2023 Form 5500 filing — Sag-Aftra Health Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015063108NAL0027719441001) for Sag-Aftra Health Plan, reported by Board Of Trustees, Sag-Aftra Health Plan under EIN 95-2110997 and plan number 501. It reports 39,716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015063108NAL0027719441001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sag-Aftra Health Plan
- EIN
- 95-2110997
- Plan number
- 501
- Location
- Burbank, CA
- Participants
- 39,716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $512,185,163
- Total liabilities (EOY)
- $130,746,341
- Net assets (EOY)
- $381,438,822
- Employer contributions
- $362,340,012
- Participant contributions
- $48,588,516
- Total income / additions
- $442,872,891
- Benefits paid
- $403,822,370
- Administrative expenses
- $37,890,436
- Total expenses
- $441,712,806
- Net increase / (decrease)
- $1,160,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Of California | NONE | $7,825,397 | not reported in the loaded dataset |
| Wellrithms | NONE | $1,701,043 | not reported in the loaded dataset |
| Nigro, Karlin, Segal & Feldstein | NONE | $1,110,412 | not reported in the loaded dataset |
| Valueoptions, Inc. / Beacon Health | NONE | $893,595 | not reported in the loaded dataset |
| Proskauer Rose, Llp. | NONE | $800,790 | not reported in the loaded dataset |
| Hub International Insurance Service | NONE | $752,041 | not reported in the loaded dataset |
| Cognizant Worldwide Limited | NONE | $514,137 | not reported in the loaded dataset |
| Rx Savings LLC | NONE | $457,125 | not reported in the loaded dataset |
| Vector Resources, Inc. | NONE | $448,694 | not reported in the loaded dataset |
| Cohen, Weiss And Simon, Llp. | NONE | $441,699 | not reported in the loaded dataset |
| Employee File Number 001553 | EMPLOYEE | $422,169 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $396,883 | not reported in the loaded dataset |
| Transcarent Inc. | NONE | $352,036 | not reported in the loaded dataset |
| Bdo | NONE | $337,468 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $329,236 | not reported in the loaded dataset |
| Employee File Number 000195 | EMPLOYEE | $313,022 | not reported in the loaded dataset |
| Employee File Number 000315 | EMPLOYEE | $261,919 | not reported in the loaded dataset |
| Employee File Number 001380 | EMPLOYEE | $251,333 | not reported in the loaded dataset |
| Employee File Number 000319 | EMPLOYEE | $233,637 | not reported in the loaded dataset |
| Nexustek | NONE | $232,122 | not reported in the loaded dataset |
| Employee File Number 001568 | EMPLOYEE | $232,012 | not reported in the loaded dataset |
| Employee File Number 000397 | EMPLOYEE | $212,178 | not reported in the loaded dataset |
| Duc Tran, Md. | NONE | $204,750 | not reported in the loaded dataset |
| Employee File Number 000126 | EMPLOYEE | $198,951 | not reported in the loaded dataset |
| Withumsmith + Brown | NONE | $198,727 | not reported in the loaded dataset |
| Employee File Number 000100 | EMPLOYEE | $198,171 | not reported in the loaded dataset |
| Employee File Number 000264 | EMPLOYEE | $194,346 | not reported in the loaded dataset |
| Turner Techtronics, Inc. | NONE | $190,130 | not reported in the loaded dataset |
| Employee File Number 000347 | EMPLOYEE | $184,907 | not reported in the loaded dataset |
| Employee File Number 001059 | EMPLOYEE | $183,216 | not reported in the loaded dataset |
| Employee File Number 050202 | EMPLOYEE | $175,551 | not reported in the loaded dataset |
| Employee File Number 000265 | EMPLOYEE | $172,344 | not reported in the loaded dataset |
| Bush Gottlieb, A Law Corp. | NONE | $168,225 | not reported in the loaded dataset |
| Employee File Number 000335 | EMPLOYEE | $159,501 | not reported in the loaded dataset |
| Employee File Number 000284 | EMPLOYEE | $152,220 | not reported in the loaded dataset |
| Employee File Number 000356 | EMPLOYEE | $151,628 | not reported in the loaded dataset |
| Employee File Number 000351 | EMPLOYEE | $150,521 | not reported in the loaded dataset |
| Berlin Rosen, Ltd. | NONE | $150,000 | not reported in the loaded dataset |
| Employee File Number 000213 | EMPLOYEE | $148,481 | not reported in the loaded dataset |
| Employee File Number 000426 | EMPLOYEE | $144,291 | not reported in the loaded dataset |
| Employee File Number 000137 | EMPLOYEE | $143,028 | not reported in the loaded dataset |
| Progress Software, Corp. | NONE | $139,972 | not reported in the loaded dataset |
| Employee File Number 000415 | EMPLOYEE | $138,495 | not reported in the loaded dataset |
| Employee File Number 001006 | EMPLOYEE | $136,686 | not reported in the loaded dataset |
| Employee File Number 001293 | EMPLOYEE | $126,003 | not reported in the loaded dataset |
| Ataccama Corp | NONE | $123,400 | not reported in the loaded dataset |
| Employee File Number 000175 | EMPLOYEE | $122,385 | not reported in the loaded dataset |
| Csc Covansys, Corp. | NONE | $120,282 | not reported in the loaded dataset |
| Employee File Number 000324 | EMPLOYEE | $118,746 | not reported in the loaded dataset |
| Employee File Number 000352 | EMPLOYEE | $118,639 | not reported in the loaded dataset |
| Employee File Number 001574 | EMPLOYEE | $115,285 | not reported in the loaded dataset |
| Employee File Number 000428 | EMPLOYEE | $114,433 | not reported in the loaded dataset |
| Employee File Number 000136 | EMPLOYEE | $114,047 | not reported in the loaded dataset |
| The Hartford | NONE | $113,234 | not reported in the loaded dataset |
| Employee File Number 000236 | EMPLOYEE | $113,221 | not reported in the loaded dataset |
| Employee File Number 001110 | EMPLOYEE | $111,721 | not reported in the loaded dataset |
| Employee File Number 000338 | EMPLOYEE | $111,261 | not reported in the loaded dataset |
| The Segal Company (Western States), | NONE | $109,029 | not reported in the loaded dataset |
| Employee File Number 000362 | EMPLOYEE | $108,920 | not reported in the loaded dataset |
| Employee File Number 000161 | EMPLOYEE | $107,984 | not reported in the loaded dataset |
| Employee File Number 000159 | EMPLOYEE | $107,365 | not reported in the loaded dataset |
| Employee File Number 001365 | EMPLOYEE | $106,628 | not reported in the loaded dataset |
| Employee File Number 000372 | EMPLOYEE | $106,256 | not reported in the loaded dataset |
| Employee File Number 001175 | EMPLOYEE | $104,974 | not reported in the loaded dataset |
| Employee File Number 001538 | EMPLOYEE | $104,858 | not reported in the loaded dataset |
| Considine & Associates Inc. | NONE | $103,625 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | NONE | $103,250 | not reported in the loaded dataset |
| Employee File Number 001308 | EMPLOYEE | $102,288 | not reported in the loaded dataset |
| Employee File Number 000401 | EMPLOYEE | $101,466 | not reported in the loaded dataset |
| Employee File Number 000384 | EMPLOYEE | $99,344 | not reported in the loaded dataset |
| Brower Law Group, A Professional Co | NONE | $98,725 | not reported in the loaded dataset |
| Employee File Number 000299 | EMPLOYEE | $98,352 | not reported in the loaded dataset |
| Employee File Number 000367 | EMPLOYEE | $94,950 | not reported in the loaded dataset |
| Allegro Solutions, Inc. | NONE | $94,175 | not reported in the loaded dataset |
| Employee File Number 000337 | EMPLOYEE | $94,168 | not reported in the loaded dataset |
| Employee File Number 000277 | EMPLOYEE | $93,952 | not reported in the loaded dataset |
| Employee File Number 000283 | EMPLOYEE | $92,970 | not reported in the loaded dataset |
| Employee File Number 000441 | EMPLOYEE | $91,732 | not reported in the loaded dataset |
| Employee File Number 001292 | EMPLOYEE | $90,519 | not reported in the loaded dataset |
| Employee File Number 001534 | EMPLOYEE | $89,894 | not reported in the loaded dataset |
| Employee File Number 000436 | EMPLOYEE | $89,352 | not reported in the loaded dataset |
| Employee File Number 001101 | EMPLOYEE | $89,244 | not reported in the loaded dataset |
| Tandym Group, LLC | NONE | $89,110 | not reported in the loaded dataset |
| Employee File Number 001408 | EMPLOYEE | $85,401 | not reported in the loaded dataset |
| Employee File Number 000439 | EMPLOYEE | $84,103 | not reported in the loaded dataset |
| Employee File Number 001216 | EMPLOYEE | $82,370 | not reported in the loaded dataset |
| Employee File Number 000371 | EMPLOYEE | $81,081 | not reported in the loaded dataset |
| Employee File Number 000348 | EMPLOYEE | $80,799 | not reported in the loaded dataset |
| Employee File Number 001433 | EMPLOYEE | $79,886 | not reported in the loaded dataset |
| Employee File Number 000259 | EMPLOYEE | $79,771 | not reported in the loaded dataset |
| Employee File Number 000273 | EMPLOYEE | $79,134 | not reported in the loaded dataset |
| Employee File Number 000408 | EMPLOYEE | $78,946 | not reported in the loaded dataset |
| Employee File Number 001131 | EMPLOYEE | $77,804 | not reported in the loaded dataset |
| Employee File Number 000435 | EMPLOYEE | $77,745 | not reported in the loaded dataset |
| Employee File Number 000127 | EMPLOYEE | $75,745 | not reported in the loaded dataset |
| Employee File Number 000140 | EMPLOYEE | $74,939 | not reported in the loaded dataset |
| Employee File Number 000153 | EMPLOYEE | $74,903 | not reported in the loaded dataset |
| Employee File Number 000304 | EMPLOYEE | $73,199 | not reported in the loaded dataset |
| Employee File Number 000364 | EMPLOYEE | $73,099 | not reported in the loaded dataset |
| Carelon Behavioral Health, Inc. | NONE | $71,131 | not reported in the loaded dataset |
| Employee File Number 001239 | EMPLOYEE | $70,614 | not reported in the loaded dataset |
| Employee File Number 001355 | EMPLOYEE | $70,614 | not reported in the loaded dataset |
| Employee File Number 000193 | EMPLOYEE | $68,980 | not reported in the loaded dataset |
| Employee File Number 000430 | EMPLOYEE | $68,672 | not reported in the loaded dataset |
| Employee File Number 000266 | EMPLOYEE | $68,163 | not reported in the loaded dataset |
| Employee File Number 001190 | EMPLOYEE | $68,026 | not reported in the loaded dataset |
| Employee File Number 000358 | EMPLOYEE | $67,587 | not reported in the loaded dataset |
| Employee File Number 000084 | EMPLOYEE | $67,007 | not reported in the loaded dataset |
| Employee File Number 001427 | EMPLOYEE | $66,352 | not reported in the loaded dataset |
| Employee File Number 000268 | EMPLOYEE | $66,330 | not reported in the loaded dataset |
| Employee File Number 000305 | EMPLOYEE | $65,708 | not reported in the loaded dataset |
| Employee File Number 000187 | EMPLOYEE | $65,525 | not reported in the loaded dataset |
| Employee File Number 000246 | EMPLOYEE | $65,473 | not reported in the loaded dataset |
| Employee File Number 000238 | EMPLOYEE | $64,807 | not reported in the loaded dataset |
| Employee File Number 000334 | EMPLOYEE | $64,410 | not reported in the loaded dataset |
| Employee File Number 000317 | EMPLOYEE | $63,933 | not reported in the loaded dataset |
| Employee File Number 000360 | EMPLOYEE | $62,379 | not reported in the loaded dataset |
| Employee File Number 000117 | EMPLOYEE | $62,106 | not reported in the loaded dataset |
| Employee File Number 001346 | EMPLOYEE | $61,658 | not reported in the loaded dataset |
| Employee File Number 000291 | EMPLOYEE | $61,281 | not reported in the loaded dataset |
| Employee File Number 001369 | EMPLOYEE | $59,866 | not reported in the loaded dataset |
| Employee File Number 000296 | EMPLOYEE | $59,262 | not reported in the loaded dataset |
| Encloud Services LLC. | NONE | $59,228 | not reported in the loaded dataset |
| Ukg Inc. | NONE | $57,966 | not reported in the loaded dataset |
| Employee File Number 001359 | EMPLOYEE | $57,899 | not reported in the loaded dataset |
| Employee File Number 000312 | EMPLOYEE | $57,787 | not reported in the loaded dataset |
| Employee File Number 000263 | EMPLOYEE | $57,057 | not reported in the loaded dataset |
| Employee File Number 000288 | EMPLOYEE | $56,957 | not reported in the loaded dataset |
| Employee File Number 000062 | EMPLOYEE | $56,834 | not reported in the loaded dataset |
| Employee File Number 000200 | EMPLOYEE | $56,815 | not reported in the loaded dataset |
| Employee File Number 000219 | EMPLOYEE | $56,729 | not reported in the loaded dataset |
| Employee File Number 000323 | EMPLOYEE | $56,525 | not reported in the loaded dataset |
| Employee File Number 000113 | EMPLOYEE | $55,833 | not reported in the loaded dataset |
| Employee File Number 000379 | EMPLOYEE | $55,723 | not reported in the loaded dataset |
| Shapestone Inc. | NONE | $55,470 | not reported in the loaded dataset |
| Employee File Number 000454 | EMPLOYEE | $55,026 | not reported in the loaded dataset |
| Innovest Systems, LLC | NONE | $54,474 | not reported in the loaded dataset |
| Employee File Number 000182 | EMPLOYEE | $53,788 | not reported in the loaded dataset |
| Employee File Number 000451 | EMPLOYEE | $53,703 | not reported in the loaded dataset |
| Employee File Number 000420 | EMPLOYEE | $53,282 | not reported in the loaded dataset |
| Employee File Number 000399 | EMPLOYEE | $52,751 | not reported in the loaded dataset |
| Employee File Number 000310 | EMPLOYEE | $52,521 | not reported in the loaded dataset |
| Invenger Services, Inc. | NONE | $50,918 | not reported in the loaded dataset |
| Employee File Number 000383 | EMPLOYEE | $50,750 | not reported in the loaded dataset |
| Employee File Number 000409 | EMPLOYEE | $50,735 | not reported in the loaded dataset |
| Employee File Number 000208 | EMPLOYEE | $50,231 | not reported in the loaded dataset |
| Employee File Number 000382 | EMPLOYEE | $50,041 | not reported in the loaded dataset |
| Employee File Number 000419 | EMPLOYEE | $49,775 | not reported in the loaded dataset |
| Employee File Number 001255 | EMPLOYEE | $49,656 | not reported in the loaded dataset |
| Employee File Number 000421 | EMPLOYEE | $49,428 | not reported in the loaded dataset |
| Employee File Number 000287 | EMPLOYEE | $48,311 | not reported in the loaded dataset |
| Employee File Number 001219 | EMPLOYEE | $48,306 | not reported in the loaded dataset |
| Employee File Number 000350 | EMPLOYEE | $48,144 | not reported in the loaded dataset |
| Employee File Number 001541 | EMPLOYEE | $47,670 | not reported in the loaded dataset |
| Employee File Number 000249 | EMPLOYEE | $47,570 | not reported in the loaded dataset |
| Employee File Number 000230 | EMPLOYEE | $47,431 | not reported in the loaded dataset |
| Mod Op, LLC | NONE | $47,213 | not reported in the loaded dataset |
| Employee File Number 000357 | EMPLOYEE | $46,833 | not reported in the loaded dataset |
| Employee File Number 000293 | EMPLOYEE | $46,561 | not reported in the loaded dataset |
| Employee File Number 000402 | EMPLOYEE | $46,484 | not reported in the loaded dataset |
| Employee File Number 000151 | EMPLOYEE | $45,389 | not reported in the loaded dataset |
| Employee File Number 001373 | EMPLOYEE | $44,889 | not reported in the loaded dataset |
| Employee File Number 001252 | EMPLOYEE | $44,588 | not reported in the loaded dataset |
| Employee File Number 000327 | EMPLOYEE | $43,733 | not reported in the loaded dataset |
| Employee File Number 000232 | EMPLOYEE | $43,679 | not reported in the loaded dataset |
| Employee File Number 001318 | EMPLOYEE | $43,619 | not reported in the loaded dataset |
| Employee File Number 000278 | EMPLOYEE | $43,452 | not reported in the loaded dataset |
| Employee File Number 001552 | EMPLOYEE | $40,567 | not reported in the loaded dataset |
| Greenberg Glusker | NONE | $40,205 | not reported in the loaded dataset |
| Employee File Number 000444 | EMPLOYEE | $39,668 | not reported in the loaded dataset |
| Employee File Number 000403 | EMPLOYEE | $39,009 | not reported in the loaded dataset |
| Robert Half International | NONE | $37,960 | not reported in the loaded dataset |
| Employee File Number 001479 | EMPLOYEE | $37,869 | not reported in the loaded dataset |
| Employee File Number 000459 | EMPLOYEE | $37,733 | not reported in the loaded dataset |
| Employee File Number 001111 | EMPLOYEE | $37,618 | not reported in the loaded dataset |
| Employee File Number 000177 | EMPLOYEE | $37,561 | not reported in the loaded dataset |
| Employee File Number 000270 | EMPLOYEE | $37,542 | not reported in the loaded dataset |
| Employee File Number 000271 | EMPLOYEE | $37,193 | not reported in the loaded dataset |
| Employee File Number 000410 | EMPLOYEE | $36,878 | not reported in the loaded dataset |
| Employee File Number 001400 | EMPLOYEE | $36,543 | not reported in the loaded dataset |
| Employee File Number 000406 | EMPLOYEE | $36,493 | not reported in the loaded dataset |
| Employee File Number 000146 | EMPLOYEE | $36,115 | not reported in the loaded dataset |
| Employee File Number 000069 | EMPLOYEE | $36,042 | not reported in the loaded dataset |
| Employee File Number 000229 | EMPLOYEE | $36,038 | not reported in the loaded dataset |
| Employee File Number 000404 | EMPLOYEE | $35,251 | not reported in the loaded dataset |
| Employee File Number 000276 | EMPLOYEE | $35,188 | not reported in the loaded dataset |
| Employee File Number 001551 | EMPLOYEE | $34,983 | not reported in the loaded dataset |
| Employee File Number 000407 | EMPLOYEE | $33,821 | not reported in the loaded dataset |
| Thermal Concepts, Inc. | NONE | $33,720 | not reported in the loaded dataset |
| Employee File Number 000308 | EMPLOYEE | $31,726 | not reported in the loaded dataset |
| Employee File Number 000445 | EMPLOYEE | $31,456 | not reported in the loaded dataset |
| Cloudflare, Inc. | NONE | $30,660 | not reported in the loaded dataset |
| Employee File Number 000438 | EMPLOYEE | $30,380 | not reported in the loaded dataset |
| Employee File Number 000446 | EMPLOYEE | $30,206 | not reported in the loaded dataset |
| Employee File Number 000440 | EMPLOYEE | $29,943 | not reported in the loaded dataset |
| Employee File Number 000443 | EMPLOYEE | $29,280 | not reported in the loaded dataset |
| Employee File Number 000447 | EMPLOYEE | $28,745 | not reported in the loaded dataset |
| Employee File Number 000343 | EMPLOYEE | $28,215 | not reported in the loaded dataset |
| Wagener Law, A Proessional Corporat | NONE | $26,739 | not reported in the loaded dataset |
| Fiduciary Counselors Inc. | NONE | $25,000 | not reported in the loaded dataset |
| Cistera Networks | NONE | $23,952 | not reported in the loaded dataset |
| Klein Immigration Law Group | NONE | $22,818 | not reported in the loaded dataset |
| Bettermanager, Inc. | NONE | $21,243 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | NONE | $20,585 | not reported in the loaded dataset |
| Blue Beyond Consulting Inc. | NONE | $20,148 | not reported in the loaded dataset |
| Linkedin, Corp. | NONE | $17,750 | not reported in the loaded dataset |
| David L. Weissman | TRUSTEE | $16,780 | not reported in the loaded dataset |
| Ajilon Professional Staffing, LLC | NONE | $16,499 | not reported in the loaded dataset |
| Randstad Risesmart, Inc | NONE | $16,060 | not reported in the loaded dataset |
| Pensionmark Financial Group, LLC | NONE | $15,087 | not reported in the loaded dataset |
| Lodestone Security, LLC | NONE | $13,140 | not reported in the loaded dataset |
| Career Strategies Temporary, Inc. | NONE | $12,768 | not reported in the loaded dataset |
| Kim Stevens | TRUSTEE | $12,061 | not reported in the loaded dataset |
| Cygnvs Inc. | NONE | $10,512 | not reported in the loaded dataset |
| Quadient Leasing Usa, Inc. | NONE | $10,449 | not reported in the loaded dataset |
| Evolve Security, LLC. | NONE | $10,162 | not reported in the loaded dataset |
| Envoy Global, Inc. | NONE | $9,778 | not reported in the loaded dataset |
| Stacy Marcus | TRUSTEE | $9,455 | not reported in the loaded dataset |
| Cotiviti Inc. | NONE | $9,428 | not reported in the loaded dataset |
| Nds | NONE | $6,859 | not reported in the loaded dataset |
| American Arbitration Association | NONE | $6,667 | not reported in the loaded dataset |
| John Mcguire | TRUSTEE | $6,568 | not reported in the loaded dataset |
| Ned Vaughn | TRUSTEE | $6,108 | not reported in the loaded dataset |
| Prios, LLC | NONE | $5,816 | not reported in the loaded dataset |
| John Carter Brown | TRUSTEE | $5,687 | not reported in the loaded dataset |
| Allan Linderman | TRUSTEE | $5,458 | not reported in the loaded dataset |
| Jim Bracchitta | TRUSTEE | $5,291 | not reported in the loaded dataset |
| Dice Career Solutions, Inc. | NONE | $5,219 | not reported in the loaded dataset |