2016-11-15T14:07:43-06:00 2015-12-31 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2015-01-01 956024160 Screen Actors Guild-Producers Health Plan % SAG-PRODUCERS PENSION SCRE 8189549400 3601 WEST OLIVE AVENUE BURBANK CA 915057830 ODELE KOHLSTRAND CHIEF FINCL OFFICER 8189549400 2016-11-14 true SCOTT PRICE P00686063 3012726000 2015 2017-02-10 21:41:12Z ODELE KOHLSTRAND 3601 WEST OLIVE AVENUE BURBANK CA 91505 539391569 false X WWW.SAGPH.ORG X 1960 CA TO PROVIDE HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF THE SCREEN ACTORS GUILD-PRODUCERS HEALTH PLAN. 36 26 229 0 0 0 0 205469006 217046624 11275369 4856234 3078688 2835336 219823063 224738194 0 0 199620516 210123396 7357516 7100454 0 0 0 20834088 19591190 227812120 236815040 -7989057 -12076846 335340873 305718884 26452186 19468310 308888687 286250574 TO PROVIDE HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF THE SCREEN ACTORS GUILD-PRODUCERS HEALTH PLAN. false false THE SCREEN ACTORS GUILD-PRODUCERS 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 910 0 true 229 false false true OC false false false false X 36 26 false 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 DAVID WHITE Trustee/Chairperson 1.0 3.0 X X 0 0 0 DARYL ANDERSON Trustee/Vice-Chairperson 1.0 2.0 X X 0 0 0 ERIN DOHERTY Trustee/Secretary 1.0 2.0 X X 0 0 0 MARLA JOHNSON Trustee/Vice-Secretary 1.0 2.0 X X 0 0 0 Amy Aquino Trustee 1.0 2.0 X 0 0 0 Timothy Blake Trustee 1.0 1.0 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 Mandy Fabian Trustee 1.0 1.0 X 0 0 0 Leigh French Trustee 1.0 1.0 X 0 0 0 Barry Gordon Trustee 1.0 1.0 X 0 0 0 Bob Kaliban Trustee 1.0 1.0 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 Priewski Trustee 1.0 1.0 X 0 0 0 Ray Rodriguez Trustee 1.0 2.0 X 0 0 0 John H Sucke Trustee 1.0 1.0 X 0 0 0 Kim Sykes Trustee 1.0 1.0 X 0 0 0 Ned Vaughn Trustee 1.0 1.0 X 0 0 0 DUNCAN CRABTREE-IRELAND Trustee 1.0 1.0 X 0 0 0 Gary Elliott Trustee (eff. 7/15/15) 1.0 1.0 X 0 0 0 Nicole Gustafson Trustee 1.0 1.0 X 0 0 0 SHELDON KASDAN Trustee 1.0 1.0 X 0 0 0 Robert W Johnson Trustee 1.0 1.0 X 0 0 0 Shelley Landgraf 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 Alan H Raphael Trustee 1.0 1.0 X 0 0 0 John E Rhone Trustee 1.0 2.0 X 0 0 0 An T Le Trustee 1.0 1.0 X 0 0 0 David Weissman Trustee 1.0 2.0 X 0 0 0 Russell Wetanson Trustee 1.0 1.0 X 0 0 0 Samuel P Wolfson Trustee 1.0 1.0 X 0 0 0 PAUL MURATORE TRUSTEE 1.0 1.0 X 0 0 0 Ted Bird Trustee (thru 6/1/15) 1.0 1.0 X 0 0 0 Michael Estrada CHIEF EXECUTIVE OFFICER 17.25 20.25 X 205914 611725 78577 Gokul Sheshadri CHIEF INFORMATION OFFICER 17.25 20.25 X 128975 151406 49266 Odele Kohlstrand CHIEF FINANCIAL OFFICER 16.2 21.3 X 106410 139916 52126 Robert W Carruth Chief Operating Officer 33.75 3.75 X 120728 13414 23358 Nora Sham EXEC DIR, CONTRIBUTIONS & PEN 17.25 20.25 X 86687 101762 33314 Kelly Kuykendall EXEC DIR OF HEALTH CARE ANALY 33.75 3.75 X 163367 18152 32459 Galen E Haws DIRECTOR, INVESTMENT OPS 16.43 21.07 X 69161 88689 28308 Gayane G Kalpakian CONTROLLER 15.6 21.9 X 64846 90997 28703 Alejandro Moreno IT/APPLICAITON MIGRATION 17.25 20.25 X 69406 81477 47588 Amanda Bernard COMPLIANCE OFFICER 22.5 15.0 X 85890 57260 34769 Lois Coburn DIRECTOR, HUMAN RESOURCES 16.88 20.63 X 62962 77654 25064 Daniel Leung DIRECTOR, IT INFRASTRUCTURE 16.88 20.63 X 62532 76428 28209 Miyar Nayak Nataraj APPLICATIONS ARCHITECT 17.25 20.25 X 61117 71746 24202 Ovsep Bayramyan MANAGER, IT INFRASTRUCTURE 16.88 20.63 X 53004 64783 23356 1340999 1645409 509299 5 false true false ANTHEM BLUE CROSS 21555 OXNARD STREET WOODLAND HILLS CA 91367 CLAIMS PROCESSING 4748126 DELTA DENTAL PLAN OF CALIFORNIA 17871 PARK PLAZA DRIVE CERRITOS CA 90703 CLAIMS PROCESSING 755333 NIGRO KARLIN SEGAL FELDSTEIN 10960 WILSHIRE BLVD 5TH FLOOR LOS ANGELES CA 90024 ACCOUNTING SERVICES 610200 VALUEOPTIONS PO BOX 6065 CYPRESS CA 90630 ADMINISTRATIVE FEES 542938 EXPRESS SCRIPTS 100 PARSONS POND DRIVE FRANKLIN LANES NJ 07417 PRESC. ADMIN FEES 359905 14 0 EMPLOYER CONTRIBUTIONS 525100 182328277 182328277 PARTICIPANT CONTRIBUTIONS 525100 34718347 34718347 217046624 8673725 8673725 0 0 0 0 0 310835884 314616995 36380 -3781111 -36380 -3817491 -3817491 0 0 0 MEDICARE SUBSIDIES 900099 2820179 2820179 MISCELLANEOUS INCOME 900099 15157 15157 2835336 224738194 219866803 4871391 0 0 0 210123396 1198303 0 5292154 0 76731 533266 0 597871 757763 0 0 1251210 7124324 0 1262658 2146002 0 1347937 240600 0 19315 0 0 3269063 354902 P&H CONTRIBUTIONS 990776 ACA EXCISE FEES 81382 NEWSLETTER COSTS 64498 PRINTING AND POSTAGE 40408 42481 236815040 14141089 16080883 19790314 48623637 0 0 11680342 15537660 0 0 0 0 0 0 0 0 496871 506348 42889385 26012595 19708349 16876790 190485710 169086583 76705665 38211182 0 0 0 0 2332533 795801 335340873 305718884 6297018 4674642 0 0 6732740 6697982 0 0 0 0 0 0 0 0 0 0 13422428 8095686 26452186 19468310 X 0 0 0 0 308888687 286250574 308888687 286250574 335340873 305718884 -12076846 -10561267 X false true X false false 0 1283469 910972 372497 39060892 23769065 15291827 2545024 1332558 1212466 16876790 BRANDYWINE GLOBAL INV MGT LLC 20478696 F GMO MULTI-STRATEGY(OFFSHORE)LP 9140682 F BEACHPOINT DYNAMIC INCOME 8591804 F 38211182 0 DUE TO BROKER - SECURITY PURCHASES 5099698 DUE TO SAG-PRODUCERS PENSION PLAN 2995988 8095686 X 210177390 -10561267 -10561267 220738657 1215738 2783799 3999537 224738194 232815503 -2783799 -2783799 235599302 1215738 1215738 236815040 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 organization and recognize an income tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by the Plan and concluded that as of December 31, 2015 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. PART XI, LINE 4B - REVENUES INCLUDED ON FORM 990, BUT NOT ON FINANCIALS: $2,820,179 MEDICARE SUBSIDIES NETTED AGAINST BENEFIT PAYMENTS $ (36,380) LOSS ON DISPOSAL OF FIXED ASSETS ----------- $2,783,799 ========== PART XII, LINE 2D - EXPENSES INCLUDED ON FORM 990, BUT NOT ON FINANCIALS: $(2,820,179) MEDICARE SUBSIDIES NETTED AGAINST BENEFIT PAYMENTS $ 36,380 LOSS ON DISPOSAL OF FIXED ASSETS ----------- $(2,783,799) =========== Central America and the Caribbean Investments 17732488 Europe (Including Iceland and Greenland) Investments 1838186 19570674 19570674 false false false true false false X true true X false false false Michael Estrada CHIEF EXECUTIVE OFFICER 170297 199914 0 0 35617 411811 18924 23129 16457 20067 241295 654921 0 0 Gokul Sheshadri CHIEF INFORMATION OFFICER 112360 131901 0 0 16615 19505 11855 14489 10329 12593 151159 178488 0 0 Odele Kohlstrand CHIEF FINANCIAL OFFICER 101448 133392 0 0 4962 6524 10733 13118 12566 15709 129709 168743 0 0 Robert W Carruth Chief Operating Officer 120728 13414 0 0 0 0 5664 6923 5060 5711 131452 26048 0 0 Nora Sham EXEC DIR, CONTRIBUTIONS & PEN 82390 96718 0 0 4297 5044 7975 9747 7027 8565 101689 120074 0 0 Kelly Kuykendall EXEC DIR OF HEALTH CARE ANALY 124832 13870 0 0 38535 4282 2798 311 26415 2935 192580 21398 0 0 Galen E Haws DIRECTOR, INVESTMENT OPS 65582 84099 0 0 3579 4590 6695 8182 6029 7402 81885 104273 0 0 Gayane G Kalpakian CONTROLLER 62864 88215 0 0 1982 2782 6637 8111 6216 7739 77699 106847 0 0 Alejandro Moreno IT/APPLICAITON MIGRATION 44327 52036 0 0 25079 29441 11362 13887 10069 12270 90837 107634 0 0 Amanda Bernard COMPLIANCE OFFICER 83688 55792 0 0 2202 1468 6398 7820 10586 9965 102874 75045 0 0 Lois Coburn DIRECTOR, HUMAN RESOURCES 61088 74663 0 0 1874 2991 5933 7251 5346 6534 74241 91439 0 0 Daniel Leung DIRECTOR, IT INFRASTRUCTURE 50471 61687 0 0 12061 14741 6012 7348 6682 8167 75226 91943 0 0 Miyar Nayak Nataraj APPLICATIONS ARCHITECT 52731 61901 0 0 8386 9845 5652 6907 5253 6390 72022 85043 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 THREE 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 FUND 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 PREDETERMINED PERCENTAGES. ALL PERSONNEL ARE REPORTED UNDER THE RELATED ORGANIZATION'S NAME AND FEDERAL EMPLOYER IDENTIFICATION NUMBER. THE HEALTH FUND DOES NOT FILE FEDERAL EMPLOYMENT TAX RETURNS UNDER IT'S OWN FEDERAL EIN. PART VI, SECTION A, LINE 7A - POWER TO APPOINT MEMBERS OF GOVERNING BODY: THE BOARD SHALL CONSISTS OF THIRTY-SIX (36) PLAN TRUSTEES. OF THESE, EIGHTEEN (18) SHALL BE PRODUCER PLAN TRUSTEES, OF WHICH NINE (9) ARE APPOINTED BY THE ALLIANCE OF MOTION PICTURE & TELEVISION PRODUCERS INC AND NINE (9) BY AN EMPLOYER ASSOICATION THAT IS PARTY TO THE PLAN. THE REMAINING EIGHTEEN (18) PLAN TRUSTEES ARE TO BE APPOINTED BY SAG-AFTRA NATIONAL. THE PLAN TRUSTEES MAY BE SUBSTITUTED ANY TIME BY THE RESPECTIVE PRODUCER GROUPS OR SAG-AFTRA BY PROVIDING WRITTEN NOTICE TO THE CHAIRMAN OF THE PLAN OF THE TRUSTEE BEING REPLACED, TRUSTEE BE APPOINTED AND EFFECTIVE DATE OF THE CHANGE. 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 NEED 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 COLUMBIA PICTURES INDUSTRIES INC NBC UNIVERSAL TWENTIETH CENTURY FOX FILM CORP WARNER BROTHERS TELEVISION PRODUCTION PARAMOUNT PICTURES CORP TOUCHSTONE TELEVISION PRODUCTS 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 4,000 CONTRIBUTING EMPLOYERS. DUE TO THE LARGE NUMBER OF EMPLOYERS, THE PLAN IS REPORTING THOSE EMPLOYERS WHO CONTRIBUTED 2% OR MORE OF THE TOTAL ANNUAL CONTRIBUTIONS. FOR ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN'S OFFICE.