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Original filing (PDF)20251013171635NAL0001765121001
BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY FLEX PLAN
Form 5500
FILING_RECEIVED
ENTERTAINMENT INDUSTRY FLEX PLAN
Health & welfare plan
Signals · 4
70% in single holding~258 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
35,157
Accounts w/ balance
—
Plan assets (EOY)
$255.5M
Net assets (EOY)
$243.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NORTHERN TRUST COMMON RUSSELL 1000 GROWTH INDEX FUND - LENDING (extraction pending)]" is 70% of plan.
- 258 bps in Schedule C fees — 2477% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY FLEX PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY FLEX PLAN
EIN
95-6832043
Address
844 SEWARD ST · LOS ANGELES, CA · 90038
Phone
(323) 993-8800
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS, INC. | 95-4654044 | — | NONE | $3.8M | — |
| ANTHEM BLUE CROSS LIFE AND HEALTH | 95-4331852 | — | NONE | $2.3M | — |
| U.S. BANK | 31-0841368 | — | NONE | $113K | — |
| WEAVER C. BARKSDALE & ASSOC., INC. | 62-1217255 | — | NONE | $109K | — |
| SEGAL CONSULTING | 13-1835864 | — | NONE | $102K | — |
| SAGE ADVISORY | — | AUSTIN, TX | NONE | $61K | — |
| MORGAN STANLEY GRAYSTONE | 26-4310632 | — | NONE | $50K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $36K | — |
| WOHLNER KAPLON CUTLER HALFORD ROSEN | 83-2856417 | — | NONE | $25K | — |
| NORTHERN TRUST | 36-2723087 | — | NONE | $11K | — |
Investments
2 pooled funds· $17.7M(7% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTGI-QM COMMON DAILY RUSSELL 1000 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138593 / PN 001 | Common Collective Trust | — | — | $12.3M | 4.8% | |
| NTGI-QM COMMON EAFE INDX FD-NON LDG NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6626196 / PN 001 | Common Collective Trust | — | — | $5.4M | 2.1% |
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