# Board Of Trustees, Entertainment Industry Flex Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-entertainment-industry-flex-plan-956832043-501

> Board Of Trustees, Entertainment Industry Flex Plan's Health & Welfare plan: 35,157 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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|

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- [Twdc Enterprises 18 Corp.](https://planprovider.pro/companies/twdc-enterprises-18-corp-401k-plan-011) — 51,389 participants

- [Twdc Enterprises 18 Corp.](https://planprovider.pro/companies/twdc-enterprises-18-corp-plan-015) — 38,582 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-entertainment-industry-flex-plan-956832043-501)

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