2024-11-08T11:03:23-06:00 2024-01-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-02-01 131687014 AMERICAN GUILD OF VARIETY ARTISTS WELFARE TRUST FUND AMER 2126274820 363 7TH AVE 17TH FLOOR NEW YORK NY 100013904 SUSANNE K DORIS TRUSTEE 2126274820 2024-11-08 1 1 ROBERT J JANNELLI CPA P00450209 9082727000 2023 2024-10-15 13:58:12Z SUSANNE K DORIS 363 7TH AVE 17TH FLOOR NEW YORK NY 100013904 2837319 0 X WWW.AGVAUSA.COM X 1953 NY PROVIDE HEALTH AND MEDICAL COVERAGE TO ITS MEMBERS. BENEFITS INCLUDE MAJOR MEDICAL, HOSPITALIZATION, DENTAL, OPTICAL & DEATH BENEFITS. 6 6 4 0 0 0 0 0 1225388 1200766 16821 723634 0 0 1242209 1924400 0 0 518301 218617 168844 167292 0 0 0 267871 274328 955016 660237 287193 1264163 11234281 12334025 260004 92197 10974277 12241828 PROVIDE HEALTH AND MEDICAL COVERAGE TO ITS MEMBERS. BENEFITS INCLUDE MAJOR MEDICAL, HOSPITALIZATION, DENTAL, OPTICAL & DEATH BENEFITS. 0 0 PROVIDE HEALTH AND MEDICAL COVERAGE TO ITS MEMBERS. BENEFITS INCLUDE MAJOR MEDICAL, HOSPITALIZATION, DENTAL, OPTICAL & DEATH BENEFITS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 62 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 X THE FUND 2126751003 363 7TH AVE 17TH FLOOR NEW YORK NY 10001 X SUSANNE K DORIS TRUSTEE 10.00 X 31200 0 0 JIM ABRAMSON TRUSTEE 2.00 X 0 0 0 TONI MASON TRUSTEE 2.00 X 0 0 0 MARK FELIX TRUSTEE 4.00 X 0 0 0 DARLENE W FRANK TRUSTEE 2.00 X 0 0 0 JUDY LITTLE TRUSTEE 2.00 X 0 0 0 31200 0 0 0 0 0 0 0 EMPLOYERS CONTRIBUTIONS 711190 1190391 1190391 PARTICIPANTS SELF-PAYMENTS 711190 10375 10375 1200766 319838 319838 1316715 912919 403796 403796 403796 1924400 1520604 0 403796 218617 152322 14970 1200 30650 99199 2250 13504 55073 3100 837 11227 CONSULTING 51201 TELEPHONE 2712 POSTAGE 2564 PCORI FEE 811 660237 707699 221358 593973 1552981 61119 123560 22500 25281 196940 196103 1674 837 9746804 10363412 100512 46596 11234281 12334025 40545 30854 1280 0 218179 61343 260004 92197 X 10974277 12241828 10974277 12241828 11234281 12334025 1264163 3388 0 X X 0 1 X 1 0 196940 196103 837 837 PREFERRED STOCKS 162719 F MUTUAL FUNDS 10200693 F 10363412 BENEFIT CLAIMS PAYABLE 41453 OPERATING LEASE LIABILITY 19890 61343 X 1828589 3388 3388 1825201 99199 99199 1924400 663229 0 663229 99199 -102191 -2992 660237 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN SPONSOR BELIEVES IT HAD OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE WHEN FORMED, AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. THE PLAN ADMINISTER BELIEVES THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE, BELIEVES THAT THE PLAN IS QUALIFIED AND THE RELATED TRUST IS TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MOST LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT CLAIMS PAYABLE -102,191. FORM 990, PART VI, SECTION B, LINE 11B A TRUSTEE REVIEWS THE FORM 990 IN DETAIL WITH THE TAX PREPARER AND GOES OVER ANY QUESTIONS IN ADDITION TO THE SOURCE OF ALL INFORMATION REPORTED. THE FORM 990 IS MADE AVAILABLE TO ALL TRUSTEES PRIOR TO OR AT A BOARD MEETING AND EACH TRUSTEE MEMBER INDIVIDUALLY CAN REVIEW THE RETURN AND CONTACT THE PREPARER WITH ANY QUESTIONS. TIME IS PROVIDED AT THE BOARD MEETING FOR DISCUSSION OF THE 990 RETURN AND ITS SCHEDULES. FORM 990, PART VI, SECTION B, LINE 15B THERE ARE 4 PAID EMPLOYEES WHICH ARE ALL INDEPENDENT OF THE TRUST. THEIR SALARIES ARE DETERMINED BY THE BOARD BY TAKING INTO ACCOUNT CURRENT LOCAL COMPENSATION LEVELS. ONE UNION TRUSTEE IS PROVIDED WITH A STIPEND AND PROVIDES MANAGEMENT SERVICES FOR THE PLAN. FOUR EMPLOYER TRUSTEES RECEIVE A QUARTERLY ALLOWANCE FOR THEIR TIME. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC AT THE NEW YORK OFFICE. FORM 990, PART VII, LINE1A(E) ONE TRUSTEE OF THE PLAN IS PROVIDED WITH A STIPEND FROM THE RELATED LOCAL UNION. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES OVERSEES THE AUDIT OF THE PLAN. AMERICAN GUILD OF VARIETY ARTISTS 363 7TH AVENUE 17TH FLOOR NEW YORK NY 100013904 130431735 GOVERNING BODY THAT NEGOTIATES CONTRACTS FOR MEMBERS. NY 501(C)(5) 0 AMERICAN GUILD OF VARIETY ARTISTS GENERAL SICK & RELIEF FUND 363 7TH AVENUE 17TH FLOOR NEW YORK NY 100013904 237073519 TO PROVIDE FINANCIAL RELEIF TO ITS MEMBERS IN NEED NY 501(C)(3) 0 RADIO CITY PRODUCTIONS LLC 1260 AVENUE OF THE AMERICAS NEW YORK NY 10020 NY NBC UNIVERSAL MEDIA LLC 100 UNIVERSAL CITY PLACE UNIVERSAL CITY CA 91608 CA DISNEY WORLDWIDE SHARED SERVICES PO BOX 10499 LAKE BUENA VISTA FL 32830 FL VOLT 2401 N GLASSELL STREET ORANGE CA 92865 CA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN GUILD OF VARIETY ARTISTS N AMERICAN GUILD OF VARIETY ARTISTS O