Plan Snapshot

Plan Sponsor: Board Of Trustees, Directors Guild Of America -
Sponsor EIN: 237067289
Sponsor Address: 5055 WILSHIRE BLVD STE 600, LOS ANGELES, CA, 90036
Plan Type: Health & Welfare
Plan Number: 501
Total Participants: 7,231
Total Assets: $411.3M

Key Plan Design Features

Auto-Enrollment: No
Auto-Escalation: No
Allows Roth Contributions: No
Participant Loans: No
Participant-Directed Investments: No
ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

Year	Participants	Total Assets	Employer Contrib.	Employee Contrib.
2024	7,231	$411.3M	$146.9M	$14.0M
2023	8,069	$412.3M	$116.5M	$12.6M
2022	8,244	$433.9M	$169.5M	$12.5M

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name	Role	Direct Compensation	Indirect Compensation	Total Fees
ANTHEM BLUE CROSS LIFE AND HEALTH	Other Service Provider	$2,457,105	—	$2,457,105
CVS PHARMACY, INC.	Other Service Provider	$578,574	—	$578,574
MEDICAL REVIEW INSTITUTE OF AMERICA	Other Service Provider	$501,526	—	$501,526
DELTA DENTAL OF CALIFORNIA	Other Service Provider	$455,514	—	$455,514
THE SEGAL COMPANY (WESTERN STATES)	Recordkeeper	$427,366	—	$427,366
SEYFARTH SHAW LLP	Investment Advisor	$328,311	—	$328,311
EMPLOYEE ID 115	Recordkeeper	$296,571	—	$296,571
GREEN LIGHT COST MANAGEMENT LLC	Other Service Provider	$269,391	—	$269,391
NIGRO KARLIN SEGAL & FELDSTEIN, LLP	Other Service Provider	$259,580	—	$259,580
SEGAL SELECT INSURANCE SERVICES INC	Other Service Provider	$232,411	—	$232,411
EMPLOYEE ID 538	Recordkeeper	$191,072	—	$191,072
MILLER KAPLAN ARASE LLP	Auditor	$152,090	—	$152,090
EMPLOYEE ID 121	Recordkeeper	$139,236	—	$139,236
EMPLOYEE ID 200	Recordkeeper	$130,876	—	$130,876
EMPLOYEE ID 278	Recordkeeper	$122,953	—	$122,953
EMPLOYEE ID 543	Recordkeeper	$121,394	—	$121,394
EMPLOYEE ID 513	Recordkeeper	$113,750	—	$113,750
EMPLOYEE ID 548	Recordkeeper	$113,647	—	$113,647
EMPLOYEE ID 401	Recordkeeper	$94,510	—	$94,510
EMPLOYEE ID 120	Recordkeeper	$92,480	—	$92,480
EMPLOYEE ID 523	Recordkeeper	$91,436	—	$91,436
EMPLOYEE ID 437	Recordkeeper	$91,027	—	$91,027
STEVEN M. SIMONS, M.D., INC.	Other Service Provider	$88,563	—	$88,563
EMPLOYEE ID 583	Recordkeeper	$86,369	—	$86,369
VISION SERVICE PLAN-(CA)	Other Service Provider	$83,245	—	$83,245
EMPLOYEE ID 618	Recordkeeper	$78,590	—	$78,590
AGIO INC	Other Service Provider	$77,754	—	$77,754
CAMBRIDGE ASSOCIATES, LLC	Other Service Provider	$76,000	—	$76,000
EMPLOYEE ID 346	Recordkeeper	$75,878	—	$75,878
EMPLOYEE ID 629	Recordkeeper	$75,735	—	$75,735
EMPLOYEE ID 639	Recordkeeper	$73,562	—	$73,562
EMPLOYEE ID 114	Recordkeeper	$73,241	—	$73,241
EMPLOYEE ID 665	Recordkeeper	$71,164	—	$71,164
EMPLOYEE ID 671	Recordkeeper	$68,173	—	$68,173
EMPLOYEE ID 626	Recordkeeper	$66,993	—	$66,993
EMPLOYEE ID 447	Recordkeeper	$66,372	—	$66,372
EMPLOYEE ID 399	Recordkeeper	$66,219	—	$66,219
EMPLOYEE ID 641	Recordkeeper	$65,172	—	$65,172
EMPLOYEE ID 598	Recordkeeper	$61,954	—	$61,954
EMPLOYEE ID 434	Recordkeeper	$61,454	—	$61,454
EMPLOYEE ID 663	Recordkeeper	$61,424	—	$61,424
EMPLOYEE ID 653	Recordkeeper	$59,334	—	$59,334
EMPLOYEE ID 585	Recordkeeper	$57,567	—	$57,567
EMPLOYEE ID 664	Recordkeeper	$56,583	—	$56,583
EMPLOYEE ID 662	Recordkeeper	$56,291	—	$56,291
EMPLOYEE ID 549	Recordkeeper	$55,766	—	$55,766
EMPLOYEE ID 469	Recordkeeper	$54,914	—	$54,914
BLACKROCK FINANCIAL MANAGEMENT INC	Other Service Provider	$53,616	—	$53,616
EMPLOYEE ID 644	Recordkeeper	$52,799	—	$52,799
EMPLOYEE ID 246	Recordkeeper	$52,750	—	$52,750
STATE STREET BANK & TRUST	Other Service Provider	$52,109	—	$52,109
EMPLOYEE ID 387	Recordkeeper	$51,759	—	$51,759
J.P. MORGAN INVESTMENT MGMT INC.	Recordkeeper	$51,759	—	$51,759
BUSH GOTTLIEB, A LAW CORPORATION	Other Service Provider	$51,094	—	$51,094
EMPLOYEE ID 207	Recordkeeper	$49,140	—	$49,140
EMPLOYEE ID 621	Recordkeeper	$48,916	—	$48,916
EMPLOYEE ID 210	Recordkeeper	$48,890	—	$48,890
EMPLOYEE ID 485	Recordkeeper	$45,536	—	$45,536
EMPLOYEE ID 316	Recordkeeper	$43,177	—	$43,177
EMPLOYEE ID 373	Recordkeeper	$43,129	—	$43,129
EMPLOYEE ID 642	Recordkeeper	$41,762	—	$41,762
EMPLOYEE ID 163	Recordkeeper	$41,334	—	$41,334
SHENKMAN CAPITAL MANAGEMENT INC	Other Service Provider	$41,269	—	$41,269
EMPLOYEE ID 635	Recordkeeper	$40,807	—	$40,807
EMPLOYEE ID 256	Recordkeeper	$40,453	—	$40,453
EMPLOYEE ID 396	Recordkeeper	$39,803	—	$39,803
IAPPSYS INC.	Other Service Provider	$39,167	—	$39,167
EMPLOYEE ID 131	Recordkeeper	$39,017	—	$39,017
EMPLOYEE ID 374	Recordkeeper	$38,404	—	$38,404
EMPLOYEE ID 195	Recordkeeper	$38,327	—	$38,327
WELLS FARGO BANK, N.A.	Other Service Provider	$38,154	—	$38,154
EMPLOYEE ID 672	Recordkeeper	$37,361	—	$37,361
EMPLOYEE ID 528	Recordkeeper	$36,736	—	$36,736
EMPLOYEE ID 526	Recordkeeper	$36,672	—	$36,672
EMPLOYEE ID 466	Recordkeeper	$35,737	—	$35,737
EMPLOYEE ID 353	Recordkeeper	$35,551	—	$35,551
EMPLOYEE ID 389	Recordkeeper	$35,286	—	$35,286
EMPLOYEE ID 609	Recordkeeper	$34,630	—	$34,630
EMPLOYEE ID 456	Recordkeeper	$34,316	—	$34,316
EMPLOYEE ID 382	Recordkeeper	$34,298	—	$34,298
EMPLOYEE ID 480	Recordkeeper	$33,882	—	$33,882
EMPLOYEE ID 643	Recordkeeper	$31,743	—	$31,743
EMPLOYEE ID 223	Recordkeeper	$31,465	—	$31,465
EMPLOYEE ID 269	Recordkeeper	$30,472	—	$30,472
EMPLOYEE ID 390	Recordkeeper	$30,096	—	$30,096
EMPLOYEE ID 488	Recordkeeper	$29,897	—	$29,897
EMPLOYEE ID 474	Recordkeeper	$28,817	—	$28,817
EMPLOYEE ID 310	Recordkeeper	$28,502	—	$28,502
EMPLOYEE ID 630	Recordkeeper	$28,436	—	$28,436
EMPLOYEE ID 479	Recordkeeper	$27,361	—	$27,361
EMPLOYEE ID 224	Recordkeeper	$26,710	—	$26,710
EMPLOYEE ID 388	Recordkeeper	$26,370	—	$26,370
EMPLOYEE ID 634	Recordkeeper	$26,059	—	$26,059
EMPLOYEE ID 487	Recordkeeper	$25,375	—	$25,375
GREENBERG GLUSKER FIELDS CLAMAN	Other Service Provider	$23,170	—	$23,170
PROSKAUER ROSE LLP	Other Service Provider	$20,275	—	$20,275
MOTION PICTURE & TELEVISION FUND	Other Service Provider	$18,200	—	$18,200
SENTINEL INSURANCE COMPANY, LTD	Recordkeeper	$9,584	—	$9,584
BFSG LLC	Investment Advisor	$8,146	—	$8,146
ROSSMORE PROPERTY & CASUALTY INSUR	Other Service Provider	$6,796	—	$6,796
BLACKROCK INSTITUTIONAL TRUST COMP	Other Service Provider	$6,376	—	$6,376
ALTIUS IT INC	Other Service Provider	$6,317	—	$6,317
JACKSON LEWIS P.C.	Other Service Provider	$5,315	—	$5,315

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

THE SEGAL COMPANY (WESTERN STATES) — Recordkeeper
SEYFARTH SHAW LLP — Investment Advisor
EMPLOYEE ID 115 — Recordkeeper
EMPLOYEE ID 538 — Recordkeeper
MILLER KAPLAN ARASE LLP — Auditor
EMPLOYEE ID 121 — Recordkeeper
EMPLOYEE ID 200 — Recordkeeper
EMPLOYEE ID 278 — Recordkeeper
EMPLOYEE ID 543 — Recordkeeper
EMPLOYEE ID 513 — Recordkeeper
EMPLOYEE ID 548 — Recordkeeper
EMPLOYEE ID 401 — Recordkeeper
EMPLOYEE ID 120 — Recordkeeper
EMPLOYEE ID 523 — Recordkeeper
EMPLOYEE ID 437 — Recordkeeper
EMPLOYEE ID 583 — Recordkeeper
EMPLOYEE ID 618 — Recordkeeper
EMPLOYEE ID 346 — Recordkeeper
EMPLOYEE ID 629 — Recordkeeper
EMPLOYEE ID 639 — Recordkeeper
EMPLOYEE ID 114 — Recordkeeper
EMPLOYEE ID 665 — Recordkeeper
EMPLOYEE ID 671 — Recordkeeper
EMPLOYEE ID 626 — Recordkeeper
EMPLOYEE ID 447 — Recordkeeper
EMPLOYEE ID 399 — Recordkeeper
EMPLOYEE ID 641 — Recordkeeper
EMPLOYEE ID 598 — Recordkeeper
EMPLOYEE ID 434 — Recordkeeper
EMPLOYEE ID 663 — Recordkeeper
EMPLOYEE ID 653 — Recordkeeper
EMPLOYEE ID 585 — Recordkeeper
EMPLOYEE ID 664 — Recordkeeper
EMPLOYEE ID 662 — Recordkeeper
EMPLOYEE ID 549 — Recordkeeper
EMPLOYEE ID 469 — Recordkeeper
EMPLOYEE ID 644 — Recordkeeper
EMPLOYEE ID 246 — Recordkeeper
EMPLOYEE ID 387 — Recordkeeper
J.P. MORGAN INVESTMENT MGMT INC. — Recordkeeper
EMPLOYEE ID 207 — Recordkeeper
EMPLOYEE ID 621 — Recordkeeper
EMPLOYEE ID 210 — Recordkeeper
EMPLOYEE ID 485 — Recordkeeper
EMPLOYEE ID 316 — Recordkeeper
EMPLOYEE ID 373 — Recordkeeper
EMPLOYEE ID 642 — Recordkeeper
EMPLOYEE ID 163 — Recordkeeper
EMPLOYEE ID 635 — Recordkeeper
EMPLOYEE ID 256 — Recordkeeper
EMPLOYEE ID 396 — Recordkeeper
EMPLOYEE ID 131 — Recordkeeper
EMPLOYEE ID 374 — Recordkeeper
EMPLOYEE ID 195 — Recordkeeper
EMPLOYEE ID 672 — Recordkeeper
EMPLOYEE ID 528 — Recordkeeper
EMPLOYEE ID 526 — Recordkeeper
EMPLOYEE ID 466 — Recordkeeper
EMPLOYEE ID 353 — Recordkeeper
EMPLOYEE ID 389 — Recordkeeper
EMPLOYEE ID 609 — Recordkeeper
EMPLOYEE ID 456 — Recordkeeper
EMPLOYEE ID 382 — Recordkeeper
EMPLOYEE ID 480 — Recordkeeper
EMPLOYEE ID 643 — Recordkeeper
EMPLOYEE ID 223 — Recordkeeper
EMPLOYEE ID 269 — Recordkeeper
EMPLOYEE ID 390 — Recordkeeper
EMPLOYEE ID 488 — Recordkeeper
EMPLOYEE ID 474 — Recordkeeper
EMPLOYEE ID 310 — Recordkeeper
EMPLOYEE ID 630 — Recordkeeper
EMPLOYEE ID 479 — Recordkeeper
EMPLOYEE ID 224 — Recordkeeper
EMPLOYEE ID 388 — Recordkeeper
EMPLOYEE ID 634 — Recordkeeper
EMPLOYEE ID 487 — Recordkeeper
SENTINEL INSURANCE COMPANY, LTD — Recordkeeper
BFSG LLC — Investment Advisor

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

Total Service Provider Fees: $10,892,259
Estimated Expense Ratio: 2.648% of plan assets

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year	Total Admin Expenses	Investment Mgmt Fees	Contract Admin Fees	IQPA Audit Fees	Professional Fees
2024	$10,009,427	$229,020	—	$73,300	—
2023	$8,985,788	$207,737	—	$73,300	—
2022	$9,501,670	$223,217	—	—	$2,067,259

Board Of Trustees, Directors Guild Of America - Health & Welfare Plan