Plan Snapshot
- Plan Sponsor: Board Of Trustees, Sag-Aftra Health Plan
- Sponsor EIN: 952110997
- Sponsor Address: 3601 WEST OLIVE AVENUE, BURBANK, CA, 91505
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 23,745
- Total Assets: $567.5M
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 | 23,745 | $567.5M | $425.2M | $53.2M |
| 2023 | 22,176 | $512.2M | $362.3M | $48.6M |
| 2022 | 27,199 | $504.5M | $421.9M | $56.7M |
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 |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Other Service Provider | $7,516,309 | — | $7,516,309 |
| NIGRO, KARLIN, SEGAL & FELDSTEIN | Other Service Provider | $1,064,738 | — | $1,064,738 |
| COGNIZANT WORLDWIDE LIMITED | Other Service Provider | $924,738 | — | $924,738 |
| VALUEOPTIONS, INC. / BEACON HEALTH | Other Service Provider | $873,257 | — | $873,257 |
| DELTA DENTAL OF CALIFORNIA | Other Service Provider | $781,881 | — | $781,881 |
| HUB INTERNATIONAL INSURANCE SERVICE | Other Service Provider | $738,830 | — | $738,830 |
| VECTOR RESOURCES, INC. | Other Service Provider | $468,607 | — | $468,607 |
| RX SAVINGS LLC | Other Service Provider | $438,872 | — | $438,872 |
| EMPLOYEE FILE NUMBER 001553 | Other Service Provider | $429,743 | — | $429,743 |
| COHEN, WEISS AND SIMON, LLP. | Other Service Provider | $427,189 | — | $427,189 |
| BDO | Auditor | $400,011 | — | $400,011 |
| MILLIMAN, INC. | Recordkeeper | $340,160 | — | $340,160 |
| TRANSCARENT INC. | Other Service Provider | $338,977 | — | $338,977 |
| TEKSYSTEMS, INC. | Other Service Provider | $330,458 | — | $330,458 |
| ENCLOUD SERVICES LLC. | Other Service Provider | $314,230 | — | $314,230 |
| EMPLOYEE FILE NUMBER 000195 | Other Service Provider | $312,827 | — | $312,827 |
| EVEREST COMPUTERS INC. | Other Service Provider | $289,458 | — | $289,458 |
| HITACHI DIGITAL SERVICES LLC | Other Service Provider | $274,354 | — | $274,354 |
| NEXUSTEK | Other Service Provider | $254,848 | — | $254,848 |
| EMPLOYEE FILE NUMBER 001568 | Other Service Provider | $247,598 | — | $247,598 |
| GARTNER, INC. | Other Service Provider | $243,686 | — | $243,686 |
| EMPLOYEE FILE NUMBER 000319 | Other Service Provider | $241,216 | — | $241,216 |
| EMPLOYEE FILE NUMBER 000397 | Other Service Provider | $224,859 | — | $224,859 |
| EMPLOYEE FILE NUMBER 000315 | Other Service Provider | $223,220 | — | $223,220 |
| EMPLOYEE FILE NUMBER 000126 | Other Service Provider | $217,332 | — | $217,332 |
| TURNER TECHTRONICS, INC. | Other Service Provider | $209,623 | — | $209,623 |
| WITHUMSMITH + BROWN | Auditor | $209,412 | — | $209,412 |
| EMPLOYEE FILE NUMBER 001059 | Other Service Provider | $208,010 | — | $208,010 |
| NTH GENERATION COMPUTING, INC. | Other Service Provider | $201,236 | — | $201,236 |
| EMPLOYEE FILE NUMBER 000264 | Other Service Provider | $199,987 | — | $199,987 |
| RADIXBAY, LLC. | Other Service Provider | $193,206 | — | $193,206 |
| THRIVE OPERATIONS, LLC | Other Service Provider | $192,436 | — | $192,436 |
| EMPLOYEE FILE NUMBER 000347 | Other Service Provider | $182,179 | — | $182,179 |
| EMPLOYEE FILE NUMBER 000335 | Other Service Provider | $171,460 | — | $171,460 |
| CSC COVANSYS, CORP. | Other Service Provider | $166,839 | — | $166,839 |
| EMPLOYEE FILE NUMBER 050202 | Other Service Provider | $159,588 | — | $159,588 |
| EMPLOYEE FILE NUMBER 000356 | Other Service Provider | $156,524 | — | $156,524 |
| EMPLOYEE FILE NUMBER 000284 | Other Service Provider | $155,977 | — | $155,977 |
| EMPLOYEE FILE NUMBER 000213 | Other Service Provider | $155,458 | — | $155,458 |
| EMPLOYEE FILE NUMBER 000459 | Other Service Provider | $154,646 | — | $154,646 |
| EMPLOYEE FILE NUMBER 000351 | Other Service Provider | $153,749 | — | $153,749 |
| EMPLOYEE FILE NUMBER 001006 | Other Service Provider | $148,189 | — | $148,189 |
| EMPLOYEE FILE NUMBER 000426 | Other Service Provider | $145,872 | — | $145,872 |
| WAGENER LAW, A PROESSIONAL CORPORAT | Other Service Provider | $139,476 | — | $139,476 |
| EMPLOYEE FILE NUMBER 000371 | Other Service Provider | $135,398 | — | $135,398 |
| EMPLOYEE FILE NUMBER 000415 | Other Service Provider | $133,507 | — | $133,507 |
| EMPLOYEE FILE NUMBER 001293 | Other Service Provider | $132,172 | — | $132,172 |
| BUSH GOTTLIEB, A LAW CORP. | Other Service Provider | $126,908 | — | $126,908 |
| EMPLOYEE FILE NUMBER 000175 | Other Service Provider | $124,021 | — | $124,021 |
| PROGRESS SOFTWARE, CORP. | Other Service Provider | $123,631 | — | $123,631 |
| EMPLOYEE FILE NUMBER 001574 | Other Service Provider | $123,605 | — | $123,605 |
| EMPLOYEE FILE NUMBER 000352 | Other Service Provider | $123,202 | — | $123,202 |
| EMPLOYEE FILE NUMBER 000441 | Other Service Provider | $119,874 | — | $119,874 |
| EMPLOYEE FILE NUMBER 000428 | Other Service Provider | $118,413 | — | $118,413 |
| EMPLOYEE FILE NUMBER 000136 | Other Service Provider | $117,905 | — | $117,905 |
| EMPLOYEE FILE NUMBER 000159 | Other Service Provider | $117,246 | — | $117,246 |
| EMPLOYEE FILE NUMBER 000362 | Other Service Provider | $116,527 | — | $116,527 |
| SCALA STUDIO LLC | Other Service Provider | $115,932 | — | $115,932 |
| THE SEGAL COMPANY (WESTERN STATES) | Recordkeeper | $115,115 | — | $115,115 |
| EMPLOYEE FILE NUMBER 001308 | Other Service Provider | $114,485 | — | $114,485 |
| ATACCAMA CORP | Other Service Provider | $111,247 | — | $111,247 |
| EMPLOYEE FILE NUMBER 000338 | Other Service Provider | $110,461 | — | $110,461 |
| EMPLOYEE FILE NUMBER 000454 | Other Service Provider | $108,069 | — | $108,069 |
| EMPLOYEE FILE NUMBER 001538 | Other Service Provider | $107,422 | — | $107,422 |
| EMPLOYEE FILE NUMBER 000401 | Other Service Provider | $107,124 | — | $107,124 |
| EMPLOYEE FILE NUMBER 000384 | Other Service Provider | $104,609 | — | $104,609 |
| MEKETA INVESTMENT GROUP, INC. | Other Service Provider | $103,250 | — | $103,250 |
| EMPLOYEE FILE NUMBER 000451 | Other Service Provider | $102,474 | — | $102,474 |
| EMPLOYEE FILE NUMBER 000372 | Other Service Provider | $101,304 | — | $101,304 |
| EMPLOYEE FILE NUMBER 000299 | Other Service Provider | $99,123 | — | $99,123 |
| EMPLOYEE FILE NUMBER 000277 | Other Service Provider | $97,693 | — | $97,693 |
| EMPLOYEE FILE NUMBER 000436 | Other Service Provider | $96,183 | — | $96,183 |
| EMPLOYEE FILE NUMBER 001365 | Other Service Provider | $93,501 | — | $93,501 |
| ALLEGRO SOLUTIONS, INC. | Other Service Provider | $92,850 | — | $92,850 |
| EMPLOYEE FILE NUMBER 001110 | Other Service Provider | $92,653 | — | $92,653 |
| EMPLOYEE FILE NUMBER 000367 | Other Service Provider | $92,522 | — | $92,522 |
| EMPLOYEE FILE NUMBER 000337 | Other Service Provider | $92,018 | — | $92,018 |
| GREENBERG GLUSKER | Other Service Provider | $85,707 | — | $85,707 |
| AMERICAN ARBITRATION ASSOCIATION | Other Service Provider | $85,604 | — | $85,604 |
| EMPLOYEE FILE NUMBER 001131 | Other Service Provider | $82,302 | — | $82,302 |
| EMPLOYEE FILE NUMBER 000408 | Other Service Provider | $82,293 | — | $82,293 |
| EMPLOYEE FILE NUMBER 000348 | Other Service Provider | $81,992 | — | $81,992 |
| EMPLOYEE FILE NUMBER 000140 | Other Service Provider | $81,383 | — | $81,383 |
| EMPLOYEE FILE NUMBER 000430 | Other Service Provider | $81,360 | — | $81,360 |
| EMPLOYEE FILE NUMBER 000444 | Other Service Provider | $77,100 | — | $77,100 |
| EMPLOYEE FILE NUMBER 001534 | Other Service Provider | $76,499 | — | $76,499 |
| EMPLOYEE FILE NUMBER 000304 | Other Service Provider | $75,599 | — | $75,599 |
| EMPLOYEE FILE NUMBER 001101 | Other Service Provider | $75,400 | — | $75,400 |
| EMPLOYEE FILE NUMBER 001292 | Other Service Provider | $74,400 | — | $74,400 |
| MANAGED CARE SYSTEMS, INC. | Other Service Provider | $74,048 | — | $74,048 |
| EMPLOYEE FILE NUMBER 000236 | Other Service Provider | $73,902 | — | $73,902 |
| EMPLOYEE FILE NUMBER 001216 | Other Service Provider | $72,602 | — | $72,602 |
| HELMER FRIEDMAN LLP CLIENT TRUST AC | Other Service Provider | $71,407 | — | $71,407 |
| EMPLOYEE FILE NUMBER 001433 | Other Service Provider | $71,347 | — | $71,347 |
| EMPLOYEE FILE NUMBER 001427 | Other Service Provider | $71,104 | — | $71,104 |
| EMPLOYEE FILE NUMBER 000283 | Other Service Provider | $70,611 | — | $70,611 |
| EMPLOYEE FILE NUMBER 000358 | Other Service Provider | $69,633 | — | $69,633 |
| EMPLOYEE FILE NUMBER 000364 | Other Service Provider | $68,328 | — | $68,328 |
| EMPLOYEE FILE NUMBER 000317 | Other Service Provider | $67,209 | — | $67,209 |
| EMPLOYEE FILE NUMBER 000439 | Other Service Provider | $66,216 | — | $66,216 |
| EMPLOYEE FILE NUMBER 000291 | Other Service Provider | $65,592 | — | $65,592 |
| EMPLOYEE FILE NUMBER 000259 | Other Service Provider | $63,289 | — | $63,289 |
| THE HARTFORD | Other Service Provider | $62,184 | — | $62,184 |
| EMPLOYEE FILE NUMBER 000435 | Other Service Provider | $61,747 | — | $61,747 |
| EMPLOYEE FILE NUMBER 000296 | Other Service Provider | $61,039 | — | $61,039 |
| EMPLOYEE FILE NUMBER 000127 | Other Service Provider | $60,780 | — | $60,780 |
| EMPLOYEE FILE NUMBER 001239 | Other Service Provider | $60,506 | — | $60,506 |
| EMPLOYEE FILE NUMBER 000100 | Other Service Provider | $59,995 | — | $59,995 |
| EMPLOYEE FILE NUMBER 001175 | Other Service Provider | $59,992 | — | $59,992 |
| EMPLOYEE FILE NUMBER 000460 | Other Service Provider | $59,392 | — | $59,392 |
| AZUL CONSULTING, INC. | Other Service Provider | $58,968 | — | $58,968 |
| EMPLOYEE FILE NUMBER 000113 | Other Service Provider | $58,963 | — | $58,963 |
| EMPLOYEE FILE NUMBER 000182 | Other Service Provider | $58,454 | — | $58,454 |
| EMPLOYEE FILE NUMBER 000452 | Other Service Provider | $57,897 | — | $57,897 |
| EMPLOYEE FILE NUMBER 000084 | Other Service Provider | $57,705 | — | $57,705 |
| EMPLOYEE FILE NUMBER 000268 | Other Service Provider | $57,443 | — | $57,443 |
| EMPLOYEE FILE NUMBER 000238 | Other Service Provider | $57,323 | — | $57,323 |
| EMPLOYEE FILE NUMBER 000266 | Other Service Provider | $56,982 | — | $56,982 |
| EMPLOYEE FILE NUMBER 000246 | Other Service Provider | $56,917 | — | $56,917 |
| VISION SERVICE PLAN | Other Service Provider | $56,438 | — | $56,438 |
| EMPLOYEE FILE NUMBER 000449 | Other Service Provider | $56,074 | — | $56,074 |
| EMPLOYEE FILE NUMBER 000466 | Other Service Provider | $56,030 | — | $56,030 |
| EMPLOYEE FILE NUMBER 000312 | Other Service Provider | $55,219 | — | $55,219 |
| EMPLOYEE FILE NUMBER 000360 | Other Service Provider | $55,020 | — | $55,020 |
| EMPLOYEE FILE NUMBER 000117 | Other Service Provider | $54,407 | — | $54,407 |
| EMPLOYEE FILE NUMBER 000062 | Other Service Provider | $52,832 | — | $52,832 |
| EMPLOYEE FILE NUMBER 001359 | Other Service Provider | $51,487 | — | $51,487 |
| EMPLOYEE FILE NUMBER 000249 | Other Service Provider | $50,472 | — | $50,472 |
| UKG INC. | Other Service Provider | $50,466 | — | $50,466 |
| EMPLOYEE FILE NUMBER 000402 | Other Service Provider | $50,427 | — | $50,427 |
| EMPLOYEE FILE NUMBER 000323 | Other Service Provider | $50,389 | — | $50,389 |
| EMPLOYEE FILE NUMBER 000200 | Other Service Provider | $50,242 | — | $50,242 |
| EMPLOYEE FILE NUMBER 000379 | Other Service Provider | $49,982 | — | $49,982 |
| EMPLOYEE FILE NUMBER 001219 | Other Service Provider | $49,924 | — | $49,924 |
| EMPLOYEE FILE NUMBER 000288 | Other Service Provider | $49,693 | — | $49,693 |
| EMPLOYEE FILE NUMBER 000219 | Other Service Provider | $49,290 | — | $49,290 |
| EMPLOYEE FILE NUMBER 000230 | Other Service Provider | $48,477 | — | $48,477 |
| EMPLOYEE FILE NUMBER 000151 | Other Service Provider | $47,172 | — | $47,172 |
| EMPLOYEE FILE NUMBER 000276 | Other Service Provider | $47,036 | — | $47,036 |
| EMPLOYEE FILE NUMBER 000208 | Other Service Provider | $46,397 | — | $46,397 |
| EMPLOYEE FILE NUMBER 000278 | Other Service Provider | $46,385 | — | $46,385 |
| EMPLOYEE FILE NUMBER 000350 | Other Service Provider | $46,280 | — | $46,280 |
| EMPLOYEE FILE NUMBER 000357 | Other Service Provider | $45,934 | — | $45,934 |
| EMPLOYEE FILE NUMBER 000310 | Other Service Provider | $45,902 | — | $45,902 |
| EMPLOYEE FILE NUMBER 000383 | Other Service Provider | $44,861 | — | $44,861 |
| EMPLOYEE FILE NUMBER 000153 | Other Service Provider | $44,205 | — | $44,205 |
| EMPLOYEE FILE NUMBER 000263 | Other Service Provider | $43,940 | — | $43,940 |
| EMPLOYEE FILE NUMBER 001380 | Other Service Provider | $43,931 | — | $43,931 |
| EMPLOYEE FILE NUMBER 000409 | Other Service Provider | $43,766 | — | $43,766 |
| EMPLOYEE FILE NUMBER 000464 | Other Service Provider | $43,337 | — | $43,337 |
| EMPLOYEE FILE NUMBER 000446 | Other Service Provider | $43,332 | — | $43,332 |
| EMPLOYEE FILE NUMBER 000443 | Other Service Provider | $43,269 | — | $43,269 |
| EMPLOYEE FILE NUMBER 000324 | Other Service Provider | $43,215 | — | $43,215 |
| EMPLOYEE FILE NUMBER 000447 | Other Service Provider | $41,929 | — | $41,929 |
| EMPLOYEE FILE NUMBER 000455 | Other Service Provider | $41,410 | — | $41,410 |
| EMPLOYEE FILE NUMBER 000270 | Other Service Provider | $41,033 | — | $41,033 |
| EMPLOYEE FILE NUMBER 000177 | Other Service Provider | $40,410 | — | $40,410 |
| EVOLVE SECURITY, LLC. | Other Service Provider | $40,181 | — | $40,181 |
| EMPLOYEE FILE NUMBER 000232 | Other Service Provider | $39,079 | — | $39,079 |
| EMPLOYEE FILE NUMBER 001355 | Other Service Provider | $38,861 | — | $38,861 |
| EMPLOYEE FILE NUMBER 000193 | Other Service Provider | $38,505 | — | $38,505 |
| EMPLOYEE FILE NUMBER 000146 | Other Service Provider | $38,308 | — | $38,308 |
| EMPLOYEE FILE NUMBER 000271 | Other Service Provider | $37,913 | — | $37,913 |
| EMPLOYEE FILE NUMBER 000229 | Other Service Provider | $37,744 | — | $37,744 |
| EMPLOYEE FILE NUMBER 000406 | Other Service Provider | $37,579 | — | $37,579 |
| EMPLOYEE FILE NUMBER 001479 | Other Service Provider | $37,258 | — | $37,258 |
| EMPLOYEE FILE NUMBER 001111 | Other Service Provider | $37,192 | — | $37,192 |
| EMPLOYEE FILE NUMBER 001400 | Other Service Provider | $37,007 | — | $37,007 |
| WORLD INVESTMENT ADVISORS, LLC | Other Service Provider | $36,758 | — | $36,758 |
| EMPLOYEE FILE NUMBER 000440 | Other Service Provider | $36,679 | — | $36,679 |
| EMPLOYEE FILE NUMBER 001551 | Other Service Provider | $36,454 | — | $36,454 |
| EMPLOYEE FILE NUMBER 000470 | Other Service Provider | $36,389 | — | $36,389 |
| EMPLOYEE FILE NUMBER 000069 | Other Service Provider | $35,879 | — | $35,879 |
| EMPLOYEE FILE NUMBER 000458 | Other Service Provider | $35,794 | — | $35,794 |
| EMPLOYEE FILE NUMBER 001541 | Other Service Provider | $35,280 | — | $35,280 |
| EMPLOYEE FILE NUMBER 001408 | Other Service Provider | $35,067 | — | $35,067 |
| CLOUDFLARE, INC. | Other Service Provider | $35,040 | — | $35,040 |
| EMPLOYEE FILE NUMBER 000445 | Other Service Provider | $34,448 | — | $34,448 |
| EMPLOYEE FILE NUMBER 000410 | Other Service Provider | $34,405 | — | $34,405 |
| EMPLOYEE FILE NUMBER 000438 | Other Service Provider | $34,383 | — | $34,383 |
| EMPLOYEE FILE NUMBER 000463 | Other Service Provider | $31,518 | — | $31,518 |
| EMPLOYEE FILE NUMBER 000308 | Other Service Provider | $31,455 | — | $31,455 |
| EMPLOYEE FILE NUMBER 000456 | Other Service Provider | $31,229 | — | $31,229 |
| KLDISCOVERY ONTRACK, LLC | Other Service Provider | $31,116 | — | $31,116 |
| EMPLOYEE FILE NUMBER 001346 | Other Service Provider | $28,535 | — | $28,535 |
| EMPLOYEE FILE NUMBER 000467 | Other Service Provider | $28,117 | — | $28,117 |
| EMPLOYEE FILE NUMBER 000327 | Other Service Provider | $27,737 | — | $27,737 |
| CONSIDINE & ASSOCIATES INC. | Other Service Provider | $27,625 | — | $27,625 |
| KIPI.BI LLC | Other Service Provider | $26,509 | — | $26,509 |
| DUC TRAN, MD. | Other Service Provider | $25,313 | — | $25,313 |
| THERMAL CONCEPTS, INC. | Other Service Provider | $24,665 | — | $24,665 |
| BAKER & HOSTETLER LLP | ERISA Attorney | $24,354 | — | $24,354 |
| SOLOMON LAW, APC | Other Service Provider | $23,893 | — | $23,893 |
| MOD OP, LLC | Other Service Provider | $23,319 | — | $23,319 |
| GORDON REES SCULLY MANSUKHANI, LLC | Other Service Provider | $23,260 | — | $23,260 |
| CAREER STRATEGIES TEMPORARY, INC. | Other Service Provider | $22,788 | — | $22,788 |
| CISTERA NETWORKS, INC. | Other Service Provider | $20,225 | — | $20,225 |
| DAVID WEISSMAN | Custodian / Trustee | $18,421 | — | $18,421 |
| AKKODIS, INC | Other Service Provider | $18,250 | — | $18,250 |
| DANIEL J. EDELMAN, INC. | Other Service Provider | $15,270 | — | $15,270 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | Other Service Provider | $15,016 | — | $15,016 |
| ENVOY GLOBAL, INC. | Other Service Provider | $14,827 | — | $14,827 |
| KIM STEVENS | Custodian / Trustee | $13,521 | — | $13,521 |
| STACY K. MARCUS | Custodian / Trustee | $13,160 | — | $13,160 |
| TEVORA BUSINESS SOLUTIONS, INC. | Other Service Provider | $11,596 | — | $11,596 |
| CBRE, INC. | Other Service Provider | $11,485 | — | $11,485 |
| LINKEDIN, CORP. | Other Service Provider | $11,139 | — | $11,139 |
| JIM BRACCHITTA | Custodian / Trustee | $8,454 | — | $8,454 |
| NED VAUGHN | Custodian / Trustee | $8,123 | — | $8,123 |
| JOHN T. MCGUIRE | Custodian / Trustee | $8,021 | — | $8,021 |
| CPRIME, INC. | Other Service Provider | $7,687 | — | $7,687 |
| NDS | Other Service Provider | $7,172 | — | $7,172 |
| LINDA POWELL | Custodian / Trustee | $7,041 | — | $7,041 |
| CHARLES RIVER ASSOCIATES | Recordkeeper | $7,000 | — | $7,000 |
| RANDSTAND RISESMART, INC | Other Service Provider | $6,570 | — | $6,570 |
| KATHRYN S. MANDATO | Other Service Provider | $6,500 | — | $6,500 |
| PRIOS, LLC | Other Service Provider | $5,536 | — | $5,536 |
| 1-800-GOT-JUNK | Other Service Provider | $5,300 | — | $5,300 |
| RICHARD MASUR | Custodian / Trustee | $5,283 | — | $5,283 |
| ENTERTAINMENT PARTNERS LLC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO — Auditor
- MILLIMAN, INC. — Recordkeeper
- WITHUMSMITH + BROWN — Auditor
- THE SEGAL COMPANY (WESTERN STATES) — Recordkeeper
- BAKER & HOSTETLER LLP — ERISA Attorney
- DAVID WEISSMAN — Custodian / Trustee
- KIM STEVENS — Custodian / Trustee
- STACY K. MARCUS — Custodian / Trustee
- JIM BRACCHITTA — Custodian / Trustee
- NED VAUGHN — Custodian / Trustee
- JOHN T. MCGUIRE — Custodian / Trustee
- LINDA POWELL — Custodian / Trustee
- CHARLES RIVER ASSOCIATES — Recordkeeper
- RICHARD MASUR — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,111,769
- Estimated Expense Ratio: 5.482% 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 | $34,099,348 | $1,985,087 | — | $209,412 | — |
| 2023 | $37,890,436 | $1,523,894 | — | $198,723 | — |
| 2022 | $46,425,926 | $1,083,966 | — | — | $10,720,695 |