NORTHEAST

CT, DC, DE, MA, MD, ME, NH, NJ, NY, PA, RI, VT

Brooks Marston

Brooks Marston

Vice President, Northeast Region

Patrick Nelis

Patrick Nelis

Assistant Vice President Northeast Region

Plan Name | Plan Type | SDBA Provider

Electric Boat/General Dyna | SDBA | Fidelity BrokerageLink

Eversource | SDBA | Fidelity BrokerageLink

Frontier Communications | SDBA | Fidelity BrokerageLink

Hartford Hospital | SDBA | Fidelity BrokerageLink

International Paper Company | SDBA | Empower Brokerage Services

Medtronic | SDBA | Fidelity BrokerageLink

Pfizer | Non-Discretionary | Fidelity BrokerageLink

Pitney Bowes | SDBA | Schwab PCRA

Praxair | SDBA | Fidelity BrokerageLink

Sikorsky/Lockheed | SDBA | TDAmeritrade SDBA

St. Francis Hopital | SDBA | Schwab PCRA

Travelers Insurance | SDBA | Fidelity BrokerageLink

Yale-New Haven | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

Amazon | Non-Discretionary | Fidelity BrokerageLink

Christiana Healthcare | SDBA | TDAmeritrade SDBA

Nemours | SDBA | Schwab PCRA

Siemens Corporation | SDBA | Alight (Hewitt) SDBA

State of Delaware 457, 401a | SDBA | TDAmeritrade SDBA

University of Delaware | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

Accenture | SDBA | Alight (Hewitt) SDBA

Bose | SDBA | Empower Brokerage Services

Boston University | SDBA | Fidelity BrokerageLink

Brigham and Women's Hosp | SDBA | Fidelity BrokerageLink

Fidelity | SDBA | Fidelity BrokerageLink

Fresenius Medical Care | SDBA | Schwab PCRA

Harvard University | SDBA | Fidelity BrokerageLink

Hologic | SDBA | Fidelity BrokerageLink

Massachusetts General Hos | SDBA | Fidelity BrokerageLink

Massachusetts Institute of T | SDBA | Fidelity BrokerageLink

McKesson Corporation | SDBA | Fidelity BrokerageLink

Merck and Co | SDBA | Fidelity BrokerageLink

Oracle Corporation | SDBA | Fidelity BrokerageLink

Partners Healtcare | SDBA | Fidelity BrokerageLink

Raytheon | Non-Discretionary | Fidelity BrokerageLink

Sanofi Genzyme | SDBA | Schwab PCRA

State of Massachusetts / MA | Non-Discretionary | TDAmeritrade SDBA

State Street Corporation | SDBA | Fidelity BrokerageLink

Takeda Pharmaceuticals No | SDBA | Fidelity BrokerageLink

Tufts | SDBA | Fidelity BrokerageLink

United Healthcare Group | SDBA | Fidelity BrokerageLink

University of Massachusetts | SDBA | TDAmeritrade SDBA

Plan Name | Plan Type | SDBA Provider

BAE Systems, Inc. | SDBA | Alight (Hewitt) SDBA

Frederick Memorial Hospital | SDBA | Principal Financial Group

Medstar | SDBA | Fidelity BrokerageLink

Northrop Grumman Corpor | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

Maine Medical | SDBA | Fidelity BrokerageLink

State of Maine 457 | SDBA | Schwab PCRA

University of Maine | SDBA | TIAA SDBA

Plan Name | Plan Type | SDBA Provider

State of New Hampshire 45 | SDBA | TDAmeritrade SDBA

Plan Name | Plan Type | SDBA Provider

Air Products | SDBA | Fidelity BrokerageLink

Bay Health | SDBA | TDAmeritrade SDBA

Danaher Corporation | SDBA | Fidelity BrokerageLink

Saint Gobain | SDBA | Fidelity BrokerageLink

State of New Jersey Transit | SDBA | Prudential SDBA

Westinghouse | SDBA | Alight (Hewitt) SDBA

Plan Name | Plan Type | SDBA Provider

Bloomberg | SDBA | Schwab PCRA

Cornell | SDBA | Fidelity BrokerageLink

Pepsico | SDBA | Fidelity BrokerageLink

Rochester Institute of Tech | SDBA | Fidelity BrokerageLink

State of New York / NY Stat | SDBA | Nationwide w/ Schwab PCRA

University of Rochester | SDBA | TIAA SDBA

Wegman's | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

American Airlines | SDBA | Fidelity BrokerageLink

BAE Systems, Inc. | SDBA | Alight (Hewitt) SDBA

Christiana Healthcare | SDBA | TDAmeritrade SDBA

Drexel University | SDBA | Fidelity BrokerageLink

General Dynamics | SDBA | Fidelity BrokerageLink

Lehigh Valley Hospital | SDBA | Schwab PCRA

Lockheed Martin Corporatio | SDBA | TDAmeritrade SDBA

Penn State | SDBA | TDAmeritrade SDBA and TIAA SDBA

State of Pennsylvania 457 / Commonwealth | SDBA | Schwab PCRA

Temple University | SDBA | Fidelity BrokerageLink and TIAA SDBA

Universal Health Services | SDBA | Fidelity BrokerageLink

University of Pennsylvania | SDBA | TDAmeritrade SDBA

University of Pittsburgh | SDBA | TIAA SDBA

Villanova University | SDBA | TIAA SDBA

Plan Name | Plan Type | SDBA Provider

State of Rhode Island 457 | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

University of Vermont Medi | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

ACCENTURE LLP | SDBA | Alight (Hewitt) SDBA

Adobe Systems | SDBA | TDAmeritrade SDBA

Adventists Health (AHRP) | SDBA | Alight (Hewitt) SDBA

AEGON USA, LLC | SDBA | Schwab PCRA

Air Products and Chemicals, | SDBA | Fidelity BrokerageLink

Alaska Airlines Co. (pilots o | SDBA | Fidelity BrokerageLink

Alcatel-Lucent | SDBA | Alight (Hewitt) SDBA

Alcoa Inc. | SDBA | Schwab PCRA

Allianz of America Corporat | SDBA | Alight (Hewitt) SDBA

Amazon | Non-Discretionary | Fidelity BrokerageLink

America West Holdings Cor | SDBA | Fidelity BrokerageLink

American Airlines | SDBA | Fidelity BrokerageLink

American BAR Association | SDBA | TDAmeritrade SDBA SDBA

AOL Inc. | SDBA | Fidelity BrokerageLink

AON Corporation | SDBA | Alight (Hewitt) SDBA

Apple, Inc. | SDBA | Schwab PCRA

Asante Health | SDBA | Schwab PCRA

AT&T | SDBA | Fidelity BrokerageLink

Atlas Air | SDBA | Fidelity BrokerageLink

Avaya, Inc. | SDBA | Fidelity BrokerageLink

BAE Systems, Inc. | SDBA | Alight (Hewitt) SDBA

Banner Health | SDBA | Fidelity BrokerageLink

Baxter International, Inc. | SDBA | Schwab PCRA

BB&T | SDBA | TDAmeritrade SDBA

Blue Cross/Blue Shield (cert | SDBA | Fidelity BrokerageLink

Booz Allen Hamilton, Inc. | SDBA | TDAmeritrade SDBA

Brown & Brown Insurance | SDBA | Schwab PCRA

Cadence Design Systems, Inc. | SDBA | JP Morgan / CISC

Caterpillar, Inc. | SDBA | Alight (Hewitt) SDBA

CenturyLink/Qwest CommunicationsInternational Inc. | SDBA | Schwab PCRA

Chevron | SDBA | Fidelity BrokerageLink

Chick-Fil-A | SDBA | Fidelity BrokerageLink

Cisco Systems, Inc. | SDBA | Fidelity BrokerageLink

Clorox | SDBA | TDAmeritrade SDBA

Constellation Brands | SDBA | TDAmeritrade SDBA

Continental Airlines, Inc. | SDBA | Alight (Hewitt) SDBA or Schwab PCRA

Danaher Corporation | SDBA | Fidelity BrokerageLink

Deere & Company | SDBA | Fidelity BrokerageLink

Delta Air Lines, Inc. (All Pla | SDBA | Fidelity BrokerageLink

Devon Energy Corporation | SDBA | Fidelity BrokerageLink

DIRECTV | SDBA | TDAmeritrade SDBA

Dow Chemical | SDBA | Fidelity BrokerageLink

Duke Energy Corporation | SDBA | Fidelity BrokerageLink

Eastman Chemical Company | SDBA | Fidelity BrokerageLink

Electronic Arts (EA) Sports | SDBA | Schwab PCRA

Electronic Data Systems, LLC | SDBA | Schwab PCRA

Eli Lilly and Company | SDBA | Alight (Hewitt) SDBA

Energy Future Holdings Cor | SDBA | Fidelity BrokerageLink

Engility Corp | SDBA | TDAmeritrade SDBA

Expedia, Inc. | SDBA | Fidelity BrokerageLink

Fair Isaac | SDBA | Fidelity BrokerageLink

Fluor Corporation | SDBA | Alight (Hewitt) SDBA

Fortive Corporation | SDBA | Fidelity BrokerageLink

Frontier Communications | SDBA | Fidelity BrokerageLink

Fujitsu Management Servic | SDBA | Fidelity BrokerageLink

General Dynamics | SDBA | Fidelity BrokerageLink

General Mills, Inc. | SDBA | Alight (Hewitt) SDBA

Georgia-Pacific | SDBA | Alight (Hewitt) SDBA

Goodrich Corporation | SDBA | Fidelity BrokerageLink

Google Inc. | SDBA | TDAmeritrade SDBA

Grady Memorial Hospital (4 | SDBA | Schwab PCRA

Groupon | SDBA | Fidelity BrokerageLink

H&R Block, Inc. | SDBA | Fidelity BrokerageLink

Harley-Davidson | SDBA | Fidelity BrokerageLink

Harris Corp. | SDBA | Fidelity BrokerageLink

Hewlett-Packard Company | SDBA | Fidelity BrokerageLink

Hilton Hotels | SDBA | Schwab PCRA

Home Depot | SDBA | Schwab PCRA

Home Depot, Inc. | SDBA | Schwab PCRA

Humana, Inc. | SDBA | Schwab PCRA

Ingersol-Rand | SDBA | Fidelity BrokerageLink

Ingram Micro | SDBA | Fidelity BrokerageLink

Interna  onal Paper Compan | SDBA | Empower Brokerage Services Brokerage Services

Intuit, Inc. | SDBA | Schwab PCRA

JetBlue | SDBA | Schwab PCRA

Kimberly-Clark Corporation | SDBA | Alight (Hewitt) SDBA

Kinder Morgan | SDBA | Empower Brokerage Services

Koch Industries Inc. | SDBA | Alight (Hewitt) SDBA

Kodak | SDBA | Schwab PCRA

Lam Research | SDBA | Fidelity BrokerageLink

Lawrence Livermore Labs (L | SDBA | Fidelity BrokerageLink

Legacy Health Service | SDBA | TDAmeritrade SDBA

Limited Brands, Inc. | SDBA | Alight (Hewitt) SDBA

LinkedIn Corporation | SDBA | Fidelity BrokerageLink

Lockheed Martin Corporatio | SDBA | TDAmeritrade SDBA

Marathon Petroleum Comp | SDBA | Fidelity BrokerageLink

Mastercard | SDBA | TDAmeritrade SDBA

Mayo Clinic | SDBA | Fidelity BrokerageLink

McKesson Corporation | SDBA | Fidelity BrokerageLink

MedAmerica, Inc. | SDBA | Schwab PCRA

Mednax | SDBA | Fidelity BrokerageLink

Medtronic | SDBA | Fidelity BrokerageLink

Merck | SDBA | Fidelity BrokerageLink

Micron Technologies | SDBA | Fidelity BrokerageLink

Rural Electric Cooperative Association (NRECA - most co-ops) | SDBA | TDAmeritrade SDBA

Nationwide Mutual Insuran | SDBA | Fidelity BrokerageLink

NCR | SDBA | Fidelity BrokerageLink

Nestle USA, Inc. | SDBA | TDAmeritrade SDBA

Netflix, Inc. | SDBA | Fidelity BrokerageLink

Newell- Rubbermaid | Non-Discretionary | Fidelity BrokeageLink

Nike | SDBA | Fidelity BrokerageLink

NOKIA, INC. | SDBA | Fidelity BrokerageLink

Northeast Utilities Service | SDBA | Fidelity BrokerageLink

Northrop Grumman Corpor | SDBA | Fidelity BrokerageLink

Nucor Corporation | SDBA | Fidelity BrokerageLink

NuStar GP, LLC | SDBA | Schwab PCRA

NVIDIA | SDBA | Fidelity BrokerageLink

Office Depot | SDBA | Fidelity BrokerageLink

Oldcastle Materials, Inc. | SDBA | Fidelity BrokerageLink

Oracle Corporation | SDBA | Fidelity BrokerageLink

OrbitalATK | SDBA | Fidelity BrokerageLink

Piedmont Hospital (401k) | SDBA | Fidelity BrokerageLink

Qualcomm 401k | SDBA | Fidelity BrokerageLink

QVC, Inc. | SDBA | Fidelity BrokerageLink

RBC USA Holding Corporatio | SDBA | Fidelity BrokerageLink

Reed Elsevier, Inc. | SDBA | Empower Brokerage Services

Reynolds American, Inc. | SDBA | Fidelity BrokerageLink

Roche & Genentech, Inc. | SDBA | Fidelity BrokerageLink

Sanmina | SDBA | Fidelity BrokerageLink

Sanofi U.S. Inc. | SDBA | Schwab PCRA

SAP America | SDBA | TDAmeritrade SDBA

Schlumberger Technology C | SDBA | Alight (Hewitt) SDBA

Sears, Roebuck and Co. | SDBA | Alight (Hewitt) SDBA

Shell Oil Company | SDBA | Fidelity BrokerageLink

Siemens Corporation | SDBA | Alight (Hewitt) SDBA

Smiths Group Services Corp | SDBA | Fidelity BrokerageLink

Southwest Airlines Co. (Pilo | SDBA | Schwab PCRA

Spirit Airlines (Pilots only) | SDBA | Schwab PCRA

Sprint Nextel Corporation | SDBA | Fidelity BrokerageLink

SRA International, Inc. | SDBA | Fidelity BrokerageLink

State Street Corporation | SDBA | Fidelity BrokerageLink

Taylor Made | SDBA | Schwab PCRA

Teledyne Technologies Inco | SDBA | Fidelity BrokerageLink

Tenet Healthcare Corporati | SDBA | Fidelity BrokerageLink

Teradyne, Inc. & Subsidiarie | SDBA | Fidelity BrokerageLink

Texas Instruments Incorpor | SDBA | Fidelity BrokerageLink

The American National Red | SDBA | Alight (Hewitt) SDBA

The Charles Schwab Corpor | SDBA | Schwab PCRA

The Goodyear Tired & Rubb | SDBA | Schwab PCRA

The Interpublic Group of Co | SDBA | Empower Brokerage Services

The McGraw-Hill Companie | SDBA | Alight (Hewitt) SDBA

The Permanente Medical Gr | SDBA | Fidelity BrokerageLink

The Permanente Northwest | SDBA | Fidelity BrokerageLink

The Progressive Corporation and ItsParticipating Subsidiaries | SDBA | Fidelity BrokerageLink

The Travelers Companies, Inc. | SDBA | Fidelity BrokerageLink

The Williams Companies, Inc. | SDBA | Fidelity BrokerageLink

Time Warner Cable, Inc. | SDBA | Fidelity BrokerageLink

Time Warner, Inc. | SDBA | Fidelity BrokerageLink

Unilever United States, Inc. | SDBA | Fidelity BrokerageLink

United Air Lines, Inc. (all ot | SDBA | Fidelity BrokerageLink

United Air Lines, Inc. (Pilots | SDBA | Schwab PCRA

United Healthcare Group | SDBA | Fidelity BrokerageLink

United Launch Alliance | SDBA | TDAmeritrade SDBA

UPS (most plans) | SDBA | TDAmeritrade SDBA or Fidelity BrokerageLink

US Airways, Inc. | SDBA | Fidelity BrokerageLink

Visa Inc. | SDBA | Fidelity BrokerageLink

VMWare | SDBA | Fidelity BrokerageLink

Whole Foods Market | SDBA | Fidelity BrokerageLink

Workday, Inc. | SDBA | Fidelity BrokerageLink

Xilinx | SDBA | Schwab PCRA