SAG-AFTRA HEALTH FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAG-AFTRA HEALTH FUND (EIN 95-6024160)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201313189349309256
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T21:10:12-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND BEEBE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 900 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956024160 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Screen Actors Guild-Producers Health Plan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SAG-PRODUCERS PENSION | InCareOfName |
| Name Control | SCRE | NameControl |
| Phone | 8189549400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 WEST OLIVE AVENUE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 915107830 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL ESTRADA | Name |
| Title | EXEC. DIR., FINANCE | Title |
| Phone | 8189549400 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT PRICE | Name |
| Phone | 3012726000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL ESTRADA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 WEST OLIVE AVENUE | AddressLine1 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 91510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 251496496 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SAGPH.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF THE SCREEN ACTORS GUILD-PRODUCERS HEALTH PLAN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 214 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 172143170 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 179970146 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 20251150 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14706477 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4832136 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2873274 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 197226456 | TotalRevenuePriorYear |
| Total Revenue Current Year | 197549897 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 183187014 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 177165923 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8494818 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21394789 | OtherExpensePriorYear |
| Other Expenses Current Year | 18146871 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 204581803 | TotalExpensesPriorYear |
| Total Expenses Current Year | 203807612 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7355347 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -6257715 | RevenuesLessExpensesCY |
| Total Assets BOY | 333576339 | TotalAssetsBOY |
| Total Assets EOY | 349120857 | TotalAssetsEOY |
| Total Liabilities BOY | 204109669 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20407966 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 129466670 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 328712891 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF THE SCREEN ACTORS GUILD-PRODUCERS HEALTH PLAN. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | THE SCREEN ACTORS GUILD-PRODUCERS HEALTH PLAN PROVIDES HEALTH & WELFARE BENEFITS INCLUDING HOSPITALIZATION, MAJOR MEDICAL & DENTAL TO PLAN PARTICIPANTS AND DEPENDENTS. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 915 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 214 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | LU | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SAG-PRODUCERS PENSION | NamePerson |
| Telephone Number | 8189549400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 WEST OLIVE AVENUE | AddressLine1 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 91510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (53 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | OfficerOfficer | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| DARYL ANDERSON | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| AMY AQUINO | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | 0 | 0 | ||||
| JAY BARNETT | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | 0 | 0 | ||||
| TED BIRD | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| TIMOTHY BLAKE | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| JIM BRACCHITTA | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| JOHN CARTER BROWN | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | 0 | 0 | ||||
| TRACY CAHILL | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| ANN CALFAS | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| DUNCAN CRABTREE-IRELAND | |||||||||
| TRUSTEE/VICE-SECRETARY | 1.0 | 1.0 | X | 0 | 0 | X | |||
| ERYN DOHERTY | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| LEIGH FRENCH | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| BARRY GORDON | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| AL HUBBS | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| MARLA JOHNSON | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| BOB KALIBAN | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| SHELDON KASDAN | |||||||||
| TRUSTEE/CHAIRPERSON | 1.0 | 1.0 | X | 0 | 0 | X | |||
| SHELLEY LANDGRAF | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| AN T LE | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| CAROL LOMBARDINI | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| STACY K MARCUS | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| RICHARD MASUR | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| JOHN T MCGUIRE | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | 0 | 0 | ||||
| DIANE P MIROWSKI | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| PAUL MURATORE | |||||||||
| TRUSTEE/VICE-CHAIRPERSON | 1.0 | 1.0 | X | 0 | 0 | X | |||
| ALAN H RAPHAEL | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| JOHN E RHONE | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | 0 | 0 | ||||
| JOSEPH RUSKIN | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| JOHN H SUCKE | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| KATHRYN SWINK | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| KIM SYKES | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| ROBERT TODD | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| NED VAUGHN | |||||||||
| TRUSTEE | 1.0 | 1.0 | X | 0 | 0 | ||||
| DAVID WEISSMAN | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | 0 | 0 | ||||
| DAVID P WHITE | |||||||||
| TRUSTEE/SECRETARY | 1.0 | 2.0 | X | 0 | 0 | X | |||
| SAMUEL P WOLFSON | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | 0 | 0 | ||||
| ELHANAN C STONE | |||||||||
| TRUSTEE (resigned) | 1.0 | 2.0 | X | 0 | 0 | ||||
| JOHN MCGUINN | |||||||||
| TRUSTEE (resigned) | 1.0 | 2.0 | X | 0 | 0 | ||||
| WILLIAM SCHALLERT | |||||||||
| TRUSTEE (resigned) | 1.0 | 1.0 | X | 0 | 0 | ||||
| EILEEN HENRY | |||||||||
| TRUSTEE (RESIGNED) | 1.0 | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT CARLSON | |||||||||
| TRUSTEE (REMOVED) | 1.0 | 1.0 | X | 0 | 0 | 0 | |||
| BRUCE DOW | |||||||||
| CHIEF EXEC OFFICER (RETIRED) | 18.0 | 22.0 | 119530 | 146092 | X | 47673 | |||
| CHRISTOPHER DOWDELL | |||||||||
| CHIEF EXECUTIVE OFFICER | 18.0 | 22.0 | 115552 | 141229 | X | 45396 | |||
| MICHAEL ESTRADA | |||||||||
| EXEC DIR, INVESTMENTS & FINCL | 16.08 | 23.92 | 100077 | 171199 | X | 52179 | |||
| AMANDA BERNARD | |||||||||
| EXEC DIR, BENEFITS OPERATIONS | 18.0 | 22.0 | 86774 | 106058 | 45060 | X | |||
| KEVIN DONNELLAN | |||||||||
| CHIEF INFORMATION OFFICER | 18.0 | 22.0 | 100065 | 122301 | 36916 | X | |||
| CHERIE PAYNE | |||||||||
| IT/ADMINISTRATION | 18.0 | 22.0 | 74499 | 91055 | 29389 | X | |||
| GOKUL SHESHADRI | |||||||||
| IT/NEW TECHNOLOGY | 18.0 | 22.0 | 80400 | 98267 | 31074 | X | |||
| LESLEIGH EGAN | |||||||||
| EXEC DIR OF ADMINISTRATION | 18.0 | 22.0 | 65591 | 80167 | 25644 | X | |||
| DANIEL LEUNG | |||||||||
| IT/IS | 17.6 | 22.4 | 53995 | 68720 | 20599 | X | |||
| ANDREW LOCCISANO | |||||||||
| CONTROLLER (RETIRED) | 17.6 | 22.4 | 114156 | 145289 | 24842 | X | |||
| ALEJANDRO MORENO | |||||||||
| IT/APPLICATION MIGRATION | 18.0 | 22.0 | 61415 | 75062 | 23058 | X | |||
| NORA SHAM | |||||||||
| CCD/CMD | 17.6 | 22.4 | 56774 | 72258 | 25863 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1028828 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1317697 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 407693 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | |||||
| 21555 OXNARD STREET | WOODLAND HILLS | CA | 91367 | CLAIMS PROCESSING | 4503511 |
| DELTA DENTAL PLAN OF CALIFORNIA | |||||
| 17871 PARK PLAZA DRIVE | CERRITOS | CA | 90703 | CLAIMS PROCESSING | 706243 |
| PACIFIC INVESTMENT MANAGEMENT COMPA | |||||
| 840 NEWPORT CENTER DRIVE | NEWPORT BEACH | CA | 92660 | INVESTMENT MANAGER | 637426 |
| GRANTHAM MAYO VAN OTTERLOO CO | |||||
| 2150 SHATTUCK AVE | BERKELEY | CA | 94704 | INVESTMENT MANAGER | 616674 |
| NIGRO KARLIN SEGAL FELDSTEIN | |||||
| 10100 SANTA MONICA BLVD | LOS ANGELES | CA | 90024 | CONTRACT AUDITORS | 576340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 145138381 | 145138381 |
| PARTICIPANT CONTRIBUTIONS | 525100 | 34831765 | 34831765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 179970146 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12309011 | TotalRevenueColumn |
| Exclusion | $12,309,011 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56344065 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53946599 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2397466 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2397466 | TotalRevenueColumn |
| Exclusion | $2,397,466 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEDICARE SUBSIDIES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2873274 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2873274 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2873274 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 197549897 | TotalRevenueColumn |
| Related Or Exempt Function Income | 182843420 | RelatedOrExemptFunctionIncome |
| Exclusion | $14,706,477 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177165923 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 802283 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6063690 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1074654 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 554191 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 795228 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 632767 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1710663 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6969696 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1192947 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1781155 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1219442 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167802 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54335 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3310526 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235056 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| SPD PRINTING AND POSTAGE | 32500 |
| DUES AND SUBSCRIPTIONS | 15955 |
| TAXES AND LICENSES | 25153 |
| NEWSLETTER COSTS | 1368 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2278 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203807612 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10882048 | BOY |
| EOY | 11926237 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 39260812 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5912345 | BOY |
| EOY | 9524011 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 892121 | BOY |
| EOY | 847491 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38302341 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 18556459 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19827841 | BOY |
| EOY | 19745882 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245279942 | BOY |
| EOY | 220805138 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45633791 | BOY |
| EOY | 45867290 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5148251 | BOY |
| EOY | 1143996 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333576339 | BOY |
| EOY | 349120857 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13380669 | BOY |
| EOY | 4995600 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 5427966 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190729000 | BOY |
| EOY | 9984400 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204109669 | BOY |
| EOY | 20407966 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129466670 | BOY |
| EOY | 328712891 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129466670 | BOY |
| EOY | 328712891 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333576339 | BOY |
| EOY | 349120857 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -6257715 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 11002813 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 3772123 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 190729000 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1195660 | OtherCostOrOtherBasis |
| Depreciation | 613418 | Depreciation |
| Book Value | 582242 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32416999 | OtherCostOrOtherBasis |
| Depreciation | 16759196 | Depreciation |
| Book Value | 15657803 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4689682 | OtherCostOrOtherBasis |
| Depreciation | 1183845 | Depreciation |
| Book Value | 3505837 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19745882 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BRANDYWINE GLOBAL INV MGT LLC | 25212921 | F |
| GMO MULTI-STRATEGY FUND LP | 10543620 | F |
| OAKTREE HIGH YIELD FUND LP | 10110749 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 45867290 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO SAG-PRODUCERS PENSION PLAN | $9,029,621 |
| DUE TO BROKER - SECURITY PURCHASES | $954,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9984400 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 206842047 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11002813 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 11002813 | RevenueNotRptdF990 |
| Revenue Subtotal | 195839234 | RevenueSubtotal |
| Investment Expenses Not Included | 1710663 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1710663 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 197549897 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 202096949 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 202096949 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1710663 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1710663 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 203807612 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 FOOTNOTE | Identifier |
| Return Reference | PART X, LINE 2 | ReturnReference |
| Explanation | 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, 2012 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. Management believes the Plan is no longer subject to income tax examinations for years prior to the year ended December 31, 2009. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | 10641132 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | 3882275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 14523407 | SubtotalAmountSpent |
| Total Amount Spent | 14523407 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRUCE DOW | ||||||||||||||
| CHIEF EXEC OFFICER (RETIRED) | 67820 | 82891 | 51710 | 63201 | 11334 | 13852 | 10119 | 12368 | 140983 | 172312 | 0 | 0 | ||
| CHRISTOPHER DOWDELL | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | 102909 | 125777 | 1393 | 1702 | 10064 | 12301 | 10364 | 12667 | 135980 | 166197 | 0 | 0 | 11250 | 13750 |
| MICHAEL ESTRADA | ||||||||||||||
| EXEC DIR, INVESTMENTS & FINCL | 84293 | 147728 | 5732 | 8523 | 9266 | 15930 | 10142 | 16841 | 119485 | 203970 | 0 | 0 | 10052 | 14948 |
| AMANDA BERNARD | ||||||||||||||
| EXEC DIR, BENEFITS OPERATIONS | 85751 | 104807 | 1023 | 1251 | 8339 | 10192 | 11938 | 14591 | 107051 | 130841 | 0 | 0 | ||
| KEVIN DONNELLAN | ||||||||||||||
| CHIEF INFORMATION OFFICER | 94121 | 115037 | 5944 | 7264 | 8825 | 10786 | 7787 | 9518 | 116677 | 142605 | 0 | 0 | ||
| CHERIE PAYNE | ||||||||||||||
| IT/ADMINISTRATION | 73000 | 89222 | 1499 | 1833 | 6833 | 8352 | 6392 | 7812 | 87724 | 107219 | 0 | 0 | ||
| GOKUL SHESHADRI | ||||||||||||||
| IT/NEW TECHNOLOGY | 74120 | 90591 | 6280 | 7676 | 7352 | 8986 | 6631 | 8105 | 94383 | 115358 | 0 | 0 | ||
| LESLEIGH EGAN | ||||||||||||||
| EXEC DIR OF ADMINISTRATION | 63138 | 77169 | 2453 | 2998 | 6008 | 7343 | 5532 | 6761 | 77131 | 94271 | 0 | 0 | ||
| ANDREW LOCCISANO | ||||||||||||||
| CONTROLLER (RETIRED) | 27352 | 34811 | 86804 | 110478 | 5257 | 6691 | 5673 | 7221 | 125086 | 159201 | 0 | 0 | ||
| ALEJANDRO MORENO | ||||||||||||||
| IT/APPLICATION MIGRATION | 57053 | 69731 | 4362 | 5331 | 5368 | 6561 | 5008 | 6121 | 71791 | 87744 | 0 | 0 | ||
| NORA SHAM | ||||||||||||||
| CCD/CMD | 53903 | 68604 | 2871 | 3654 | 5051 | 6428 | 6329 | 8055 | 68154 | 86741 | 0 | 0 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Received a supplemental nonqualified retirement plan | PART I, LINE 4B | BRUCE DOW $122,704 ANDREW LOCCISANO $134,640 |
| FIRST-CLASS TRAVEL POLICY | PART I, LINE 1A | 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FILING OF FEDERAL EMPLOYMENT TAX RETURNS | PART V, LINE 2B | 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. |
| POWER TO APPOINT MEMBERS OF GOVERNING BODY | PART VI, SECTION A, LINE 7A | 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. |
| REVIEW PROCESS OF FORM 990 | PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES, WITH ASSISTANCE FROM THE FUND'S ACCOUNTANT. |
| MONITOR AND COMPLIANCE OF CONFLICT OF INTEREST POLICY | PART VI, SECTION B, LINE 12C | 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. |
| REVIEW AND APPROVAL PROCESS OF TOP OFFICIALS COMPENSATION | PART VI, SECTION B, LINE 15A AND 15B | 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. |
| AVAILABILITY OF GOVERNING DOCUMENTS, POLICIES AND FINANCIALS TO THE PUBLIC | 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 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. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 9 | $190,729,000 TO ACCOUNT FOR BEGINNING OF YEAR POSTRETIREMENT BENEFIT OBLIGATIONS SEPARATELY STATED ON PRIOR YEAR TAX FILING. |
| OVERSIGHT OF THE AUDIT AND INDEPENDENT ACCOUNTANTS SELECTION | PART XII, LINE 2C | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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) | false | SAG-P PEN FD | |
| 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 | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode |
|---|---|---|---|
| WB STUDIO ENTERPRISES INC | |||
| 4000 WARNER BLVD | BURBANK | CA | 91522 |
| TOUCHSTONE TELEVISION PRODUCTIONS LLC | |||
| 500 SOUTH BUENA VISTA STREET | BURBANK | CA | 91521 |
| TWENTIETH CENTURY FOX FILM CORP | |||
| 2121 AVENUE OF STARS 2ND FL | LOS ANGELES | CA | 90067 |
| CBS BROADCASTING INC | |||
| 51 WEST 52ND STREET | NEW YORK | NY | 10019 |
| COLUMBIA PICTURES INDUSTRIES INC | |||
| 10202 WEST WASHINGTON BLVD | CULVER CITY | CA | 90232 |
| PARAMOUNT PICTURES CORP | |||
| 5555 MELROSE AVENUE | LOS ANGELES | CA | 90038 |
| UNIVERSAL CITY STUDIOS LLP | |||
| 100 UNIVERSAL CITY PLAZA | UNIVERSAL CITY | CA | 91608 |
| FOCUS FEATURES LLC | |||
| 100 UNIVERSAL CITY PLAZA | UNIVERSAL CITY | CA | 91608 |
| NBC ENTERPRISES | |||
| 100 UNIVERSAL CITY PLAZA | UNIVERSAL CITY | CA | 91608 |
| GREY GLOBAL GROUP | |||
| 200 5TH AVENUE | NEW YORK | NY | 10010 |
| TBWACHIATDAY INC | |||
| 5353 GROSVENOR BLVD | LOS ANGELES | CA | 90066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTRIBUTING EMPLOYERS | Identifier |
| Return Reference | PARTS III-IV | ReturnReference |
| Explanation | 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. | Explanation |