named programs · 4 · from sources
What they call their work
COBRA Continuation Coverage
Offers temporary extension of group health coverage at self-pay rates for participants and dependents who lose eligibility due to job loss, divorce, death, or other qualifying events.
Disability Crediting & Waivers
Allows eligible members with disabilities to receive welfare and pension credits under certain conditions, including premium waivers.
Member Assistance Program (via Actors Fund)
Provides access to social services, counseling, and emergency financial aid through a partnership with the Actors Fund.
Retiree Medical Coverage
Provides Medicare Advantage health coverage through Aetna for retirees who meet pension credit and prior coverage requirements.
activities · 2 groups
What they do
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Union and Association Benefit Funds 6 activities
- Administer COBRA continuation coverageOffers temporary extension of health coverage under COBRA rules following qualifying events, with coverage available for up to 18 months and potential extensions to 36 months for dependents or 29 months for disabled individuals. Charges tiered monthly premiums effective July 1, 2024, and facilitates access to the New York State 75% COBRA subsidy program for eligible entertainment industry residents.
- Administer health benefits to union membersProvides major medical, hospital, and prescription drug benefits to eligible participants through third-party providers including Aetna and Express Scripts. Offers retiree medical coverage via the Aetna Medicare Advantage Plan and issues IRS Form 1095-B for tax reporting. Coverage is administered with strict quarterly premium payment deadlines, and termination is permanent if payments are not received by due dates.
- Operate participant services portalOperates a participant portal enabling members to check eligibility, enroll in coverage, make self-pay premium payments, update contact information, and view detailed work history including employer-reported earnings and contributions.
- Provide disability-related benefits and premium waiversGrants up to 104 weeks of lifetime disability crediting and self-pay premium waivers for disabled members. Offers an additional 156 weeks of disability credits for those awaiting Social Security Disability awards and meeting pension thresholds. Credits disabled members with covered earnings weekly to maintain future medical eligibility and waives premiums during qualifying months.
- Provide pension and annuity benefitsProvides retirement benefits to over 800 current participants and beneficiaries, with more than 2,300 total participants expected to receive benefits in the future. Offers annual pension benefit estimates upon request, issues annual funding notices, and provides a Summary Plan Description outlining key features of the pension program.
- Support dependents with continued welfare coverageProvides continued welfare coverage for dependents after a participant’s death, covering the remainder of the plan year and subsequent year if eligibility requirements are met and premiums are paid. Offers 60 months of continued coverage without self-pay premiums for dependents of pension-eligible participants.
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Community Resource Navigation and Support Services 1 activity
- Deliver social and supportive servicesProvides short-term counseling, mental health referrals, career counseling, legal referrals, housing assistance, financial and housing workshops, support groups, and health screenings to members.
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financials · form 990 · fy2024
revenue
Total revenue$68.75M
Contributions & grants$00%
Program service revenue$66.56M97%
Investment income$2.19M3%
Other revenue$0
expenses
Total expenses$53.62M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$83.48M
Cash$9.89M
Investments$53.84M
Liabilities$7.72M
Net assets$75.75M
Liquid reserves14.3 mo
6 years on record · 2019–2024 · YoY revenue +14.2%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 4
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| HOLLY UBILLA | DIR OF FUND ADMINISTRATION | 17 | $362K |
| GLORIA SHEA | WELFARE SUPERVISOR | 17 | $168K |
| MARIANN ZAPPALLA | PE/AN SUPERVISOR | 17 | $151K |
| COLBERT CAMBRAN | FUND OFFICE ACCOUNTANT | 17 | $136K |
board members · 5
- CHRISTOPHER BROCKMEYER — TRUSTEE
- MICHAEL CAFFREY — TRUSTEE
- MICHAEL WEKSELBLATT — TRUSTEE
- ROBERT MCDONOUGH — TRUSTEE
- TODD A PALO — TRUSTEE
relationships · 23
Who they work with
- AETNA Partner — Provides health insurance coverage and benefit booklets for Tiers I, II, III, and retiree coverage under the Welfare Fund plan.
- Aetna Government — Provides health insurance coverage administration for the Welfare Fund.
- Aetna Partner — Administers the Medicare Advantage Plan for retirees
- Aetna Partner — Insurance carrier providing major medical, hospital, and Medicare Advantage benefits to participants.
- Aetna Partner — Partner for health insurance coverage administration
- Express Scripts Partner — Administers pharmacy benefits for the Welfare Fund.
- Express Scripts Partner — Partner for pharmacy benefit administration
- Express Scripts Partner — Pharmacy benefit provider offering prescription drug services and home delivery to participants.
- Express Scripts Partner — Provides pharmacy benefit information for Welfare Fund participants.
- Fund Office Partner — Administrative office that provides pension benefit projections and handles participant inquiries.
- Interactive Media Associates Partner — Designed and developed the organization's website.
- Interactive Media Associates Partner — Designed and developed the website for the Welfare Fund of Local No. One, I.A.T.S.E.
- Local No. One, I.A.T.S.E. Government — Administers the Welfare, Pension and Annuity Funds for members of Local No. One, I.A.T.S.E.
- Local No. One, I.A.T.S.E. Government — Union representing members who are eligible for benefits from the Welfare Fund.
- Local No. One, I.A.T.S.E. Network — Union whose members are eligible for benefits through the Welfare Fund.
- Local No. One, IATSE Government — Jurisdictional union entity with which the fund is affiliated for retiree work reporting and pension administration.
- New York State Government — Administers the 75% COBRA subsidy program for eligible entertainment industry members
- The Actors Fund Partner — Administers the Member Assistance Program for Welfare Fund participants.
- The Actors Fund Partner — Administers the Member Assistance Program for the Welfare Fund, providing counseling, referrals, workshops, and health screenings to members.
- The Actors Fund Partner — Provider of member assistance programs and support services for Welfare Fund participants
- The Actors Fund Partner — Provides member assistance program services
- The Actor’s Fund Partner — Collaborates with The Actor's Fund to provide access to programs and workshops for Welfare Fund participants.
- The Actor’s Fund Partner — Provider of member assistance programs, workshops, and support services available to Welfare Fund participants.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Empowered Decision-Making Through Personalized Informationmethodology: informed_decision_makingBy providing personalized benefit projections and online health assessments, the fund enables informed choices about retirement and health because access to individualized data improves engagement and proactive planning.
- Integrated Benefits Design for Long-Term Securitymethodology: integrated_retirement_planningBy linking pension eligibility with retiree healthcare and integrating Medicare with supplemental coverage, the fund promotes long-term participation and financial-health security because sustained contribution histories are rewarded with coordinated, layered benefits.
- Joint Governance Modelmethodology: joint_governanceBy co-managing fund operations through a balanced board of union and employer trustees, the organization ensures equitable decision-making and accountability, fostering trust and long-term sustainability because shared governance aligns the interests of both labor and management.