Nonprofit · EIN 95-6024160
SAG-AFTRA HEALTH FUND
Tax-exempt · BURBANK, CA 91505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $497,500,708 | $451,402,914 | $46,097,794 | $567,547,768 | $71,282,508 | $496,265,260 |
| December 31, 2023 | 990 | $420,054,522 | $445,189,806 | -$25,135,284 | $512,185,163 | $80,927,341 | $431,257,822 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $478,382,795
- Investment income
- $18,284,414
- Net gain from sales of assets
- $6,419,793
- Other revenue
- $833,499
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $408,256,675
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,028,354
- Accounting fees
- $2,019,901
- Occupancy
- $4,032,223
- Travel
- $236,320
- Depreciation
- $2,591,102
Balance sheet and other
- Total assets, start of year
- $512,185,163
- Total assets, end of year
- $567,547,768
- Total liabilities, end of year
- $71,282,508
- Net assets, end of year
- $496,265,260
- Land, buildings and equipment
- $10,904,983
- Publicly traded securities
- $230,824,354
- Gross receipts
- $1,061,378,265
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1960
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL ESTRADA | CHIEF EXECUTIVE OFFICER Officer | 24.37 | $0 | $669,385 | $142,030 |
| SAMEER JOSHI | CHIEF INFORMATION OFFICER Officer | 24.38 | $0 | $489,226 | $102,851 |
| DAVID CHOI | CHIEF FINANCIAL OFFICER Officer | 24.35 | $0 | $387,065 | $81,879 |
| HYUNG-GEE LEE | CHIEF AC ANALYTICS OFFICER Officer | 24.18 | $0 | $374,879 | $82,185 |
| BALA CUDDALORE | DIRECTOR Highest-paid employee | 29.18 | $0 | $291,487 | $63,356 |
| BRIAN LEE | DIRECTOR Highest-paid employee | 27 | $0 | $278,782 | $63,385 |
| HOVIK LEON | DIRECTOR Highest-paid employee | 29.86 | $0 | $277,525 | $58,700 |
| SRUTHI KARAKALA | DIRECTOR Highest-paid employee | 23.87 | $0 | $268,419 | $58,626 |
| BEN JENKINS | DIRECTOR Highest-paid employee | 18.37 | $0 | $239,932 | $54,595 |
| ODELE KOHLSTRAND | Executive (THRU 11/2024) Officer | 27.37 | $0 | $81,352 | $17,682 |
| Linda Powell | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kim Stevens | CO-CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Amy Aquino | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Jim Bracchitta | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| John Carter Brown | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
33 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Duncan Crabtree-Ireland | TRUSTEE Trustee or director | 1 | $0 |
| Barry Gordon | TRUSTEE Trustee or director | 1 | $0 |
| Michelle Hurd | TRUSTEE Trustee or director | 1 | $0 |
| David Hartley-Margolin | TRUSTEE Trustee or director | 1 | $0 |
| David Jolliffe | TRUSTEE Trustee or director | 1 | $0 |
| Lynne Lambert | TRUSTEE Trustee or director | 1 | $0 |
| Jodi Long | TRUSTEE Trustee or director | 1 | $0 |
| Richard Masur | TRUSTEE Trustee or director | 1 | $0 |
| John T McGuire | TRUSTEE Trustee or director | 1 | $0 |
| Arianna Ozzanto | TRUSTEE Trustee or director | 1 | $0 |
| Michael Pniewski | TRUSTEE Trustee or director | 1 | $0 |
| Ray Rodriguez | TRUSTEE Trustee or director | 1 | $0 |
| Sally Stevens | TRUSTEE Trustee or director | 1 | $0 |
| Ned Vaughn | TRUSTEE Trustee or director | 1 | $0 |
| Tracee Wilkins | TRUSTEE Trustee or director | 1 | $0 |
| Colleen Williams | TRUSTEE Trustee or director | 1 | $0 |
| Helayne Antler | TRUSTEE Trustee or director | 1 | $0 |
| J Keith Gorham | TRUSTEE Trustee or director | 1 | $0 |
| James Harrington | TRUSTEE Trustee or director | 1 | $0 |
| Robert W Johnson | TRUSTEE Trustee or director | 1 | $0 |
| Sheldon Kasdan | TRUSTEE Trustee or director | 1 | $0 |
| Allan Linderman | TRUSTEE Trustee or director | 1 | $0 |
| Carol A Lombardini | TRUSTEE Trustee or director | 1 | $0 |
| Stacy K Marcus | TRUSTEE Trustee or director | 1 | $0 |
| Diane P Mirowski | TRUSTEE Trustee or director | 1 | $0 |
| Stephanie Mothershed | TRUSTEE Trustee or director | 1 | $0 |
| Paul Muratore | TRUSTEE Trustee or director | 1 | $0 |
| Marc Sandman | TRUSTEE Trustee or director | 1 | $0 |
| Ted Sinclair | TRUSTEE Trustee or director | 1 | $0 |
| Lara Unger | TRUSTEE Trustee or director | 1 | $0 |
| David Weissman | TRUSTEE Trustee or director | 1 | $0 |
| Russell Wetanson | TRUSTEE Trustee or director | 1 | $0 |
| Daryl Anderson | TRUSTEE (PAST) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 48 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ESTRADA MICHAEL | CHIEF EXECUTIVE OFFICER Officer | 24.37 | $0 | $655,719 | $140,455 |
| SAMEER JOSHI | CHIEF INFORMATION OFFICER Officer | 24.36 | $0 | $489,034 | $103,535 |
| GOKUL SHESHADRI | CHIEF OPERATING OFFICER Officer | 24.31 | $0 | $392,701 | $84,105 |
| HYUNG-GEE LEE | CHIEF AC ANALYTICS OFFICER Officer | 24.14 | $0 | $366,454 | $80,459 |
| DAVID CHOI | CHIEF FINANCIAL OFFICER Officer | 24.37 | $0 | $362,783 | $76,901 |
| ODELE KOHLSTRAND | CHIEF PEOPLE COMP OFFICER Officer | 26.51 | $0 | $284,920 | $58,409 |
| BALA CUDDALORE | DIRECTOR Highest-paid employee | 29.01 | $0 | $277,282 | $60,443 |
| BRIAN H LEE | DIRECTOR Highest-paid employee | 26.93 | $0 | $269,351 | $61,451 |
| HOVIK LEON | DIRECTOR Highest-paid employee | 36.77 | $0 | $265,617 | $56,259 |
| BEN JENKINS | DIRECTOR Highest-paid employee | 17.04 | $0 | $251,140 | $58,759 |
| DANIEL LEUNG | DIRECTOR Highest-paid employee | 27.25 | $0 | $235,566 | $55,566 |
| LINDA POWELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIM STEVENS | Trustee Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Duncan Crabtree-Ireland | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Daryl Anderson | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Amy Aquino | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jim Bracchitta | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| John Carter Brown | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Barry Gordon | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| David Hartley-Margolin | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Lynne Lambert | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Richard Masur | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| John T McGuire | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Michael Pniewski | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| SHELDON KASDAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Ray Rodriguez | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Sally Stevens | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Ned Vaughn | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Helayne Antler | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Keith Gorham | TRUSTEE (PAST) Trustee or director | 1 | $0 | $0 | $0 |
| James Harrington | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Robert W Johnson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Allan Linderman | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Carol Lombardini | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Stacy K Marcus | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Diane P Mirowski | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Tracy Owen | TRUSTEE (PAST) Trustee or director | 1 | $0 | $0 | $0 |
| Marc Sandman | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| PAUL MURATORE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Lara Unger | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| David Weissman | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Russell Wetanson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| ARIANNA OZZANTO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Coleen Williams | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JODI LONG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE HURD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE MOTHERSHED | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TRACEE WILKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3601 W OLIVE AVE, BURBANK, CA 91505-4662
- In care of
- % SAG-PRODUCERS PENSION
- Principal officer (990 for 2024)
- DAVID CHOI, 3601 WEST OLIVE AVENUE, BURBANK, CA 91505
- Signed the 990
- DAVID CHOI, CHIEF FINCL OFFICER
- Phone
- (818) 954-9400
- Website
- WWW.SAGAFTRAPLANS.ORG
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6024160 or by the name SAG-AFTRA HEALTH FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE, PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS, HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF THE SAG-AFTRA HEALTH PLAN.
Program accomplishments
- THE SAG-AFTRA HEALTH PLAN PROVIDES HEALTH & WELFARE BENEFITS INCLUDING HOSPITALIZATION, MAJOR MEDICAL & DENTAL TO PLAN PARTICIPANTS AND DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6024160
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $567,547,768
- Income (IRS master file)
- $1,061,378,265
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $497,500,708 | $451,402,914 | $567,547,768 | IRS |
| 990 | December 2023 | $420,054,522 | $445,189,806 | $512,185,163 | XML |
| 990 | December 2022 | $481,060,910 | $420,617,132 | $504,541,525 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-6024160).
Questions about SAG-AFTRA HEALTH FUND
- What is the EIN of SAG-AFTRA HEALTH FUND?
- The employer identification number (EIN) of SAG-AFTRA HEALTH FUND is 95-6024160.
- Is SAG-AFTRA HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1987.
- Are donations to SAG-AFTRA HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAG-AFTRA HEALTH FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAG-AFTRA HEALTH FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAG-AFTRA HEALTH FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAG-AFTRA HEALTH FUND?
- The 990 for the year ended December 31, 2024 names DAVID CHOI.
- Who are the officers and directors of SAG-AFTRA HEALTH FUND?
- The 990 for the year ended December 31, 2024 lists 48 people; 0 received compensation from the organization.
- How much revenue does SAG-AFTRA HEALTH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $497,500,708, expenses of $451,402,914 and total assets of $567,547,768 at year end.
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