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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $101,342 |
LINDA FENNER3 years Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $93,462 |
UNION INSURANCE GROUP2 years Service code 22 · EIN 36-4226088 | Insurance Broker | $84,987 |
NATIONAL INVESTMENT SERVICES10+ years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $62,317 |
SHARIE SARAGOSA3 years Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $52,850 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSRS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $40,000 |
KAYLA HENESSEY1 year Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $34,953 |
DAWN MCKENDRICK3 years Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $31,435 |
LISA RAMIREZ3 years Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $31,435 |
LEGACY PROFESSIONALS LLP3 years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 | Accounting | $27,649 |
| Actuary | Schedule | Address, phone |
|---|---|---|
Daniel Reusz, FSA, Maaa, Ea Segal Schedule MB | Schedule MB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.