master and prototype and volume submitter (vs) plans · 2018-06-04 · master and prototype...

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


Defined Benefit


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



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


Defined Benefit


Plan Sponsor ASSOCIATED BENEFIT PLANNERS LTD

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






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












NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY DEFINED BENEFIT PENSION PLAN





NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY 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


Defined Benefit


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



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























STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY 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


Defined Benefit


Plan Sponsor CASE LOMBARDI & PETTIT

CAVANAUGH BENEFIT CONSULTANTS

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



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














STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY 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


Defined Benefit


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


Defined Benefit


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



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


Defined Benefit


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



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




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





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


NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY 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


Defined Benefit


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




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


Defined Benefit


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



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



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


Defined Benefit


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


Defined Benefit


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



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


























STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY STANDARDIZED DEFINED BENEFIT PENSION PLAN WITHOUT PERMITTED DISPARITY 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


Defined Benefit


Plan Sponsor LIDEN NESTLE SOLED & ASSOCIATES INC

LIMESTONE PENSION ASSOCIATES LLC

LOCKE LORD LLP

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 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




























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


Defined Benefit


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



NEVADA PENSION ADMINISTRATORS & CONSULANTS INC NEWPORT GROUP 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




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









NON-STANDARDIZED DEFINED BENEFIT PENSION PLAN WITH PERMITTED DISPARITY 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


Defined Benefit


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















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





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


Defined Benefit


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


Defined Benefit


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


Defined Benefit


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


Defined Benefit


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


Defined Benefit


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



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


Defined Benefit


Plan Sponsor SANTA BARBARA PENSION CONSULTANTS INC

SBC BENEFIT CONSULTANTS INC



SBERA

SCHILLER'S PENISON CONSULTING

SCHWAB RETIREMENT PLAN SERVICES

SCOLARO FETTER GRIZANTI & MCGOUGH PC

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




SIGNATURE BENEFIT SOLUTIONS INC

SLT PENSION CORPORATION

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



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


Defined Benefit


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


Defined Benefit


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 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

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


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

master and prototype and volume submitter (vs) plans · 2018-06-04 · master and prototype...

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