Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes. With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor and enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support. Learn more at pentegra.com.

Conveniently located in Edison, New Jersey, we offer financial services including savings, checking, direct deposit, secured and unsecured loans, online banking and much more. We encourage you to

THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND is a company based out of 817 OLD CUTTERMILL RD, Great Neck, New York, United States.

Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.

- Post daily cash receipts to Ledger for Retirement plan, Insurance Trust Fund and all Local Unions under larger National Union. - Perform monthly cash reconciliations for all entities amongst General Ledger detail, cash receipt spreadsheet and Invoice billing and posting system. - Perform monthly investment entry, expenses and fees analysis for the Individual Account Plan(retirement 401(k) plan) -Perform investment entries for the Union’s Scholarship Fund - Educate Union members on Investment options available in the plan, generate account statements and perform account updates as requested. - Gather payroll documents, confirmations and verifications of various processes associated with the retirement plan for upcoming audits. -Performed audits of shops associated with the Union to ensure all Union members work status and payments to Dues, Insurance premiums and retirement contributions are current and accurate. Updated Basys system with status updates of audits for relevant personnel to access records.

THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND is a company based out of 817 OLD CUTTERMILL RD, Great Neck, New York, United States.

First Reserve is a leading global private equity investment firm exclusively focused on energy. With 40 years of industry insight, investment expertise and operational excellence, the Firm has cultivated an enduring network of global relationships and raised more than USD $32 billion of aggregate capital since inception. First Reserve has completed over 750 transactions (including platform investments and add-on acquisitions), creating several notable energy companies throughout the Firm’s history. Its portfolio companies have operated on six continents, spanning the energy spectrum from upstream oil and gas to midstream and downstream, including resources, equipment and services, and associated infrastructure.

IUOE LOCAL 478 is a construction company based out of United States.

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► The Benefit Practice is a full-service, independent retirement consulting firm specializing in the design and implementation of client-focused retirement benefits programs. ► Our team of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys bring fresh perspectives and insights to every stage of the process—from analysis to design to implementation. We take a 360-degree approach to ensuring that the plan we deliver meets your firm’s needs, budget, and financial goals. And we follow it up with best-in-class service that is renowned for exceeding our clients’ expectations. ► Find out why firms of all sizes—from startups to Fortune 500 companies—have come to rely on The Benefit Practice for benefits expertise, technological know-how, integrity, and service excellence. ► Not only can The Benefit Practice help financial professionals through our client-focused solutions, but we are also committed to offering ongoing education and skills development in the ever-changing retirement industry. ► Stay up to date on the constantly changing retirement plan industry through our News Room. ♦ http://www.benefitpractice.com/category/news/ ► Ask about our: ♦ Retirement Master Classes – for Financial Advisors ♦ The Coffee Meet – for CPAs and Attorneys ♦ The Sounding Board Service ► For more information please contact: Managing Partner Lloyd A. Katz, FSA, EA, FCA, MAAA at (203) 517-3501 or [email protected] Managing Partner Peter M. Coleman, ASA, EA, FCA, MAAA at (203) 517-3502 or [email protected]

Post Road Group is a privately held, SEC-Registered Investment Advisor based in Stamford, Connecticut. We invest across various industries, with a focus on real estate, telecommunication infrastructure, media, technology, business services and specialty finance. We pride ourselves on building long-term partnerships, addressing unique situations, promoting growth and producing attractive returns for our investors. With a disciplined approach to investing, we only seek opportunities we believe provide attractive risk-adjusted returns and strong downside protection. www.postroadgroup.com