named programs · 4 · from sources
What they call their work
Annuity Fund
Provides retirement savings and 401(k)-style benefits to eligible workers, administered in partnership with Principal Financial Group.
Health & Welfare Fund
Provides medical, dental, vision, prescription drug, and hearing aid benefits to eligible IATSE-represented workers and their dependents.
Pension Fund
Provides retirement pension benefits to eligible workers in the entertainment industry covered under collective bargaining agreements.
Vacation Fund
Provides vacation benefits to eligible workers based on hours worked and contributions from employers.
activities · 4 groups
What they do
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Union and Association Benefit Funds 2 activities
- Administers benefit funds under collective bargaining agreements in the entertainment industryEstablishes and administers trust funds through collective bargaining with employers in live theatre, motion picture, television, commercials, music videos, and trade shows. Participation in benefit funds is governed by the terms of these labor-management agreements.
- Provides medical and health benefits to entertainment industry workers and their dependentsProvides medical benefits, including access to care through provider agreements (e.g., Mt. Sinai and Anthem), physical exams, hearing aids via ASO/SIDS, and wellness information in coordination with Anthem. Also issues required health coverage tax documentation and supports Medicare enrollment for eligible members.
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Labor-Management Cooperation Forums 1 activity
- Operates under joint labor-management governanceFunctions under joint governance with equal representation from labor (IATSE) and management (employer) trustees, ensuring shared decision-making in the administration of health and welfare funds.
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Member Hardship Assistance Programs 1 activity
- Provides financial and retirement benefits to eligible membersOffers Roth annuity fund options with catch-up deferral contributions and allows hardship distributions from annuity funds for members facing economic losses due to natural disasters.
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Uncategorized 1 activity
- Issues health advisories and public health updates to membersDisseminates timely updates to members about public health concerns such as cyclosporiasis, a foodborne illness, likely as part of health prevention and advisory efforts.
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financials · form 990 · fy2024
revenue
Total revenue$412.59M
Contributions & grants$00%
Program service revenue$400.40M97%
Investment income$8.96M2%
Other revenue$3.23M
expenses
Total expenses$405.78M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$1.02B
Cash$11.33M
Investments$973.54M
Liabilities$62.55M
Net assets$962.40M
Liquid reserves29.1 mo
5 years on record · 2020–2024 · YoY revenue +33.3%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 6
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| ANNE J ZEISLER | EXECUTIVE DIRECTOR | 26 | $468K |
| SCOTT TRIVIGNO | DIRECTOR OF BENEFITS | 24 | $301K |
| JOEL SEGAL | DIRECTOR OF I.T. | 24 | $283K |
| MICHAEL FIFE | DIRECTOR OF CONTRIBUTIONS | 18 | $273K |
| ROSALINA ROLDAN | DIRECTOR OF FINANCE | 20 | $269K |
| MARGARET RYAN-GROPPO | DIRECTOR OF HR | 24 | $238K |
board members · 17
- BRIAN J LAWLOR — TRUSTEE THRU 09/24
- CARL MULERT — TRUSTEE EFF 09/24
- CARLOS COTA — TRUSTEE EFF 09/24
- CAROL A LOMBARDINI ESQ — TRUSTEE
- CHRIS O'DONNELL — TRUSTEE EFF 09/24
- CHRISTOPHER BROCKMEYER — TRUSTEE
- DANIEL E DITOLLA — TRUSTEE THRU 09/24
- HANK LACHMUND — TRUSTEE
- JAMES B WOOD — TRUSTEE
- JASON LAKS — TRUSTEE
- JAY BARNETT — TRUSTEE
- JOANNE M SANDERS — TRUSTEE THRU 09/24
- MATTHEW D LOEB — TRUSTEE
- MICHAEL F MILLER JR — TRUSTEE
- PATRICIA WHITE — TRUSTEE
- ROBERT JOHNSON — TRUSTEE
- SAM C SHULMAN — TRUSTEE
relationships · 11
Who they work with
- A.S.O./S.I.D.S Partner — Administers dental, physical exam, and hearing aid benefits for the IATSE National Benefit Funds.
- Anthem Partner — Collaborates on wellness programs, EAP services, and provider agreements for member benefits.
- Anthem Partner — Provides hospital and medical insurance services for the IATSE National Benefit Funds.
- Anthem Blue View Vision Partner — Provides vision insurance services for the IATSE National Benefit Funds.
- CarelonRx Partner — Provides prescription drug benefits for the IATSE National Benefit Funds.
- Delta Dental Partner — Provides dental insurance services for the IATSE National Benefit Funds.
- Entertainment Community Fund Partner — Collaborates on services and programs including the Artists Health Insurance Resource Center.
- IATSE Government — Established by IATSE through collective bargaining; IATSE representatives serve on the Board of Trustees.
- IATSE International Government — Parent labor union organization affiliated with the IATSE National Benefit Funds.
- Mt. Sinai Partner — Provider partner in agreement with Anthem to deliver healthcare services to members.
- Principal Partner — Administers annuity and 401(k) benefits for the IATSE National Benefit Funds.
strategies · 2
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.
- Integrated Behavioral Health Modelmethodology: integrated-behavioral-healthBy embedding mental health and employee assistance services within core benefits, the fund improves access to care and reduces stigma, because integrated delivery increases utilization and supports holistic well-being.
- Jointly Trustee-Governed Structuremethodology: joint_governanceBy maintaining equal labor and management representation in governance, the fund ensures balanced decision-making that reflects both worker needs and operational sustainability, fostering trust and accountability in benefit administration.