# Board Of Trustees, Directors Guild Of America - Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-directors-guild-of-america-237067289-501 > Board Of Trustees, Directors Guild Of America -'s Health & Welfare plan: 7,231 participants, plan year 2024 financials, providers, and benchmarks from Form 5… Form 5500 filing data for plan year 2024. ## 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)](https://planprovider.pro/provider/milliman) — Recordkeeper - [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor - [EMPLOYEE ID 115](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 538](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor - [EMPLOYEE ID 121](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 200](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 278](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 543](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 513](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 548](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 401](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 120](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 523](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 437](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 583](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 618](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 346](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 629](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 639](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 114](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 665](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 671](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 626](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 447](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 399](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 641](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 598](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 434](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 663](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 653](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 585](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 664](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 662](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 549](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 469](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 644](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 246](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 387](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [J.P. MORGAN INVESTMENT MGMT INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [EMPLOYEE ID 207](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 621](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 210](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 485](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 316](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 373](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 642](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 163](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 635](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 256](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 396](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 131](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 374](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 195](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 672](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 528](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 526](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 466](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 353](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 389](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 609](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 456](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 382](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 480](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 643](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 223](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 269](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 390](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 488](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 474](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 310](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 630](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 479](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 224](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 388](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 634](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE ID 487](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [SENTINEL INSURANCE COMPANY, LTD](https://planprovider.pro/provider/sentinel-group) — Recordkeeper - [BFSG LLC](https://planprovider.pro/provider/benefit-financial-services-group) — 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| ## Similar Plans - [Board Of Trustees, Health Care Employees/Employer](https://planprovider.pro/companies/board-of-trustees-health-care-employees-employer-942356343-501) — 26,625 participants - 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