2026-06-22T08:03:42-05:00 2025-08-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-09-01 132643045 THE AGMA HEALTH FUND AGMA 8775788703 60 BOULEVARD OF THE ALLIES 5TH FLR PITTSBURGH PA 15222 JOHN COLEMAN UNION TRUSTEE 8775788703 2026-06-22 1 1 VINCENT F PANETTIERI P00366812 6312734778 2024 2025-03-06 01:10:19Z X JULIE PRATA 60 BOULEVARD OF THE ALLIES 5TH FLR PITTSBURGH PA 15222 19002808 0 X WWW.AGMARETIREMENT-HEALTH.ORG X 1968 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 12 12 7 0 0 0 0 0 12186757 12691020 249318 497552 0 0 12436075 13188572 0 0 9901161 12681097 824473 456467 0 0 0 453145 550665 11178779 13688229 1257296 -499657 13776019 14098764 1286304 1786130 12489715 12312634 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 7 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CENTRAL DATA SERVICES 4124321125 60 BOULEVARD OF THE ALLIES 5TH PITTSBURGH PA 15222 X SUZANNE HOLLISTER UNION TRUSTEE 1.00 0.00 X 0 0 0 THERESA VON KLUG EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 KRISTI ROBERTS EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 STEPHANIE BASTA EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 BROOKS PARSONS EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 NICHOLAS I MARTIN EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 MARK WEINSTEIN EMPLOYER TRUSTEE/CHAIRMAN 1.00 0.00 X 0 0 0 JEAN BRAHAM UNION TRUSTEE 1.00 0.00 X 0 0 0 JOHN WARD UNION TRUSTEE/CHAIRMAN 1.00 0.00 X 0 0 0 JOHN COLEMAN UNION TRUSTEE 1.00 0.00 X 0 0 0 CANDACE ITOW UNION TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY BOYD UNION TRUSTEE - EFF 5/14/2025 1.00 0.00 X 0 0 0 RHONDA MURRAY EXECUTIVE DIRECTOR - THRU 12/31/24 24.00 16.00 X 206876 0 54458 DEBRA LEVIN ACCOUNTANT - THRU 12/31/24 24.00 16.00 X 116296 0 24595 323172 0 79053 2 0 1 0 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVE HARTFORD CT 06156 HEALTH CLAIM PROCESS 302424 MILLMAN INC ONE PENNSYLVANIA PLAZA 38TH FLR NEW YORK NY 10119 CONSULTING 135425 SPIVAK LIPTON LLP 1700 BROADWAY 21ST FLOOR NEW YORK NY 10036 LEGAL 120430 3 EMPLOYERS' CONTRIBUTIONS 711100 12018142 12018142 PARTICIPANTS' CONTRIBUTIONS 711100 672878 672878 12691020 335339 335339 5976449 5814236 162213 162213 162213 13188572 12691020 0 497552 12681097 150425 237357 9128 33069 26488 176437 106891 53812 55217 143597 81961 34665 2784 51259 22470 PAYROLL REIMBURSEMENTS -178428 13688229 1061506 586797 990618 1528936 0 51259 11625721 11943922 46915 39109 13776019 14098764 112304 123130 1174000 1663000 1286304 1786130 X 0 0 0 0 12489715 12312634 12489715 12312634 13776019 14098764 -499657 322576 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 1663000 1663000 X 13455931 322576 322576 13133355 55217 55217 13188572 13144012 -489000 -489000 13633012 55217 55217 13688229 PART X, LINE 2: THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED JANUARY 13, 1972, STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX EXEMPT STATUS OF THE TRUST. THE TRUSTEES BELIEVE THAT THE PLAN, INCLUDING AMENDMENTS, IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THE RELATED TRUST IS TAX EXEMPT. ADDITIONALLY, THE PLAN BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740 ''INCOME TAXES''. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE -489,000. X 0 0 0 RHONDA MURRAY EXECUTIVE DIRECTOR - THRU 12/31/24 206876 0 0 0 0 0 16550 0 37908 0 261334 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE THIRD-PARTY ADMINISTRATOR. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED ANNUALLY, ANY DISCLOSURES CAN BE MADE AT QUARTERLY TRUSTEES' MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII, SECT A-COMPENSATION RHONDA MURRAY RECEIVED COMPENSATION IN HER CAPACITY AS FUND DIRECTOR OF THIS ENTITY AND THE RELATED RETIREMENT PLAN EFFECTIVE MAY 2022. COMPENSATION WAS PAID BY THE HEALTH FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE HEALTH FUND PORTION OF THESE EXPENSES IS 40% ALLOCATED TO THE STANDARD PLAN AND 21% TO THE REIMBURSEMENT PLAN. THE AGMA RETIREMENT PLAN 5 HOT METAL STREET SUITE 200 PITTSBURGH PA 15203 133826401 TO PROVIDE RETIREMENT BENEFITS TO PARTICIPANTS NY 501(A) N/A N/A 0 SEE ADDITIONAL SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 FORM 990- PART VII, SECTION A CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR RELATED ORGANIZATIONS IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION BUT DO RECEIVE COMPENSATION FROM AMERICAN GUILD OF MUSICAL ARTISTS (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION. PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS ALVIN AILEY DANCE FOUNDATION INC AMERICAN GUILD OF MUSICAL ARTISTS INC BALLET HISPANICO OF NEW YORK INC BOSTON BALLET INC HOUSTON BALLET FOUNDATION LOS ANGELES OPERA COMPANY LYRIC OPERA OF CHICAGO MARTHA GRAHAM CENTER OF CONTEMPORARY DANCE INC METROPOLITAN OPERA ASSOCIATION INC NEW YORK CITY BALLET SAN FRANCISCO BALLET ASSOCIATION SAN FRANCISCO OPERA ASSOCIATION