PFPC™

Services and Statistics

PFPC is a leader provider of processing, technology and business solutions for the global investment industry. With 4,400 employees, PFPC provides services for $2.2 trillion in total assets and 68 million shareholder accounts. Focus on your core capabilities and let us handle the rest.

Subaccounting Services

Servicing nearly 50 million accounts, PFPC's subaccounting is used by broker/dealers and other intermediaries to provide single-source recordkeeping for both proprietary and non-proprietary funds.

Managed Account Services

PFPC offers a comprehensive unified managed platform for program sponsors and a full-service back-office outsourcing solution for money managers. In addition, we provide services to support mutual fund wrap programs. Collectively, PFPC provides managed account services to registered investment advisors, broker/dealers and money management firms representing over 361,000 accounts and over $95 billion in assets.

Banking Transaction Services

PFPC has been servicing central asset account programs for over 25 years and currently administers approximately 19 programs. We maintain 2.7 million central asset checking transaction accounts and 720,000 mutual fund accounts with checkwriting.

Accounting and Administration Services

PFPC is among the largest, full-service fund accounting providers in the United States, servicing 1,864 portfolios with assets of $822 billion globally, including alternative investments. Our expertise encompasses virtually any security and product structure, enabling us to service any client innovation.

Alternative Investment Services

PFPC has been servicing partnerships for over 20 years. We are dedicated to creating personalized solutions for complex alternative investment vehicles worldwide. PFPC currently services $104 billion in hedge fund assets globally.

For more information, visit the site www.pfpc.com.

INTEGRATED HEALTHCARE™

Integrated Healthcare™ re is a high deductible health plan (HDHP) in a partially self-insured environment, paired with a health savings account (HSA). Integrated Healthcare™ utilizes Reconciler™ to provide online point and click-based administration.

Integrated Healthcare™ provides double incentives for employees to become better healthcare consumers. First, the HSA structure provides a powerful incentive for consumers to purchase healthcare wisely: money not spent stays in the account and is owned by the consumer forever. Second, Integrated Healthcare™ provides underwriting credits for employers who provide tiered financial incentives for employees to encourage healthier eating, exercising and living habits.

Unlike most HDHPs, Integrated Healthcare™ gives employers full underwriting credit for the higher deductible. So their premium is much lower. And Integrated Healthcare™ underwriters are committed to the concept of consumer driven healthcare, so they factor those anticipated savings into the premium quote in advance.

For more information, visit the site www.integratedhci.com.

Bank of America™

• Health Savings Accounts offer tax advantages
• Gives employees control over health care costs
• Helps you attract and retain good employees

As a business owner, you can offer an HSA-eligible health plan and compete with larger companies to attract and retain good employees. When you turn to Bank of America Benefit Solutions™ to offer Health Savings Accounts (HSAs) for your employees, you give employees a way to earn tax-free dollars on account contributions made by you, your employees, and any other person on their behalf. These contributions help your employees pay for qualified medical expenses on a tax-free basis.

For more information, visit the site www.bankofamerica.com.

Health Dialog™

Health Coaching support and resources that help individuals become more involved in their healthcare.

Health Dialog supports individuals across a broad spectrum of healthcare needs, whether it's managing a chronic condition, selecting a treatment option for a big medical decision, or needing guidance on whether to bring a sick child to the emergency room. Through a whole person, Shared Decision-Making® approach, we provide individuals with 24/7 access to Health Coaching and other tools and resources. By providing evidence-based, unbiased information, we help individuals manage their conditions, make the best treatment decisions in the context of their values and preferences, and become more knowledgeable and self-reliant participants in the healthcare management process.

For more information, visit the site www.healthdialog.com.

ValuTech™

Valutech© is the leader in disbursement management technology. Since 1983, we have provided payment solutions to a wide cross-section of major American companies. Each day, Valutech© payment systems process over $1 billion in payments (vendor, claims, payroll, royalty payments, etc.) via traditional checks and electronic payments (ACH, FEDI).

October, 2005 - Valutech© and Health Savings Technology formed a relationship to offer a fully-integrated Valutech© healthcare claims settlement. Valutech© enables HST product sponsors to dynamically settle claims to Providers while accurately accounting for HST funds used. It automates member payment using HST funds either directly to Providers and/or Plan Sponsors who settle with the Providers.

For more information, visit the site www.valutech.com.

Rxaminer™

Rxaminer was founded in 1999 with a mission to empower un-insured consumers to make educated, cost-effective prescription drug decisions. The company has been featured in the Wall Street Journal, Newsweek, US News, and other publications for its new and innovative approach to saving consumers money on their prescription drugs.

With the increasing popularity of higher incentive prescription insurance plans, our unique approach became applicable for employers. In 2001, we created a simple and cost-effective web-based system to help employees understand and manage their prescription benefit. Rxaminer is loaded with an employer's preferred drug list, pricing, and customized with graphics to match your corporate web site.

For more information, visit the site www.rxaminer.com.

MedDirect™

MedDirect is a specialty finance company focused on the healthcare space. Since inception, MedDirect has been healthcare-centric, both in product design and market orientation. MedDirect's mission is to become the leading healthcare-focused specialty finance company by bringing creative credit solutions to various constituents within the healthcare system. MedDirect was founded in 2000 to provide financing for elective procedures to physicians, dentists, orthodontists and other healthcare providers. Based on the Company's experience in financing of elective procedures, MedDirect's founders recognized a significant and growing need for methods to bring credit and financing solutions to healthcare providers and to traditional health plan subscribers as well as high-deductible health plan holders (HSA & HRA) and traditional health plan subscribers.

For more information, visit the site www.meddirect.net.

myRxCoupon™

Type in the name of your medication and click search or use the alphabetical drug listing to select the name of a medication that has been prescribed for you or someone you are helping.

For more information, visit the site www.myrxcoupon.com.