2024-06-07T09:28:04-05:00 2023-08-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-09-01 132643045 THE AGMA HEALTH FUND AGMA 2127653664 305 7TH AVE 2B NEW YORK NY 10001 JOHN WARD UNION TRUSTEE/CHAIRMAN 2127653664 2024-06-07 1 JOHN WARD 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RHONDA MURRAY 305 7TH AVE 2B NEW YORK NY 10001 21307029 0 X WWW.AGMARETIREMENT-HEALTH.ORG X 1968 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 12 12 8 0 0 0 115900 0 10864427 11587441 829282 207031 0 0 11809609 11794472 0 0 10807945 13981588 858533 715149 0 0 0 120518 346029 11786996 15042766 22613 -3248294 15758571 13698972 2358099 3334842 13400472 10364130 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 1 0 0 0 1 0 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 3 0 1 8 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 RHONDA MURRAY 2127653664 305 7TH AVE SUITE 2B NEW YORK NY 10001 X JAMES ODOM UNION TRUSTEE 1.00 0.00 X 0 0 0 CANDACE ITOW UNION TRUSTEE 1.00 0.00 X 0 0 0 JOHN COLEMAN UNION TRUSTEE 1.00 0.00 X 0 0 0 JOHN WARD UNION TRUSTEE/CHAIRMAN 1.00 0.00 X 0 0 0 JEAN BRAHAM UNION TRUSTEE 1.00 0.00 X 0 0 0 SAM WHEELER UNION TRUSTEE 1.00 0.00 X 0 0 0 MARK WEINSTEIN EMPLOYER TRUSTEE/CHAIRMAN 1.00 0.00 X 0 0 0 NICHOLAS I MARTIN EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 BROOKS PARSONS EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 CHERYL ZANE - THRU 0323 EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 STEPHANIE BASTA- EFF 422 EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 RAMIN DAOUD - THRU 1222 EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 KRISTI ROBERTS - EFF 0323 EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 THERESA VONKLUG - EFF 0623 EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 RHONDA MURRAY EXECUTIVE DIREC 24.00 16.00 X 127500 0 29821 DEREK DAVIS - THRU 422 EXECUTIVE DIREC 24.00 16.00 X 196622 0 27722 324122 0 57543 2 0 1 0 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVE HARTFORD CT 06156 HEALTH CLAIM PROCESS 323367 MILLMAN INC ONE PENNSYLVANIA PLAZA 38TH FLR NEW YORK NY 10119 CONSULTING 114533 SPIVAK LIPTON LLP 1700 BROADWAY 21ST FLOOR NEW YORK NY 10036 LEGAL 102029 3 EMPLOYER CONTRIBUTIONS 711100 10945638 10945638 PARTICIPANT CONTRIBUTIONS 711100 641803 641803 11587441 297333 297333 9422255 9512557 -90302 -90302 -90302 11794472 11587441 0 207031 13981588 259607 307496 16679 90146 41221 27863 62186 47053 59669 141100 129861 39980 9931 78369 28281 PAYROLL REIMBURSEMENTS -278264 15042766 507113 687976 818460 858918 975537 363231 243301 162435 119930 13327237 11846276 84408 69253 15758571 13698972 189099 137842 2169000 3197000 2358099 3334842 X 0 0 0 0 13400472 10364130 13400472 10364130 15758571 13698972 -3248294 211952 0 X 0 1 X 1 0 66658 12453 54205 296573 230848 65725 119930 CLAIMS PAYABLE 3197000 3197000 11946755 211952 211952 11734803 59669 59669 11794472 13955097 0 13955097 59669 1028000 1087669 15042766 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE 1,028,000. X 1 0 0 RHONDA MURRAY EXECUTIVE DIREC 127500 0 0 0 0 0 10200 0 19621 0 157321 0 0 0 DEREK DAVIS - THRU 422 EXECUTIVE DIREC 196622 0 0 0 0 0 8101 0 19621 0 224344 0 0 0 PART I, LINE 4A DEREK DAVIS RECEIVED A ONE-TIME LUMP SUM SEVERANCE PAYMENT FOR THE AMOUNT OF $95,359. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE EXECUTIVE DIRECTOR. 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 ORGANIZATION'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 DEREK DAVIS RECEIVED COMPENSATION IN HIS CAPACITY AS FUND DIRECTOR OF THIS ENTITY AND THE RELATED RETIREMENT PLAN THROUGH APRIL 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. 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 305 7TH AVE SUITE 2B NEW YORK NY 10001 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