Contributions Manager Glossary of Terms

Account Holder Name – The name of the company or person associated with the bank account from which contributions will be paid.

Account Number – Bank account number from which contributions will be withdrawn.

Account Type – Checking or savings account from which contributions will be withdrawn.

Ad Agency – The name of the creative agency is required when entering earnings for television and radio commercials.

Agreement – This is the general category of the SAG-AFTRA collective bargaining agreement under which earnings and contributions are being reported. This field is required for all remittances. See also collective bargaining agreement.

Agreement Subtype – The subtype further narrows down the terms of a collective bargaining agreement. In many cases, this is the specific collective bargaining agreement under which earnings and contributions are being reported. If you do not know which agreement subtype to select, <please contact the SAG-AFTRA Health Plan for assistance>. This field is required for all remittances.

Bank Name – The name of the bank from which contributions will be withdrawn.

Collective Bargaining Agreement – This is the general SAG-AFTRA agreement category under which earnings and contributions are being reported. May also be referred to as a CBA. See also agreement.

Contributions Received – Notation found in the Your Earnings Reports section of the Contributions Manager dashboard indicating that the SAG-AFTRA Health Plan has received and processed your company’s contributions. Contributions received does not necessarily mean that contributions have been paid properly and we may contact a payor if contribution discrepancies (both under and over payments) are identified. In addition, penalty payments such as liquidated damages and/or interest may be assessed on late contributions or missing information.

Compensation Type – Session or residual reporting. Earnings reported for initial compensation should be reported under session. Reuse fees should be reported under residual. This field is required for all remittances.

Contribution Amount – This is the contribution dollar amount that is being reported/paid. The amount is calculated by multiplying wages by the applicable contribution rate percentage. The preferred format is NNNN.NN.

Contribution Rate Percentage – This is the relevant percentage applied to gross employee wages that comprises the employer contribution to health and pension/retirement. The percentage will depend on the specific collective bargaining agreement under which earnings are being reported. The preferred format is NN.NN. This term is also referred to as compensation rate %.

Contributions Due – The calculation of contributions due for a specific submission to the SAG-AFTRA Health Plan.

Custom Upload – An electronic CSV file upload that does not utilize the SAG-AFTRA Health Plan’s standard template to report earnings. This type of upload requires custom mapping of the data fields to match with the SAG-AFTRA Health Plan’s preferred naming conventions.

Cycle Begin Date – The first use date of a commercial. The preferred format in the standard or custom upload is MM/DD/YYYY.

Cycle End Date – The end of the date for the run of a commercial. Please refer to the SAG-AFTRA Commercials Agreement to identify the length of use for each reuse type. The preferred format in the standard or custom upload is MM/DD/YYYY.

Details Count – This is the number of line items submitted in a given report. Each individual line of earnings per employee represents one detail.

E-Check Approved – Notation found in the Your Earnings Reports section of the Contributions Manager dashboard indicating that contributions were submitted through the Contributions Manager and have been accepted by the bank. E-check Approved does not mean that the SAG-AFTRA Health Plan has processed the contributions and earnings, but that the bank has approved the payment to be sent to the SAG-AFTRA Health Plan.

E-Check Rejected – Notation found in the Your Earnings Reports section of the Contributions Manager dashboard indicating that contributions were submitted through the Contributions Manager, but have been rejected by the bank. Contact your bank or verify your account and routing information if this occurs.

E-Check Submitted – Notation found in the Your Earnings Reports section of the Contributions Manager dashboard that indicates you have submitted electronic payment through the Contributions Manager.

Employee First Name – This is the first name of the employee for whom earnings/contributions are being remitted. This should be the legal name of the performer and not the stage name. This field is required for all remittances. May also be referred to as a performer first name.

Employee Last Name – This is the last name of the employee for whom earnings/contributions are being remitted. This should be the legal name of the performer and not the stage name. This field is required for all remittances. May also be referred to as a performer last name.

Employee Middle Name – This is the middle name of the employee for whom earnings/contributions are being remitted. This is not a required field. May also be referred to as a performer middle name.

Employee SSN – This is the social security number of the performer for whom earnings/contributions are being remitted. This field is required for all remittances. The preferred format in the standard or custom upload is NNN-NN-NNNN. May also be referred to as Performer SSN.

Payor Name – The name of the company that is the payor submitting contributions and reporting earnings. This name may be the same as the signatory name if the payor is reporting earnings and contributions on their own behalf.

Episode Title – If reporting television or new media series projects, this is the title of the episode. Episode titles should be reported on television/new media series to help track ceilings when applicable.

Error – A message indicating that an earnings upload has failed and the user will need to identify the proper values in order for the file to be resubmitted. All errors must to be fixed before earnings can be submitted to the SAG-AFTRA Health Plan.

Length in Minutes – This is the runtime, in minutes, of the project or episode. For television, the runtime includes commercial breaks.

Login Entry – A manual entry for earnings submitted.

Made for Market – The market where the project/series is intended to initially air. Examples of made for markets include: network broadcast, new media, home video, etc.

Map (or Mapping) – The process of matching the field names and values used in a custom CSV report file to the SAG-AFTRA Health Plan’s preferred field names.

Mini-Series – A project that is a multipart, closed-ended picture exceeding three hours in length.

Multiple Service Contract (MSC) – A performer’s agreement with a sponsor that specifies multiple services to be rendered for advertising. Examples of services include, but are not limited to, television commercials, radio commercials, personal appearances, print work, etc. This field is required when reporting television and radio commercials.

On Camera – When reporting earnings, the employer must specify whether the performer was on or off camera.

Payment Status This field in the Your Earnings Reports section of the Contributions Manager dashboard identifies whether a contributions payment has been received by the SAG-AFTRA Health Plan for a specific reporting instance. Receipt of contributions does not constitute payment in full and the SAG-AFTRA Health Plan reserves the right to bill for underpayments and applicable penalty payments. See contributions received, e-check accepted, e-check rejected, e-check submitted and pending for specific payment status definitions.

Payroll End Date – This is the date the performer was paid. If submitting earnings on a weekly payroll cycle, the last day of the payroll cycle can be used. This field is required for all remittances. The preferred format in the standard or custom upload is MM/DD/YYYY.

Pending – Notation found in the Your Earnings Reports section of the Contributions Manager dashboard indicating that contributions payment has not been submitted through the Contributions Manager or received by mail.

Pension Fund – This is the pension fund (SAG-Producers Pension Plan or AFTRA Retirement Fund) where earnings should be directed as dictated by the collective bargaining agreement. This field is required for all remittances.

Performer Category – Designation of performer into a category such as actor, dancer or singer. Employers are allowed to remit contributions on behalf of choreographers who have met the earnings threshold for five qualified health years. Employers are required to submit an eligibility verification form for choreographer to the SAG-AFTRA Health Plan for approval.

Performer First Name – This is the first name of the performer for whom earnings/contributions are being remitted. This should be the legal name of the performer and not the stage name. This field is required for all remittances. May also be referred to as employee first name.

Performer Last Name – This is the last name of the performer for whom earnings/contributions are being remitted. This should be the legal name of the performer and not the stage name. This field is required for all remittances. May also be referred to as employee last name.

Performer Middle Name – This is the middle name of the performer for whom earnings/contributions are being remitted. This is not a required field. May also be referred to as a employee middle name.

Performer SSN – This is the social security number of the performer for whom earnings/contributions are being remitted. This field is required for all remittances. The preferred format in the standard or custom upload is NNN-NN-NNNN.  May also be referred to as Employee SSN.

Performer Type – Principal or background performer. This field is required for all remittances except those for station staff.

Plan Code – The account number the SAG-AFTRA Health Plan assigns to the payor reporting earnings and contributions. This number may be the same as the signatory ID if the payor is reporting earnings and contributions on their own behalf. This number might be the same account number assigned by SAG-AFTRA; however, do not assume so. Please contact the SAG-AFTRA Health Plan if you do not know your Plan code.

Principal Photography Start Date – This is the earliest date that principal photography of a project occurred. This can also be a recording date in instances of voice work. This field is required for all remittances except those for station staff. The preferred format in the standard or custom upload is MM/DD/YYYY.

Product – This is the name of the product being promoted in an advertisement/commercial. This field is required when reporting television commercials and radio commercials.

Production ID – This is either the production ID number that was assigned by SAG-AFTRA or the employer’s internal production ID number. This field is optional, but will be helpful if the SAG-AFTRA Health Plan has questions on a specific project/series.

Project/Series Title – This is the title of the project/series/commercial being reported on. This field is required for all remittances except those for station staff.

Renegotiated Rate Date – After the maximum period of use for a commercial, it can be renegotiated by the producer/ad agency. If the performer renegotiates new rates, the date the performer renegotiates the new rate is the renegotiated rate date. The renegotiated rate date will then determine a new Contribution Rate Percentage. This applies to reporting television commercials and radio commercials only. The preferred format in the standard or custom upload is MM/DD/YYYY.

Reporting Instance – A unique tracking number assigned by the SAG-AFTRA Health Plan that is associated with each submission of earnings and contributions. Please reference this number when making contribution payments or inquiries regarding a specific submission.

Reuse Market – On reruns of projects/series, the market for which the residual earnings/contributions are being reported. Certain reuse markets may have non-standard contribution rate percentages.

Routing Number – Bank routing number corresponding to the bank account number from which contributions will be withdrawn.

Sideletter K% - Sideletter K in the SAG-AFTRA television agreement provides for a reduced contribution percentage for pilots and presentations, as well as for certain conditions for one- hour television/new media series. If a project is being reported as Sideletter K, please choose the applicable percentage rate. Please refer to Sideletter K in the SAG-AFTRA Television Agreement for specifics on the conditions for reporting earnings under Sideletter K.

Signatory ID - This is the account number the SAG-AFTRA Health Plan has assigned to the signatory who is reporting earnings and contributions. This number may be the same as the Plan code if the payor is reporting earnings and contributions on their own behalf. This number might be the same account number assigned by SAG-AFTRA; however, do not assume so. Please contact the SAG-AFTRA Health Plan if you do not know your Plan code. This field is required for all remittances.

Signatory Name – The name of the company that is signed to a SAG-AFTRA collective bargaining agreement and whose earnings and contributions are being reported to the SAG-AFTRA Health Plan. This name may be the same as the employer name if the signatory is reporting earnings and contributions on its own behalf. This field is required for all remittances.

Sponsor – The name of the company that an advertisement/commercial is made for. Generally, this will be the parent company of the product being advertised. This field is required for television and radio commercials reportings.

Standard Upload – An electronic CSV file upload using the SAG-AFTRA Health Plan’s standard template to report earnings.

Station – This is the name of the broadcast station or the call letters of the station for which earnings/contributions are being reported. For reports on behalf of station staff and broadcasters, this field is required.

Submitted By – This is the name of the person who submitted the earnings and contributions.

Total Wages – The sum of wages provided in a given login entry or upload submitted to the SAG-AFTRA Health Plan.

Wages – Refers to the employee’s gross wages required to be reported to the SAG-AFTRA Health Plan. Penalty payments such as meal penalties, mileage, etc. should not be included in wages. In addition, wages should only be reported up to the applicable ceiling, as described in the various collective bargaining agreements. This field is required for all remittances. The preferred format is NNNN.NN.

Warning – A message indicating that a contribution amount in an earnings upload does not match the SAG-AFTRA Health Plan’s calculated contributions. This could be due to incorrect rates provided by the user or an incorrect calculation by the SAG-AFTRA Health Plan. If a warning appears, please check information that would affect the contribution rate percentage, as it may be missing or incorrect. Although the submitter may still proceed with the upload of the earnings file, we will contact the employer if contributions are underpaid or earnings are reported incorrectly.