2021-11-15T19:25:07-06:00 2020-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2020-01-01 956024160 SAG-AFTRA HEALTH PLAN % SAG-PRODUCERS PENSION SAG- 8189549400 3601 WEST OLIVE AVENUE BURBANK CA 915057830 ODELE KOHLSTRAND CHIEF FINCL OFFICER 8189549400 2021-11-15 true ODELE KOHLSTRAND 999009999 Richard Ruvelson P00234075 3012726000 2 2020 2022-09-23 18:48:47Z ODELE KOHLSTRAND 3601 WEST OLIVE AVENUE BURBANK CA 91505 838316503 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. 38 28 0 0 0 0 0 394838087 337702830 27439596 21767676 4049544 4523341 426327227 363993847 0 0 441730995 414941202 0 0 0 0 0 46952889 49224566 488683884 464165768 -62356657 -100171921 498416087 422291836 34869466 57870827 463546621 364421009 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 711 0 true 0 false false true AS CJ JA LU UK false false false false false false X 38 28 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 544982 105821 Sameer Joshi Exec Dir, Contributions & Pen 23.21 14.29 X 0 365408 69927 Gokul Sheshadri CHIEF INFORMATION OFFICER 29.62 7.88 X 0 334575 63637 Odele Kohlstrand CHIEF FINANCIAL OFFICER 21.75 15.75 X 0 317401 63904 Hyung-Gee Lee Chief Operating Officer 37.5 0.0 X 0 304666 60711 Amanda Bernard Compliance Officer 31.87 5.63 X 0 187191 45496 Brian Lee Director, IT Applications 24.34 13.16 X 0 181495 35191 Swati R Chakraborty Digital Project Manager 24.36 13.14 X 0 170276 38970 Kenneth Moon Director, Healthcare Analytics 37.5 0.0 X 0 173839 33901 Daniel Leung Director, IT Infrastructure 24.25 13.25 X 0 158473 34198 Mallery B Lucchesi Director, Contributions 22.88 14.62 X 0 147212 28849 Sheldon Kasdan Trustee 1.0 1.0 X 0 0 0 Paul Muratore Trustee 1.0 1.0 X 0 0 0 David White Trustee/Secretary 1.0 2.0 X X 0 0 0 Duncan Crabtree-Ireland Trustee/Vice-Secretary 1.0 2.0 X X 0 0 0 Daryl Anderson Trustee / Co-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 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 1.0 2.0 X 0 0 0 James Harrington Trustee 1.0 0.0 X 0 0 0 Harry Isaacs Trustee 1.0 0.0 X 0 0 0 Robert W Johnson Trustee 1.0 2.0 X 0 0 0 Allan Linderman Trustee 1.0 2.0 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 1.0 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 / Chair 1.0 1.0 X X 0 0 0 Samuel P Wolfson Trustee 1.0 1.0 X 0 0 0 0 2885518 580605 0 false true false BLUE CROSS OF CALIFORNIA 21555 OXNARD STREET WOODLAND HILLS CA 91367 CLAIMS PROCESSING 5244019 UCLA FACULTY PRACTICE GROUP 5767 W CENTURY BLVD STE 400 LOS ANGELES CA 90045 CLAIMS PROCESSING 2129516 SAVE ON SP LLC 611 JAMISON ROAD SUITE 201 ELMA NY 14059 CONSULTING SERVICES 1877469 DELTA DENTAL 100 FIRST STREET SAN FRANCISCO CA 94105 CLAIMS PROCESSING 1084712 NIGRO KARLIN SEGAL FELDSTEIN 10960 WILSHIRE BLVD 5TH FLOOR LOS ANGELES CA 90024 CONSULTING SERVICES 1032796 30 0 EMPLOYER CONTRIBUTIONS 525100 287086540 287086540 PARTICIPANT CONTRIBUTIONS 525100 50616290 50616290 337702830 4437839 4437839 0 0 0 0 0 491652493 474322656 17329837 17329837 17329837 0 0 0 0 0 0 0 0 0 MEDICARE SUBSIDIES 900099 3680851 3680851 MISCELLANEOUS INCOME 900099 842490 842490 4523341 363993847 341383681 22610166 0 0 0 414941202 0 0 0 0 0 0 0 1590322 2128769 0 0 1264439 14580075 0 2054941 4413696 0 4493969 52570 0 14802 0 0 3312521 297470 ADMIN SALARIES & BENEFITS 12610887 P&H CONTRIBUTIONS 2190182 ACA EXCISE FEES 141831 DUES AND SUBSCRIPTIONS 39214 38878 464165768 31554502 34933162 74489477 37634477 0 0 31588884 34459217 0 0 0 0 0 0 0 0 635785 2137253 64279557 50292395 13332838 13987162 146872217 191971893 196029938 101730318 0 0 0 0 3912446 5438354 498416087 422291836 15817822 32237511 0 0 11773168 14725194 0 0 0 0 0 0 0 0 0 0 7278476 10908122 34869466 57870827 X 0 0 0 0 463546621 364421009 463546621 364421009 498416087 422291836 -100171921 1046309 X false true X false false 5528937 3823487 1705450 53409093 44861642 8547451 5341527 1607266 3734261 13987162 BEACHPOINT DYNAMIC INCOME 16064388 F SSGA COMMON TRUST INVESTMENTS 85665930 F 101730318 0 DUE TO BROKER - SECURITY PURCHASES 10908122 10908122 X 360094866 1046309 1046309 359048557 1264439 3680851 4945290 363993847 459220478 -3680851 -3680851 462901329 1264439 1264439 464165768 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, 2020 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. PART XI, LINE 4B - REVENUES INCLUDED ON FORM 990, BUT NOT ON FINANCIALS: $ 3,680,851 MEDICARE SUBSIDIES NETTED AGAINST BENEFIT PAYMENTS PART XII, LINE 2D - EXPENSES INCLUDED ON FORM 990, BUT NOT ON FINANCIALS: $(3,680,851) MEDICARE SUBSIDIES NETTED AGAINST BENEFIT PAYMENTS Central America and the Caribbean Investments 16064388 Europe (Including Iceland and Greenland) Investments 4564192 20628580 20628580 false false false true false false X true true X false false false Michael Estrada CHIEF EXECUTIVE OFFICER 0 534895 10087 0 58304 0 47517 0 650803 0 0 Gokul Sheshadri CHIEF INFORMATION OFFICER 0 333808 767 0 35675 0 27962 0 398212 0 0 Odele Kohlstrand CHIEF FINANCIAL OFFICER 0 310750 6651 0 34160 0 29744 0 381305 0 0 Hyung-Gee Lee Chief Operating Officer 0 297832 6834 0 32733 0 27978 0 365377 0 0 Sameer Joshi Exec Dir, Contributions & Pen 0 358277 7131 0 39001 0 30926 0 435335 0 0 Amanda Bernard Compliance Officer 0 187191 0 20846 0 24650 0 232687 0 0 Kenneth Moon Director, Healthcare Analytics 0 173839 0 18611 0 15290 0 207740 0 0 Brian Lee Director, IT Applications 0 180576 919 0 19412 0 15779 0 216686 0 0 Swati R Chakraborty Digital Project Manager 0 170276 0 18746 0 20224 0 209246 0 0 Mallery B Lucchesi Director, Contributions 0 144151 3061 0 15773 0 13076 0 176061 0 0 Daniel Leung Director, IT Infrastructure 0 155294 3179 0 17261 0 16937 0 192671 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 DISNEY (WALT) PICTURES & TV NA ABC STUDIOS NA UNIVERSAL TELEVISION LLC NA 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.