2012-11-15T18:34:16-06:00 2011-12-31 952556670 BERNARD KOTKIN & COMPANY LLP 533 S FREMONT AVENUE SUITE 802 LOS ANGELES CA 90071 990 2011-01-01 956024160 SCREEN ACTORS GUILD-PRODUCERS HEALTH PLAN SCRE 8189549400 3601 WEST OLIVE AVENUE BURBANK CA 91505 MICHAEL ESTRADA 8189549400 2012-11-15 ANGELO NICODEMO P01447502 2138929090 2011 2016-02-24 21:20:13Z MICHAEL ESTRADA 3601 WEST OLIVE AVENUE BURBANK CA 91505 367640093 0 X SAGPH.ORG X 1960 CA PROVIDE HEALTH & WELFARE BENEFITS 36 36 0 0 0 0 0 0 167423553 172143170 22058477 20251150 4351446 4832136 193833476 197226456 0 0 173980226 183187014 0 0 0 0 0 21809203 21394789 195789429 204581803 -1955953 -7355347 355665493 333576339 212539367 204109669 143126126 129466670 TO PROVIDE HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF SCREEN ACTORS GUILD - PRODUCERS HEALTH PLAN. 0 0 201355300 THE SCREEN ACTORS GUILD-PRODUCERS HEALTH PLAN PROVIDES HEALTH & WELFARE BENEFITS INCLUDING HOSPITALIZATION, MAJOR MEDICAL & DENTAL TO PLAN PARTICIPANTS AND DEPENDENTS 201355300 0 0 0 0 0 0 0 0 0 1 1 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 0 1 718 0 1 0 0 1 BD UK 0 0 0 0 0 0 0 0 0 0 X 36 36 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X SCREEN ACTORS GUILD-PRODUCERS PENSI 8189549400 3601 WEST OLIVE AVENUE BURBANK CA 91505 DARYL ANDERSON 1.00 X 0 0 0 TED BIRD 1.00 X 0 0 0 TIMOTHY BLAKE 1.00 X 0 0 0 JAY BARNETT 1.00 X 0 0 0 JIM BRACCHITTA 1.00 X 0 0 0 KATHRYN SWINK 1.00 X 0 0 0 EILEEN HENRY 1.00 X 0 0 0 SHELDON KASDAN 1.00 X 0 0 0 AL HUBBS 1.00 X 0 0 0 BOB KALIBAN 1.00 X 0 0 0 ROBERT CARLSON 1.00 X 0 0 0 LEIGH FRENCH 1.00 X 0 0 0 CAROL LOMBARDINI 1.00 X 0 0 0 MARLA JOHNSON 1.00 X 0 0 0 JOHN MCGUINN 1.00 X 0 0 0 JOHN MCGUIRE 1.00 X 0 0 0 AN T LE 1.00 X 0 0 0 EDWARD G O'NEILL 1.00 X 0 0 0 ALAN RAPHAEL 1.00 X 0 0 0 JOHN RHONE 1.00 X 0 0 0 JOSEPH RUSKIN 1.00 X 0 0 0 WILLIAM SCHALLERT 1.00 X 0 0 0 ROBERT TODD 1.00 X 0 0 0 ELHANAN C STONE 1.00 X 0 0 0 JOHN SUCKE 1.00 X 0 0 0 YALE SUMMERS 1.00 X 0 0 0 TRACY CAHILL 1.00 X 0 0 0 DUNCAN CRABTREE - IRELAND 1.00 X 0 0 0 SAMUEL P WOLFSON 1.00 X 0 0 0 JOYCE GORDON 1.00 X 0 0 0 DAVID WHITE 1.00 X 0 0 0 PAUL MURATORE 1.00 X 0 0 0 JOHN CARTER BROWN 1.00 X 0 0 0 BARRY GORDON 1.00 X 0 0 0 RICHARD MASUR 1.00 X 0 0 0 ERYN DOHERTY 1.00 X 0 0 0 DIANE MIROWSKI 1.00 X 0 0 0 DAVID WEISSMAN 1.00 X 0 0 0 EMPLOYEE FILE NO 027474 20.00 X 0 244204 28544 EMPLOYEE FILE NO 026975 20.00 X 0 442494 39682 EMPLOYEE FILE NO 001553 20.00 X 0 242205 11122 EMPLOYEE FILE NO 001059 40.00 X 0 203295 5248 EMPLOYEE FILE NO 001399 20.00 X 0 169213 39628 EMPLOYEE FILE NO 025976 20.00 X 0 231698 22836 EMPLOYEE FILE NO 001402 20.00 X 0 172871 17682 EMPLOYEE FILE NO 001380 20.00 X 0 169643 17682 EMPLOYEE FILE NO 083918 20.00 X 0 140223 27400 EMPLOYEE FILE NO 001065 20.00 X 0 139400 12717 EMPLOYEE FILE NO 011500 0.00 X 0 107500 0 EMPLOYEE FILE NO 001570 0.00 X 0 116201 0 0 2378947 222541 0 1 1 0 ANTHEM BLUE CROSS 21555 OXNARD STREET ASPC WOODLAND HILLS CA 91367 CLAIMS PROCESSING 4606121 PACIFIC INVESTMENT MANAGEMENT COMPANY 840 NEWPORT CENTER DRIVE SUITE 100 NEWPORT BEACH CA 92660 INVESTMENT MANAGER 870146 DELTA DENTAL PLAN OF CALIFORNIA 17871 PARK PLAZA DRIVE SUITE 200 CERRITOS CA 90703 CLAIMS PROCESSING 672678 NIGRO KARLIN SEGAL & FELDSTEIN 10100SANTA MONICA BLVD LOS ANGELES CA 90067 CONTRACT AUDITORS 555243 VALUEOPTIONS P O BOX 6065 CYPRESS CA 90630 CLAIMS PROCESSING 554928 14 CONTRIBUTIONS-EMPLOYER 900099 138582967 138582967 CONTRIBUTIONS-PRTCPNTS 900099 33560203 33560203 172143170 10786703 10786703 179878084 170413637 9464447 9464447 9464447 OTHER INCOME 900099 4832136 4832136 4832136 197226456 197226456 0 0 183187014 183187014 1003309 1003309 718126 555243 162883 1533261 1533261 500770 500770 37797 37797 1181069 1181069 198259 198259 26327 26327 294464 294464 REIMB-PAYROLL & BENEFIT 8758808 8758808 REIMB - OTHER ADMIN SVS 3862366 3862366 ALLOCATED DEPRECIATION 3129733 3129733 ACTUARIAL SERVICES 142500 142500 8000 8000 204581803 201355300 3226503 0 12020919 10882048 7885621 5912345 1097767 892121 40994117 21166276 24864413 19827841 307728581 245279942 45633791 2068192 5148251 355665493 333576339 18306367 13380669 194233000 190729000 212539367 204109669 X 0 0 0 0 143126126 129466670 143126126 129466670 355665493 333576339 X -7355347 -6304109 X X 0 1 1 X 0 1308984 556041 752943 39685133 20610235 19074898 19827841 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT LLC 27007357 F GMO MULTI-STRATEGY OFFSHORE FUND (LP) 9849605 F OAKTREE HIGH YIELD FUND, L.P. 8776829 F 45633791 BENEFIT CLAIMS PAYABLE 190729000 190729000 197226456 204581803 -7355347 -6304109 -6304109 -13659456 189389086 -6304109 -6304109 195693195 1533261 1533261 197226456 206552542 194233000 194233000 12319542 1533261 190729000 192262261 204581803 PART XIII, LINE 2D - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS - DECEMBER 31, 2010 PART XIII, LINE 4B - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS - DECEMBER 31, 2011 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 9849605 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENT 3829383 0 0 0 0 0 0 13678988 0 13678988 0 0 0 1 0 0 X 1 0 0 EMPLOYEE FILE NO 027474 0 234732 0 0 0 9472 0 27500 0 1044 0 272748 0 0 EMPLOYEE FILE NO 026975 0 354624 0 25000 0 62870 0 38500 0 1182 0 482176 0 0 EMPLOYEE FILE NO 001553 0 234904 0 0 0 7301 0 9940 0 1182 0 253327 0 0 EMPLOYEE FILE NO 001059 0 199859 0 0 0 3436 0 4066 0 1182 0 208543 0 0 EMPLOYEE FILE NO 001399 0 161396 0 0 0 7817 0 38500 0 1128 0 208841 0 0 EMPLOYEE FILE NO 025976 0 207075 0 0 0 24623 0 21700 0 1136 0 254534 0 0 EMPLOYEE FILE NO 001402 0 154626 0 0 0 18245 0 16500 0 1182 0 190553 0 0 EMPLOYEE FILE NO 001380 0 163440 0 0 0 6203 0 16500 0 1182 0 187325 0 0 EMPLOYEE FILE NO 083918 0 124882 0 0 0 15341 0 26356 0 1044 0 167623 0 0 EMPLOYEE FILE NO 001065 0 116637 0 0 0 22763 0 11535 0 1182 0 152117 0 0 EMPLOYEE FILE NO 011500 0 0 0 0 0 107500 0 0 0 0 0 107500 0 0 EMPLOYEE FILE NO 001570 0 0 0 0 0 116201 0 0 0 0 0 116201 0 0 PART I, LINE 4A EMPLOYEE FILE NO. 011500 SEPERATED FROM EMPLOYMENT IN 2010. BASED ON THE TERMS OF THE PAYMENT, EMPLOYEE FILE NO. 011500 WAS PAID A TOTAL OF $341,923.09 FROM RELATED ORGANIZATIONS, OUT OF WHICH, $234,423.09 WAS PAID IN 2010, AND THE REMAINING $107,500 IN CALENDAR YEAR 2011. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S MANAGEMENT DUTIES, INCLUDING ACCOUNTING FUNCTIONS AND PAYMENTS TO VARIOUS ADMINISTRATIVE, INVESTMENT MANAGEMENT, AND PROFESSIONAL FEES TO VARIOUS PROVIDERS ARE THROUGH SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE PLAN ARE SIGNATORY CONTRACTORS AND THE GENERAL UNION MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF TRUSTEES. THE GENERAL UNION MEMBERSHIP ELECTS THE LABOR REPRESENTATIVES AND THE SIGNATORY CONTRACTORS ELECT THE MANAGEMENT REPRESENTATIVES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES, WITH ASSISTANCE FROM THE FUND'S ACCOUNTANT. FORM 990, PART VI, SECTION B, LINE 12C THE HEALTH PLAN IS COVERED BY 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 BE ADOPTED. FORM 990, PART VI, SECTION B, LINE 15 CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES, WHICH IS COMPRISED OF TRUSTEES FROM BOTH THE PRODUCERS AND SCREEN ACTORS GUILD. 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. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO ALL PARTICIPANTS, IN ITS BENEFIT PLAN UPON REQUEST. THE GENERAL PUBLIC HAS ACCESS TO MANY DOCUMENTS THROUGH ANNUAL GOVERNMENT FILINGS MADE BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION COMPLIES WITH ALL REQUIREMENTS UNDER FEDERAL LAW, INCLUDING THE TAX CODE AND THE EMPLOYEE RETIREMENT INCOME SECURITY ACT (ERISA). IT MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO ALL PARTICIPANTS, IN ITS BENEFIT PLAN UPON REQUEST. THE GENERAL PUBLIC HAS ACCESS TO MANY DOCUMENTS THROUGH ANNUAL GOVERNMENT FILINGS MADE BY THE ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -6304109. AUDIT COMMITTEE 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 INDEPENDENT ACCOUNTANTS. SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN 3601 WEST OLIVE AVENUE BURBANK CA 91505 952110997 PROVIDE RETIREMENT BENEFITS TO PARTICIPANTS CA 401(A) NONE 0 SCREEN ACTORS GUILD - AMPTP INDUSTRY ADVANCEMENT & COOPERATIVE FUND 3601 WEST OLIVE AVENUE BURBANK CA 91505 954428911 PROVIDE GRANTS TO QUALIFIED ORGANIZATIONS CA 501(C)(5) NONE 0 WB STUDIO ENTERPRISES INC 4000 WARNER BLVD BURBANK CA 91522 470911460 MOTION PICTURE PRODUCTION AND DISTRIBUTION DE WARNER BROS ENTERTAINMENT INC C WALT DISNEY PICTURES 500 SOUTH BUENA VISTA STREET BURBANK CA 91521 953834209 FILM PRODUCTION CA DISNEY ENTERPRISES INC C TWENTIETH CENTURY FOX FILM CORP 2121 AVENUE OF STARS 2ND FLOOR LOS ANGELES CA 90067 840850631 ENTERTAINMENT CA NEWSCORP C CBS BROADCASTING INC 51 WEST 52ND STREET NEW YORK NY 10019 130590730 BROADCASTING / PRODUCTION NY WESTINGHOUSE CBS HOLDING COMPANY INC C COLUMBIA PICTURES INDUSTRIES INC 10202 WEST WASHINGTON BLVD CULVER CITY CA 90232 581755413 PRODUCTION OF THEATRICAL MOTION PICTURES DE CPE HOLDINGS INC C PARAMOUNT PICTURES CORP 5555 MELROSE AVENUE LOS ANGELES CA 90038 132574663 MOTION PICTURE PRODUCTION AND DISTRIBUTION CA VIACOM INC C FOCUS FEATURES LLC 100 UNIVERSAL CITY PLAZA UNIVERSAL CITY CA 91608 943330200 TV / FILM PRODUCTION AND DISTRIBUTION CA FOCUS FEATURES LLC C UNIVERSAL CITY STUDIOS LLP 100 UNIVERSAL CITY PLAZA UNIVERSAL CITY CA 91608 753052389 TV / FILM PRODUCTION AND DISTRIBUTION CA UNIVERSAL CITY STUDIOS LLP C NBC ENTERPRISES 100 UNIVERSAL CITY PLAZA UNIVERSAL CITY CA 91608 753052389 TV / FILM PRODUCTION AND DISTRIBUTION CA NBC ENTERPRISES C 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 IDENTIFICATION OF CONTRIBUTING EMPLOYERS AS RELATED ORGANIZATIONS: FORM 990, SCHEDULE R, PARTS III AND/OR IV THE PLAN HAS APPROXIMATELY 3,500 CONTRIBUTING EMPLOYERS. A REASONABLE EFFORT WAS MADE TO OBTAIN THE INFORMATION, BUT THE PLAN IS UNABLE TO PROVIDE THE INFORMATION FOR ALL THE CONTRIBUTING EMPLOYERS. FOR ADDITIONAL INFORMATION PLEASE CONTACT THE PLAN OFFICE.