named programs · 4 · from sources
What they call their work
Annuity 401(k)
Offers a defined contribution retirement savings plan allowing participants to make elective deferrals with employer contributions.
Health & Welfare
Offers multiple health coverage plans (Plan A, Plan C, Retiree-MRP, COBRA) including medical, prescription, and wellness benefits to active and retired workers.
Pension
Administers pension plans (Plan B, Plan C) providing retirement income to eligible IATSE workers based on years of service and contributions.
Vacation Benefits
Provides vacation benefits to eligible participants in the entertainment industry through employer-funded contributions under collective bargaining agreements.
activities · 1 group
What they do
-
Union and Association Benefit Funds 3 activities
- Administers multi-employer trust funds for entertainment industry workersManages and administers vacation, pension, annuity, health & welfare, and other benefit funds for entertainment industry workers through collective bargaining agreements. These funds provide financial and health-related benefits to eligible participants.
- Implements and updates health plan benefits and protectionsRegularly updates health plan provisions, including modifications to the One Free Pass and de minimis benefits, introduction of travel expense reimbursement for medical care, and implementation of balance billing protections under the No Surprises Act.
- Provides participant support and access to benefit plan informationOffers access to plan summaries, FAQs, and downloadable forms for participants in the National Benefit Funds, enabling informed use of their benefits.
-
financials · form 990 · fy2024
revenue
Total revenue$5.61M
Contributions & grants$00%
Program service revenue$5.45M97%
Investment income$164K3%
Other revenue$0
expenses
Total expenses$4.96M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$5.54M
Cash$4.78M
Investments$0
Liabilities$30K
Net assets$5.51M
Liquid reserves11.6 mo
4 years on record · 2020–2024 · YoY revenue +14.0%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 6
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| ANNE J ZEISLER | EXECUTIVE DIRECTOR | 1 | $468K |
| SCOTT TRIVIGNO | DIRECTOR OF BENEFITS | 1 | $301K |
| JOEL SEGAL | DIRECTOR OF I.T. | 1 | $283K |
| MICHAEL FIFE | DIRECTOR OF CONTRIBUTIONS | 1 | $273K |
| ROSALINA ROLDAN | DIRECTOR OF FINANCE | 1 | $269K |
| MARGARET RYAN-GROPPO | DIRECTOR OF HR | 1 | $238K |
board members · 4
- CHRISTOPHER BROCKMEYER — TRUSTEE
- JAMES B WOOD — TRUSTEE
- JASON LAKS — TRUSTEE
- MICHAEL MILLER JR — TRUSTEE
relationships · 4
Who they work with
- CARES Act Government — Source of regulatory changes affecting the Medical Reimbursement Program.
- CarelonRX Partner — Pharmacy benefits partner under IAHF Plan A.
- IATSE Government — Primary labor union that establishes and co-governs the National Benefit Funds through collective bargaining.
- No Surprises Act Government — Source of balance billing protections implemented in the health plan.
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.
- Access-to-Care Expansion 69 orgsmethodology: access-to-care-expansionBy reducing financial barriers related to travel for medical services, the fund improves health outcomes because removing logistical obstacles increases the likelihood that participants will seek and receive necessary care.shared approach: Direct Financial Relief →
- Joint Governance Model 6 orgsmethodology: joint_governanceBy ensuring equal labor and management representation on governing boards, the fund aligns decision-making with the interests of both contributors and beneficiaries, fostering trust and accountability in fund operations because shared oversight reduces power imbalances and enhances legitimacy.
- Benefit Flexibility Optimizationmethodology: benefit-flexibility-optimizationBy adjusting minor benefit rules, the fund increases the usability and responsiveness of benefits to participants’ real-life needs, because small procedural improvements can significantly enhance access and satisfaction without compromising sustainability.