENSION PLAN
SAGE PENSION RESOURCES INC WILMETTE, IL 315E045BH06-002 DEFINED BENEFIT PENSION PLAN
SAKOFSKY & YEGELWEL PC ROCKVILLE CENTRE, NY 315D483FT14-000 DEFINED BENEFIT PENSION PLAN
SAN DIEGO PENSION CONSULTANTS INC SAN DIEGO, CA 315D1871909-000 DEFINED BENEFIT PENSION PLAN
SANTA BARBARA PENSION CONSULTANTS INCSANTA BARBARA, CA 315D472BH06-001 DEFINED BENEFIT PENSION PLAN
LSN-Date WITHDRAWN
J201245-03/30/2018
J501290-03/30/2018
J501600-03/30/2018
J501643-03/30/2018
WITHDRAWN
J501291-03/30/2018
J501774-03/30/2018
J501821-03/30/2018
J501810-03/30/2018
J501775-03/30/2018
J501318-03/30/2018
J501292-03/30/2018
J501601-03/30/2018
J201385-03/30/2018
J301402-03/30/2018
J501492-03/30/2018
J501602-03/30/2018
J501776-03/30/2018
J501811-03/30/2018
J501603-03/30/2018
J501644-03/30/2018
J501725-03/30/2018
J501724-03/30/2018
J201246-03/30/2018
J501185-03/30/2018
J501604-03/30/2018
J501645-03/30/2018
J501812-03/30/2018
NOT ISSUED YET
J501605-03/30/2018
Page 20
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor SANTA BARBARA PENSION CONSULTANTS INC
SBC BENEFIT CONSULTANTS INC
SBC BENEFIT CONSULTANTS INC
SBC BENEFIT CONSULTANTS INC
SBERA
SCHILLER'S PENISON CONSULTING
SCHWAB RETIREMENT PLAN SERVICES
SCOLARO FETTER GRIZANTI & MCGOUGH PC
SCOTT C OTERMAT & ASSOCIATES
SCOTT C OTERMAT & ASSOCIATES
SCOTT C OTERMAT & ASSOCIATES
SECURE ONE PENSION INC
SECURITY ADMINISTRATORS INC
SELECT PENSION SERVICES
SHAW & COMPANY
SHERMAN & HOWARD LLC
SHUTTS & BOWEN LLP
SHUTTS & BOWEN LLP
SIEGEL ACTUARIAL CONSULTING INC
SIEGEL ACTUARIAL CONSULTING INC
SIEGEL ACTUARIAL CONSULTING INC
SIEGEL ACTUARIAL CONSULTING INC
SIGNATURE BENEFIT SOLUTIONS INC
SLT PENSION CORPORATION
SOUTHERN ACTUARIAL SERVICES CO INC
SOUTHERN ACTUARIAL SERVICES CO INC
SOUTHERN ACTUARIAL SERVICES CO INC
SPECTRA ASSOCIATES INC
SPECTRA ASSOCIATES INC
SPECTRUM RETIREMENT SERVICES CORPORATION
City, State FFN Plan Type SANTA BARBARA, CA 315D472BH06-002 DEFINED BENEFIT PENSION PLAN
RUTHERFORD, NJ 315C147FT03-001 DEFINED BENEFIT PENSION PLAN
RUTHERFORD, NJ 315C147FT10-000 DEFINED BENEFIT PENSION PLAN
RUTHERFORD, NJ 315C147FT14-000 DEFINED BENEFIT PENSION PLAN
WOBURN, MA 315A2061909-000 DEFINED BENEFIT PENSION PLAN
BURLINGME, CA 315E039BE12-000 DEFINED BENEFIT PENSION PLAN
RICHFIELD, OH 315C0391909-000 DEFINED BENEFIT PENSION PLAN
SYRACUSE, NY 315E0250001-000 DEFINED BENEFIT PENSION PLAN
FREMONT, OH 312B2080717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
FREMONT, OH 312B2080717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
FREMONT, OH 315B2080718-001 DEFINED BENEFIT PENSION PLAN
SAN DIEGO, CA 315D9228514-001 DEFINED BENEFIT PENSION PLAN
BINGHAMTON, NY 315B2070718-001 DEFINED BENEFIT PENSION PLAN
DREXEL HILL, PA 315A7210718-001 DEFINED BENEFIT PENSION PLAN
MIAMI, FL 315A8800718-001 DEFINED BENEFIT PENSION PLAN
DENVER, CO 315A1418514-001 DEFINED BENEFIT PENSION PLAN
TAMPA, FL 315D888BH06-001 DEFINED BENEFIT PENSION PLAN
TAMPA, FL 315D888BH06-002 DEFINED BENEFIT PENSION PLAN
WARRENDALE, PA 313B4948504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
WARRENDALE, PA 313B4948504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
WARRENDALE, PA 315B4948514-001 DEFINED BENEFIT PENSION PLAN
WARRENDALE, PA 315B4948516-001 DEFINED BENEFIT PENSION PLAN
TAMPA, FL 315D5268516-001 DEFINED BENEFIT PENSION PLAN
LAGUNA BEACH, CA 313D9058504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
ATLANTA, GA 312A7650717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
ATLANTA, GA 312A7650717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
ATLANTA, GA 315A7650718-001 DEFINED BENEFIT PENSION PLAN
FEASTERVILLE, PA 313B5558504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
FEASTERVILLE, PA 313B5558504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
LEXINGTON, SC 315D657BH06-001 DEFINED BENEFIT PENSION PLAN
LSN-Date J501646-03/30/2018
J501777-03/30/2018
J501830-03/30/2018
J501813-03/30/2018
NOT ISSUED YET
J501186-03/30/2018
NOT ISSUED YET
J501714-03/30/2018
WITHDRAWN
J201211-03/30/2018
J501293-03/30/2018
J501479-03/30/2018
J501294-03/30/2018
J501295-03/30/2018
J501296-03/30/2018
J501480-03/30/2018
J501606-03/30/2018
J501647-03/30/2018
J301403-03/30/2018
J301371-03/30/2018
J501445-03/30/2018
J501494-03/30/2018
J501495-03/30/2018
J301404-03/30/2018
WITHDRAWN
J201212-03/30/2018
J501297-03/30/2018
J301405-03/30/2018
J301372-03/30/2018
J501607-03/30/2018
Page 21
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type SPECTRUM RETIREMENT SERVICES LEXINGTON, SC 315D657BH06-002 DEFINED BENEFIT PENSION PLAN CORPORATION STACK ELLMAKER & ASSOCIATES INC WATERFORD WORKS, NJ 315D824BE13-000 DEFINED BENEFIT PENSION PLAN
STANDARD RETIREMENT SERVICES INC PORTLAND, OR 31252880717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
STANDARD RETIREMENT SERVICES INC PORTLAND, OR 31252880717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
STANDARD RETIREMENT SERVICES INC PORTLAND, OR 31552880718-001 DEFINED BENEFIT PENSION PLAN
STEARNS, WEAVER, MILLER, WEISSLER, MIAMI, FL 315D889BH06-001 DEFINED BENEFIT PENSION PLAN ALHADEFF & SITTERSON PA STEARNS, WEAVER, MILLER, WEISSLER, MIAMI, FL 315D889BH06-002 DEFINED BENEFIT PENSION PLAN ALHADEFF & SITTERSON PA STEINHORN CONSULTING WALNUT CREEK, CA 315B1890718-001 DEFINED BENEFIT PENSION PLAN
STELLER PENSION CONSULTANTS INC SAN DIEGO, CA 315D5140718-001 DEFINED BENEFIT PENSION PLAN
SUMMIT BENEFIT & ACTUARIAL SERVICES INC EUGENE, OR 315D188FT03-001 DEFINED BENEFIT PENSION PLAN
SUMMIT BENEFIT & ACTUARIAL SERVICES INC EUGENE, OR 315D188FT14-000 DEFINED BENEFIT PENSION PLAN
SUMMIT FINANCIAL CORPORATION BURLINGTON, MA 315B069BH06-001 DEFINED BENEFIT PENSION PLAN
SUMMIT FINANCIAL CORPORATION BURLINGTON, MA 315B069BH07-001 DEFINED BENEFIT PENSION PLAN
SWERDLIN & COMPANY ATLANTA, GA 315A886FT11-001 DEFINED BENEFIT PENSION PLAN
T E LOTT & COMPANY COLUMBUS, MS 315B4978516-001 DEFINED BENEFIT PENSION PLAN
TD AMERITRADE TRUST COMPANY DENVER, CO 315D9170718-001 DEFINED BENEFIT PENSION PLAN
THE ANGELL PENSION GROUP INC EAST PROVIDENCE, RI 315B0760010-000 DEFINED BENEFIT PENSION PLAN
THE ANGELL PENSION GROUP INC EAST PROVIDENCE, RI 315B076FT03-001 DEFINED BENEFIT PENSION PLAN
THE ANGELL PENSION GROUP INC EAST PROVIDENCE, RI 315B076FT14-000 DEFINED BENEFIT PENSION PLAN
THE ELLISON COMPANY TORRANCE, CA 313B5458504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
THE KENNETH D ANDERSON COMPANY INC CONCORD, MA 315D931BH06-001 DEFINED BENEFIT PENSION PLAN
THE KENNETH D ANDERSON COMPANY INC CONCORD, MA 315D931BH06-002 DEFINED BENEFIT PENSION PLAN
THE MAYER BENEFITS ADVISORY LLC STAMFORD, CT 313D5198504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
THE MAYER BENEFITS ADVISORY LLC STAMFORD, CT 313D5198504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
THE MAYER BENEFITS ADVISORY LLC STAMFORD, CT 315D5198514-001 DEFINED BENEFIT PENSION PLAN
THE MAYER BENEFITS ADVISORY LLC STAMFORD, CT 315D5198516-001 DEFINED BENEFIT PENSION PLAN
THE PENSION PEOPLE INC SAN DIEGO, CA 315D2348514-001 DEFINED BENEFIT PENSION PLAN
THE PENSION SPECIALISTS LTD MACHESNEY PARK, IL 312B5118504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
THE PENSION SPECIALISTS LTD MACHESNEY PARK, IL 313B5118504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
THE PENSION SPECIALISTS LTD MACHESNEY PARK, IL 313B5118504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
LSN-Date J501648-03/30/2018
J501187-03/30/2018
WITHDRAWN
J201213-03/30/2018
J501298-03/30/2018
J501608-03/30/2018
J501649-03/30/2018
J501299-03/30/2018
J501300-03/30/2018
J501778-03/30/2018
J501814-03/30/2018
J501609-03/30/2018
J501700-03/30/2018
J501836-03/30/2018
J501496-03/30/2018
J501301-03/30/2018
J501729-03/30/2018
J501779-03/30/2018
J501815-03/30/2018
J301399-03/30/2018
J501610-03/30/2018
J501650-03/30/2018
J301414-03/30/2018
J301376-03/30/2018
J501431-03/30/2018
J501497-03/30/2018
J501438-03/30/2018
J201393-03/30/2018
J301421-03/30/2018
J301380-03/30/2018
Page 22
Start Date Entered: 02/01/2013 Master and Prototype (M&P) and Volume Submitter (VS) Plans End Date Entered: 10/30/2015
Defined Benefit
Report Run Date: 06/01/2018
Plan Sponsor City, State FFN Plan Type THE PENSION SPECIALISTS LTD MACHESNEY PARK, IL 315B5118514-001 DEFINED BENEFIT PENSION PLAN
THE PENSION SPECIALISTS LTD MACHESNEY PARK, IL 315B5118516-001 DEFINED BENEFIT PENSION PLAN
THE PENSION STUDIO WEST PALM BEACH, FL 315C183BH06-001 DEFINED BENEFIT PENSION PLAN
THE PENSION STUDIO WEST PALM BEACH, FL 315C183BH06-002 DEFINED BENEFIT PENSION PLAN
THE PENSION STUDIO WEST PALM BEACH, FL 315C183BH07-001 DEFINED BENEFIT PENSION PLAN
THE RAYMOND COMPANY PENSION SERVICESMESA, AZ 315D658BH06-001 DEFINED BENEFIT PENSION PLAN LLC THE RAYMOND COMPANY PENSION SERVICESMESA, AZ 315D658BH06-002 DEFINED BENEFIT PENSION PLAN LLC THE RETIREMENT PLAN COMPANY LLC BRENTWOOD, TN 315C2080718-001 DEFINED BENEFIT PENSION PLAN
THE SENEX GROUP WOODLAND HILLS, CA 315B2060718-001 DEFINED BENEFIT PENSION PLAN
THE SUMMIT GROUP INC OKLAHOMA CITY, OK 315A8810718-001 DEFINED BENEFIT PENSION PLAN
THE WAGNER LAW GROUP, A PROFESSIONAL BOSTON, MA 315D9650002-000 DEFINED BENEFIT PENSION PLAN CORPORATION THE WOLF PENSION GROUP LLC MINEOLA, NY 315A705BE12-000 DEFINED BENEFIT PENSION PLAN
THOMAS F BARRETT INC BETHESDA, MD 315E041BE12-000 DEFINED BENEFIT PENSION PLAN
THORSON BARNETT & MCDONALD PC SEATTLE, WA 315A7610718-001 DEFINED BENEFIT PENSION PLAN
TLC PENSION CONSULTING INC MELVILLE, NY 312E0188504-003 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
TLC PENSION CONSULTING INC MELVILLE, NY 313E0188504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
TLC PENSION CONSULTING INC MELVILLE, NY 313E0188504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
TLC PENSION CONSULTING INC MELVILLE, NY 315E0188514-001 DEFINED BENEFIT PENSION PLAN
TLC PENSION CONSULTING INC MELVILLE, NY 315E0188516-001 DEFINED BENEFIT PENSION PLAN
TRINITY PENSION CONSULTANTS INC COPLEY, OH 315D695BH06-001 DEFINED BENEFIT PENSION PLAN
TRINITY PENSION CONSULTANTS INC COPLEY, OH 315D695BH06-002 DEFINED BENEFIT PENSION PLAN
TROMBINO PENSION ADMINISTRATORS INC TEMECULA, CA 315A504FT03-001 DEFINED BENEFIT PENSION PLAN
TROMBINO PENSION ADMINISTRATORS INC TEMECULA, CA 315A504FT14-000 DEFINED BENEFIT PENSION PLAN
TSC INC EDINA, MN 313B5368504-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
TSC INC EDINA, MN 313B5368504-002 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
TSC INC EDINA, MN 315B536FT05-001 DEFINED BENEFIT PENSION PLAN
TSP ASSOCIATES INC BURBANK, CA 315D6658514-001 DEFINED BENEFIT PENSION PLAN
TSP ASSOCIATES INC BURBANK, CA 315D6658516-001 DEFINED BENEFIT PENSION PLAN
TURTURRO PENSION CONSULTING INC EAST SETAUKET, NY 315E040BE12-000 DEFINED BENEFIT PENSION PLAN
UBS FINANCIAL SERVICES INC WEEHAWKEN, NJ 31245680717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
UBS FINANCIAL SERVICES INC WEEHAWKEN, NJ 31245680717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN
LSN-Date J501441-03/30/2018
J501498-03/30/2018
J501611-03/30/2018
J501651-03/30/2018
J501701-03/30/2018
J501612-03/30/2018
J501652-03/30/2018
J501302-03/30/2018
J501303-03/30/2018
J501304-03/30/2018
J501713-03/30/2018
J501189-03/30/2018
J501190-03/30/2018
J501305-03/30/2018
J201394-03/30/2018
J301422-03/30/2018
J301381-03/30/2018
J501446-03/30/2018
J501499-03/30/2018
J501613-03/30/2018
J501653-03/30/2018
J501780-03/30/2018
J501816-03/30/2018
J301420-03/30/2018
J301379-03/30/2018
J501820-03/30/2018
J501447-03/30/2018
J501500-03/30/2018
J501188-03/30/2018
WITHDRAWN
J201214-03/30/2018
Page 23
Start Date Entered: 02/01/2013
End Date Entered: 10/30/2015
Plan Sponsor
UNITED BENEFIT PENSIONS INC
UNITED RETIREMENT INC
UNITED RETIREMENT INC
VACCARRO & PRISCO LLP
VIRGINIA BANKERS ASSOCIATION BENEFITS CORP VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY WALDHEGER COYNE CO LPA
WARNER NORCROSS & JUDD LLP
WEBER FINANCIAL SERVICES INC
WILLIAM S JACOBS ASSOCIATES INC
WILLIAMS COULSON
WILLIAMS COULSON
WILLIAMS PARKER HARRISON DIETZ & GETZEN WILLIAMS PARKER HARRISON DIETZ & GETZEN WINDES & MCCLAUGHRY ACCOUNTING CORPORATION WINDES & MCCLAUGHRY ACCOUNTING CORPORATION WITHERS BERGMAN LLP
WY ASSOCIATES INC
YAP & LITTLE INC CERTIFIED PUBLIC ACCOUNTANTS ZACARIAS ACTUARIAL CONSULTANTS INC
ZACARIAS ACTUARIAL CONSULTANTS INC
Total: 730
Master and Prototype (M&P) and Volume Submitter (VS) Plans
Defined Benefit
Report Run Date: 06/01/2018
City, State FFN Plan Type WITH PERMITTED DISPARITY
MELVILLE, NY 315D9028516-001 DEFINED BENEFIT PENSION PLAN
HARRISBURG, PA 315D734BH06-001 DEFINED BENEFIT PENSION PLAN
HARRISBURG, PA 315D734BH06-002 DEFINED BENEFIT PENSION PLAN
HAUPPAUGE, NY 315D1491909-000 DEFINED BENEFIT PENSION PLAN
GLEN ALLEN, VA 31358490004-001 NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
WINDSOR, CT 312C0520717-001 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY
WINDSOR, CT 312C0520717-002 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
CLEVELAND, OH 315A2610002-000 DEFINED BENEFIT PENSION PLAN
GRAND RAPIDS, MI 31599080008-000 DEFINED BENEFIT PENSION PLAN
EL SEGUNDO, CA 315B5188514-001 DEFINED BENEFIT PENSION PLAN
OYSTER BAY, NY 315B1190718-001 DEFINED BENEFIT PENSION PLAN
PITTSBURGH, PA 315D151FT03-001 DEFINED BENEFIT PENSION PLAN
PITTSBURGH, PA 315D151FT14-000 DEFINED BENEFIT PENSION PLAN
SARASOTA, FL 315E021BH06-001 DEFINED BENEFIT PENSION PLAN
SARASOTA, FL 315E021BH06-002 DEFINED BENEFIT PENSION PLAN
LONG BEACH, CA 315D190FT03-001 DEFINED BENEFIT PENSION PLAN
LONG BEACH, CA 315D190FT14-000 DEFINED BENEFIT PENSION PLAN
NEW HAVEN, CT 315A2320005-000 DEFINED BENEFIT PENSION PLAN
SAN FRANCISCO, CA 315B6801909-000 DEFINED BENEFIT PENSION PLAN
CYPRESS, CA 312A3900717-2 STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY
BRENTWOOD, CA 315A725BH06-001 DEFINED BENEFIT PENSION PLAN
BRENTWOOD, CA 315A725BH06-002 DEFINED BENEFIT PENSION PLAN
LSN-Date
J501501-03/30/2018
J501614-03/30/2018
J501654-03/30/2018
NOT ISSUED YET
J301702-03/30/2018
WITHDRAWN
J201248-03/30/2018
J501711-03/30/2018
J501705-03/30/2018
J501448-03/30/2018
J501306-03/30/2018
J501781-03/30/2018
J501817-03/30/2018
J501615-03/30/2018
J501655-03/30/2018
J501782-03/30/2018
J501818-03/30/2018
J501837-03/30/2018
NOT ISSUED YET
J201221-03/30/2018
J501616-03/30/2018
J501656-03/30/2018
Page 24