2015-11-16T20:32:44-06:00 2014-12-31 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2014-01-01 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 2015-11-16 true DAVID P DORSEY P00178158 3012726000 2014 2016-03-07 17:11:31Z ODELE KOHLSTRAND 3601 WEST OLIVE AVENUE BURBANK CA 91505 433424275 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 26 216 0 0 0 0 193035235 205469006 13244592 11275369 2516248 3078688 208796075 219823063 0 0 179436371 199620516 7618227 7357516 0 0 0 19480723 20834088 206535321 227812120 2260754 -7989057 338738967 335340873 18137325 26452186 320601642 308888687 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 1067 0 true 216 false false true BD LU 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 X SAG-PRODUCERS PENSION 8189549400 3601 WEST OLIVE AVENUE BURBANK CA 91505 X Sheldon Kasdan Trustee/Chairperson 1.0 1.0 X X 0 0 0 Paul Muratore Trustee/Vice-Chairperson 1.0 1.0 X X 0 0 0 David White Trustee/Secretary 1.0 3.0 X X 0 0 0 Duncan Crabtree-Ireland Trustee/Vice-Secretary 1.0 1.0 X 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 Ted Bird Trustee 1.0 1.0 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 Tracy Cahill Trustee (Thru 2/20/2014) 1.0 1.0 X 0 0 0 Eryn Doherty Trustee 1.0 2.0 X 0 0 0 Mandy Fabian Trustee (Eff. 2/14/2014) 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 Nicole Gustafson Trustee 1.0 1.0 X 0 0 0 Al Hubbs Trustee (Thru 3/11/2014) 1.0 1.0 X 0 0 0 Marla Johnson Trustee 1.0 2.0 X 0 0 0 Robert W Johnson Trustee 1.0 1.0 X 0 0 0 Bob Kaliban Trustee 1.0 1.0 X 0 0 0 Shelley Landgraf Trustee 1.0 1.0 X 0 0 0 An T Le Trustee 1.0 1.0 X 0 0 0 Allan Linderman Trustee (Eff. 5/5/2014) 1.0 1.0 X 0 0 0 Carol Lombardini Trustee 1.0 2.0 X 0 0 0 Stacy K Marcus Trustee 1.0 2.0 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 Diane P Mirowski Trustee 1.0 1.0 X 0 0 0 Michael Pniewski Trustee (Eff. 4/14/2014) 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 3.0 X 0 0 0 Ray Rodriquez Trustee (Eff. 2/4/2014) 1.0 2.0 X 0 0 0 John H Sucke Trustee 1.0 2.0 X 0 0 0 Kim Sykes Trustee 1.0 1.0 X 0 0 0 Robert Todd Trustee (Thru 6/16/2014) 1.0 1.0 X 0 0 0 Ned Vaughn Trustee 1.0 1.0 X 0 0 0 David Weissman Trustee 1.0 2.0 X 0 0 0 Russell Wetanson Trustee (Eff. 2/21/2014) 1.0 1.0 X 0 0 0 Samuel P Wolfson Trustee 1.0 2.0 X 0 0 0 Michael Estrada Chief Executive Officer 16.85 20.65 X 175880 215579 68180 Gokul Sheshadri Chief Information Officer 17.25 20.25 X 99885 117257 38546 Odele Kohlstrand Chief Financial Officer 16.85 20.65 X 84660 103537 42400 Christopher Dowdell Chief Exec Officer (Retired) 17.25 20.25 X 54095 63503 20844 Amanda Bernard Compliance Officer 22.5 15.0 X 114066 76044 42725 Nora Sham Exec Dir, Contributions & Pen 17.25 20.25 X 76047 89273 32383 Alejandro Moreno it/application migration 17.25 20.25 X 62782 73701 25745 Cherie Payne it/administration 17.25 20.25 X 59495 69842 25308 Kelly Kuykendall Exec Dir of Health Care Analy. 33.75 3.75 X 111874 12431 22763 Kevin Donnellan Tech Analyst III (Retired) 16.85 20.65 X 55252 67530 21855 Miyar Nayak Nataraj Applications Architect 17.25 20.25 X 56281 66069 22432 950317 954766 363181 4 false true false ANTHEM BLUE CROSS 21555 OXNARD STREET WOODLAND HILLS CA 91367 CLAIMS PROCESSING 4941975 DELTA DENTAL PLAN OF CALIFORNIA 17871 PARK PLAZA DRIVE CERRITOS CA 90703 CLAIMS PROCESSING 705491 ADMINISTRATIVE SYSTEMS LLC 1651 RESPONSE ROAD SACREMENTO CA 95815 tax reporting svce 650122 NIGRO KARLIN SEGAL FELDSTEIN 10960 WILSHIRE BLVD 5TH FLOOR LOS ANGELES CA 90024 LEGAL SERVICES 599397 VALUEOPTIONS PO BOX 6065 CYPRESS CA 90630 ADMINISTRATIVE FEES 533253 17 0 EMPLOYER CONTRIBUTIONS 525100 171268706 171268706 PARTICIPANT CONTRIBUTIONS 525100 34200300 34200300 205469006 8728658 8728658 0 0 0 0 0 216147923 213601212 2546711 2546711 2546711 0 0 0 MEDICARE SUBSIDIES 900099 3062358 3062358 MISCELLANEOUS INCOME 900099 16330 16330 3078688 219823063 208531364 11291699 0 0 0 199620516 716308 0 6100019 0 0 541189 0 731181 748501 0 0 1340562 6947002 0 1219976 1984212 0 1352569 174041 0 34730 0 0 2808250 262130 ACA EXCISE FEES 1930319 P&H CONTRIBUTIONS 1166675 NEWSLETTER COSTS 64273 SPD PRINTING AND POSTAGE 32500 37167 227812120 X 12347667 14141089 29715780 19790314 0 0 11981694 11680342 0 0 0 0 0 0 0 0 662107 496871 43626513 23918164 21468846 19708349 230608503 190485710 29835207 76705665 0 0 0 0 2119163 2332533 338738967 335340873 5705506 6297018 0 0 5441434 6732740 0 0 0 0 0 0 0 0 0 0 6990385 13422428 18137325 26452186 X 0 0 0 0 320601642 308888687 320601642 308888687 338738967 335340873 -7989057 -3723898 X false true X false false 1268234 807076 461158 39728942 21827772 17901170 2629337 1283316 1346021 19708349 WESTERN ASSET TOTAL RETURN LLC 28088220 F BRANDYWINE GLOBAL INV MGT LLC 22352657 F OAKTREE HIGH YIELD FUND LP 15999329 F GMO MULTI-STRATEGY(OFFSHORE)LP 10265459 F 76705665 0 DUE TO BROKER - SECURITY PURCHASES 9660655 DUE TO SAG-PRODUCERS PENSION PLAN 3761773 13422428 X 211732245 -3723898 -3723898 215456143 1304562 3062358 4366920 219823063 223445200 -3062358 -3062358 226507558 1304562 1304562 227812120 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, 2014 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, NOT ON FINANCIALS: $3,062,358 MEDICARE SUBSIDIES NETTED AGAINST BENEFIT PAYMENTS ON FINANCIALS. PART XII, LINE 2D - EXPENSES INCLUDED ON FORM 990, NOT ON FINANCIALS: $(3,062,358) MEDICARE SUBSIDIES NETTED AGAINST BENEFIT PAYMENTS ON FINANCIALS. Central America and the Caribbean Investments 10265459 Europe (Including Iceland and Greenland) Investments 2281998 12547457 12547457 true false false true false false X true true X false false false Michael Estrada Chief Executive Officer 159444 195433 16436 20146 16529 20203 14151 17297 206560 253079 0 0 Gokul Sheshadri Chief Information Officer 92208 108245 7677 9012 9195 11238 8165 9948 117245 138443 0 0 Odele Kohlstrand Chief Financial Officer 81829 100075 2831 3462 8293 10135 10786 13186 103739 126858 0 0 Amanda Bernard Compliance Officer 103351 68901 10715 7143 8373 10234 12187 11931 134626 98209 0 0 Nora Sham Exec Dir, Contributions & Pen 67439 79167 8608 10106 7110 8690 7499 9084 90656 107047 0 0 Alejandro Moreno it/application migration 56403 66212 6379 7489 5834 7130 5773 7008 74389 87839 0 0 Cherie Payne it/administration 59495 69842 5561 6797 5856 7094 70912 83733 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 ABC STUDIOS CBS BROADCASTING INC CMCFORECAST INC COLUMBIA PICTURES INDUSTRIES INC NBC UNIVERSAL TWENTIETH CENTURY FOX FILM CORP WARNER BROTHERS TELEVISION PRODUCTION 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.