2017-11-15T18:47:55-06:00 2016-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2016-01-01 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 2017-11-14 true RICHARD L RUVELSON P00234075 3012726000 66.195.210.98 22006220173195000252 2017-11-15 P 483B3F99E9CD71719F6CCAA667530D61A598C20D EFE937D907E9188D51497D9C700ABA7D032A681F 2016 2017-02-10 21:41:12Z ODELE KOHLSTRAND 3601 WEST OLIVE AVENUE BURBANK CA 91505 505318026 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. 34 23 0 0 0 0 0 217046624 229773817 4856234 -957904 2835336 3003221 224738194 231819134 0 0 210123396 222753238 7100454 0 0 0 0 19591190 30418513 236815040 253171751 -12076846 -21352617 305718884 299475425 19468310 23962875 286250574 275512550 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 712 0 true 0 false false true OC false false false false X 34 23 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 Sheldon Kasdan Trustee/Chairperson 1.0 1.0 X X 0 0 0 Paul Muratore Trustee/Vice-Chairperson 1.0 2.0 X 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 1.0 2.0 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 Eryn Doherty Trustee 1.0 1.0 X 0 0 0 Gary Elliott Trustee 1.0 1.0 X 0 0 0 Nicole Gustafson Trustee 1.0 1.0 X 0 0 0 Marla Johnson Trustee 1.0 1.0 X 0 0 0 Robert W Johnson Trustee 1.0 1.0 X 0 0 0 Shelley Landgraf Trustee (Thru 7/22/16) 1.0 1.0 X 0 0 0 An T Le Trustee (Thru 1/29/16) 0.0 0.0 X 0 0 0 Laura Legge Trustee (Eff 4/13/16) 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 (Thru 4/15/16) 1.0 1.0 X 0 0 0 John E Rhone Trustee 1.0 2.0 X 0 0 0 David Weissman Trustee 1.0 2.0 X 0 0 0 Russell Wetanson Trustee 1.0 2.0 X 0 0 0 Samuel P Wolfson Trustee 1.0 1.0 X 0 0 0 Michael Estrada CHIEF EXECUTIVE OFFICER 17.25 20.25 X 0 409942 71758 Gokul Sheshadri CHIEF INFORMATION OFFICER 17.25 20.25 X 0 315622 55372 Odele Kohlstrand CHIEF FINANCIAL OFFICER 16.25 21.25 X 0 287139 55834 Robert W Carruth Chief Operating Officer 35.63 1.88 X 0 307993 56416 Nora Sham Exec Dir, Contributions & Pen 17.25 20.25 X 0 236358 44537 Kelly Kuykendall Exec Dir of Health Car Analy 33.75 3.75 X 0 242141 42880 Amanda Bernard Compliance Officer 21.42 16.08 X 0 164405 38499 Gayane G Kalpakian Controller 15.86 21.65 X 0 176991 34613 Victoria R Ballesteros Dir. of Comm. & Admin Services 17.25 20.25 X 0 167946 33124 Galen E Haws Director, Investment Ops 16.88 20.63 X 0 162408 29905 Lois Coburn Director, Human Resources 16.88 20.63 X 0 145391 28429 Subramaniyan K Ananthanarayanan Senior QA Analyst 16.88 20.63 X 0 126698 23473 Daniel Leung Director, IT Infrastructure 16.88 20.63 X 0 124076 25149 Miyar Nayak Nataraj Applications Architect 16.88 20.63 X 0 121090 22302 0 2988200 562291 0 false true false ANTHEM BLUE CROSS PO BOX 51011 LOS ANGELES CA 90051 CLAIMS PROCESSING 4660846 DELTA DENTAL PLAN OF CALIFORNIA PO BOX 44460 SAN FRANCISCO CA 94144 CLAIMS PROCESSING 741517 ADMINISTRATIVE SYSTEMS INC PO BOX 15437 SACRAMENTO CA 95851 ADMIN SERVICES 648165 NIGRO KARLIN SEGAL FELDSTEIN L 10960 WILSHIRE BLVD 5T LOS ANGELES CA 90024 ACCOUNTING SERVICES 633536 FOX ROTHSCHILD LLP 1800 CENTURY PARK E STE 300 LOS ANGELES CA 90067 LEGAL 525423 20 0 EMPLOYER CONTRIBUTIONS 525100 192440122 192440122 PARTICIPANT CONTRIBUTIONS 525100 37333695 37333695 229773817 4879544 4879544 0 0 0 0 0 267661444 273469588 29304 -5808144 -29304 -5837448 -5837448 0 0 0 0 0 0 0 0 0 MEDICARE SUBSIDIES 900099 2987213 2987213 MISCELLANEOUS INCOME 900099 16008 16008 3003221 231819134 232761030 -941896 0 0 0 222753238 0 0 0 0 0 0 0 1034992 782069 0 0 1728537 7942222 0 1512018 1995382 0 1259147 264558 0 19940 0 0 3403565 337825 ADMIN SALARIES & BENEFITS 8466468 P&H CONTRIBUTIONS 1438357 ACA EXCISE FEES 85316 EMPLOYEE TRAINING 62592 85525 253171751 16080883 19300656 48623637 45005122 0 0 15537660 17549184 0 0 0 0 0 0 0 0 506348 319897 43685010 28537239 16876790 15147771 169086583 145705297 38211182 55416266 0 0 0 0 795801 1031232 305718884 299475425 4674642 6533976 0 0 6697982 9778725 0 0 0 0 0 0 0 0 0 0 8095686 7650174 19468310 23962875 X 0 0 0 0 286250574 275512550 286250574 275512550 305718884 299475425 -21352617 10614593 X false true X false false 1179972 889740 290232 39370189 26269570 13100619 3134849 1377929 1756920 15147771 GMO MULTI-STRATEGY(OFFSHORE)LP 9070458 F BEACHPOINT DYNAMIC INCOME 6412783 F STANDARD LIFE 25289317 F SYMPHONY (OFFSHORE) FUND LTD 14643708 F 55416266 0 DUE TO BROKER - SECURITY PURCH 3018595 DUE TO SAG-PRODUCERS PENSION P 4581688 DUE TO SAG-PRODUCERS INDUSTRY 49891 7650174 X 237777384 10614593 10614593 227162791 1698434 2957909 4656343 231819134 248515408 -2957909 -2957909 251473317 1698434 1698434 253171751 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 IRS. Management has evaluated the tax positions taken by the Plan and concluded that as of December 31, 2016 there are no uncertain positions 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, there are currently no audits in progress for any tax periods. PART XI, LINE 4B - REVENUES INCLUDED ON FORM 990, BUT NOT ON FINANCIALS: $2,987,213 MEDICARE SUBSIDIES NETTED AGAINST BENEFIT PAYMENTS $ (29,304) LOSS ON DISPOSAL OF FIXED ASSETS ----------- $2,957,909 =========== PART XII, LINE 2D - EXPENSES INCLUDED ON FORM 990, BUT NOT ON FINANCIALS: $(2,987,213) MEDICARE SUBSIDIES NETTED AGAINST BENEFIT PAYMENTS $ 29,304 LOSS ON DISPOSAL OF FIXED ASSETS ------------ $(2,957,909) ============ Central America and the Caribbean Investments 30126972 Europe (Including Iceland and Greenland) Investments 1503708 31630680 31630680 false false false true false false X true true X false false false Michael Estrada CHIEF EXECUTIVE OFFICER 0 383706 26236 0 38495 0 33263 0 481700 0 0 Gokul Sheshadri CHIEF INFORMATION OFFICER 0 289948 25674 0 29648 0 25724 0 370994 0 0 Odele Kohlstrand CHIEF FINANCIAL OFFICER 0 269928 17211 0 27409 0 28425 0 342973 0 0 Robert W Carruth Chief Operating Officer 0 301338 6655 0 29122 0 27294 0 364409 0 0 Nora Sham Exec Dir, Contributions & Pen 0 219627 16731 0 22448 0 22089 0 280895 0 0 Kelly Kuykendall Exec Dir of Health Car Analy 0 232142 9999 0 4141 0 38739 0 285021 0 0 Amanda Bernard Compliance Officer 0 153368 11037 0 16215 0 22284 0 202904 0 0 Gayane G Kalpakian Controller 0 169629 7362 0 16910 0 17703 0 211604 0 0 Victoria R Ballesteros Dir. of Comm. & Admin Services 0 164777 3169 0 16068 0 17056 0 201070 0 0 Galen E Haws Director, Investment Ops 0 158730 3678 0 15369 0 14536 0 192313 0 0 Lois Coburn Director, Human Resources 0 142001 3390 0 13891 0 14538 0 173820 0 0 Subramaniyan K Ananthanarayanan Senior QA Analyst 0 124028 2670 0 12001 0 11472 0 150171 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. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: BOARD MEMBERS DAVID WHITE, DUNCAN CRABTREE-IRELAND, JOHN T MCGUIRE AND RAY RODRIGUEZ SERVE AS NATIONAL EXECUVTIVE DIRECTOR, COO/GENERAL COUNSEL AND CHIEF CONTRACTS OFFICER OF SCREEN ACTORS GUILD-AMERICAN FEDERATION OF TELEVISION AND RADIO ARTISTS. 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 NBC UNIVERSAL TWENTIETH CENTURY FOX FILM CORP WARNER BROTHERS TELEVISION PRODUCTION TOUCHSTONE TELEVISION PRODUCTS UNIVERSAL TELEVISION LLC 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.