2025-03-17T07:44:24-05:00 2024-08-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-09-01 132643045 THE AGMA HEALTH FUND AGMA 2127653664 CO CDS 5 HOT METAL STREET 200 PITTSBURGH PA 15203 SUZANNE HOLLISTER UNION TRUSTEE 2127653664 2025-03-17 1 1 CAROL WESTFALL P00539069 6312734778 2023 2025-03-06 01:10:19Z X JULIE PRATA C/O CDS 5 HOT METAL STREET 200 PITTSBURGH PA 15203 20063937 0 X WWW.AGMARETIREMENT-HEALTH.ORG X 1968 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 11 11 7 0 0 0 0 0 11587441 12186757 207031 249318 0 0 11794472 12436075 0 0 13981588 9901161 715149 824473 0 0 0 346029 453145 15042766 11178779 -3248294 1257296 13698972 13776019 3334842 1286304 10364130 12489715 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 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 1 4 0 1 7 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CENTRAL DATA SERVICES 4124321125 5 HOT METAL STREET SUITE 200 PITTSBURGH PA 15203 X RHONDA MURRAY EXECUTIVE DIRECTOR 24.00 16.00 X 204961 0 52517 SUZANNE HOLLISTER - EFF 1123 UNION TRUSTEE 1.00 X 0 0 0 THERESA VON KLUG EMPLOYER TRUSTEE 1.00 X 0 0 0 KRISTI ROBERTS EMPLOYER TRUSTEE 1.00 X 0 0 0 STEPHANIE BASTA EMPLOYER TRUSTEE 1.00 X 0 0 0 BROOKS PARSONS EMPLOYER TRUSTEE 1.00 X 0 0 0 NICHOLAS I MARTIN EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK WEINSTEIN EMPLOYER TRUSTEE/CHAIRMAN 1.00 X 0 0 0 SAM WHEELER - THRU 1123 UNION TRUSTEE 1.00 X 0 0 0 JEAN BRAHAM UNION TRUSTEE 1.00 X 0 0 0 JOHN WARD UNION TRUSTEE/CHAIRMAN 1.00 X 0 0 0 JOHN COLEMAN UNION TRUSTEE 1.00 X 0 0 0 CANDACE ITOW UNION TRUSTEE 1.00 X 0 0 0 JAMES ODOM - THRU 1123 UNION TRUSTEE 1.00 X 0 0 0 204961 0 52517 1 0 1 0 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVE HARTFORD CT 06156 HEALTH CLAIM PROCESS 284005 MILLMAN INC ONE PENNSYLVANIA PLAZA 38TH FLR NEW YORK NY 10119 CONSULTING 113582 2 EMPLOYER CONTRIBUTIONS 711100 11390250 11390250 PARTICIPANT CONTRIBUTIONS 711100 796507 796507 12186757 301251 301251 7575929 7627862 -51933 -51933 -51933 12436075 12186757 0 249318 9901161 265075 397782 29942 87155 44519 15596 178774 52674 42986 161880 142999 65347 4347 79581 30394 PAYROLL REIMBURSEMENTS -321433 11178779 687976 1061506 975537 990618 374934 323675 119930 51259 11846276 11625721 69253 46915 13698972 13776019 137842 112304 3197000 1174000 3334842 1286304 X 0 0 0 0 10364130 12489715 10364130 12489715 13698972 13776019 1257296 868289 0 X 0 1 X 1 0 66658 25793 40865 308276 297882 10394 51259 CLAIMS PAYABLE 1174000 1174000 13261378 868289 868289 12393089 42986 42986 12436075 13158793 2023000 2023000 11135793 42986 42986 11178779 PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE 2,023,000. X 0 0 0 RHONDA MURRAY EXECUTIVE DIRECTOR 204961 0 0 0 0 0 16397 0 36120 0 257478 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE EXECUTIVE DIRECTOR. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED ANNUALLY, ANY DISCLOSURES CAN BE MADE AT QUARTERLY TRUSTEES' MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII, SECT A-COMPENSATION RHONDA MURRAY RECEIVED COMPENSATION IN HER CAPACITY AS FUND DIRECTOR OF THIS ENTITY AND THE RELATED RETIREMENT PLAN EFFECTIVE MAY 2022. COMPENSATION WAS PAID BY THE HEALTH FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE HEALTH FUND PORTION OF THESE EXPENSES IS 40% ALLOCATED TO THE STANDARD PLAN AND 21% TO THE REIMBURSEMENT PLAN. THE AGMA RETIREMENT PLAN 305 7TH AVE SUITE 2B NEW YORK NY 10001 133826401 TO PROVIDE RETIREMENT BENEFITS TO PARTICIPANTS NY 501(A) N/A N/A 0 SEE ADDITIONAL SUPPLEMENTAL INFORMATION SEE ADDITIONAL SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION O SUGAR HILL WORLD PREMIERE LLC FORM 990- PART VII, SECTION A CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR RELATED ORGANIZATIONS IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION BUT DO RECEIVE COMPENSATION FROM AMERICAN GUILD OF MUSICAL ARTISTS (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION. PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS ALVIN AILEY DANCE FOUNDATION INC AMERICAN GUILD OF MUSICAL ARTISTS INC BALLET HISPANICO OF NEW YORK INC BOSTON BALLET INC HOUSTON BALLET FOUNDATION LOS ANGELES OPERA COMPANY LYRIC OPERA OF CHICAGO MARTHA GRAHAM CENTER OF CONTEMPORARY DANCE INC METROPOLITAN OPERA ASSOCIATION INC NEW YORK CITY BALLET SAN FRANCISCO BALLET ASSOCIATION SAN FRANCISCO OPERA ASSOCIATION