Plan Snapshot
- Plan Sponsor: Board Of Trustees, Entertainment Industry Flex Plan
- Sponsor EIN: 956832043
- Sponsor Address: 844 SEWARD ST, LOS ANGELES, CA, 90038
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 35,157
- Total Assets: $255.5M
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 | 35,157 | $255.5M | $106.0M | $7.4M |
| 2023 | 34,090 | $210.2M | $71.6M | $8.3M |
| 2022 | 33,765 | $203.9M | $93.3M | $8.0M |
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 |
|---|---|---|---|---|
| BENEFIT PLANS, INC. | Other Service Provider | $3,750,119 | — | $3,750,119 |
| ANTHEM BLUE CROSS LIFE AND HEALTH | Other Service Provider | $2,329,776 | — | $2,329,776 |
| U.S. BANK | Recordkeeper | $113,055 | — | $113,055 |
| WEAVER C. BARKSDALE & ASSOC., INC. | Other Service Provider | $108,760 | — | $108,760 |
| SEGAL CONSULTING | Other Service Provider | $101,689 | — | $101,689 |
| SAGE ADVISORY | Other Service Provider | $60,821 | — | $60,821 |
| MORGAN STANLEY GRAYSTONE | Recordkeeper | $50,000 | — | $50,000 |
| MILLER KAPLAN ARASE LLP | Auditor | $35,550 | — | $35,550 |
| WOHLNER KAPLON CUTLER HALFORD ROSEN | Other Service Provider | $24,500 | — | $24,500 |
| NORTHERN TRUST | Other Service Provider | $10,981 | — | $10,981 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK — Recordkeeper
- MORGAN STANLEY GRAYSTONE — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,585,251
- Estimated Expense Ratio: 2.577% 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 | $4,573,207 | $230,562 | $3,750,119 | $35,550 | — |
| 2023 | $4,307,655 | $210,932 | $3,593,985 | $34,600 | — |
| 2022 | $3,989,622 | $187,682 | $3,321,966 | — | $165,968 |