2023-02-14T21:53:49-06:00 2022-03-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2021-04-01 530114650 NATIONAL ASSOCIATION OF LETTER CARRIERS % NICOLE RHINE NATI 2023934695 100 INDIANA AVE NW WASHINGTON DC 200012144 NICOLE RHINE SECRETARY-TREASURER 2023934695 2023-02-10 true NICOLE RHINE 999009999 RICHARD RUVELSON P00234075 3012726000 2 2021 2023-03-07 01:45:13Z FREDRIC ROLANDO 100 INDIANA AVE NW WASHINGTON DC 20001 2359898186 false X www.nalc.org X 1889 DC THE NATIONAL ASSOCIATION OF LETTER CARRIERS OF THE UNITED STATES OF AMERICA IS A LABOR ORGANIZATION FOR CITY LETTER CARRIERS WHO ARE EMPLOYED BY THE U.S. POSTAL SERVICE. 28 0 565 0 621605 420179 113616 262632 1832051466 1810169755 41542432 144026323 2003682 1314752 1875711196 1955773462 1279143 1228543 1550242766 1705558018 74903018 82307796 0 0 0 80259480 88411500 1706684407 1877505857 169026789 78267605 1427951213 1386263011 613293382 559408069 814657831 826854942 FOUNDED IN 1889, THE NATIONAL ASSOCIATION OF LETTER CARRIERS OF THE UNITED STATES OF AMERICA IS A LABOR ORGANIZATION FOR CITY LETTER CARRIERS WHO ARE EMPLOYED BY THE UNITED STATES POSTAL SERVICE. false false SERVED MORE THAN 290,000 ACTIVE AND RETIRED LETTER CARRIERS AND OTHER EMPLOYEES OF THE U.S. POSTAL SERVICE IN 1,824 BRANCHES THROUGHOUT THE UNITED STATES, DISTRICT OF COLUMBIA, PUERTO RICO, THE VIRGIN ISLANDS AND GUAM; FRATERNALLY UNITED ALL MEMBERS FOR THEIR MUTUAL BENEFIT, TO OBTAIN AND SECURE THEIR RIGHTS AND BENEFITS, AND TO PROMOTE THE WELFARE OF EVERY MEMBER. SPONSORSHIP OF A FEDERAL EMPLOYEE HEALTH BENEFIT PLAN AS AN EMPLOYEE ORGANIZATION PLAN UNDER THE FEHBP COVERING POSTAL AND OTHER FEDERAL EMPLOYEES AND ANNUITANTS AND THEIR FAMILIES. false true true true false false false false false true false false true true true false true false false false false false false false false false true true true false false false false true false false false false false false true true true false true 58061 0 true 565 true true true false false false false false false false X 28 0 true false false false true true true true true false true true true false false true false false false X NICOLE RHINE 2023934695 100 INDIANA AVE NW WASHINGTON DC 20001 X James W Sauber Chief of Staff/Exec Asst to Pr 40.0 0.0 X 198114 0 174708 Christopher Jackson Director of City Delivery 40.0 0.0 X X 205022 0 165865 Lucien Drass Vice President 40.0 0.0 X X 207582 0 125568 Fredric V Rolando President 39.0 1.0 X X 256126 0 60189 Nicole Rhine Secretary-Treasurer 39.0 1.0 X X 204754 0 101226 Richard DiCecca NATL BUS AGT REGION 14 40.0 0.0 X X 142904 0 152881 Daniel E Toth Director of Retired Members 40.0 0.0 X X 204751 0 88468 Paul Barner Assistant Secretary-Treasurer 39.0 1.0 X X 204626 0 80774 James W Yates Director of Life Insurance 40.0 0.0 X X 0 203837 70611 Steve M Lassan NATL BUS AGT REGION 8 40.0 0.0 X X 149735 0 122398 Vada Preston NATL BUS AGT REGION 13 40.0 0.0 X X 141284 0 127582 Brian L Renfroe Executive Vice President 39.0 1.0 X X 215026 0 49881 William Jenkins Assistant Engineer 40.0 0.0 X 143126 0 121757 Manuel Peralta Jr Director of Safety and Health 40.0 0.0 X X 201633 0 59343 Charles T Clark NATL BUS AGT REGION 6 40.0 0.0 X X 142354 0 114169 Troy Fredenburg NATL BUS AGT REGION 7 40.0 0.0 X X 145228 0 105930 Javier Bernal NATL BUS AGT REGION 10 40.0 0.0 X X 143671 0 106838 Bryant J Almario NATL BUS AGT REGION 1 40.0 0.0 X X 146572 0 94496 Stephanie M Stewart Dir. Of Health Benefits 40.0 0.0 X X 191526 0 34165 Mark Camilli NATL BUS AGT REGION 11 40.0 0.0 X X 143583 0 80597 Mike Birkett NATL BUS AGT REGION 5 40.0 0.0 X X 143722 0 71582 Daniel P Versluis NATL BUS AGT REGION 4 40.0 0.0 X X 142806 0 68463 Michael Caref NATL BUS AGT REGION 3 40.0 0.0 X X 144163 0 62663 Nicholas S Vafiades NATL BUS AGT REGION 2 40.0 0.0 X X 139345 0 67072 James D Henry REG ADMIN ASSISTANT 40.0 0.0 X 105019 0 96725 Roger Parent Dir of Software DVLPMT 40.0 0.0 X 141936 0 57022 Frederic Rotzler Dir. of Network OPS 40.0 0.0 X 141966 0 56766 Lynne A Pendleton NATL BUS AGT REGION 9 40.0 0.0 X X 149954 0 44018 Koren Blalock Keller Director, Legislative 40.0 0.0 X 143380 0 50513 Thomas A Matthews REG ADMIN ASSISTANT 40.0 0.0 X 102346 0 91166 Lawrence Cirelli NATL BUS AGT REGION 15 40.0 0.0 X 148414 0 38876 Gerald A Ugone REG ADMIN ASSISTANT 40.0 0.0 X 107736 0 76345 Hugh McElroy REG ADMIN ASSISTANT 40.0 0.0 X 105822 0 77612 David Mudd NATL BUS AGT REGION 6 40.0 0.0 X X 146706 0 33919 Monica Walker REG ADMIN ASSISTANT 40.0 0.0 X 105290 0 69198 Orlando Gonzalez REG ADMIN ASSISTANT 40.0 0.0 X 106469 0 67255 Donald L Lyerly REG ADMIN ASSISTANT 40.0 0.0 X 119894 0 53342 Brian Thompson NATL BUS AGT REGION 12 40.0 0.0 X X 143088 0 29580 Patrick Johnson REG ADMIN ASSISTANT 40.0 0.0 X 121019 0 49614 Jerry A Hutson REG ADMIN ASSISTANT 40.0 0.0 X 103367 0 64330 Charles L Sexton REG ADMIN ASSISTANT 40.0 0.0 X 104309 0 62495 Michael C Keels REG ADMIN ASSISTANT 40.0 0.0 X 106534 0 60004 David A Teegarden NATL BUS AGT REGION 5 40.0 0.0 X X 105386 0 59519 Jason Karnopp REG ADMIN ASSISTANT 40.0 0.0 X 106293 0 55769 Anthony Perconte REG ADMIN ASSISTANT 40.0 0.0 X 106341 0 55200 Jeffrey Frazee REG ADMIN ASSISTANT 40.0 0.0 X 105296 0 55969 David L Kennedy REG ADMIN ASSISTANT 40.0 0.0 X 111563 0 48671 Shawn D Boyd REG ADMIN ASSISTANT 40.0 0.0 X 106291 0 53602 William Jackson REG ADMIN ASSISTANT 40.0 0.0 X 104076 0 55327 Tonya L Detrick REG ADMIN ASSISTANT 40.0 0.0 X 106339 0 53039 Debra J Dixon REG ADMIN ASSISTANT 40.0 0.0 X 108780 0 49510 Anthony Ali REG ADMIN ASSISTANT 40.0 0.0 X 105858 0 51061 Calvin D Brookins REG ADMIN ASSISTANT 40.0 0.0 X 104839 0 51494 Allan Rios REG ADMIN ASSISTANT 40.0 0.0 X 104394 0 49850 Kyle D Inosencio REG ADMIN ASSISTANT 40.0 0.0 X 104834 0 49385 Christopher Strickland REG ADMIN ASSISTANT 40.0 0.0 X 106285 0 47214 Dexter L Lester REG ADMIN ASSISTANT 40.0 0.0 X 102735 0 49429 Leo Zachwieja REG ADMIN ASSISTANT 40.0 0.0 X 108585 0 41441 Christy M Bowers REG ADMIN ASSISTANT 40.0 0.0 X 109082 0 35059 John D Robles REG ADMIN ASSISTANT 40.0 0.0 X 111709 0 30729 John F Collins REG ADMIN ASSISTANT 40.0 0.0 X 111070 0 27656 Coby P Jones REG ADMIN ASSISTANT 40.0 0.0 X 108495 0 29783 Bruce Didriksen REG ADMIN ASSISTANT 40.0 0.0 X 110325 0 21993 Karrie Foster REG ADMIN ASSISTANT 40.0 0.0 X 103273 0 18104 Steven Wiley REG ADMIN ASSISTANT 40.0 0.0 X 107075 0 13825 Kenneth Janulewicz REG ADMIN ASSISTANT 40.0 0.0 X 105164 0 13415 Patricia A Joseph REG ADMIN ASSISTANT 40.0 0.0 X 73698 0 38484 Mack I Julion Sr Trustee 10.0 1.0 X X 37971 0 63247 J Mark Sims REG ADMIN ASSISTANT 40.0 0.0 X 64610 0 27474 Lawrence D Brown Jr Trustee 10.0 1.0 X X 40635 0 4932 Michael J Gill Trustee 10.0 1.0 X X 35005 0 4894 Sandra Laemmel Trustee 10.0 1.0 X X 0 0 27031 David J Napadano NATL BUS AGT REGION 12 40.0 0.0 X X 13612 0 0 Larrissa Parde REG ADMIN ASSISTANT 40.0 0.0 X 0 0 11410 Ronnie Roush REG ADMIN ASSISTANT 40.0 0.0 X 0 0 0 4062672 203837 2403951 89 false true false CONN GENERAL LIFE INSURANCE 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 60020 NETWORK ADMIN FEES 39706599 CIGNA HEALTHCARE 10490 LITTLE PATUXENT PKWY STE 400 COLUMBIA MD 21044 NETWORK ADMIN FEES 9901303 MULTIPLAN 115 FIFTH AVE NEW YORK MD 10003 NETWORK ADMIN FEES 3430072 UNITED BEHAVIORAL HEALTH 425 Market St 18th Fl SAN FRANCISCO CA 94105 NETWORK ADMIN FEES 3417270 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING SERVICES 3293316 28 262632 262632 CONTINGENCY RESERVE 525100 1762439100 1762439100 MEMBERSHIP DUES AND ASSESSMENTS 900004 47582936 46961331 621605 LOGO ITEMS (NET SALES) 900099 147719 147719 1810169755 18848290 18848290 0 226452 226452 376135 376135 0 376135 376135 529263976 10414 404096357 125167619 10414 125178033 125178033 0 0 0 0 0 0 0 28367 -28367 MISCELLANEOUS 900099 704315 704315 CLAIMS RECOVERY 525100 36217 36217 740532 1955773462 1809584367 621605 145333225 1144543 84000 0 1705558018 11525535 0 42626951 8331524 16279939 3543847 0 2245294 758140 200000 0 847722 3253927 403050 16928614 3620283 0 5946415 2403797 0 26369 0 1874826 2082443 900303 HBP PROGRAM COSTS 45704435 PPACA FEES 613759 TAXES - OTHER 295636 CLEARING HOUSE 142148 164339 1877505857 1250 102321 283815859 213221765 0 0 154432570 166868483 0 0 0 0 570457 557966 425559 283421 5004307 4932491 21660424 11910794 7968905 9749630 789909224 803620704 6162326 6059412 0 0 0 0 179660756 180866818 1427951213 1386263011 10473346 11448127 0 0 1027481 1222394 0 0 0 0 0 0 0 0 0 0 601792555 546737548 613293382 559408069 X 814405041 826596223 252790 258719 814657831 826854942 1427951213 1386263011 X 78267605 -142423513 76353019 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false LETTER CARRIER POLITICAL FUND 100 INDIANA AVE NW WASHINGTON DC 20001 521269023 3346983 true false false 4977754 1758348 3219406 6519274 5103199 1416075 10163396 5049247 5114149 9749630 PREMIUMS DUE & ACCRUED 161583747 INTERCOMPANY RECEIVABLE 14419783 ACCRUED INTEREST & DIVIDENDS 3234119 DUE FROM RELATED ENTITIES 1557429 DEPOSITS 71740 180866818 0 BENEFITS INCURRED BUT UNPAID 228661721 POSTRETIREMENT BENEFITS 139304437 OPM SPECIAL RESERVE 176449342 DUE TO BRANCHES & STATES 1047364 ACA FEES PAYABLE 635984 UNREALIZED LOSS ON SECURITIES 351214 DEFERRED RENT LIABILITY 287486 546737548 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate income tax positions taken and accrue an income tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the income tax positions taken and concluded that as of March 31, 2022 and 2021 there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the consolidated financial statements. NALC is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these consolidated financial statements. Should such penalties and interest be incurred, NALC's policy is to recognize them as administrative expenses. true ECONOMIC POLICY INSTITUTE 1225 I STREET NW 600 WASHINGTON DC 20005 521368964 501(C)(3) 45000 GENERAL NALC DISASTER RELIEF FUND 100 INDIANA AVE NW WASHINGTON DC 20001 831184866 501(C)(3) 655281 GENERAL CLARK COUNTY FOOD BANK 6502 NE 47TH AVENUE VANCOUVER WA 98661 911307564 501(C)(3) 15000 FOOD DRIVE EMERGENCY FOOD NETWORK 3318 92ND ST SOUTH LAKEWOOD WA 98499 943131776 501(C)(3) 20000 FOOD DRIVE THE FOOD BANK 56 ARMOR PLACE DAYTON OH 45417 861082880 501(C)(3) 10000 FOOD DRIVE HARVESTERS 215 SE QUINCY ST TOPEKA KS 66603 431208665 501(C)(3) 8000 FOOD DRIVE EL ADA MOUNTAIN HOME 585 N 3RD EAST ST MOUNTAIN HOME ID 83647 820277682 501(C)(3) 6000 FOOD DRIVE FOOD BANK OF SIOUXLAND PO BOX 985 SIOUX CITY IA 51102 421381516 501(C)(3) 5450 FOOD DRIVE RWDSU-MID-ORGANIZING CAMPAIGN 370 Seventh Avenue NEW YORK NY 10001 135396735 501(C)(5) 10000 GENERAL NORTHWEST COMPASS INC 1300 W Northwest Hwy MT PROSPECT IL 60056 363382832 501(C)(3) 7500 FOOD DRIVE OZARKS PO BOX 5746 SPRINGFIELD MO 65801 431426384 501(C)(3) 10200 FOOD DRIVE WORKERS UNITED 22 S 22ND STREET PHILADELPHIA PA 19103 362938055 501(C)(5) 6000 GENERAL UNITED MINE WORKERS PO BOX 513 DUMFRIES VA 22025 530159200 501(C)(5) 20000 STRIKE AID ISLAND HARVEST FOOD BANK 126 SPAGNOLI RD MELVILLE NY 11747 113136350 501(C)(3) 12088 FOOD DRIVE 11 3 JOHN T DONELON SCHOLARSHIPS 4 4000 WILLIAM C DOHERTY SCHOLARSHIPS 20 80000 PART I, LINE 2 - MONITOR GRANT USE: FOR THE WILLIAM C DOHERTY AND JOHN T DONELON SCHOLARSHIPS, THE AWARD WINNERS MUST FORWARD A TRANSCRIPT OF THEIR GRADES TO THE NALC SCHOLARSHIP COMMITTEE AT THE END OF EACH SCHOOL YEAR. ADDITIONALLY, ANY CHANGE OF SCHOOLS OR COURSE OF STUDY MUST BE DONE ONLY WITH THE PERMISSION OF THE NALC SCHOLARSHIP COMMITTEE. X true true false false false Fredric V Rolando President 231036 0 0 0 25090 0 59389 0 800 0 316315 0 0 0 Brian L Renfroe Executive Vice President 192193 0 0 0 22833 0 38311 0 11570 0 264907 0 0 0 Lucien Drass Vice President 189257 0 0 0 18325 0 125568 0 0 0 333150 0 0 0 Nicole Rhine Secretary-Treasurer 186232 0 0 0 18522 0 89456 0 11770 0 305980 0 0 0 Paul Barner Assistant Secretary-Treasurer 186507 0 0 0 18119 0 78024 0 2750 0 285400 0 0 0 Christopher Jackson Director of City Delivery 186757 0 0 0 18265 0 163365 0 2500 0 370887 0 0 0 Daniel E Toth Director of Retired Members 187432 0 0 0 17319 0 86644 0 1824 0 293219 0 0 0 Manuel Peralta Jr Director of Safety and Health 181548 0 0 0 20085 0 31853 0 27490 0 260976 0 0 0 Stephanie M Stewart Dir. Of Health Benefits 163889 0 0 0 27637 0 34165 0 0 0 225691 0 0 0 James W Yates Director of Life Insurance 0 191496 0 0 0 12341 0 44412 0 26199 0 274448 0 0 Bryant J Almario NATL BUS AGT REGION 1 131664 0 0 0 14908 0 82176 0 12320 0 241068 0 0 0 Nicholas S Vafiades NATL BUS AGT REGION 2 127312 0 0 0 12033 0 39364 0 27708 0 206417 0 0 0 Michael Caref NATL BUS AGT REGION 3 130280 0 0 0 13883 0 38221 0 24442 0 206826 0 0 0 Daniel P Versluis NATL BUS AGT REGION 4 131214 0 0 0 11592 0 58070 0 10393 0 211269 0 0 0 Mike Birkett NATL BUS AGT REGION 5 129455 0 0 0 14267 0 46315 0 25267 0 215304 0 0 0 David A Teegarden NATL BUS AGT REGION 5 96673 0 0 0 8713 0 38738 0 20781 0 164905 0 0 0 Charles T Clark NATL BUS AGT REGION 6 129780 0 0 0 12574 0 88929 0 25240 0 256523 0 0 0 Troy Fredenburg NATL BUS AGT REGION 7 129455 0 0 0 15773 0 80365 0 25565 0 251158 0 0 0 Steve M Lassan NATL BUS AGT REGION 8 136874 0 0 0 12861 0 97658 0 24740 0 272133 0 0 0 Lynne A Pendleton NATL BUS AGT REGION 9 133739 0 0 0 16215 0 42518 0 1500 0 193972 0 0 0 Javier Bernal NATL BUS AGT REGION 10 126705 0 0 0 16966 0 78821 0 28017 0 250509 0 0 0 Mark Camilli NATL BUS AGT REGION 11 130280 0 0 0 13303 0 55857 0 24740 0 224180 0 0 0 Vada Preston NATL BUS AGT REGION 13 128936 0 0 0 12348 0 101796 0 25786 0 268866 0 0 0 Richard DiCecca NATL BUS AGT REGION 14 127530 0 0 0 15374 0 125391 0 27490 0 295785 0 0 0 Lawrence Cirelli NATL BUS AGT REGION 15 133439 0 0 0 14975 0 37076 0 1800 0 187290 0 0 0 Brian Thompson NATL BUS AGT REGION 12 129613 0 0 0 13475 0 29580 0 0 0 172668 0 0 0 David Mudd NATL BUS AGT REGION 6 136575 0 0 0 10131 0 33919 0 0 0 180625 0 0 0 Anthony Ali REG ADMIN ASSISTANT 97224 0 0 0 8634 0 25872 0 25189 0 156919 0 0 0 Shawn D Boyd REG ADMIN ASSISTANT 97673 0 0 0 8618 0 28862 0 24740 0 159893 0 0 0 Calvin D Brookins REG ADMIN ASSISTANT 96327 0 0 0 8512 0 32733 0 18761 0 156333 0 0 0 Tonya L Detrick REG ADMIN ASSISTANT 97673 0 0 0 8666 0 28299 0 24740 0 159378 0 0 0 Debra J Dixon REG ADMIN ASSISTANT 99807 0 0 0 8973 0 37940 0 11570 0 158290 0 0 0 Jeffrey Frazee REG ADMIN ASSISTANT 96705 0 0 0 8591 0 30261 0 25708 0 161265 0 0 0 Orlando Gonzalez REG ADMIN ASSISTANT 97673 0 0 0 8796 0 42515 0 24740 0 173724 0 0 0 James D Henry REG ADMIN ASSISTANT 96329 0 0 0 8690 0 70641 0 26084 0 201744 0 0 0 Jerry A Hutson REG ADMIN ASSISTANT 94923 0 0 0 8444 0 36840 0 27490 0 167697 0 0 0 Kyle D Inosencio REG ADMIN ASSISTANT 96329 0 0 0 8505 0 23301 0 26084 0 154219 0 0 0 William Jackson REG ADMIN ASSISTANT 95583 0 0 0 8493 0 28497 0 26830 0 159403 0 0 0 Patrick Johnson REG ADMIN ASSISTANT 111689 0 0 0 9330 0 24874 0 24740 0 170633 0 0 0 Jason Karnopp REG ADMIN ASSISTANT 97673 0 0 0 8620 0 31029 0 24740 0 162062 0 0 0 Michael C Keels REG ADMIN ASSISTANT 97229 0 0 0 9305 0 34815 0 25189 0 166538 0 0 0 David L Kennedy REG ADMIN ASSISTANT 102632 0 0 0 8931 0 48671 0 0 0 160234 0 0 0 Dexter L Lester REG ADMIN ASSISTANT 94393 0 0 0 8342 0 21409 0 28020 0 152164 0 0 0 Donald L Lyerly REG ADMIN ASSISTANT 111226 0 0 0 8668 0 24852 0 28490 0 173236 0 0 0 Thomas A Matthews REG ADMIN ASSISTANT 93723 0 0 0 8623 0 62476 0 28690 0 193512 0 0 0 Hugh McElroy REG ADMIN ASSISTANT 97085 0 0 0 8737 0 52284 0 25328 0 183434 0 0 0 Anthony Perconte REG ADMIN ASSISTANT 97673 0 0 0 8668 0 30460 0 24740 0 161541 0 0 0 Allan Rios REG ADMIN ASSISTANT 95950 0 0 0 8444 0 23387 0 26463 0 154244 0 0 0 Charles L Sexton REG ADMIN ASSISTANT 95673 0 0 0 8636 0 35755 0 26740 0 166804 0 0 0 Christopher Strickland REG ADMIN ASSISTANT 97673 0 0 0 8612 0 22474 0 24740 0 153499 0 0 0 Gerald A Ugone REG ADMIN ASSISTANT 98706 0 0 0 9030 0 63674 0 12671 0 184081 0 0 0 Monica Walker REG ADMIN ASSISTANT 96705 0 0 0 8585 0 43490 0 25708 0 174488 0 0 0 Leo Zachwieja REG ADMIN ASSISTANT 99882 0 0 0 8703 0 38691 0 2750 0 150026 0 0 0 James W Sauber Chief of Staff/Exec Asst to Pr 195859 0 1100 0 1155 0 155494 0 19214 0 372822 0 0 0 William Jenkins Assistant Engineer 142776 0 350 0 0 0 100433 0 21324 0 264883 0 0 0 Koren Blalock Keller Director, Legislative 142520 0 800 0 60 0 22095 0 28418 0 193893 0 0 0 Roger Parent Dir of Software DVLPMT 140374 0 800 0 762 0 43622 0 13400 0 198958 0 0 0 Frederic Rotzler Dir. of Network OPS 141028 0 800 0 138 0 32754 0 24012 0 198732 0 0 0 PART I, LINE 1A - TAX GROSS UP PAYMENT: THE TAX GROSS UP PAYMENT CONSISTS OF PAYROLL TAXES ON TAXABLE BENEFITS INCLUDED AS COMPENSATION. PART II, COLUMN C - DEFERRED COMPENSATION: $2,728,549 OF DEFERRED COMPENSATION REPRESENTS THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. THIS DOES NOT REPRESENT ACTUAL CASH OUTLAYS. FREDRIC J ROLANDO SEE PART V SUPPLEMENTAL 87335 WAGES false TIMOTHY R ADELMAN SEE PART V SUPPLEMENTAL 74611 WAGES false ANNA MUDD SEE PART V SUPPLEMENTAL 103420 WAGES false PART IV, COLUMN (B) - RELATIONSHIP BETWEEN INTERESTED PERSON & THE ORG. FREDRIC J ROLANDO - FAMILY MEMBER OF FREDRIC V ROLANDO, PRESIDENT OF NALC TIMOTHY R ADELMAN - FAMILY MEMBER OF STEPHANIE STEWART, OFFICER OF NALC ANNA MUDD - FAMILY MEMBER OF DAVID MUDD, OFFICER OF NALC PART VI, SECTION A, LINE 6 - MEMBERSHIP OF ORGANIZATION: Membership shall be ------------------- (a) regular branch members who shall be nonsupervisory employees in the Postal Service, and regular branch members who the Executive Council has determined were unjustly separated from the Postal Service, retirees from that Service who were regular members of the NALC when they retired, and persons leaving the Service with coverage under Office of Workers Compensation Programs (OWCP). Such retirees, OWCP departees, and non-letter carrier regular members shall have no voice or vote in the branch, in any matter pertaining to the ratification of a national working agreement, local memorandum of understanding or proposed work stoppage; (b) present members of existing Federal Branches may retain their membership; (c) present members who have left the Postal Service, or have been temporarily or permanently promoted to supervisory status, may retain their membership but shall be members only for the purpose of membership in the NALC Life Insurance Plan and/or the NALC Health Benefit Plan. These members shall have no voice or vote in any of the affairs of such Branch, except they shall have a voice and vote at the Branch level upon matters appertaining to the NALC Life Insurance Plan, and/or the NALC Health Benefit Plan, if they are a member thereof, and on any proposition to raise dues. These members are not eligible to be candidates for any State Association, Branch, or National office or delegates to any conventions. They may attend only that part of the meeting which concerns them, such as change of dues structure and information concerning Health or Life Insurance. PART VI, SECTION A, LINE 7A - ELECTION OF TRUSTEES AND OFFICERS: Every four (4) years, nominations for officers of the Union shall be called by the Chairperson of the Convention on the third day (Wednesday) of the Convention. The Chair shall call for nominations from the floor for each national office separately. Any delegate may nominate an eligible member for anyone of the following national offices: President, Executive Vice President, Vice President, Secretary-Treasurer, Assistant Secretary-Treasurer, Director of City Delivery, Director of Safety and Health, Director of Life Insurance, Director of Health Benefits, Director of Retired Members, and a three member Board of Trustees. Nominations of fifteen (15) National Business Agents shall be separately by NALC Regions. Only delegates from the appropriate NALC Region may nominate candidates for the position of National Business Agent for such Region. The newly-elected officers shall assume their offices as soon after 45 days from the date of the certification of results by National Election Committee as is practicable. As soon as practicable after the Convention at which nominations for National Officers have been made, the National Secretary-Treasurer shall furnish to the National Election Committee a list of all members eligible to vote. To be so eligible, a member must be in good standing as of June 1 of the election year. There shall be one membership-wide ballot issued in each of the fifteen (15) NALC Regions authorized and established elsewhere in this Constitution reflecting the names of all nominees for the positions of President, Executive Vice President, Vice President, Secretary-Treasurer, Assistant Secretary-Treasurer, Director of City Delivery, Director of Safety and Health, Director of Life Insurance, Director of Health Benefits, Director of Retired Members, three members of the Board of Trustees, and the names of all nominees for the position of National Business Agent for one of the fifteen (15) NALC Regions. The National Election Committee shall then be responsible for mailing ballots to all eligible members as soon as possible. All regular members shall be entitled to one vote for each office to be filled. The voter shall indicate his/her choice for each of the officers by following the procedure established by the National Election Committee as set forth in the ballot instructions. The voter shall then seal the ballot in the smaller envelope, enclose this envelope within the large one, and mail it to the post office box printed on the larger envelope. Write-in votes shall not be valid. No markings shall be made on the ballot or the smaller envelope other than as indicated. the smaller envelope other than as indicated. PART VI, SECTION A, LINE 7B - DECISIONS OF GOVERNING BODY: Each Branch having twenty (20) or less members shall be entitled to one delegate and one vote in the National Convention. Branches having more than twenty (20) members shall be entitled to one delegate and one vote for each twenty (20) members or fraction thereof. Each State Association shall be Entitled to two Delegates-at-Large. National Officers and Delegates-at-Large shall each be entitled to one vote only. The delegates from any Branch present at the National Convention shall be allowed to cast the whole number of votes to which the Branch is entitled, provided such delegates agree unanimously as to who among them shall cast such vote. In case of disagreement, the delegates in attendance shall be entitled to such number of whole votes as can be divided equally among them each pro rata. The number of members for whom per capita tax is paid to the National Association for the term beginning October 1 prior to each Biennial Convention shall determine the number of votes and delegates to which the Branch is entitled at such Convention. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S SECRETARY-TREASURER PRIOR TO SIGNATURE AND FILING. PART VI, SECTION B, LINES 15A & 15B-COMPENSATION OF OFFICERS AND TRUSTEES: THE SALARIES FOR THE PRESIDENT, EXECUTIVE VICE PRESIDENT, VICE PRESIDENT, SECRETARY-TREASURER, ASSISTANT SECRETARY-TREASURER, DIRECTOR OF CITY DELIVERY, DIRECTOR OF SAFETY AND HEALTH, DIRECTOR OF LIFE INSURANCE, DIRECTOR OF HEALTH BENEFITS AND DIRECTOR OF RETIRED MEMBERS ARE SET FORTH IN THE NALC CONSTITUTION (ACCESSIBLE ON NALC'S WEBSITE), LAST AMENDED AT THE AUGUST 2018 CONVENTION. THE CONSTITUTION STATES THE PER ANNUM SALARY AMOUNT, EFFECTIVE DATE OF THE AMOUNT, PROVIDES FOR FUTURE SALARY ADJUSTMENTS THAT ARE MADE IN LINE WITH THE SAME PERCENTAGE GIVEN TO TOP GRADE LETTER CARRIERS. THE TRUSTEES ARE PAID AN EQUAL SUM PER YEAR. THE SELECTED CHAIRPERSON OF THE BOARD IS TO RECEIVE AN ADDITIONAL AMOUNT PER YEAR FOR THEIR SERVICE AS CHAIRPERSON. THE TRUSTEES ARE ALSO ENTITLED TO FUTURE SALARY ADJUSTMENTS THAT ARE MADE IN LINE WITH THE SAME PERCENTAGE GIVEN TO TOP GRADE LETTER CARRIERS. PART VI, SECTION C, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTS AND F/S: THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC; EXCEPT AS MAY BE REQUIRED UNDER APPLICABLE FEDERAL LAW. THE NALC CONSTITUTION IS AVAILABLE ON NALC'S WEBSITE UNDER UNION ADMINISTRATION. PART VII, SECTION A, LINE 1A, COLUMN F- OTHER COMPENSATION: $3,010,603 REPRESENTS THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. THESE AMOUNTS REPORTED ARE NOT ACTUAL OUTLAYS OF COMPENSATION. PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS: $ 6,609,290 HEALTH BENEFIT PLAN POSTRETIREMENT-RELATED CHANGES 66,556,695 INCREASE IN OPM SPECIAL RESERVE 3,187,034 UNION POSTRETIREMENT-RELATED CHANGES --------------- $ 76,353,019 NET OTHER CHANGE IN NET ASSETS =============== PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: NATIONAL OFFICER JAMES YATES SERVES AS DIRECTOR OF LIFE INSURANCE FOR UNITED STATES LETTER CARRIERS MUTUAL BENEFIT ASSOCIATION ("MBA"). THREE TRUSTEES AND THE PRESIDENT OF THE FILING ORGANIZATION ARE TRUSTEES AND OFFICERS OF MBA. NALC ANNUITY TRUST FUND 20547 WAVERLY COURT ASHBURN VA 20149 526038252 PENSION FUND DC 401(A) NALC true LETTER CARRIER POLITICAL FUND 100 INDIANA AVE NW WASHINGTON DC 20001 521269023 POLITICAL ORG DC 527 NALC true NALC HEALTH BENEFIT PLAN FOR EMPLOYEES 20547 WAVERLY COURT ASHBURN VA 20149 541875242 BENEFIT PLAN VA 501(C)(9) NALC true NALCREST FOUNDATION INC PO BOX 6359 NALCREST FL 33856 591004167 RETIRE. CTR FL 501(C)(4) NALC true UNITED STATES LETTER CARRIERS MUTUAL BEN 100 INDIANA AVE NW WASHINGTON DC 20001 620476257 BENEFIT FUND TN 501(C)(5) NALC true NALC BUILDING CORPORATION 100 INDIANA AVE NW WASHINGTON DC 20001 530114650 HOLDING CO. DC 501(C)(2) NALC true NALC DISASTER RELIEF FOUNDATION 100 INDIANA AVENUE NW WASHINGTON DC 20001 831184866 DISASTER DC 501(C)(3) 12A NALC true false true false true false false false false false false true true false true true true true true false NALC DISASTER RELIEF FOUNDATION B 655281 CASH NALC ANNUITY TRUST FUND R 8849242 ACTUARY NALC HEALTH BENEFIT PLAN FOR EMPLOYEES R 9612662 PREMIUM BILLING UNITED STATES LETTER CARRIERS MUTUAL BENEFIT R 255552 PREMIUM BILLING