Manage all incoming mail and faxes from union members, uploading necessary documents into our database, and forwarding relevant pieces to analysts for completion. Inspect retirement applications as they arrive, logging members, and preparing and mailing acknowledgement correspondence and packets.

Chime was created because we believe everyone can unlock financial progress, and we want to develop solutions and services to empower people to succeed. The premise upon which we started Chime is simple: basic banking services should be helpful, transparent, and easy. Our easy-to-use tools and intuitive platforms give members the ability to have more control over their money and to take action toward achieving their financial ambitions. By designing a member-centric banking app with easy-to-understand financial tools, we’re creating a more competitive market with options for everyday Americans. We offer access to accounts with no overdraft fees, provide members the chance to receive their pay up to 2 days early* with direct deposit, help them build credit history, and build financial literacy to hit their goals—among many other things. Since 2012, we’ve grown our team to more than 1500 Chimers across 3 offices. But more than that, we’ve expanded the products and services we offer to our members based on member feedback. And in doing so, we’ve disrupted the banking industry and changed the conversation for everyday people about money on a national level. Chime is a financial technology company, not a bank. Banking services are provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. *Early access to direct deposit funds depends on the timing of the submission of the payment file from the payer. We generally make these funds available on the day the payment file is received, which may be up to 2 days earlier than the scheduled payment date.

𝐎𝐔𝐑 𝐂𝐎𝐌𝐌𝐈𝐓𝐌𝐄𝐍𝐓 𝐓𝐎 𝐂𝐀𝐓𝐇𝐎𝐋𝐈𝐂 𝐇𝐄𝐀𝐋𝐓𝐇𝐂𝐀𝐑𝐄 Reta was established in 1978 as an ERISA Trust which has allowed us to shape our Catholic healthcare plans and programs to conform with the directives and social and moral teachings of the Roman Catholic Church. Since our humble beginnings as the first to offer Catholic healthcare, Reta continues to deliver on this founding commitment that is core to everything we do. In how we design benefit plans and programs for employees of Catholic organizations nationwide. With how we audit our claims for ERD compliance. In our everyday business operations. Even Reta’s decisions on how we invest plan reserves are aligned with Catholic principles. Reta is a self-governed trust. That means our member trustees and Trustors make all the decisions. And as a nonprofit organization, we return excess reserves to our member Trustors, unlike some of our competitors who retain them as profit. 𝗢𝗨𝗥 𝗧𝗘𝗖𝗛𝗡𝗢𝗟𝗢𝗚𝗬 𝗣𝗟𝗔𝗧𝗙𝗢𝗥𝗠𝗦 𝗙𝗢𝗥 𝗔𝗗𝗠𝗜𝗡𝗜𝗦𝗧𝗥𝗔𝗧𝗜𝗢𝗡 𝗔𝗡𝗗 𝗖𝗢𝗠𝗠𝗨𝗡𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 Another advantage of being a Reta Trustor is that benefits communications, online enrollment, plan administration and state and federal compliance services are included with Reta healthcare coverage. 𝑶𝒏𝒍𝒊𝒏𝒆 𝑬𝒏𝒓𝒐𝒍𝒍𝒎𝒆𝒏𝒕 𝒂𝒏𝒅 𝑷𝒍𝒂𝒏 𝑨𝒅𝒎𝒊𝒏𝒊𝒔𝒕𝒓𝒂𝒕𝒊𝒐𝒏 Reta offers a comprehensive online benefits enrollment and administrative platform called RetaEnroll. It’s part of a 24-7 benefit information portal powered by Benefit Allocation Systems (BAS). 𝑷𝒆𝒓𝒔𝒐𝒏𝒂𝒍𝒊𝒛𝒆𝒅 𝑷𝒂𝒓𝒕𝒊𝒄𝒊𝒑𝒂𝒏𝒕 𝑪𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒐𝒏 The Reta Benefits Center (RBC) is an online interactive participant communication portal that is automatically customized to each Trustor and personalized to each individual employee. The Reta personalized digital bulletin series is specifically designed to provide pertinent and timely benefit information to our Trustors, their brokers and employees.

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

FTV Capital is a growth equity investment firm that has raised $6.2 billion to invest in high-growth companies offering a range of innovative solutions in enterprise technology and services and financial technology and services. FTV’s experienced team leverages its domain expertise and proven track record in these sectors to help motivated management teams accelerate growth. FTV also provides companies with access to its Global Partner Network®, a group of the world’s leading enterprises and executives who have helped FTV portfolio companies for two decades. Founded in 1998, FTV Capital has invested in over 140 portfolio companies. FTV has offices in New York, San Francisco, London and Connecticut.

Menlo Ventures is a venture capital firm that strives to have a positive impact on everything we do. That’s why we support businesses—including Abnormal Security, Benchling, Carta, Chime, Harness, Pinecone, Roku, Rover, Siri, and Uber—that are reimagining life and work for the better. Over 46 years, we’ve grown a portfolio that includes more than 80 public companies, over 165 mergers and acquisitions, and $5.5 billion under management. We invest at every stage and in every sector, with expertise in consumer, enterprise, and healthcare. From developing market strategies to creating communities, we provide real impact where entrepreneurs need it most. When we’re in, we’re ALL IN.

Serent Capital invests in growing businesses that have developed compelling solutions that address their customers'​ needs. As those businesses grow and evolve, the opportunities and challenges that they face evolve with them. Principals at Serent Capital have firsthand experience at capturing those opportunities and navigating those challenges through their experiences as CEOs, strategic advisors, and board members to successful growing businesses. By bringing its experience and capital to bear, Serent helps growing businesses thrive.

Founded in 2014, Generate builds, finances, owns and operates sustainable infrastructure to deliver affordable and reliable resource solutions for companies, governments, and communities. Generate is the one-stop shop offering technology and project developers pioneering the Infrastructure Revolution the tailored funding and support they need to get projects built. Generate partners with over 40 technology and project developers and owns and operates more than 2,000 assets globally, across the clean energy, transportation and waste and water sectors. With an Infrastructure-as-a-Service model, Generate serves over 2,000 customers, companies, communities, school districts and universities. Together, we are rebuilding the world. Generate is a Public Benefit Corporation. We build, own, operate and finance assets in: - Sustainable Energy (microgrids, solar, energy storage, lighting, HVAC systems, fuel cells, geothermal, biomass & biogas, building automation & sensors, heat pumps, smart meters) - Sustainable Mobility (electric vehicles, hydrogen vehicles, autonomous vehicles, charging depots & infrastructure, fleets) - Sustainable Water, Waste & Agriculture (anaerobic digesters, wastewater treatment, desalination, food waste management, recycling/reuse, precision agriculture, farm automation, irrigation, sensors & meters). To join the Infrastructure Revolution, visit generatecapital.com.

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High 5sm is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complimentary business acquisition, sales and marketing improvements and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization. Investment Criteria: Industry Focus > Business Services > Consumer > Industrial/Manufacturing > Technology Size Characteristics > Revenue: $20-$250M > EBITDA: $5-$35M > Add-ons can be smaller/early stage Transaction Structures > Preference for control > Prefer private companies or divestitures > Management buyouts > Shareholder liquidity events Equity Strategy > Enterprise Value: $50-$500M > Platform equity check range: $25-$250M > Ample capital available for add-ons > Low leverage: ~ 50-70% equity Disclaimer: http://www.bertramcapital.com/disclaimer

Accel-KKR is a technology-focused investment firm with $19 billion in capital commitments. The firm invests in software and IT enabled businesses well-positioned for topline and bottom-line growth. At the core of Accel-KKR’s investment strategy is a commitment to developing strong partnerships with the management teams of its portfolio companies and a focus on building value through significant resources available through the Accel-KKR network. Accel-KKR focuses on middle-market companies and provides a broad range of capital solutions from minority-growth investments to buyouts, recapitalizations, divisional carve-outs and going-private transactions. The firm has offices in Menlo Park, Atlanta, London and Mexico City. For more information, please visit www.accel-kkr.com.