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Trademark Assignment Assignor Details

Assignor Name : HP PLANNING, LLC

Total Assignments: 4

Assignment: 1

Reel/Frame:	5953/0588	View Recorded Assignment		Pages:	7
		Recorded:	12/30/2016
Attorney Dkt #:	101444-0012
Conveyance:	SECURITY INTEREST

Assignors

AIA AMERICAN INSURANCE ADMINISTRATORS, LLC

Exec Dt:	12/30/2016
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

HP PLANNING, LLC

Exec Dt:	12/30/2016
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	CONNECTICUT

GROUP SERVICES, LLC

Exec Dt:	12/30/2016
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

ROBERT G. RELPH AGENCY, INC.

Exec Dt:	12/30/2016
Entity Type:	CORPORATION
Citizenship:	NEW YORK

VIRTUS BENEFITS, LLC

Exec Dt:	12/30/2016
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

MIDCAP FINANCIAL TRUST LLC

C/O MIDCAP FINANCIAL SERVICES, LLC, AS SERVICER

7255 WOODMONT AVENUE, SUITE 200

BETHESDA, MARYLAND 20814

Entity Type:	STATUTORY TRUST
Citizenship:	DELAWARE

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75321181	2361041	76700168	3816010	77525925	3685070	77564736	3608581	77573392	3707617
77787942	3757295	77870943	3941550	85280565	4045142	85288155	4095668	85660593	4308204
86381378	4742663	86498252	4886870	86728667	4931896	86728685	4931897

Correspondence name and address
	SARAH STEIGLEDER
	MCDERMOTT WILL & EMERY LLP
	2049 CENTURY PARK EAST, SUITE 3800
	LOS ANGELES, CA 90067

Assignment: 2

Reel/Frame:	6536/0386	View Recorded Assignment		Pages:	9
		Recorded:	11/12/2018
Conveyance:	SECURITY AGREEMENT

Assignors

AMERICAN INSURANCE ADMINISTRATORS, LLC

Exec Dt:	08/01/2018
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

ALERA GROUP, INC.

Exec Dt:	08/01/2018
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

K.B. GROUP SERVICES, INC.

Exec Dt:	08/01/2018
Entity Type:	CORPORATION
Citizenship:	IOWA

HP PLANNING, LLC

Exec Dt:	08/01/2018
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	CONNECTICUT

KAERCHER INSURANCE AGENCY INC.

Exec Dt:	08/01/2018
Entity Type:	CORPORATION
Citizenship:	NEVADA

RELPH BENEFIT ADVISORS, INC.

Exec Dt:	08/01/2018
Entity Type:	CORPORATION
Citizenship:	NEW YORK

ROBERT G. RELPH AGENCY, INC.

Exec Dt:	08/01/2018
Entity Type:	CORPORATION
Citizenship:	NEW YORK

SPRING CONSULTING GROUP, LLC

Exec Dt:	08/01/2018
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT

10 SOUTH DEARBORN, FLOOR 12

CHICAGO, ILLINOIS 60603

Entity Type:	BANK
Citizenship:	UNITED STATES

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75321181	2361041	76700168	3816010	77525925	3685070	77564736	3608581	77573392	3707617
77787942	3757295	77870943	3941550	85288155	4095668	85660593	4308204	86381378	4742663
86402468	4865434	86498252	4886870	86728667	4931896	86728685	4931897	87219752	5257917
87219779	5257918	87220778	5257921	87499005	5477079

Correspondence name and address
	CT CORPORATION
	4400 EASTON COMMONS WAY
	SUITE 125
	COLUMBUS, OH 43219

Assignment: 3

Reel/Frame:	6581/0157	View Recorded Assignment		Pages:	7
		Recorded:	03/05/2019
Attorney Dkt #:	11668-370
Conveyance:	SECOND LIEN TRADEMARK SECURITY AGREEMENT

Assignors

AIA AMERICAN INSURANCE ADMINISTRATORS, LLC

Exec Dt:	03/05/2019
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

ALERA GROUP, INC.

Exec Dt:	03/05/2019
Entity Type:	CORPORATION
Citizenship:	DELAWARE

GROUP SERVICES, LLC

Exec Dt:	03/05/2019
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

HP PLANNING, LLC

Exec Dt:	03/05/2019
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	CONNECTICUT

KAERCHER INSURANCE, AN ALERA GROUP AGENCY, LLC

Exec Dt:	03/05/2019
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

ROBERT G. RELPH AGENCY, INC.

Exec Dt:	03/05/2019
Entity Type:	CORPORATION
Citizenship:	NEW YORK

SPRING CONSULTING GROUP, AN ALERA GROUP COMPANY, LLC

Exec Dt:	03/05/2019
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

ORION RISK MANAGEMENT INSURANCE SERVICES, AN ALERA GROUP INSURANCE AGENCY, LLC

Exec Dt:	03/05/2019
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

ARES CAPITAL CORPORATION

245 PARK AVENUE, 44TH FLOOR

NEW YORK, NEW YORK 10167

Entity Type:	CORPORATION
Citizenship:	MARYLAND

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75321181	2361041	76700168	3816010	77525925	3685070	77564736	3608581	77573392	3707617
77787942	3757295	77870943	3941550	85288155	4095668	85660593	4308204	86381378	4742663
86402468	4865434	86498252	4886870	86728667	4931896	86728685	4931897	87219752	5257917
87219779	5257918	87220778	5257921	87287966	5280024	87499005	5477079

Correspondence name and address
	WILLIAM MAJESKI
	PROSKAUER ROSE LLP
	ELEVEN TIMES SQUARE
	NEW YORK, NY 10036-8299

Assignment: 4

Reel/Frame:	7508/0651	View Recorded Assignment		Pages:	13
		Recorded:	11/29/2021
Attorney Dkt #:	040896-0173
Conveyance:	INTELLECTUAL PROPERTY SECURITY AGREEMENT

Assignor

HP PLANNING, LLC

Exec Dt:	09/30/2021
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	CONNECTICUT

Assignee

ARES CAPITAL CORPORATION, AS ADMINISTRATIVE AGENT

245 PARK AVENUE

NEW YORK, NEW YORK 10167

Entity Type:	CORPORATION
Citizenship:	MARYLAND

Properties

	Ser. #	Reg. #		Ser. #	Reg. #
	76621133	3019500		87240210	5227917

Correspondence name and address
	LATHAM & WATKINS LLP, C/O JESSICA BAJADA
	1271 AVENUE OF THE AMERICAS
	NEW YORK, NY 10020

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