Original filing (PDF)20251014193728NAL0007280802001

BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN

Name: BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN — PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN

Form 5500

FILING_RECEIVED

PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN

Defined-benefit pension plan

Signals · 3

29% in single holdingNo recordkeeper disclosed139 service providers

Active participants

8,873

Accounts w/ balance

—

Plan assets (EOY)

$4.7B

Net assets (EOY)

$4.4B

How this plan invests

This plan

12 pooled trusts

Schedule D

58 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "[DFE: STATE STREET QSI INDEX NON-LENDING COMMON TRUST FUND (extraction pending)]" is 29% of plan.
34 bps in Schedule C fees — 587% above peer band of 5 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN.

Plan sponsor

Name

BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN

EIN

95-2216351

Address

2900 W. ALAMEDA AVENUE, SUITE 1100 · BURBANK, CA · 915054220

Phone

(818) 846-1015

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

WITHUMSITH+BROWN PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

139 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
MELISSA SALMONS	95-2216351	—	TRUSTEE	$8K	—

Other

138

Name	EIN	Location	Relation	Direct comp	Indirect comp
JP MORGAN	13-3200244	—	NONE	$1.1M	—
MEKETA INVESTMENT GROUP, INC.	04-2659023	—	NONE	$1.0M	—
DRIEHAUS	20-3634295	—	NONE	$856K	—
NIGRO KARLIN SEGAL & FELDSTEIN	95-3632775	—	NONE	$750K	—
METROPOLITAN WEST ASSET MANAGEMENT	95-4597302	—	NONE	$728K	—
ROBECO BOSTON PARTNERS	04-3270358	—	NONE	$684K	—
MCMORGAN AND COMPANY	52-2334338	—	NONE	$571K	—
ONE RIVER DYNAMIC CONVEXITY SP	—	—	NONE	$404K	—
EMPLOYEE 1008	95-2216351	—	EMPLOYEE	$354K	—
SYSTEMATIC FINANCIAL GROUP	22-3367558	—	NONE	$327K	—
WITHUMSMITH+BROWN PC	22-2027092	—	NONE	$320K	—
WALTER SCOTT	76-6192146	—	NONE	$312K	—
RICE HALL JAMES & ASSOCIATES	43-1992528	—	NONE	$290K	—
KRAW LAW GROUP	32-0465891	—	NONE	$270K	—
SWITCH LTD	51-0500225	—	NONE	$266K	—
NTT AMERICA INC.	13-3922003	—	NONE	$251K	—
THE NORTHERN TRUST COMPANY	36-2723087	—	NONE	$233K	—
PROSKAUER ROSE LLP	13-1840454	—	NONE	$210K	—
BROWN & BROWN OF MA, LLC	27-4732361	—	NONE	$208K	—
EMPLOYEE 1013	95-2216351	—	EMPLOYEE	$201K	—
TWOTAIL ALPHA OFFSHORE FUND LTD	81-0916240	—	NONE	$199K	—
VITECH SYSTEMS GROUP, INC	13-3785492	—	NONE	$178K	—
ACADIAN ASSET MANAGEMENT	04-2929221	—	NONE	$169K	—
MILLIMAN, INC.	91-0675641	—	NONE	$167K	—
EMPLOYEE 1010	95-2216351	—	EMPLOYEE	$163K	—
EMPLOYEE 4359	95-2216351	—	EMPLOYEE	$158K	—
LOGICALIS INC	13-4000122	—	NONE	$144K	—
NTT AMERICA SOLUTIONS, INC	13-2554344	—	NONE	$130K	—
STATE STREET GLOBAL ADVISORS QSI IN	04-0025081	—	NONE	$119K	—
SIDEPATH, INC.	51-0420047	—	NONE	$116K	—
EMPLOYEE 7415	95-2216351	—	EMPLOYEE	$112K	—
EMPLOYEE 1017	95-2216351	—	EMPLOYEE	$110K	—
EMPLOYEE 1495	95-2216351	—	EMPLOYEE	$108K	—
CHUBB	—	PITTSBURGH, PA	NONE	$94K	—
EMPLOYEE 4935	95-2216351	—	EMPLOYEE	$91K	—
THE HOUSE OF PRINTING, INC	92-2234833	—	NONE	$88K	—
GARTNER INC	04-3099750	—	NONE	$88K	—
TEKNITA LLC	82-2413231	—	NONE	$86K	—
EMPLOYEE 4305	95-2216351	—	EMPLOYEE	$86K	—
EMPLOYEE 393	95-2216351	—	EMPLOYEE	$84K	—
EMPLOYEE 3830	95-2216351	—	EMPLOYEE	$84K	—
EMPLOYEE 3428	95-2216351	—	EMPLOYEE	$84K	—
EMPLOYEE 6743	95-2216351	—	EMPLOYEE	$84K	—
EMPLOYEE 5147	95-2216351	—	EMPLOYEE	$84K	—
EMPLOYEE 4344	95-2216351	—	EMPLOYEE	$83K	—
PAYDEN & RYGEL	95-3921788	—	NONE	$82K	—
EMPLOYEE 2669	95-2216351	—	EMPLOYEE	$81K	—
EMPLOYEE 4348	95-2216351	—	EMPLOYEE	$80K	—
PROPHIX SOFTWARE INC	98-0414886	—	NONE	$80K	—
EMPLOYEE 4230	95-2216351	—	EMPLOYEE	$80K	—
EMPLOYEE 514	95-2216351	—	EMPLOYEE	$79K	—
EMPLOYEE 2700	95-2216351	—	EMPLOYEE	$77K	—
TECHNOLOGY MANAGEMENT CONCEPTS	95-4134680	—	NONE	$77K	—
EMPLOYEE 4244	95-2216351	—	EMPLOYEE	$76K	—
OPUS INVESTMENT ADVISORS, LLC	41-2063321	—	NONE	$75K	—
EMPLOYEE 1842	95-2216351	—	EMPLOYEE	$75K	—
INNOVEST SYSTEMS LLC	13-4146072	—	NONE	$75K	—
EMPLOYEE 8265	95-2216351	—	EMPLOYEE	$74K	—
EMPLOYEE 9824	95-2216351	—	EMPLOYEE	$74K	—
EMPLOYEE 9823	95-2216351	—	EMPLOYEE	$72K	—
EMPLOYEE 4202	95-2216351	—	EMPLOYEE	$71K	—
EMPLOYEE 6682	95-2216351	—	EMPLOYEE	$69K	—
EMPLOYEE 6256	95-2216351	—	EMPLOYEE	$68K	—
EMPLOYEE 9234	95-2216351	—	EMPLOYEE	$67K	—
EMPLOYEE 6859	95-2216351	—	EMPLOYEE	$65K	—
EMPLOYEE 5221	95-2216351	—	EMPLOYEE	$64K	—
ORACLE AMERICA, INC.	84-1332677	—	NONE	$61K	—
EMPLOYEE 3336	95-2216351	—	EMPLOYEE	$61K	—
EMPLOYEE 2388	95-2216351	—	EMPLOYEE	$61K	—
EMPLOYEE 3941	95-2216351	—	EMPLOYEE	$57K	—
NORTHERN TRUST GLOBAL INVESTMENTS M	36-2723087	—	NONE	$55K	—
EMPLOYEE 9947	95-2216351	—	EMPLOYEE	$54K	—
EMPLOYEE 8237	95-2216351	—	EMPLOYEE	$54K	—
EMPLOYEE 9032	95-2216351	—	EMPLOYEE	$54K	—
THE HARTFORD	06-0838648	—	NONE	$53K	—
EMPLOYEE 5175	95-2216351	—	EMPLOYEE	$51K	—
EMPLOYEE 7542	95-2216351	—	EMPLOYEE	$50K	—
EMPLOYEE 4272	95-2216351	—	EMPLOYEE	$49K	—
AT&T	—	DALLAS, TX	NONE	$49K	—
NORTHERN TRUST GLOBAL INVESTMENTS R	45-6138589	—	NONE	$48K	—
EMPLOYEE 4336	95-2216351	—	EMPLOYEE	$44K	—
IRON MOUNTAIN (CA)	04-3038590	—	NONE	$43K	—
EMPLOYEE 2763	95-2216351	—	EMPLOYEE	$43K	—
EMPLOYEE 4279	95-2216351	—	EMPLOYEE	$41K	—
OKTA INC	26-4175727	—	NONE	$41K	—
EMPLOYEE 1021	95-2216351	—	EMPLOYEE	$40K	—
ACCOUNTING PRINCIPALS	59-3482208	—	NONE	$39K	—
EMPLOYEE 4312	95-2216351	—	EMPLOYEE	$38K	—
EMPLOYEE 4277	95-2216351	—	EMPLOYEE	$37K	—
EMPLOYEE 4566	95-2216351	—	EMPLOYEE	$36K	—
NORTHERN TRUST GLOBAL INVESTMENTS U	45-6138589	—	NONE	$36K	—
CAREER STRATEGIES INC	95-4230596	—	NONE	$34K	—
EMPLOYEE 1526	95-2216351	—	EMPLOYEE	$33K	—
EMPLOYEE 4355	95-2216351	—	EMPLOYEE	$32K	—
EMPLOYEE 4337	95-2216351	—	EMPLOYEE	$31K	—
EMPLOYEE 4369	95-2216351	—	EMPLOYEE	$31K	—
EMPLOYEE 4374	95-2216351	—	EMPLOYEE	$30K	—
EMPLOYEE 7085	95-2216351	—	EMPLOYEE	$30K	—
STATE STREET GLOBAL ADVISORS NATURA	04-0025081	—	NONE	$30K	—
EMPLOYEE 882	95-2216351	—	EMPLOYEE	$30K	—
SEGAL CONSULTING	94-1503999	—	NONE	$30K	—
TENTEK INC	95-4211286	—	NONE	$29K	—
EMPLOYEE 86	95-2216351	—	EMPLOYEE	$28K	—
EMPLOYEE 4343	95-2216351	—	EMPLOYEE	$27K	—
EMPLOYEE 1963	95-2216351	—	EMPLOYEE	$27K	—
EMPLOYEE 4168	95-2216351	—	EMPLOYEE	$27K	—
EMPLOYEE 7704	95-2216351	—	EMPLOYEE	$27K	—
SOFTWARE MGMT CONSULTANTS	95-3861305	—	NONE	$27K	—
EMPLOYEE 1011	95-2216351	—	EMPLOYEE	$26K	—
NFP RETIREMENT, INC.	33-0905143	—	NONE	$26K	—
EMPLOYEE 9536	95-2216351	—	EMPLOYEE	$26K	—
EMPLOYEE 2852	95-2216351	—	EMPLOYEE	$26K	—
EMPLOYEE 5638	95-2216351	—	EMPLOYEE	$25K	—
EMPLOYEE 6105	95-2216351	—	EMPLOYEE	$25K	—
EMPLOYEE 8364	95-2216351	—	EMPLOYEE	$25K	—
WINCOURSE TECHNOLOGIES LLC	—	CHARLOTTE, NC	NONE	$25K	—
EMPLOYEE 4107	95-2216351	—	EMPLOYEE	$20K	—
DILIGENT CORPORATION	26-1189601	—	NONE	$20K	—
EMPLOYEE 7101	95-2216351	—	EMPLOYEE	$19K	—
DELL MARKETING LP	74-2616805	—	NONE	$19K	—
EMPLOYEE 1263	95-2216351	—	EMPLOYEE	$18K	—
IRON MOUNTAIN (NY)	75-1866918	—	NONE	$13K	—
VISUAL EDGE IT, INC	82-3760676	—	NONE	$12K	—
THOUGHTSPOT, INC	—	PALO ALTO, CA	NONE	$12K	—
EMPLOYEE 8494	95-2216351	—	EMPLOYEE	$12K	—
FEDEX	—	MEMPHIS, TN	NONE	$12K	—
NORTHERN TRUST GLOBAL INVESTMENTS E	45-6138589	—	NONE	$11K	—
BG CONSULTING	02-0606495	—	NONE	$11K	—
1099 PRO	95-4185342	—	NONE	$10K	—
FRAGOMEN DEL RAY BERNSEN & LOWRY LL	13-2726464	—	NONE	$9K	—
FIRST NATIONAL BANK OF OMAHA (8090)	—	OMAHA, NE	NONE	$9K	—
FIRST NATIONAL BANK OF OMAHA (7142)	—	OMAHA, NE	NONE	$8K	—
EMPLOYEE 2807	95-2216351	—	EMPLOYEE	$8K	—
FIRST NATIONAL BANK OF OMAHA (3886)	—	OMAHA, NE	NONE	$8K	—
ZIXCORP SYSTEMS INC	75-2834355	—	NONE	$6K	—
EMPLOYEE 6904	95-2216351	—	EMPLOYEE	$5K	—
FORTRA LLC	—	CHICAGO, IL	NONE	$5K	—
ZOOM VIDEO COMMUNICATIONS INC	61-1648780	—	NONE	$5K	—

Investments

47 direct securities · 12 pooled funds· $1.3B(28% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$1.3B

12 holdings

Uncategorized

$40.5M

47 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
QSI INDEX STATE STREET BANK AND TRUST · EIN 81-6537586 / PN 001	Common Collective Trust	—	—	$362.1M	7.7%
COLLECTIVE TIPS INDEX NON-LENDING NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 091	Common Collective Trust	—	—	$179.1M	3.8%
DRIEHAUS EMERGING MARKETS GROWTH RELIANCE TRUST COMPANY · EIN 37-6553761 / PN 001	Common Collective Trust	—	—	$174.2M	3.7%
NT COLLECTIVE S&P500 INDEX FUND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 003	Common Collective Trust	—	—	$152.4M	3.3%
NT COLLECTIVE RUSSELL 3000 INDEX FD NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 097	Common Collective Trust	—	—	$143.8M	3.1%
NT COLLECTIVE S&P400 INDEX FUND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 004	Common Collective Trust	—	—	$77.7M	1.7%
STRATEGIC PROPERTY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001	Common Collective Trust	—	—	$56.8M	1.2%
NCS GROUP TRUST - INTERNATIONAL FD BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTD · EIN 76-6192146 / PN 003	Common Collective Trust	—	—	$40.5M	0.9%
SPECIAL SITUATION PROPERTY JPMORGAN CHASE BANK, N.A. · EIN 13-3980309 / PN 001	Common Collective Trust	—	—	$33.6M	0.7%
GLOBAL NATURAL RESOURCES INDEX FUND STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 287	Common Collective Trust	—	—	$22.1M	0.5%
NT COLLECTIVE EAFE INDEX FUND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 024	Common Collective Trust	—	—	$18.5M	0.4%
NT COLLECTIVE RUSSELL 2000 INDEX FD NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 096	Common Collective Trust	—	—	$9.5M	0.2%
Taiwan Semiconductor Manufacturing Company Limited Sponsored ADR	—	9,130.102	—	$1.8M	<0.1%
Microsoft Corporation	—	3,843.652	—	$1.6M	<0.1%
Alphabet, Inc. 'C' Shares	—	7,336.319	—	$1.4M	<0.1%
Mastercard, Inc. 'A' Shares	—	2,622.837	—	$1.4M	<0.1%
Amphenol Corporation 'A' Shares	—	17,213.491	—	$1.2M	<0.1%
Novo Nordisk AS 'B' Shares	—	13,687.832	—	$1.2M	<0.1%
Linde Plc	—	2,574.214	—	$1.1M	<0.1%
TJX Companies, Inc.	—	8,810.657	—	$1.1M	<0.1%
Automatic Data Processing, Inc.	—	3,603.536	—	$1.1M	<0.1%
Compass Group Plc	—	30,622.314	—	$1.0M	<0.1%
Booking Holdings, Inc.	—	203.263	—	$1.0M	<0.1%
Intuitive Surgical, Inc.	—	1,905.423	—	$995K	<0.1%
Alimentation Couche-Tard, Inc.	—	17,860.566	—	$990K	<0.1%
Keyence Corporation	—	2,394.614	—	$985K	<0.1%
Fastenal Company	—	13,414.198	—	$965K	<0.1%
Adobe, Inc.	—	2,166.947	—	$964K	<0.1%
Fortinet, Inc.	—	10,038.052	—	$948K	<0.1%
O'Reilly Automotive, Inc.	—	793.9	—	$941K	<0.1%
Stryker Corporation	—	2,607.469	—	$939K	<0.1%
Industria de Diseño Textil SA	—	18,196.383	—	$935K	<0.1%
AIA Group Limited	—	119,943.833	—	$869K	<0.1%
Texas Instruments, Inc.	—	4,602.769	—	$863K	<0.1%
Paychex, Inc.	—	6,108.708	—	$857K	<0.1%
Cisco Systems, Inc.	—	14,289.96	—	$846K	<0.1%
LVMH Moët Hennessy Louis Vuitton SE	—	1,209.385	—	$796K	<0.1%
ResMed, Inc.	—	3,478.334	—	$795K	<0.1%
Costco Wholesale Corporation	—	866.649	—	$794K	<0.1%
Roche Holding AG	—	2,755.483	—	$777K	<0.1%
Edwards Lifesciences Corporation	—	10,467.237	—	$775K	<0.1%
Old Dominion Freight Line, Inc.	—	4,144.345	—	$731K	<0.1%
Copart, Inc.	—	12,356.427	—	$709K	<0.1%
CSL Limited	—	4,063.72	—	$708K	<0.1%
L'Oréal SA	—	1,977.028	—	$700K	<0.1%
ASML Holding NV	—	977.702	—	$687K	<0.1%
Experian Plc	—	15,862.563	—	$684K	<0.1%
Shin-Etsu Chemical Company Limited	—	20,128.619	—	$678K	<0.1%
NIKE, Inc. 'B' Shares	—	8,815.924	—	$667K	<0.1%
West Pharmaceutical Services, Inc.	—	2,015.951	—	$660K	<0.1%
Canadian National Railway Company	—	6,209.104	—	$630K	<0.1%
Ferguson Enterprises, Inc.	—	3,048.948	—	$529K	<0.1%
Waters Corporation	—	1,392.631	—	$517K	<0.1%
Visa, Inc. 'A' Shares	—	1,603.246	—	$507K	<0.1%
Moody's Corporation	—	1,065.742	—	$504K	<0.1%
Mettler-Toledo International, Inc.	—	384.594	—	$471K	<0.1%
Cognizant Technology Solutions Corporation 'A' Shares	—	5,743.499	—	$442K	<0.1%
Lonza Group AG	—	730.574	—	$432K	<0.1%
SMC Corporation	—	1,028.673	—	$407K	<0.1%