Service Provider
EXPRESS SCRIPTS, INC.
56 companies • 64 plans • 185 filings • Latest year 2024
Company Profile • 22-3461740Service providerAppraisalAuditingContract administrationCustodialOther servicesRecordkeepingService code 31Service code 38Service code 49Service code 53Service code 55Service code 56Service code 62Service code 64Service code 99Trustee
Total Direct Compensation
$139,364,778
0.11% of tracked asset basis
Tracked Asset Basis
$124,260,981,093
Companies
56
Companies
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2024 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Appraisal • Auditing | $5,357,334 | - | - | View filing |
| 2024 | Joint Plan Committee | The Railroad Employees National Health & Welfare Plan | Service provider | Appraisal • Auditing • Service code 99 | $4,412,390 | 0.85% | $521,865,298 | View filing |
| 2024 | Governing Committee | National Railway Carriers and United Transportation Union Health & Welfare Plan | Service provider | Appraisal • Auditing • Service code 99 | $1,941,832 | 0.59% | $331,086,686 | View filing |
| 2024 | Governing Committee | National Railway Carriers and United Transportation Union Health & Welfare Plan | Service provider | Appraisal • Auditing • Service code 99 | $1,941,832 | 0.59% | $331,086,686 | View filing |
| 2024 | Auto Club Insurance Association | The Auto Club Group Medical Care Plan | Service provider | Appraisal • Auditing | $1,556,980 | - | - | View filing |
| 2024 | Joint Board of Trustees of Wisconsin Carpenters Health Fund | Wisconsin Carpenters Health Fund | Service provider | Appraisal • Other services | $1,203,241 | 0.91% | $132,407,129 | View filing |
| 2024 | Ibew Local 25 Health and Benefit Fund | Ibew Local 25 Health and Benefit Fund | Service provider | Appraisal • Other services | $135,925 | 0.17% | $79,595,828 | View filing |
| 2024 | National Auto Sprinkler Welfare Fund Joint Board of Trustees | National Automatic Sprinkler Industry Welfare Fund | Service provider | Appraisal | $16,959 | 0.00% | $758,780,209 | View filing |
| 2024 | Pacific Gas and Electric Company | Group Life Insurance and Long-Term Disability Plan | Service provider | Auditing • Other services | $13,315 | 0.01% | $153,164,242 | View filing |
| 2024 | Mantech International | Mantech Health & Welfare Plan | Service provider | Appraisal | $6,347 | 2.02% | $313,786 | View filing |
| 2023 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Auditing | $5,150,918 | - | - | View filing |
| 2023 | Auto Club Insurance Association | The Auto Club Group Medical Care Plan | Service provider | Appraisal • Auditing | $1,745,490 | - | - | View filing |
| 2023 | Joint Board of Trustees of Wisconsin Carpenters Health Fund | Wisconsin Carpenters Health Fund | Service provider | Appraisal • Other services | $1,365,051 | 0.99% | $137,683,870 | View filing |
| 2023 | Ibew Local 25 Health and Benefit Fund | Ibew Local 25 Health and Benefit Fund | Service provider | Appraisal • Other services • Service code 99 | $576,714 | 0.78% | $73,917,995 | View filing |
| 2023 | National Auto Sprinkler Welfare Fund Joint Board of Trustees | National Automatic Sprinkler Industry Welfare Fund | Service provider | Appraisal • Service code 53 | $494,826 | 0.07% | $723,736,255 | View filing |
| 2023 | AMERICAN EECTRIC POWER SERVICE CORPORATION | American Electric Power System Comprehensive Medical Plan | Service provider | Appraisal • Auditing • Other services | $203,454 | 0.02% | $1,253,258,111 | View filing |
| 2023 | CSRA INC. | Group Insurance & Health Benefits for General Dynamics Land Systems Bargaining Employees | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $127,600 | 0.05% | $256,090,088 | View filing |
| 2023 | Board of Trustees, Construction & General Laborers 190 Welfare Fund | Construction & General Laborers Local No. 190 Welfare Fund | Service provider | Appraisal | $53,245 | 0.31% | $17,234,874 | View filing |
| 2023 | Pacific Gas and Electric Company | Pacific Gas and Electric Company Retirement Plan | Service provider | Auditing • Other services | $31,948 | 0.00% | $20,270,217,755 | View filing |
| 2023 | Pacific Gas and Electric Company | Group Life Insurance and Long-Term Disability Plan | Service provider | Auditing • Other services | $23,187 | 0.01% | $154,754,567 | View filing |
| 2022 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Auditing | $3,373,606 | - | - | View filing |
| 2022 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Auditing | $3,373,606 | - | - | View filing |
| 2022 | Joint Board of Trustees, Southwest Carpenters Health and Welfare Trus | Southwest Carpenters Health and Welfare Trust Fund | Service provider | Appraisal | $2,346,882 | 0.37% | $642,969,969 | View filing |
| 2022 | Auto Club Insurance Association | The Auto Club Group Medical Care Plan | Service provider | Appraisal • Auditing | $902,579 | - | - | View filing |
| 2022 | Joint Board of Trustees of Wisconsin Carpenters Health Fund | Wisconsin Carpenters Health Fund | Service provider | Appraisal • Other services | $882,716 | 0.58% | $152,412,088 | View filing |
| 2022 | National Auto Sprinkler Welfare Fund Joint Board of Trustees | National Automatic Sprinkler Industry Welfare Fund | Service provider | Appraisal • Auditing • Service code 99 | $739,782 | 0.10% | $720,526,116 | View filing |
| 2022 | Board of Trustees of Plumbers Pipe Fitters and Mechanical Equipment Ser | Plumbers Pipe Fitters and Mechanical Equipment Service Local Union No 392 Health and Welfare Plan | Service provider | - | $300,622 | 1.10% | $27,278,843 | View filing |
| 2022 | Cta Employees H&W Benefits Trust | Cta Employees Health & Welfare Benefits Trust | Service provider | Appraisal • Other services | $219,608 | 1.02% | $21,443,993 | View filing |
| 2022 | CSRA INC. | Group Insurance & Health Benefits for General Dynamics Land Systems Bargaining Employees | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $149,162 | 0.05% | $277,844,917 | View filing |
| 2022 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Auditing | $146,629 | - | - | View filing |
| 2022 | Pacific Gas and Electric Company | Group Life Insurance and Long-Term Disability Plan | Service provider | Auditing • Other services | $20,839 | 0.01% | $149,847,199 | View filing |
| 2022 | Board of Trustees, Construction & General Laborers 190 Welfare Fund | Construction & General Laborers Local No. 190 Welfare Fund | Service provider | Appraisal | $18,538 | 0.10% | $17,693,772 | View filing |
| 2021 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Auditing | $2,191,207 | - | - | View filing |
| 2021 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Auditing | $2,191,207 | - | - | View filing |
| 2021 | Joint Board of Trustees, Southwest Carpenters Health and Welfare Trus | Southwest Carpenters Health and Welfare Trust Fund | Service provider | Appraisal | $872,245 | 0.14% | $614,603,680 | View filing |
| 2021 | Pacific Gas and Electric Company | Postretirement Medical Plan Trust - Non-Management Employees and Retirees | Service provider | Auditing • Other services | $478,008 | 0.02% | $2,404,240,325 | View filing |
| 2021 | Joint Board of Trustees of Wisconsin Carpenters Health Fund | Wisconsin Carpenters Health Fund | Service provider | Appraisal • Other services | $458,974 | 0.26% | $178,875,168 | View filing |
| 2021 | Maritz Inc N Wholly Owned Subsidiaries | Maritz Inc Employee Health Care and Vaction Pay Plan | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $345,995 | - | - | View filing |
| 2021 | Auto Club Insurance Association | The Auto Club Group Medical Care Plan | Service provider | Appraisal • Auditing | $282,314 | - | - | View filing |
| 2021 | Auto Club Insurance Association | The Auto Club Group Medical Care Plan | Service provider | Appraisal • Auditing | $282,314 | - | - | View filing |
| 2021 | Cta Employees H&W Benefits Trust | Cta Employees Health & Welfare Benefits Trust | Service provider | Appraisal • Other services | $219,911 | 0.88% | $25,033,838 | View filing |
| 2021 | BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA - PRODUCER HEALTH PLAN | Directors Guild of America - Producer Health Plan | Service provider | Appraisal | $204,517 | 0.05% | $411,737,058 | View filing |
| 2021 | Bryan Cave LLP | Bryan Cave LLP Welfare Benefit Plan | Service provider | - | $183,925 | - | - | View filing |
| 2021 | CSRA INC. | Group Insurance & Health Benefits for General Dynamics Land Systems Bargaining Employees | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $159,716 | 0.06% | $288,686,489 | View filing |
| 2021 | Board of Trustees, Western Teamsters Welfare Trust | Western Teamsters Welfare Trust | Service provider | Appraisal • Other services | $89,900 | 0.05% | $182,566,335 | View filing |
| 2021 | Pacific Gas and Electric Company | Pacific Gas and Electric Company Retirement Plan | Service provider | Auditing • Other services | $45,525 | 0.00% | $22,006,269,836 | View filing |
| 2021 | Agua Caliente Band of Cahuilla | Agua Caliente Flexible Benefits Plan | Service provider | Appraisal • Auditing | $38,014 | - | - | View filing |
| 2021 | Intel Corporation | Intel Corporation Retiree Medical Plan | Service provider | Appraisal • Other services | $25,708 | 0.00% | $660,997,090 | View filing |
| 2021 | Pacific Gas and Electric Company | Group Life Insurance and Long-Term Disability Plan | Service provider | Auditing • Other services | $23,378 | 0.01% | $164,353,803 | View filing |
| 2021 | Board of Trustees, Construction & General Laborers 190 Welfare Fund | Construction & General Laborers Local No. 190 Welfare Fund | Service provider | Appraisal | $22,716 | 0.11% | $20,404,379 | View filing |
| 2021 | CSRA INC. | Group Insurance & Health Benefits for Salaried Non-Bargaining Employees of General Dynamics Land Systems | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $15,018 | 0.04% | $34,202,506 | View filing |
| 2020 | True Value Company | True Value Company Disability Income and Health Plan | Service provider | Auditing | $4,043,218 | - | - | View filing |
| 2020 | Exel | Supply Chain Group Benefit Plan | Service provider | Appraisal • Auditing | $2,403,576 | - | - | View filing |
| 2020 | SUMMIT MATERIALS | Summit Materials LLC. Health and Welfare Plan | Service provider | Appraisal • Auditing | $1,467,050 | - | - | View filing |
| 2020 | SUMMIT MATERIALS | Summit Materials LLC. Health and Welfare Plan | Service provider | Appraisal • Auditing | $1,467,050 | - | - | View filing |
| 2020 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Auditing | $1,140,452 | - | - | View filing |
| 2020 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Auditing | $1,140,452 | - | - | View filing |
| 2020 | BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA - PRODUCER HEALTH PLAN | Directors Guild of America - Producer Health Plan | Service provider | Appraisal | $332,792 | 0.09% | $381,237,316 | View filing |
| 2020 | Auto Club Insurance Association | The Auto Club Group Medical Care Plan | Service provider | Appraisal • Auditing | $294,725 | - | - | View filing |
| 2020 | Maritz Inc N Wholly Owned Subsidiaries | Maritz Inc Employee Health Care and Vaction Pay Plan | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $240,667 | - | - | View filing |
| 2020 | Pacific Gas and Electric Company | Postretirement Medical Plan Trust - Non-Management Employees and Retirees | Service provider | Auditing • Other services | $226,999 | 0.01% | $2,285,997,138 | View filing |
| 2020 | Board of Trustees, Western Teamsters Welfare Trust | Western Teamsters Welfare Trust | Service provider | Appraisal • Other services | $195,374 | 0.11% | $182,896,926 | View filing |
| 2020 | Cta Employees H&W Benefits Trust | Cta Employees Health & Welfare Benefits Trust | Service provider | Appraisal • Other services | $186,486 | 0.70% | $26,636,873 | View filing |
| 2020 | CSRA INC. | Group Insurance & Health Benefits for General Dynamics Land Systems Bargaining Employees | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $173,975 | 0.07% | $257,911,972 | View filing |
| 2020 | Pacific Gas and Electric Company | Pacific Gas and Electric Company Retirement Plan | Service provider | Auditing • Other services | $31,948 | 0.00% | $20,270,217,755 | View filing |
| 2020 | Board of Trustees of the Local 807 Labor-Management Health Fund | Local 807 Labor-Management Health Fund | Service provider | Appraisal • Other services • Service code 99 | $24,253 | 0.03% | $76,565,825 | View filing |
| 2020 | Pacific Gas and Electric Company | Group Life Insurance and Long-Term Disability Plan | Service provider | Auditing • Other services | $17,072 | 0.01% | $170,667,292 | View filing |
| 2020 | Board of Trustees, Construction & General Laborers 190 Welfare Fund | Construction & General Laborers Local No. 190 Welfare Fund | Service provider | Appraisal | $16,588 | 0.08% | $21,501,963 | View filing |
| 2020 | Bricklayers & Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Bricklayers&Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Service provider | Appraisal • Auditing | $16,542 | 0.12% | $13,775,262 | View filing |
| 2019 | True Value Company | True Value Company Disability Income and Health Plan | Service provider | Appraisal | $4,473,261 | - | - | View filing |
| 2019 | Exel | Supply Chain Group Benefit Plan | Service provider | Appraisal • Auditing | $2,202,726 | - | - | View filing |
| 2019 | Auto Club Insurance Association | The Auto Club Group Medical Care Plan | Service provider | Appraisal • Auditing | $363,922 | - | - | View filing |
| 2019 | Pacific Gas and Electric Company | Postretirement Medical Plan Trust - Non-Management Employees and Retirees | Service provider | Auditing • Other services | $309,342 | 0.02% | $2,014,630,631 | View filing |
| 2019 | CSRA INC. | Group Insurance & Health Benefits for General Dynamics Land Systems Bargaining Employees | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $198,432 | 0.09% | $226,834,911 | View filing |
| 2019 | Maritz Inc N Wholly Owned Subsidiaries | Maritz Inc Employee Health Care and Vaction Pay Plan | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $163,541 | - | - | View filing |
| 2019 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Auditing | $146,629 | - | - | View filing |
| 2019 | CSRA INC. | Freeman United Coal Mining Company Benefit Plan for Umwa Represented Employees | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $51,385 | 0.06% | $81,540,715 | View filing |
| 2019 | Science Applications International Corporation (Saic) | Science Applications International Corporation Health and Welfare Benefits Plan | Service provider | Appraisal • Auditing • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $39,777 | 0.53% | $7,458,488 | View filing |
| 2019 | CSRA INC. | Group Insurance & Health Benefits for Salaried Non-Bargaining Employees of General Dynamics Land Systems | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $21,264 | 0.08% | $27,610,261 | View filing |
| 2019 | Pacific Gas and Electric Company | Group Life Insurance and Long-Term Disability Plan | Service provider | Auditing • Other services | $19,623 | 0.01% | $165,684,802 | View filing |
| 2019 | Bricklayers & Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Bricklayers&Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Service provider | Appraisal • Auditing | $17,680 | 0.13% | $14,055,589 | View filing |
| 2019 | Teamsters Local 671 Health Services and Insurance Plan | Teamsters Local 671 Health Services and Insurance Plan | Service provider | Auditing • Other services | $16,480 | 0.03% | $57,204,243 | View filing |
| 2019 | Northern New England Benefit Trust DBA Allegiant Care | Northern New England Benefit Trust DBA Allegiant Care | Service provider | Appraisal • Auditing | $15,280 | 0.01% | $238,516,866 | View filing |
| 2019 | Board of Trustees of the Local 807 Labor-Management Health Fund | Local 807 Labor-Management Health Fund | Service provider | Appraisal • Other services • Service code 99 | $14,824 | 0.02% | $73,425,346 | View filing |
| 2019 | Automobile Club of So California | Club Retiree Medical & Dental Plan | Service provider | Appraisal • Auditing | $3,909 | 0.01% | $60,593,339 | View filing |
| 2019 | James Hardie Building Products Inc. | James Hardie Building Products Inc. Health and Welfare Plan | Service provider | Appraisal • Auditing | - | - | - | View filing |
| 2018 | James Hardie Building Products Inc. | James Hardie Building Products Inc. Health and Welfare Plan | Service provider | Appraisal • Auditing | $7,036,372 | - | - | View filing |
| 2018 | Exel | Supply Chain Group Benefit Plan | Service provider | Appraisal • Auditing | $1,627,882 | - | - | View filing |
| 2018 | Magna International of America Inc | Magna International of America Inc Consolidated Plan 1 Employee Welfare Benefit Plan | Service provider | Appraisal • Auditing • Contract administration • Custodial • Service code 99 • Trustee | $1,400,491 | - | - | View filing |
| 2018 | Auto Club Insurance Association | The Auto Club Group Medical Care Plan | Service provider | Appraisal • Auditing | $396,911 | - | - | View filing |
| 2018 | Science Applications International Corporation (Saic) | Science Applications International Corporation Health and Welfare Benefits Plan | Service provider | Appraisal • Other services | $323,774 | 4.45% | $7,282,278 | View filing |
| 2018 | Automobile Club of So California | Club Medical and Dental Plan | Service provider | Appraisal • Auditing | $269,358 | - | - | View filing |
| 2018 | CSRA INC. | Group Insurance & Health Benefits for General Dynamics Land Systems Bargaining Employees | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $232,427 | 0.11% | $220,789,533 | View filing |
| 2018 | Teamsters Local 671 Health Services and Insurance Plan | Teamsters Local 671 Health Services and Insurance Plan | Service provider | Auditing • Other services | $34,220 | 0.06% | $55,735,516 | View filing |
| 2018 | CSRA INC. | Group Insurance & Health Benefits for Salaried Non-Bargaining Employees of General Dynamics Land Systems | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $26,466 | 0.09% | $28,361,458 | View filing |
| 2018 | Board of Trustees of the Local 807 Labor-Management Health Fund | Local 807 Labor-Management Health Fund | Service provider | Appraisal • Other services • Service code 99 | $16,795 | 0.02% | $67,855,535 | View filing |
| 2018 | Bricklayers & Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Bricklayers&Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Service provider | Appraisal • Auditing | $14,196 | 0.09% | $15,395,126 | View filing |
| 2018 | Northern New England Benefit Trust DBA Allegiant Care | Northern New England Benefit Trust DBA Allegiant Care | Service provider | Appraisal • Auditing | $9,856 | 0.00% | $201,183,324 | View filing |
| 2018 | CSRA INC. | Gulfstream Aerospace Corporation Post Retirement Medical Care Plan | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $7,445 | 0.03% | $28,360,714 | View filing |
| 2017 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Medical Expense Plan for Retired Employees | Service provider | Auditing • Other services | $1,780,724 | 0.32% | $559,261,500 | View filing |
| 2017 | Exel | Supply Chain Group Benefit Plan | Service provider | Appraisal • Auditing | $1,173,498 | - | - | View filing |
| 2017 | Magna International of America Inc | Magna International of America Inc Consolidated Plan 1 Employee Welfare Benefit Plan | Service provider | Appraisal • Auditing • Contract administration • Custodial • Service code 99 • Trustee | $1,164,383 | - | - | View filing |
| 2017 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Pension Plan | Service provider | Auditing • Other services | $1,153,614 | 0.02% | $5,756,518,000 | View filing |
| 2017 | ACOSTA SALES AND MARKETING COMPANY | Acosta Health and Welfare Plan | Service provider | Appraisal • Auditing • Other services • Service code 38 • Service code 49 | $431,228 | - | - | View filing |
| 2017 | CSRA INC. | Group Insurance & Health Benefits for General Dynamics Land Systems Bargaining Employees | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $238,327 | 0.11% | $222,715,219 | View filing |
| 2017 | Maritz Inc N Wholly Owned Subsidiaries | Maritz Inc Employee Health Care and Vaction Pay Plan | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $131,531 | 20.30% | $648,043 | View filing |
| 2017 | CSRA INC. | Group Insurance & Health Benefits for Salaried Non-Bargaining Employees of General Dynamics Land Systems | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $28,937 | 0.10% | $29,855,552 | View filing |
| 2017 | Board of Trustees of the Local 807 Labor-Management Health Fund | Local 807 Labor-Management Health Fund | Service provider | Appraisal • Other services • Service code 99 | $17,619 | 0.03% | $62,484,140 | View filing |
| 2017 | Bricklayers & Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Bricklayers&Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Service provider | Appraisal • Auditing | $13,058 | 0.08% | $16,010,150 | View filing |
| 2017 | District 1199J New Jersey Health Care Employers Benefit Fund | District 1199J New Jersey Health Care Employers Benefit Fund | Service provider | Auditing • Other services | $12,496 | 0.06% | $19,283,760 | View filing |
| 2017 | Northern New England Benefit Trust DBA Allegiant Care | Northern New England Benefit Trust DBA Allegiant Care | Service provider | Appraisal • Auditing | $9,632 | 0.01% | $184,362,509 | View filing |
| 2017 | CSRA INC. | Gulfstream Aerospace Corporation Post Retirement Medical Care Plan | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $8,320 | 0.03% | $29,163,720 | View filing |
| 2017 | CSRA INC. | Gulfstream Aerospace Corporation Post Retirement Medical Care Plan | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 38 • Service code 49 • Service code 64 | $8,320 | 0.03% | $29,163,720 | View filing |
| 2016 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Medical Expense Plan for Retired Employees | Service provider | Auditing • Other services | $1,905,036 | 0.34% | $561,073,000 | View filing |
| 2016 | Exel | Supply Chain Group Benefit Plan | Service provider | Appraisal • Auditing • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $1,173,210 | - | - | View filing |
| 2016 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Pension Plan | Service provider | Auditing • Other services | $1,153,019 | 0.02% | $5,868,785,500 | View filing |
| 2016 | Board of Trustees of Nycdcc Welfare Fund | New York City District Council of Carpenters Welfare Fund | Service provider | Appraisal • Auditing • Other services | $973,039 | 0.15% | $657,405,854 | View filing |
| 2016 | Magna International of America Inc | Magna International of America Inc Consolidated Plan 1 Employee Welfare Benefit Plan | Service provider | Appraisal • Auditing • Contract administration • Custodial • Service code 99 • Trustee | $715,577 | - | - | View filing |
| 2016 | Board of Directors, Motion Picture Industry Health Plan | Motion Picture Industry Health Plan | Service provider | Appraisal | $646,648 | 0.06% | $1,139,387,367 | View filing |
| 2016 | ACOSTA SALES AND MARKETING COMPANY | Acosta Health and Welfare Plan | Service provider | Appraisal • Auditing • Other services • Service code 38 • Service code 49 | $379,987 | - | - | View filing |
| 2016 | District 1199J New Jersey Health Care Employers Benefit Fund | District 1199J New Jersey Health Care Employers Benefit Fund | Service provider | Auditing • Other services | $268,347 | 1.26% | $21,263,435 | View filing |
| 2016 | Maritz Inc N Wholly Owned Subsidiaries | Maritz Inc Employee Health Care and Vaction Pay Plan | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $123,694 | 12.37% | $1,000,040 | View filing |
| 2016 | Board of Trustees - Northeast Carpenters Health Fund - Hra | Northeast Carpenters Health Fund - Ny | Service provider | Appraisal • Auditing • Other services | $100,924 | 0.03% | $339,569,283 | View filing |
| 2016 | Massachusetts State Carpenters Health Benefits Fund | Massachusetts State Carpenters Health Benefits Fund | Service provider | Appraisal • Auditing | $95,980 | 0.04% | $244,410,650 | View filing |
| 2016 | Constellation Brands Inc. | Constellation Brands Inc. Health and Welfare Plan | Service provider | Appraisal | $72,552 | 2.02% | $3,586,153 | View filing |
| 2016 | Teamsters Local 671 Health Services and Insurance Plan | Teamsters Local 671 Health Services and Insurance Plan | Service provider | Appraisal • Auditing • Other services | $62,219 | 0.12% | $50,134,119 | View filing |
| 2016 | Board of Trustees of the Local 807 Labor-Management Health Fund | Local 807 Labor-Management Health Fund | Service provider | Appraisal • Auditing • Other services • Service code 99 | $18,153 | 0.03% | $59,915,942 | View filing |
| 2016 | Bricklayers & Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Bricklayers&Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Service provider | Appraisal • Auditing | $10,135 | 0.06% | $15,852,863 | View filing |
| 2016 | Board of Trustees - Meba Medical and Benefits Plan | Meba Medical and Benefits Plan | Service provider | Appraisal • Other services | $5,395 | 0.01% | $80,409,811 | View filing |
| 2015 | Magna International of America Inc | Magna International of America Inc Consolidated Plan 1 Employee Welfare Benefit Plan | Service provider | Appraisal • Auditing • Contract administration • Custodial • Recordkeeping • Service code 53 • Service code 55 • Service code 56 • Service code 99 • Trustee | $29,622,421 | - | - | View filing |
| 2015 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Pension Plan | Service provider | Auditing • Other services | $1,020,116 | 0.01% | $8,623,751,500 | View filing |
| 2015 | Board of Trustees, Wciw-Toc Health and Welfare Plan | Wciw-Toc Health and Welfare Plan | Service provider | Appraisal • Custodial | $785,986 | 0.67% | $116,552,339 | View filing |
| 2015 | Exel | Supply Chain Group Benefit Plan | Service provider | Appraisal • Auditing • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $778,662 | - | - | View filing |
| 2015 | THERMO ELECTRON CORPORATION | Thermo Electron Group Insurance Plan | Service provider | Appraisal • Auditing | $668,838 | - | - | View filing |
| 2015 | Board of Directors, Motion Picture Industry Health Plan | Motion Picture Industry Health Plan | Service provider | Appraisal | $515,940 | 0.05% | $1,036,220,417 | View filing |
| 2015 | Board of Directors, Motion Picture Industry Health Plan | Motion Picture Industry Health Plan | Service provider | Appraisal | $515,940 | 0.05% | $1,036,220,417 | View filing |
| 2015 | Genworth Financial Inc. | Genworth Financial Umbrella Welfare Benefits Plan | Service provider | Appraisal • Auditing • Other services • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $270,417 | - | - | View filing |
| 2015 | Maritz Inc N Wholly Owned Subsidiaries | Maritz Inc Employee Health Care and Vaction Pay Plan | Service provider | Appraisal • Auditing • Contract administration • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $125,438 | 13.58% | $923,674 | View filing |
| 2015 | Board of Trustees - Meba Medical and Benefits Plan | Meba Medical and Benefits Plan | Service provider | Appraisal • Other services | $51,302 | 0.06% | $81,542,899 | View filing |
| 2015 | Bd of Trustees Suburban Ny Regional Council of Carpenters Welfare Fund | Suburban New York Regional Council of Carpenters Welfare Fund | Service provider | Appraisal • Auditing | $47,308 | 0.01% | $318,823,846 | View filing |
| 2015 | District 1199J New Jersey Health Care Employers Benefit Fund | District 1199J New Jersey Health Care Employers Benefit Fund | Service provider | Auditing • Other services | $44,104 | 0.20% | $22,270,844 | View filing |
| 2015 | Twist Beauty Packaging Holding Corp | Albea Health and Welfare Plan | Service provider | Appraisal • Auditing | $26,630 | - | - | View filing |
| 2015 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Medical Expense Plan for Retired Employees | Service provider | Auditing • Other services | $24,148 | 0.00% | $574,873,000 | View filing |
| 2015 | Board of Trustees of the Local 807 Labor-Management Health Fund | Local 807 Labor-Management Health Fund | Service provider | Appraisal • Auditing • Service code 99 | $20,416 | 0.04% | $57,374,392 | View filing |
| 2015 | Bricklayers & Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Bricklayers&Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Service provider | Appraisal • Auditing | $8,165 | 0.05% | $15,587,733 | View filing |
| 2015 | ACOSTA SALES AND MARKETING COMPANY | Acosta Health and Welfare Plan | Service provider | Appraisal • Auditing • Other services • Service code 38 • Service code 49 | - | - | - | View filing |
| 2014 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Pension Plan | Service provider | Auditing • Other services | $1,348,027 | 0.01% | $11,191,302,000 | View filing |
| 2014 | Board of Trustees, Wciw-Toc Health and Welfare Plan | Wciw-Toc Health and Welfare Plan | Service provider | Appraisal | $969,308 | 0.76% | $126,761,540 | View filing |
| 2014 | Exel | Supply Chain Group Benefit Plan | Service provider | Appraisal • Auditing • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $912,293 | - | - | View filing |
| 2014 | Board of Directors, Motion Picture Industry Health Plan | Motion Picture Industry Health Plan | Service provider | Appraisal | $552,835 | 0.06% | $923,843,488 | View filing |
| 2014 | THERMO ELECTRON CORPORATION | Thermo Electron Group Insurance Plan | Service provider | Appraisal • Auditing | $489,771 | - | - | View filing |
| 2014 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Appraisal • Auditing • Other services • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $284,549 | - | - | View filing |
| 2014 | Genworth Financial Inc. | Genworth Financial Umbrella Welfare Benefits Plan | Service provider | Appraisal • Auditing | $263,785 | - | - | View filing |
| 2014 | Acosta Sales Inc | ACOSTA, INC. HEALTH AND WELFARE PLAN | Service provider | Appraisal • Auditing • Other services • Service code 31 • Service code 38 • Service code 49 • Service code 56 • Service code 62 • Service code 99 | $238,741 | - | - | View filing |
| 2014 | Bd of Trustees Suburban Ny Regional Council of Carpenters Welfare Fund | Suburban New York Regional Council of Carpenters Welfare Fund | Service provider | Appraisal • Auditing | $162,518 | 0.05% | $306,427,416 | View filing |
| 2014 | Twist Beauty Packaging Holding Corp | Albea Health and Welfare Plan | Service provider | Appraisal • Auditing | $28,081 | - | - | View filing |
| 2014 | Board of Trustees - Meba Medical and Benefits Plan | Meba Medical and Benefits Plan | Service provider | Appraisal • Other services | $26,410 | 0.03% | $81,990,422 | View filing |
| 2014 | District 1199J New Jersey Health Care Employers Benefit Fund | District 1199J New Jersey Health Care Employers Benefit Fund | Service provider | Auditing | $24,462 | 0.10% | $24,783,259 | View filing |
| 2014 | Caci International Inc. | Caci International Inc. Welfare Benefit Plan | Service provider | Appraisal | $18,008 | 1.79% | $1,007,564 | View filing |
| 2014 | Bricklayers & Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Bricklayers&Allied Craftworkers L2 Albany, Ny Health Benefit Fund | Service provider | Appraisal • Auditing | $5,677 | 0.04% | $15,563,960 | View filing |
| 2013 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Medical Expense Plan for Retired Employees | Service provider | Auditing • Other services | $902,264 | 0.15% | $585,651,000 | View filing |
| 2013 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Medical Expense Plan for Retired Employees | Service provider | Auditing • Other services | $902,264 | 0.15% | $585,651,000 | View filing |
| 2013 | Genworth Financial Inc. | Genworth Financial Umbrella Welfare Benefits Plan | Service provider | Appraisal • Auditing | $291,624 | - | - | View filing |
| 2013 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Appraisal • Auditing • Contract administration • Service code 62 | $191,598 | - | - | View filing |
| 2013 | Steamfitters Industry Welfare Fund | The Steamfitters Industry Welfare Fund | Service provider | Appraisal • Auditing • Service code 99 | $164,524 | 0.22% | $73,967,214 | View filing |
| 2013 | Volvo Group North America LLC | Volvo Non-Union Retiree Medical Plan | Service provider | Appraisal • Auditing • Other services • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $128,744 | - | - | View filing |
| 2013 | Bd of Trustees Suburban Ny Regional Council of Carpenters Welfare Fund | Suburban New York Regional Council of Carpenters Welfare Fund | Service provider | Appraisal • Auditing | $91,570 | 0.03% | $264,891,895 | View filing |
| 2013 | District 1199J New Jersey Health Care Employers Benefit Fund | District 1199J New Jersey Health Care Employers Benefit Fund | Service provider | Auditing | $32,517 | 0.12% | $27,816,224 | View filing |
| 2013 | Board of Trustees - Meba Medical and Benefits Plan | Meba Medical and Benefits Plan | Service provider | Appraisal • Other services | $28,437 | 0.04% | $78,562,413 | View filing |
| 2013 | Kimble Glass Inc. | Gerresheimer Glass Inc. Health and Welfare Benefit Plan for Active Employees | Service provider | Appraisal | $17,996 | - | - | View filing |
| 2013 | RAYTHEON TECHNOLOGIES CORPORATION | GOODRICH CORPORATION GROUP BENEFITS AND INSURANCE PROGRAM | Service provider | Auditing | - | - | - | View filing |
| 2012 | Steamfitters Industry Welfare Fund | The Steamfitters Industry Welfare Fund | Service provider | Appraisal • Auditing • Recordkeeping • Service code 99 | $760,095 | 1.57% | $48,512,965 | View filing |
| 2012 | RAYTHEON TECHNOLOGIES CORPORATION | GOODRICH CORPORATION GROUP BENEFITS AND INSURANCE PROGRAM | Service provider | Auditing | $440,078 | - | - | View filing |
| 2012 | RAYTHEON TECHNOLOGIES CORPORATION | GOODRICH CORPORATION GROUP BENEFITS AND INSURANCE PROGRAM | Service provider | Auditing | $440,078 | - | - | View filing |
| 2012 | Genworth Financial Inc. | Genworth Financial Umbrella Welfare Benefits Plan | Service provider | Appraisal • Auditing | $412,498 | - | - | View filing |
| 2012 | Volvo Group North America LLC | Volvo Welfare Benefit Plan | Service provider | Appraisal • Auditing • Contract administration • Service code 62 | $161,260 | - | - | View filing |
| 2012 | ST. LUKES ROOSEVELT HOSPITAL CENTER | Continuum Health Partners Inc. Cafeteria Benefit Plan | Service provider | Appraisal • Auditing • Service code 53 • Service code 99 | $135,812 | - | - | View filing |
| 2012 | Camp, Dresser & Mckee Inc. | CDM Cafeteria Plan | Service provider | Auditing | $122,445 | - | - | View filing |
| 2012 | Volvo Group North America LLC | Volvo Non-Union Retiree Medical Plan | Service provider | Appraisal • Auditing • Other services • Service code 38 • Service code 49 • Service code 56 • Service code 62 | $107,498 | - | - | View filing |
| 2012 | UNITED WATER RESOURCES INC. | UNITED WATER RESOURCES INC. CORPORATE MEDICAL PLAN | Service provider | Auditing • Other services | $47,183 | 0.08% | $57,128,659 | View filing |
| 2012 | Englewood Hospital and Medical Center | Englewood Hospital Health Plan | Service provider | Appraisal • Auditing | $37,614 | - | - | View filing |
| 2012 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Medical Expense Plan for Retired Employees | Service provider | Auditing • Other services | $30,699 | 0.01% | $530,804,500 | View filing |
| 2012 | Kimble Glass Inc. | Gerresheimer Glass Inc. Health and Welfare Benefit Plan for Active Employees | Service provider | Appraisal • Auditing | $4,835 | - | - | View filing |
| 2011 | Mattel Inc. | Mattel Inc. & Subsidiaries Group Benefit Plans | Service provider | Appraisal • Auditing | $321,734 | - | - | View filing |
| 2011 | District 1199J New Jersey Health Care Employers Benefit Fund | District 1199J New Jersey Health Care Employers Benefit Fund | Service provider | Auditing | $28,277 | 0.12% | $22,806,426 | View filing |