# Board Of Trustees Of The American Federation Of Musicians And Employe DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-american-federation-of-musicians-and-employe-plan

> Board Of Trustees Of The American Federation Of Musicians And Employe's DB plan: 19,513 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The American Federation Of Musicians And Employe

- **Sponsor EIN:** 516120204

- **Sponsor Address:** 14 PENN PLAZA, 12TH FLOOR, NEW YORK, NY, 10122

- **Plan Type:** DB

- **Total Participants:** 19,513

- **Total Assets:** $3.2B

## 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|19,513|$3.2B|$81.4M|$0|

| 2023|19,021|$1.8B|$80.0M|$0|

| 2022|18,826|$1.7B|$58.7M|$0|

## 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|

| CAMBRIDGE ASSOCIATES LLC|NONE|$2,233,417|—|$2,233,417|

| ANTHEM BLUE CROSS AND BLUE SHIELD|NONE|$1,299,752|—|$1,299,752|

| MILLIMAN INC|NONE|$877,966|—|$877,966|

| HAMILTON LANE ADVISORS, LLC|NONE|$800,000|—|$800,000|

| THE BANK OF NEW YORK MELLON|NONE|$732,635|—|$732,635|

| PROSKAUER ROSE LLP|NONE|$626,316|—|$626,316|

| THE CHILDRENS INVESTMENT FUND|NONE|$564,009|—|$564,009|

| VIKING GLOBAL INVESTORS LP|NONE|$544,267|—|$544,267|

| JUNTO OFFSHORE FUND LTD|NONE|$533,482|—|$533,482|

| EMPLOYEE 1|EMPLOYEE|$525,624|—|$525,624|

| SILCHESTER INT'L INVESTORS LLP|NONE|$461,709|—|$461,709|

| CAT ROCK CAPITAL MANAGEMENT LP|NONE|$415,858|—|$415,858|

| HBK MULTI-STRATEGY OFFSHORE FUND|NONE|$403,089|—|$403,089|

| EMPLOYEE 2|EMPLOYEE|$396,316|—|$396,316|

| DAVIDSON KEMPNER CAPITAL MGMT LP|NONE|$390,508|—|$390,508|

| CEVIAN CAPITAL|NONE|$389,757|—|$389,757|

| TWO SIGMA ADVISERS, LP|NONE|$388,222|—|$388,222|

| COHEN WEISS AND SIMON LLP|NONE|$370,998|—|$370,998|

| WITHUMSMITH+BROWN, PC|NONE|$364,530|—|$364,530|

| ELLIOT INTERNATIONAL LIMITED|NONE|$356,696|—|$356,696|

| PARK PRESIDIO|NONE|$332,937|—|$332,937|

| OVERLOOK PARTNERS|NONE|$281,787|—|$281,787|

| ARTISAN INTERNATIONAL VALUE FUND|NONE|$264,609|—|$264,609|

| INDABA CAPITAL MANAGEMENT, L.P.|NONE|$245,011|—|$245,011|

| EMPLOYEE 3|EMPLOYEE|$239,314|—|$239,314|

| EMPLOYEE 4|EMPLOYEE|$239,112|—|$239,112|

| EMPLOYEE 5|EMPLOYEE|$232,251|—|$232,251|

| EMPLOYEE 6|EMPLOYEE|$229,947|—|$229,947|

| CAMBER CAPITAL MANAGEMENT, LP|NONE|$227,651|—|$227,651|

| LAKEWOOD CAPITAL MANAGEMENT LP|NONE|$225,471|—|$225,471|

| EMPLOYEE 7|EMPLOYEE|$221,412|—|$221,412|

| SEGAL SELECT INSURANCE SERVICES INC|NONE|—|$215,100|$215,100|

| EMPLOYEE 8|EMPLOYEE|$209,976|—|$209,976|

| EMPLOYEE 9|EMPLOYEE|$202,687|—|$202,687|

| EMPLOYEE 10|EMPLOYEE|$201,984|—|$201,984|

| SENATOR INVESTMENT GROUP LP|NONE|$201,757|—|$201,757|

| SOROBAN CAPITAL PARTNERS LP|NONE|$196,518|—|$196,518|

| TIGER GLOBAL|NONE|$195,743|—|$195,743|

| EMPLOYEE 11|EMPLOYEE|$195,274|—|$195,274|

| EMPLOYEE 12|EMPLOYEE|$192,015|—|$192,015|

| EMPLOYEE 13|EMPLOYEE|$188,536|—|$188,536|

| ACADIAN ASSET MANAGEMENT LLC|NONE|$186,352|—|$186,352|

| AETOS CAPITAL OPPORT. FD CAYMAN LP|NONE|$184,979|—|$184,979|

| MALABAR INDIA FUND LP|NONE|$181,237|—|$181,237|

| INDEPENDENT FRANCHISE PARTNERS, LLP|NONE|$169,341|—|$169,341|

| EMPLOYEE 14|EMPLOYEE|$166,856|—|$166,856|

| EMPLOYEE 15|EMPLOYEE|$161,755|—|$161,755|

| MATRIX CAPITAL MANAGEMENT COMPANY|NONE|$156,629|—|$156,629|

| EMPLOYEE 16|EMPLOYEE|$148,331|—|$148,331|

| EMPLOYEE 17|EMPLOYEE|$143,338|—|$143,338|

| HS MANAGEMENT PARNTERS, LLC|NONE|$137,537|—|$137,537|

| WILSHIRE ADVISORS LLC|NONE|$127,743|—|$127,743|

| THE GUARDIAN LIFE INSURANCE CO OF A|NONE|$122,535|—|$122,535|

| EMPLOYEE 18|EMPLOYEE|$119,512|—|$119,512|

| EMPLOYEE 19|EMPLOYEE|$117,044|—|$117,044|

| EMPLOYEE 20|EMPLOYEE|$115,716|—|$115,716|

| EMPLOYEE 21|EMPLOYEE|$114,551|—|$114,551|

| EMPLOYEE 22|EMPLOYEE|$112,550|—|$112,550|

| EMPLOYEE 23|EMPLOYEE|$111,154|—|$111,154|

| EMPLOYEE 24|EMPLOYEE|$110,172|—|$110,172|

| EMPLOYEE 25|EMPLOYEE|$109,099|—|$109,099|

| EMPLOYEE 26|EMPLOYEE|$106,732|—|$106,732|

| EMPLOYEE 27|EMPLOYEE|$106,698|—|$106,698|

| PERFECT PRINTING SOLUTIONS, INC.|NONE|$105,566|—|$105,566|

| EMPLOYEE 28|EMPLOYEE|$104,074|—|$104,074|

| EMPLOYEE 29|EMPLOYEE|$102,109|—|$102,109|

| EMPLOYEE 30|EMPLOYEE|$101,474|—|$101,474|

| EMPLOYEE 31|EMPLOYEE|$99,435|—|$99,435|

| EMPLOYEE 32|EMPLOYEE|$98,325|—|$98,325|

| EMPLOYEE 33|EMPLOYEE|$98,156|—|$98,156|

| EMPLOYEE 34|EMPLOYEE|$94,768|—|$94,768|

| EMPLOYEE 35|EMPLOYEE|$93,583|—|$93,583|

| ORBIS INVESTMENT MANAGEMENT LIMITED|NONE|$92,988|—|$92,988|

| WINMILL SOFTWARE INC|NONE|$92,387|—|$92,387|

| EMPLOYEE 36|EMPLOYEE|$85,509|—|$85,509|

| DOUBLELINE CAPITAL LP|NONE|$80,700|—|$80,700|

| EMPLOYEE 37|EMPLOYEE|$80,615|—|$80,615|

| EMPLOYEE 38|EMPLOYEE|$78,693|—|$78,693|

| EMPLOYEE 39|EMPLOYEE|$76,806|—|$76,806|

| EMPLOYEE 40|EMPLOYEE|$76,095|—|$76,095|

| EMPLOYEE 41|EMPLOYEE|$75,876|—|$75,876|

| EMPLOYEE 42|EMPLOYEE|$74,656|—|$74,656|

| EMPLOYEE 43|EMPLOYEE|$74,307|—|$74,307|

| OPUS INVESTMENT ADVISORS, LLC|NONE|$72,004|—|$72,004|

| EMPLOYEE 44|EMPLOYEE|$71,462|—|$71,462|

| EMPLOYEE 45|EMPLOYEE|$69,185|—|$69,185|

| HARRIS RAND LUSK|NONE|$67,500|—|$67,500|

| EMPLOYEE 46|EMPLOYEE|$64,847|—|$64,847|

| EMPLOYEE 47|EMPLOYEE|$64,767|—|$64,767|

| EMPLOYEE 48|EMPLOYEE|$63,190|—|$63,190|

| EMPLOYEE 49|EMPLOYEE|$63,124|—|$63,124|

| CHARLES-LIM ASIA GLOBAL LIMITED|NONE|$62,673|—|$62,673|

| EMPLOYEE 50|EMPLOYEE|$61,153|—|$61,153|

| EMPLOYEE 51|EMPLOYEE|$60,643|—|$60,643|

| EMPLOYEE 52|EMPLOYEE|$59,034|—|$59,034|

| THE SR GROUP US, INC|NONE|$58,955|—|$58,955|

| BARES CAPITAL MANAGEMENT INC|NONE|$54,645|—|$54,645|

| EMPLOYEE 53|EMPLOYEE|$53,709|—|$53,709|

| PIMCO|NONE|$52,295|—|$52,295|

| CUSHMAN & WAKEFIELD, INC.|NONE|$50,000|—|$50,000|

| BLAKEMAN CREST ADVISORS, LLC|NONE|$48,360|—|$48,360|

| EMPLOYEE 54|EMPLOYEE|$48,039|—|$48,039|

| EMPLOYEE 55|EMPLOYEE|$47,889|—|$47,889|

| EMPLOYEE 56|EMPLOYEE|$47,787|—|$47,787|

| EMPLOYEE 57|EMPLOYEE|$45,918|—|$45,918|

| PZENA INVESTMENT MANAGEMENT, LLC|NONE|$44,955|—|$44,955|

| EMPLOYEE 58|EMPLOYEE|$44,263|—|$44,263|

| EMPLOYEE 59|EMPLOYEE|$43,600|—|$43,600|

| EMPLOYEE 60|EMPLOYEE|$41,627|—|$41,627|

| EMPLOYEE 61|EMPLOYEE|$39,869|—|$39,869|

| CLOUDFIRST TECHNOLOGIES|NONE|$32,955|—|$32,955|

| CONSTELLATION INVESTMENTS|NONE|$31,425|—|$31,425|

| EMPLOYEE 62|EMPLOYEE|$31,196|—|$31,196|

| EMPLOYEE 63|EMPLOYEE|$29,368|—|$29,368|

| EMPLOYEE 64|EMPLOYEE|$29,261|—|$29,261|

| INCA INVESTMENTS LLC|NONE|$25,036|—|$25,036|

| LEVY EMPLOYMENT LAW, LLC|NONE|$21,368|—|$21,368|

| MIG LLC|NONE|$21,048|—|$21,048|

| NASDAQ INC|NONE|$16,777|—|$16,777|

| PROMENET, INC.|NONE|$14,932|—|$14,932|

| PENN SQUARE GLOBAL REAL ESTATE FUND|NONE|$13,221|—|$13,221|

| ESW OPERATIONS, LLC|NONE|$11,890|—|$11,890|

| TRUSTEE 1|TRUSTEE|$9,999|—|$9,999|

| PALMER SQUARE ULTRA-SHORT DURATION|NONE|$9,011|—|$9,011|

| ALTAIR ENGINEERING INC.|NONE|$8,852|—|$8,852|

| TRUSTEE 2|TRUSTEE|$8,828|—|$8,828|

| TRUSTEE 3|TRUSTEE|$8,762|—|$8,762|

| TRUSTEE 4|TRUSTEE|$7,441|—|$7,441|

| TRUSTEE 5|TRUSTEE|$7,004|—|$7,004|

| TRUSTEE 6|TRUSTEE|$5,835|—|$5,835|

| TRUSTEE 7|TRUSTEE|$5,441|—|$5,441|

| TRUSTEE 8|TRUSTEE|$5,341|—|$5,341|

### Verified Provider Profiles

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

- [MILLIMAN INC](https://planprovider.pro/provider/milliman) — NONE

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [EMPLOYEE 1](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [EMPLOYEE 3](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 4](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 5](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 6](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 7](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 8](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 9](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 10](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 11](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 12](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 13](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 14](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 15](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 16](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 17](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [WILSHIRE ADVISORS LLC](https://planprovider.pro/provider/john-hancock) — NONE

- [THE GUARDIAN LIFE INSURANCE CO OF A](https://planprovider.pro/provider/alight-solutions) — NONE

- [EMPLOYEE 18](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 19](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 20](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 21](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 22](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 23](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 24](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 25](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 26](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 27](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 28](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 29](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 30](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 31](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 32](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 33](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 34](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 35](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 36](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [DOUBLELINE CAPITAL LP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [EMPLOYEE 37](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 38](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 39](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 40](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 41](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 42](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 43](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 44](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 45](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 46](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 47](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 48](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 49](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 50](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 51](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 52](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 53](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 54](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 55](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 56](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 57](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 58](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 59](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 60](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 61](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 62](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 63](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 64](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,066,710

- **Estimated Expense Ratio:** 0.759% 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|$28,939,835|$11,864,366|—|$370,272|—|

| 2023|$29,442,530|$12,349,035|—|$371,994|—|

| 2022|$20,621,225|$8,601,819|—|—|$1,577,801|

## Similar Plans

- [Board Of Trustees Of The Equity League 401k Plan](https://planprovider.pro/companies/board-of-trustees-of-the-equity-league-401k-plan-plan) — 24,136 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-american-federation-of-musicians-and-employe-plan)

© 2026 PlanProvider.Pro