SAG-AFTRA HEALTH PLAN (EIN 956024160) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

DAVID CHOI

Phone

8189549400

Tax Period

2023-01-01 to 2023-12-31

SAG-AFTRA HEALTH PLAN, founded in 1960, is a major nonprofit that reported $420.1M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

TO PROVIDE, PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS, HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF THE SAG-AFTRA HEALTH PLAN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $410,928,529

Investment Income $8,226,684

Other Revenue $899,309

TOTAL REVENUE $420,054,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $47,763,064

TOTAL EXPENSES $445,189,806

Year-over-Year Comparison

	2023	2022	Change
Revenue	$420,054,522	$481,060,910	-0.1%
Expenses	$445,189,806	$420,617,132	+0.1%
Net Income	$-25,135,284	$60,443,778	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,095,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ESTRADA MICHAEL	CHIEF EXECUTIVE OFFICER	24.37	Officer	$0	$140,455	$796,174
SAMEER JOSHI	CHIEF INFORMATION OFFICER	24.36	Officer	$0	$103,535	$592,569
GOKUL SHESHADRI	CHIEF OPERATING OFFICER	24.31	Officer	$0	$84,105	$476,806
HYUNG-GEE LEE	CHIEF AC ANALYTICS OFFICER	24.14	Officer	$0	$80,459	$446,913
DAVID CHOI	CHIEF FINANCIAL OFFICER	24.37	Officer	$0	$76,901	$439,684
ODELE KOHLSTRAND	CHIEF PEOPLE COMP OFFICER	26.51	Officer	$0	$58,409	$343,329
BALA CUDDALORE	DIRECTOR	29.01	Highest	$0	$60,443	$337,725
BRIAN H LEE	DIRECTOR	26.93	Highest	$0	$61,451	$330,802
HOVIK LEON	DIRECTOR	36.77	Highest	$0	$56,259	$321,876
BEN JENKINS	DIRECTOR	17.04	Highest	$0	$58,759	$309,899
DANIEL LEUNG	DIRECTOR	27.25	Highest	$0	$55,566	$291,132
LINDA POWELL	CHAIR	1.0	Officer Director	$0	$0	$0
KIM STEVENS	Trustee	1.0	Officer Director	$0	$0	$0
Duncan Crabtree-Ireland	Trustee	1.0	Director	$0	$0	$0
Daryl Anderson	TRUSTEE	1.0	Director	$0	$0	$0
Amy Aquino	Trustee	1.0	Director	$0	$0	$0
Jim Bracchitta	Trustee	1.0	Director	$0	$0	$0
John Carter Brown	Trustee	1.0	Director	$0	$0	$0
Barry Gordon	Trustee	1.0	Director	$0	$0	$0
David Hartley-Margolin	Trustee	1.0	Director	$0	$0	$0
Lynne Lambert	Trustee	1.0	Director	$0	$0	$0
Richard Masur	Trustee	1.0	Director	$0	$0	$0
John T McGuire	Trustee	1.0	Director	$0	$0	$0
Michael Pniewski	Trustee	1.0	Director	$0	$0	$0
SHELDON KASDAN	TRUSTEE	1.0	Director	$0	$0	$0
Ray Rodriguez	Trustee	1.0	Director	$0	$0	$0
Sally Stevens	Trustee	1.0	Director	$0	$0	$0
Ned Vaughn	Trustee	1.0	Director	$0	$0	$0
Helayne Antler	Trustee	1.0	Director	$0	$0	$0
Keith Gorham	TRUSTEE (PAST)	1.0	Director	$0	$0	$0
James Harrington	Trustee	1.0	Director	$0	$0	$0
Robert W Johnson	Trustee	1.0	Director	$0	$0	$0
Allan Linderman	Trustee	1.0	Director	$0	$0	$0
Carol Lombardini	Trustee	1.0	Director	$0	$0	$0
Stacy K Marcus	Trustee	1.0	Director	$0	$0	$0
Diane P Mirowski	Trustee	1.0	Director	$0	$0	$0
Tracy Owen	TRUSTEE (PAST)	1.0	Director	$0	$0	$0
Marc Sandman	Trustee	1.0	Director	$0	$0	$0
PAUL MURATORE	TRUSTEE	1.0	Director	$0	$0	$0
Lara Unger	Trustee	1.0	Director	$0	$0	$0
David Weissman	Trustee	1.0	Director	$0	$0	$0
Russell Wetanson	Trustee	1.0	Director	$0	$0	$0
ARIANNA OZZANTO	TRUSTEE	1.0	Director	$0	$0	$0
Coleen Williams	TRUSTEE	1.0	Director	$0	$0	$0
JODI LONG	TRUSTEE	1.0	Director	$0	$0	$0
MICHELLE HURD	TRUSTEE	1.0	Director	$0	$0	$0
STEPHANIE MOTHERSHED	TRUSTEE	1.0	Director	$0	$0	$0
TRACEE WILKINS	TRUSTEE	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$420,054,522	$445,189,806	$512,185,163	$-25,135,284
2022	$481,060,910	$420,617,132	$504,541,525	$60,443,778
2021	$490,645,649	$434,538,800	$492,690,562	$56,106,849
2020	$363,993,847	$464,165,768	$422,291,836	$-100,171,921
2019	$426,327,227	$488,683,884	$498,416,087	$-62,356,657
2018	$395,657,426	$428,943,789	$531,308,022	$-33,286,363

SAG-AFTRA HEALTH PLAN