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Sponsor portfolio

SAG AFTRA

EIN 45-4931719-entertainment-Latest filing 2024
Plans
2
Retirement
1
$58.1M assets
Welfare
1
$242K premiums
Participants
1,175
5757 WILSHIRE BOULEVARD, 7TH FLOOR - LOS ANGELES, CA 90036323-549-6561sagaftra.orgLinkedIn201-500 employeesentertainment
Plans on this EIN
2 filings
#002401k-$58.1M - 641 part#505Mixed-$242K - 530 lives

Benefits portfolio analytics

1 plan / $242K premiums / 530 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$242K
  • Life$230K
  • Long-term disability$230K
Total $242K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA95%
  • UNIMERICA INSURANCE COMPANY5%
Total $242K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $13K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAG-AFTRA 401(K) RETIREMENT PLAN

401k

Assets$58.1M
Participants641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SAG-AFTRA WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$242K
Covered lives530
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SAG-AFTRA 401(K) RETIREMENT PLAN401k$58.1M6412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SAG-AFTRA WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$242K5302024
Retirement plans
Welfare plans
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