California › Information › 25,000 or more participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Screen Actors Guild - Producers Pension Plan
Sponsored by Board of Trustees Screen Actors Guild - Producers, Burbank, CA
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Board of Trustees Screen Actors Guild - Producers of Burbank, California sponsors Screen Actors Guild - Producers Pension Plan, a defined benefit pension plan. Its Form 5500 for the plan year ending 31 Dec 2024 shows 67,988 participants (31,218 active) and $5.25B in net assets. It is a multiemployer plan, maintained under collective bargaining agreements with more than one employer.
Net assets came to $77,182 per participant, below the $88,040 median for defined benefit plans with 25,000 or more participants and close to the $76,035 median for defined benefit plans in information. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Employer contributions were $355M for the year ($11,357 per active participant) and benefits paid were $352M. In a defined benefit plan the employer's contribution follows funding rules rather than a match formula, so it can swing widely from year to year.
Schedule C lists 15 service provider organisations paid $5,000 or more, with reported compensation of $18.6M: $273 per participant, well above the same-size median of $143. Administrative expenses charged to the plan were $50.9M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $2.46B in 2009 to $5.25B in 2024 (up 113%), and participants from 56,653 to 67,988 (up 20%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $77,182 | $88,040 | $76,035 | $86,221 |
| Employer contributions per active participant | $11,357 | $6,524 | $7,015 | $10,244 |
| Schedule C compensation per participant | $273 | $143 | $354 | $344 |
| Schedule C compensation, share of net assets | 0.35% | 0.26% | 0.46% | 0.42% |
| Administrative expenses per participant | $749 | $306 | $671 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 25,000 or more participants (215 plans), information (147) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 67,988 | $5.25B | $77,182 | $355M | — | $18.6M |
| 2023 | 69,196 | $4.74B | $68,540 | $282M | — | $18.7M |
| 2022 | 69,149 | $4.36B | $63,049 | $359M | — | $41.4M |
| 2021 | 67,334 | $4.92B | $73,021 | $352M | — | $29.6M |
| 2020 | 64,171 | $4.32B | $67,337 | $245M | — | $28.2M |
| 2019 | 64,871 | $4.05B | $62,493 | $295M | — | $30.9M |
| 2018 | 63,461 | $3.56B | $56,029 | $277M | — | $32.3M |
| 2017 | 62,320 | $3.68B | $58,976 | $258M | — | $29.8M |
| 2016 | 60,861 | $3.29B | $54,084 | $232M | — | $28.4M |
| 2015 | 59,359 | $3.12B | $52,504 | $221M | — | $33.0M |
| 2014 | 57,342 | $3.21B | $56,065 | $203M | — | $30.9M |
| 2013 | 56,104 | $3.14B | $56,052 | $188M | — | $30.1M |
| 2012 | 55,486 | $2.97B | $53,548 | $181M | — | $29.6M |
| 2011 | 55,774 | $2.73B | $49,033 | $173M | — | $28.0M |
| 2010 | 56,334 | $2.70B | $47,906 | $164M | — | $17.7M |
| 2009 | 56,653 | $2.46B | $43,456 | $129M | — | $14.3M |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$4,742,724,338
- Employer contributions$354,544,649
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$354,544,649
- Total income, including investment results$907,924,530
- Benefits paid$352,289,822
- Administrative expenses$50,927,186
- Total expenses$403,217,008
- Net income$504,707,522
- Net transfers$0
- Net assets, end of year$5,247,431,860
Participants
- Active participants31,218
- Retired or separated, receiving benefits14,729
- Retired or separated, entitled to future benefits20,711
- Total participants, end of year67,988
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Bridgewater | Investment management | $3,850,329 | $0 |
| JP Morgan Asset Management Inc. | Investment advisory (plan); Investment management | $2,781,322 | $0 |
| Voya Alternative Asset Management | Investment management | $1,463,399 | $0 |
| Hub International Insurance Service | Insurance services | $1,216,210 | $0 |
| Acadian Asset Management | Investment management | $1,177,529 | $0 |
| Lazard Asset Management LLC | Investment management | $1,079,431 | $0 |
| Walter Scott Partners Limited | Investment management | $1,052,567 | $0 |
| William Blair Investment Management | Investment management | $822,406 | $0 |
| Nigro, Karlin, Segal & Feldstein | Accounting (including auditing); Consulting (general) | $659,214 | $0 |
| Withumsmith + Brown | Accounting (including auditing) | $434,286 | $0 |
| Wellington Management Company | Investment management | $384,317 | $0 |
| Meketa Investment Group, Inc. | Consulting (pension); Investment advisory (plan) | $313,000 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. 3 smaller rows are not shown. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$32,812,976
- Other administrative expenses$9,515,131
- Salaries and allowances$7,039,480
- Legal fees$614,522
- IQPA audit fees$434,286
- Actuarial fees$289,844
- Other trustee fees and expenses$158,647
- Trustee and custodial fees$62,300
- Total administrative expenses$50,927,186
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Common/collective trusts$2.17B · 41.2%
- Partnership/joint venture interests$1.20B · 22.8%
- Other investments$663M · 12.6%
- 103-12 investment entities$556M · 10.6%
- Pooled separate accounts$155M · 2.9%
- U.S. Government securities$136M · 2.6%
- Corporate debt instruments$122M · 2.3%
- Cash (interest and non-interest bearing)$94.1M · 1.8%
- Real estate$63.3M · 1.2%
- Registered investment companies (mutual funds)$55.3M · 1.1%
- Receivables$36.8M · 0.7%
- Buildings and other property used in plan operation$9.1M · 0.2%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmWithum Smith & Brown, PC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $5,000,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 512100: Motion Picture & Video Industries (except video rental).
Similar plans in California
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Motion Picture Industry Pension Plan | Board of Directors, Motion Picture Industry Pension | 103,919 | $5.86B | $56,437 |
| Disney Associated Companies' Retirement Plan | TWDC Enterprises 18 Corp. | 53,294 | $1.83B | $34,345 |
| Disney Salaried Pension Plan D | TWDC Enterprises 18 Corp. | 34,883 | $10.4B | $298,735 |
| Disney Salaried Pension Plan a | TWDC Enterprises 18 Corp. | 18,186 | $4.20B | $231,183 |
| Directv Bargained Pension Plan | Directv Entertainment Holdings LLC | 3,544 | $17.7M | $4,984 |
| SSL Pension Plan | Maxar Space, LLC | 2,868 | $321M | $111,813 |
Defined benefit plans in information closest in size.
Questions and answers
How big is Screen Actors Guild - Producers Pension Plan?
67,988 participants at the end of the plan year ending 31 Dec 2024, of whom 31,218 were active employees, with net assets of $5,247,431,860. Among defined benefit plans that places it in the 25,000 or more participants band, which held 215 plans in plan year 2024.
What does Board of Trustees Screen Actors Guild - Producers contribute per participant?
The filing reports $354,544,649 in employer contributions for the year, which is $11,357 per active participant; the median for plans of the same type and size was $6,524 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $18,590,471 in compensation to service provider organisations, $273 per participant or 0.35% of net assets. The same-size median among plans reporting any Schedule C compensation was $143 per participant. Administrative expenses on Schedule H were $50,927,186. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Board of Trustees Screen Actors Guild - Producers. Investment advisory or management: Bridgewater, JP Morgan Asset Management Inc. and Voya Alternative Asset Management. The financial statements were audited by Withum Smith & Brown, PC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 14 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 95-2110997, plan 001, received 14 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.