2022-11-15T19:02:26-06:00 2021-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2021-01-01 956024160 SAG-AFTRA HEALTH PLAN % SAG-PRODUCERS PENSION SAG- 8189549400 3601 WEST OLIVE AVENUE BURBANK CA 915057830 DAVID CHOI EXEC DIR-INVEST/FIN 8189549400 2022-11-15 true DAVID CHOI 999009999 RICHARD L RUVELSON P00234075 3012726000 3 2021 2022-09-23 18:48:47Z DAVID CHOI 3601 WEST OLIVE AVENUE BURBANK CA 91505 930701018 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. 36 13 0 0 0 0 0 0 337702830 473122566 21767676 16651822 4523341 871261 363993847 490645649 0 0 414941202 382749756 0 0 0 0 0 49224566 51789044 464165768 434538800 -100171921 56106849 422291836 492690562 57870827 77191801 364421009 415498761 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 599 0 true 0 false false true AS CJ JA LU UK false false false false false false X 36 13 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 Michael Estrada CHIEF EXECUTIVE OFFICER 21.75 15.75 X 0 525608 110147 Joshi Sameer Exec Dir, Contributions & Pen 23.21 14.29 X 0 393956 81340 Gokul Sheshadri CHIEF INFORMATION OFFICER 29.62 7.88 X 0 354926 74571 Hyung-Gee Lee Chief Operating Officer 37.14 0.36 X 0 329317 71177 Odele Kohlstrand CHIEF FINANCIAL OFFICER 21.75 15.75 X 0 333404 66681 Hovik Leon Director, CLAIMS & ELIGIBILITY 22.88 14.62 X 0 219511 45702 Amanda Bernard Compliance Officer 31.87 5.63 X 0 208770 51039 David Choi Exec. Dir. of Inv. & Finance 24.25 13.25 X 0 213631 44946 Kenneth Moon Director, Healthcare Analytics 37.5 0.0 X 0 191354 41857 Brian Lee Director, IT Applications 24.34 13.16 X 0 184719 42792 Swati R Chakraborty Digital Project Manager 24.36 13.14 X 0 180364 42659 Sheldon Kasdan Trustee 1.0 1.0 X 0 0 0 Paul Muratore Trustee 1.0 1.0 X 0 0 0 David White - PAST Trustee/Secretary 1.0 2.0 X X 0 0 0 Duncan Crabtree-Ireland Trustee/Vice-Secretary 1.0 3.0 X X 0 0 0 Daryl Anderson Trustee / Chair 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 Barry Gordon Trustee 1.0 1.0 X 0 0 0 David Hartley-Margolin Trustee 1.0 0.0 X 0 0 0 Matthew Kimbrough 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 Linda Powell Trustee 1.0 1.0 X 0 0 0 Ray Rodriguez Trustee 1.0 2.0 X 0 0 0 Shelby Scott Trustee 1.0 0.0 X 0 0 0 Sally Stevens Trustee 1.0 0.0 X 0 0 0 Gabriela Teissier - PAST 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 1.0 X 0 0 0 Keith Gorham Trustee/ Co-chair 1.0 2.0 X X 0 0 0 James Harrington Trustee 1.0 0.0 X 0 0 0 Harry Isaacs - Past 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 1.0 2.0 X 0 0 0 Marc Sandman Trustee 1.0 2.0 X 0 0 0 Kim Stevens 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 3.0 X 0 0 0 Russell Wetanson Trustee 1.0 1.0 X X 0 0 0 Samuel P Wolfson - PAST Trustee 1.0 1.0 X 0 0 0 ARIANNA OZZANTO TRUSTEE 1.0 1.0 X 0 0 0 Coleen Williams TRUSTEE 1.0 1.0 X 0 0 0 0 3135560 672911 0 false true false BLUE CROSS OF CALIFORNIA 21555 OXNARD STREET WOODLAND HILLS CA 91367 CLAIMS PROCESSING 5120361 NIGRO KARLIN SEGAL FELDSTEIN 10960 WILSHIRE BLVD 5TH FLOOR LOS ANGELES CA 90024 CONSULTING SERVICES 1277985 COGNIZANT WORLDWIDE LIMITED 500 FRANK W BURR BOULEVARD TEANECK NJ 07666 CONSULTING SERVICES 1097880 HUB INTERNATIONAL INSURANCE SERVICE 6701 CENTER DRIVE SUITE 1500 LOS ANGELES CA 90045 INSURANCE BROKER 911158 BDO PO BOX 642743 PITTSBURGH PA 152642743 Contract Auditor 888897 41 0 EMPLOYER CONTRIBUTIONS 525100 402216601 402216601 PARTICIPANT CONTRIBUTIONS 525100 70905965 70905965 473122566 3852533 3852533 0 0 0 0 0 452854658 440055369 12799289 12799289 12799289 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 871261 871261 871261 490645649 473122566 0 17523083 0 0 0 382749756 0 0 0 0 0 0 0 1143045 1841754 0 0 1074922 19012313 0 1470730 4858752 0 4532146 21146 0 2524 0 0 2576943 365416 ADMIN SALARIES & BENEFITS 12318548 P&H CONTRIBUTIONS 2328134 ACA EXCISE FEES 149422 DUES AND SUBSCRIPTIONS 27704 65545 434538800 34933162 89879891 37634477 86079337 0 0 34459217 36666873 0 0 0 0 0 0 0 0 2137253 794740 66219436 52858054 13987162 13361382 191971893 176788829 101730318 79379937 0 0 0 0 5438354 9739573 422291836 492690562 32237511 16823721 0 0 14725194 12684167 0 0 0 0 0 0 0 0 0 0 10908122 47683913 57870827 77191801 X 0 0 0 0 364421009 415498761 364421009 415498761 422291836 492690562 56106849 -5029097 X false true X false false 5528937 4253698 1275239 55124471 56985452 8139019 5566028 1618904 3947124 13361382 BEACHPOINT DYNAMIC INCOME 8424349 F SSGA COMMON TRUST INVESTMENTS 70955588 F 79379937 0 DUE TO BROKER - SECURITY PURCHASE 19708982 DUE TO AFTRA RETIREMENT FUND 26979592 DUE TO SAG PRODUCERS IACF 995339 47683913 X 484541630 -5029097 -5029097 489570727 1074922 1074922 490645649 433463878 433463878 1074922 1074922 434538800 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, 2021 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 8424349 Europe (Including Iceland and Greenland) Investments 22038554 30462903 30462903 false false false true false false X true true X false false false Michael Estrada CHIEF EXECUTIVE OFFICER 0 514416 0 0 0 11192 0 59284 0 50863 0 635755 0 0 Gokul Sheshadri CHIEF INFORMATION OFFICER 0 348426 0 0 0 6500 0 40051 0 34520 0 429497 0 0 Odele Kohlstrand CHIEF FINANCIAL OFFICER 0 326354 0 0 0 7050 0 37308 0 29373 0 400085 0 0 Hyung-Gee Lee Chief Operating Officer 0 322278 0 0 0 7039 0 37346 0 33831 0 400494 0 0 Joshi Sameer Exec Dir, Contributions & Pen 0 385756 0 0 0 8200 0 44321 0 37019 0 475296 0 0 Amanda Bernard Compliance Officer 0 204186 0 0 0 4584 0 24227 0 26812 0 259809 0 0 Kenneth Moon Director, Healthcare Analytics 0 191354 0 0 0 0 0 21747 0 20110 0 233211 0 0 Brian Lee Director, IT Applications 0 180728 0 0 0 3991 0 21215 0 21577 0 227511 0 0 Swati R Chakraborty Digital Project Manager 0 180364 0 0 0 0 0 20797 0 21862 0 223023 0 0 Hovik Leon Director, CLAIMS & ELIGIBILITY 0 219511 0 0 0 0 0 24731 0 20971 0 265213 0 0 David Choi Exec. Dir. of Inv. & Finance 0 213631 0 0 0 0 0 24112 0 20834 0 258577 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 4,000 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.