# Board Of Trustees, Sag-Aftra Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-sag-aftra-health-plan-952110997-501

> Board Of Trustees, Sag-Aftra Health Plan's Health & Welfare plan: 23,745 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WITHUMSMITH + BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [THE SEGAL COMPANY (WESTERN STATES)](https://planprovider.pro/provider/milliman) — Recordkeeper

- [BAKER & HOSTETLER LLP](https://planprovider.pro/provider/bakerhostetler) — ERISA Attorney

- [DAVID WEISSMAN](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [KIM STEVENS](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [STACY K. MARCUS](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [JIM BRACCHITTA](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [NED VAUGHN](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [JOHN T. MCGUIRE](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [LINDA POWELL](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [CHARLES RIVER ASSOCIATES](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [RICHARD MASUR](https://planprovider.pro/provider/john-hancock) — 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|

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