PLEASE PROVIDE THE FOLLOWING CONTACT INFORMATION:

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Email Address:

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PLEASE PROVIDE YOUR PLAN NAME(S):

Plan Name 1

Plan Name 2

Plan Name 3

PLEASE PROVIDE YOUR PLAN(S) ASSETS:

Plan 1 Assets

Plan 2 Assets

Plan 3 Assets

PLEASE PROVIDE THE NUMBER OF ACTIVE / RETIRED MEMBERS:

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Plan 2 Active   Plan 2 Retired

Plan 3 Active   Plan 3 Retired

PLEASE PROVIDE YOUR CURRENT FEES/EXPENSES:

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PLEASE FORWARD COPIES OF THE FOLLOWING DOCUMENTS FOR EACH PLAN:

• Plan ordinance or resolution and any amendments;

• Most recent Actuarial Valuation Report;

• Most recent Act 205 Report;

• Most recent Asset Statement.

PLEASE MAIL THE ABOVE DOCUMENTS TO THE ADDRESS BELOW:

Trollinger Consulting Group

1132 Hamilton Street, Suite 212

Allentown, PA  18101

Telephone (610) 821-1331 or (800) 501-0045

Fax (610) 821-8550

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