2024-11-15T21:15:36-06:00 2023-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2023-01-01 956024160 SAG-AFTRA HEALTH PLAN % SAG-PRODUCERS PENSION SAG- 8189549400 3601 WEST OLIVE AVENUE BURBANK CA 915057830 DAVID CHOI CHIEF FINCL OFFICER 8189549400 2024-11-15 true true RICHARD RUVELSON P00234075 3012726000 2023 2024-10-15 13:58:12Z DAVID CHOI 3601 WEST OLIVE AVENUE BURBANK CA 91505 850757589 false X WWW.SAGAFTRAPLANS.ORG X 1960 CA TO PROVIDE, PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS, HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF THE SAG-AFTRA HEALTH PLAN. 35 20 0 0 0 0 0 0 478558627 410928529 1625036 8226684 877247 899309 481060910 420054522 0 0 357715940 397426742 0 0 0 0 0 62901192 47763064 420617132 445189806 60443778 -25135284 504541525 512185163 70966788 80927341 433574737 431257822 TO PROVIDE, PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS, HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF THE SAG-AFTRA HEALTH PLAN. false false THE SAG-AFTRA HEALTH PLAN PROVIDES HEALTH & WELFARE BENEFITS INCLUDING HOSPITALIZATION, MAJOR MEDICAL & DENTAL TO PLAN PARTICIPANTS AND DEPENDENTS. false false false false false false false false false true true false false true true true false false false true false false false false false false false false true false false false false false false false false false false false true false false true X 71 0 true 0 false false true AS CA CJ LU UK false false false false false false X 35 20 true false false false false true false true true false false false true true true true true true true false CA X SAG-PRODUCERS PENSION 8189549400 3601 WEST OLIVE AVENUE BURBANK CA 91505 X ESTRADA MICHAEL CHIEF EXECUTIVE OFFICER 24.37 13.13 X 0 655719 140455 SAMEER JOSHI CHIEF INFORMATION OFFICER 24.36 13.14 X 0 489034 103535 GOKUL SHESHADRI CHIEF OPERATING OFFICER 24.31 13.19 X 0 392701 84105 HYUNG-GEE LEE CHIEF AC ANALYTICS OFFICER 24.14 13.36 X 0 366454 80459 DAVID CHOI CHIEF FINANCIAL OFFICER 24.37 13.13 X 0 362783 76901 ODELE KOHLSTRAND CHIEF PEOPLE COMP OFFICER 26.51 10.99 X 0 284920 58409 BALA CUDDALORE DIRECTOR 29.01 8.49 X 0 277282 60443 BRIAN H LEE DIRECTOR 26.93 10.57 X 0 269351 61451 HOVIK LEON DIRECTOR 36.77 0.73 X 0 265617 56259 BEN JENKINS DIRECTOR 17.04 20.46 X 0 251140 58759 DANIEL LEUNG DIRECTOR 27.25 10.25 X 0 235566 55566 LINDA POWELL CHAIR 1.0 2.0 X X 0 0 0 KIM STEVENS Trustee 1.0 1.0 X X 0 0 0 Duncan Crabtree-Ireland Trustee 1.0 3.0 X 0 0 0 Daryl Anderson TRUSTEE 1.0 2.0 X 0 0 0 Amy Aquino Trustee 1.0 2.0 X 0 0 0 Jim Bracchitta Trustee 1.0 1.0 X 0 0 0 John Carter Brown Trustee 1.0 2.0 X 0 0 0 Barry Gordon Trustee 1.0 1.0 X 0 0 0 David Hartley-Margolin Trustee 1.0 0.0 X 0 0 0 Lynne Lambert Trustee 1.0 0.0 X 0 0 0 Richard Masur Trustee 1.0 1.0 X 0 0 0 John T McGuire Trustee 1.0 2.0 X 0 0 0 Michael Pniewski Trustee 1.0 1.0 X 0 0 0 SHELDON KASDAN TRUSTEE 1.0 1.0 X 0 0 0 Ray Rodriguez Trustee 1.0 2.0 X 0 0 0 Sally Stevens Trustee 1.0 0.0 X 0 0 0 Ned Vaughn Trustee 1.0 1.0 X 0 0 0 Helayne Antler Trustee 1.0 2.0 X 0 0 0 Keith Gorham TRUSTEE (PAST) 1.0 2.0 X 0 0 0 James Harrington Trustee 1.0 0.0 X 0 0 0 Robert W Johnson Trustee 1.0 1.0 X 0 0 0 Allan Linderman Trustee 1.0 1.0 X 0 0 0 Carol Lombardini Trustee 1.0 1.0 X 0 0 0 Stacy K Marcus Trustee 1.0 2.0 X 0 0 0 Diane P Mirowski Trustee 1.0 1.0 X 0 0 0 Tracy Owen TRUSTEE (PAST) 1.0 2.0 X 0 0 0 Marc Sandman Trustee 1.0 1.0 X 0 0 0 PAUL MURATORE TRUSTEE 1.0 2.0 X 0 0 0 Lara Unger Trustee 1.0 0.0 X 0 0 0 David Weissman Trustee 1.0 2.0 X 0 0 0 Russell Wetanson Trustee 1.0 2.0 X 0 0 0 ARIANNA OZZANTO TRUSTEE 1.0 1.0 X 0 0 0 Coleen Williams TRUSTEE 1.0 0.0 X 0 0 0 JODI LONG TRUSTEE 1.0 0.0 X 0 0 0 MICHELLE HURD TRUSTEE 1.0 0.0 X 0 0 0 STEPHANIE MOTHERSHED TRUSTEE 1.0 0.0 X 0 0 0 TRACEE WILKINS TRUSTEE 1.0 0.0 X 0 0 0 0 3850567 836342 0 false true false BLUE CROSS OF CALIFORNIA 21555 OXNARD STREET WOODLAND HILLS CA 91367 CLAIMS PROCESSING 7825397 WELLRITHMS INC 3718 SW CONDOR AVE SUITE 100 PORTLAND OR 97239 CONSULTING SERVICES 1701043 NIGRO KARLIN SEGAL FELDSTEIN 10960 WILSHIRE BLVD 5TH FLOOR LOS ANGELES CA 90024 CONSULTANT SERVICES 1110412 VALUEOPTIONS INC PO BOX 6065 CYPRESS CA 90630 CLAIMS PROCESSING 893595 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 10036 LEGAL SERVICES 800790 5 0 EMPLOYER CONTRIBUTIONS 525100 362340013 362340012 PARTICIPANT CONTRIBUTIONS 525100 48588516 48588516 410928529 10614020 10614020 0 0 0 0 0 428315731 430703067 -2387336 -2387336 -2387336 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 899309 899310 899309 420054522 411827838 8226684 0 0 0 397426742 0 0 0 0 0 0 0 1599022 1626477 0 0 1420644 12155222 0 1161065 4499689 0 4325035 218792 0 12374 0 0 3107819 864353 ADMIN SALARIES & BENEFITS 13799820 P&H CONTRIBUTIONS 2705127 ACA EXCISE FEES 140515 EMPLOYEE TRAINING 63771 63339 445189806 107281066 52680853 107597066 15641584 0 0 25059987 28320070 0 0 0 0 0 0 0 0 669328 1083157 37128882 26380225 12528240 10748657 162300625 223620824 82610500 164191750 0 0 0 0 6494713 15898268 504541525 512185163 27514067 23119706 0 0 11237193 14445030 0 0 0 0 0 0 0 0 0 0 32215528 43362605 70966788 80927341 X 0 0 0 0 433574737 431257822 433574737 431257822 504541525 512185163 -25135284 22818369 X false true X false false 4894184 4559414 334770 29995946 21176525 8819421 2238752 644286 1594466 10748657 BEACHPOINT DYNAMIC INCOME 12586152 F SSGA COMMON TRUST INVESTMENTS 63153084 F VOYA MORTGAGE INVESTMENT FUNDS 19630844 F CF MORGAN STANLEY PRIME PROP 22017287 F LIMITED PARTNERSHIPS 46804383 F 164191750 0 DUE TO BROKER - SECURITY PURCH 37233378 DUE TO AFTRA RETIREMENT FUND 4387981 LEASE LIABILITY 1741246 43362605 X 441452247 22818369 22818369 418633878 1420644 1420644 420054522 443769162 443769162 1420644 1420644 445189806 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize an income tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the tax positions taken by the Plan and concluded that, as of December 31, 2023 and 2022 there are no uncertain position taken or expected to be taken that would require recognition in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, they are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. Central America and the Caribbean Investments 11822108 Europe (Including Iceland and Greenland) Investments 22017286 33839394 33839394 false false false true false false X true true X false false false ESTRADA MICHAEL CHIEF EXECUTIVE OFFICER 0 644505 0 0 0 11214 0 73935 0 66520 0 796174 0 0 GOKUL SHESHADRI CHIEF OPERATING OFFICER 0 384773 0 0 0 7928 0 44278 0 39827 0 476806 0 0 ODELE KOHLSTRAND CHIEF PEOPLE COMP OFFICER 0 280315 0 0 0 4605 0 31883 0 26526 0 343329 0 0 HYUNG-GEE LEE CHIEF AC ANALYTICS OFFICER 0 358526 0 0 0 7928 0 41502 0 38957 0 446913 0 0 SAMEER JOSHI CHIEF INFORMATION OFFICER 0 479056 0 0 0 9978 0 55028 0 48507 0 592569 0 0 DAVID CHOI CHIEF FINANCIAL OFFICER 0 354855 0 0 0 7928 0 40830 0 36071 0 439684 0 0 BALA CUDDALORE DIRECTOR 0 271294 0 0 0 5988 0 31362 0 29081 0 337725 0 0 BEN JENKINS DIRECTOR 0 245832 0 0 0 5308 0 28778 0 29981 0 309899 0 0 DANIEL LEUNG DIRECTOR 0 235566 0 0 0 0 0 27035 0 28531 0 291132 0 0 BRIAN H LEE DIRECTOR 0 265411 0 0 0 3940 0 30719 0 30732 0 330802 0 0 HOVIK LEON DIRECTOR 0 265617 0 0 0 0 0 29890 0 26369 0 321876 0 0 PART I, LINE 1A & 1B - FIRST-CLASS TRAVEL POLICY: FULL-FARE COACH AIR TRAVEL IS AUTHORIZED ON ALL FLIGHTS. FIRST CLASS (AVAILABLE IF BUSINESS CLASS IS UNAVAILABLE) MAY BE ELECTED IF THE TOTAL SCHEDULED FLIGHT TIME FROM ORIGIN TO FINAL DESTINATION IS AT LEAST FOUR HOURS. TOTAL FLIGHT TIME IS BASED ON THE MOST DIRECT ROUTE AND FEWEST STOPS FROM THE TRUSTEE'S POINT OF ORIGIN TO FINAL DESTINATION. IT'S NOTED THAT VARIOUS TRUSTEES AT TIMES TRAVELED VIA FIRST CLASS AND NONE OF THE TRAVEL WAS REPORTED AS COMPENSATION TO THE TRUSTEES. PART V, LINE 2B - FILING OF FEDERAL EMPLOYMENT TAX RETURNS: THE HEALTH PALN IS RELATED TO A GROUP OF JOINTLY ADMINISTERED NOT-FOR-PROFIT ORGANIZATIONS. SINCE THE ORGANIZATION'S CO-EXIST AT THE SAME PREMISES, THEY UTILIZE EACH OTHER'S RESOURCES, EQUIPMENT, AND PERSONNEL. SALARIES AND CERTAIN ADMINISTRATIVE EXPENSES ARE PAID BY A RELATED ORGANIZATION BASED ON PREDETERRMINED PERCENTAGES. ALL PERSONNEL ARE REPORTED UNDER THE RELATED ORGANIZATION'S NAME AND FEDERAL EMPLOYER IDENTIFICATION NUMBER. THE HEALTH PLAN DOES NOT FILE FEDERAL EMPLOYMENT TAX RETURNS UNDER ITS OWN DEFERAL EIN. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: CERTAIN TRUSTEES SERVE AS BOARD MEMBERS, OFFICERS OR KEY EMPLOYEES OF THE SCREEN ACTORS GUILD-AMERICAN FEDERATION OF TELEVISION AND RADIO ARTISTS AND THE ALLIANCE OF MOTION PICTURE AND TELEVISION PRODUCERS; AND HAVE BUSINESS RELATIONSHIPS WITH THE FILLING ORGANIZATION SINCE THEY ALSO SERVE AS TRUSTEES ON THE BOARD OF THE FILING ORGANIZATION. PART VI, SECTION A, LINE 7A - POWER TO APPOINT MEMBERS OF GOVERNING BODY: THE BOARD SHALL CONSISTS OF FORTY (40) PLAN TRUSTEES. OF THESE, TWENTY (20) SHALL BE EMPLOYER TRUSTEES AND TWENTY (20) SHALL BE UNION TRUSTEES. UNION TRUSTEES SHALL BE APPOINTED BY SAG-AFTRA. EMPLOYER TRUSTEES SHALL BE APPOINTED BY EMPLOYER APPOINTERS AS FOLLOWS: TEN (10) EMPLOYER TRUSTEES SHALL BE APPOINTED BY THE AMPTP, FIVE (5) EMPLOYER TRUSTEES SHALL BE APPOINTED BY THE JPC, ONE (1) EMPLOYER TRUSTEE SHALL BE APPOINTED BY THE RECORD COMPANY APPOINTERS JOINTLY AND FOUR (4) EMPLOYER TRUSTEES SHALL BE APPOINTED BY THE NETWORK APPOINTERS (WITH ONE (1) APPOINTEE FOR EACH NETWORK APPOINTER). THE BOARD SHALL BE THE NAMED FIDUCIARY OF THE PLAN. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: THE FORM 990 IS REVIEWED BY THE CFO AND CONTROLLER OF THE SAG-PRODUCERS FUNDS. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE: THE HEALTH PLAN IS COVERED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 ("ERISA") AND AS SUCH ALL OF THE CONFLICT OF INTEREST RULES UNDER ERISA ARE CONTAINED IN THE HEALTH PLAN. THUS, NO SEPARATE CONFLICT OF INTEREST POLICY NEEDS TO BE ADOPTED. PART VI, SECTION B, LINE 15A&15B - OFFICER'S COMPENSATION REVIEW PROCESS: THE CHIEF EXECUTIVE OFFICER'S ("CEO") COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES, WHICH IS COMPRISED OF TRUSTEES FROM BOTH THE PRODUCERS AND SAG-AFTRA. INCREASES ARE PREDETERMINED BASED ON A CONTRACTUAL AGREEMENT. ALL PLAN SALARIES, WITH THE EXCEPTION OF THE CEO, ARE PERIODICALLY EXAMINED BY AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT. EMPLOYEE SALARIES ARE WITHIN A PREDETERMINED RANGE FOR SIMILAR POSITIONS COMPARED TO INDUSTRY STANDARDS FOR EACH POSITION. PART VI, SECTION C, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTS AND F/S: THE ORGANIZATION COMPLIES WITH ALL REQUIREMENTS UNDER FEDERAL LAW, INCLUDING THE TAX CODE AND THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. PLAN PARTICIPANTS HAVE ACCESS TO ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS UPON REQUEST. THE GENERAL PUBLIC HAS ACCESS TO MANY DOCUMENTS THROUGH ITS ANNUAL FILINGS WITH VARIOUS AGENCIES OF THE US GOVERNMENT THAT MAY BE ACCESSED DIRECTLY FROM THEIR WEBSITES. PART XII, LINE 2C - AUDIT OVERSIGHT & INDEPENDENT ACCOUNTANTS SELECTION: THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS. SAG-PRODUCERS PENSION PLAN 3601 WEST OLIVE AVENUE BURBANK CA 91505 956031814 PENSION FUND CA 401(A) N/A false SCREEN ACTORS GUILD - AMPTP INDUSTRY 3601 WEST OLIVE AVENUE BURBANK CA 91505 954428911 labor org CA 501(C)(5) N/A false BUSINESS ARTS PLAZA INC 3601 WEST OLIVE AVENUE BURBANK CA 91505 954486564 RE TITLE HLDG CA 501(C)(2) SAG-P PEN FD false BOARD OF TRUSTEES SAG-PRODUCERS 3601 WEST OLIVE AVENUE BURBANK CA 91505 952110997 JOINT BOARD CA N/A false SAG-AFTRA NATIONAL 5757 WILSHIRE BLVD LOS ANGELES CA 90036 N/A CMCFORECAST INC NA TWENTIETH CENTURY FOX FILM CORP NA NBC UNIVERSAL NA CMS PRODUCTIONS NA CBS STUDIOS INC NA UNIVERSAL TELEVISION LLC NA CBS BROADCASTING INC N/A UNIVERSAL MUSIC GROUP N/A ABC STUDIOS N/A DISNEY (WALT) PICTURES & TV N/A TALENT SOLUTIONS INC N/A NETFLIX PRODUCTIONS N/A CPT HOLDINGS INC N/A WARNER BROS TELEVISION PROD N/A SONY MUSIC ENTERTAINMENT N/A false false false false false false false false false false true false false true true true false false true PARTS III-IV - contributing employers to the plan: THE PLAN HAS APPROXIMATELY 10,967 CONTRIBUTING EMPLOYERS. DUE TO THE LARGE NUMBER OF EMPLOYERS, THE PLAN IS REPORTING THOSE EMPLOYERS WHO CONTRIBUTED 1% OR MORE OF THE TOTAL ANNUAL CONTRIBUTIONS. FOR ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN'S OFFICE.