2023-08-15T11:53:26-05:00 2022-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2022-01-01 477358956 NYSUT MEMBER BENEFITS CATASTROPHE MAJOR MEDICAL INSURANCE TRUST NEWY 5182136000 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 J PHILIPPE ABRAHAM TRUSTEE 5182136000 2023-08-15 1 J PHILIPPE ABRAHAM 999009999 0 GARY BRUNICK P01715767 2402001400 2023-08-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z J PHILIPPE ABRAHAM 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 75986990 0 X N/A X 2015 NY THE CATASTROPHE MAJOR MEDICAL PLAN ("CMM PLAN") WAS FORMED UNDER TRUST TO PROVIDE SUPPLEMENTAL (EXCESS MAJOR MEDICAL BENEFITS) HEALTH INSURANCE TO THE NYSUT MEMBERSHIP WHO VOLUNTARILY PARTICIPATE. 6 5 0 0 0 0 0 0 40065598 38367427 8536151 4781512 0 0 48601749 43148939 0 0 19858216 18805696 0 0 0 0 0 7890274 7153054 27748490 25958750 20853259 17190189 163944061 159504251 2055713 2426676 161888348 157077575 THE CATASTROPHE MAJOR MEDICAL PLAN ("CMM PLAN") WAS FORMED UNDER TRUST TO PROVIDE SUPPLEMENTAL (EXCESS MAJOR MEDICAL BENEFITS) HEALTH INSURANCE TO THE NYSUT MEMBERSHIP WHO VOLUNTARILY PARTICIPATE. 0 0 SUPPLEMENTED BASIC HOSPITALIZATION AND MAJOR MEDICAL INSURANCE AND LONG TERM CARE. FOR THE YEAR ENDING 12/31/22, THERE WERE, ON AVERAGE, 94,187 COVERED LIVES, AND 56,252 POLICIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JACLYN FERRUCCI 5182136000 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 ABRAHAM J PHILIPPE CHAIRPERSON/TRUSTEE 1.00 X X 0 162574 95419 BUSHEY MICHELE TRUSTEE 1.00 X 0 18775 0 FRANZ LAURA TRUSTEE 1.00 X 0 31747 0 SAMUELS EMILY B SECRETARY 1.00 X X 0 152775 98119 CARLISTO DONALD TRUSTEE 1.00 X 0 187413 107163 CARNER-SHAFRAN SANDRA TRUSTEE 1.00 X 0 24847 0 SHERMAN RODERICK TRUSTEE 1.00 X 0 2555 0 SILL MICHAEL TRUSTEE 1.00 X 0 16096 0 PORTER BETSY L MANAGER, MEMBER BENEFITS 9.00 X 0 167876 103884 CLEMENT DEREK S ASST IN MEMBER BENEFITS 3.00 X 0 166526 103540 FELLOWS DEBRA L ASST MGR. IN MEMBER BENEFITS 9.00 X 0 127688 69311 FERRUCCI JACLYN L DEPUTY DIRECTOR FINANCE 1.00 X 0 178741 107065 LOCKWOOD JEFFREY J CFO, DIRECTOR OF FINANCE 1.00 X 0 209804 117042 TRAVINSKI MICHAEL S ASSOC GENERAL COUNSEL 1.00 X 0 205746 103891 0 1653163 905434 0 0 1 1 HEALTHSMART BENEFIT SOLUTIONS 222 WEST LAS COLINAS BLVD SUITE 50 IRVING TX 75039 THIRD PARTY CLAIMS PROCESSOR/ADMINISTRAT 2601106 AMBA ADMINISTRATORS INC 4050 NW 114TH STREET URBANDALE IA 50322 THIRD PARTY CLAIMS PROCESSOR, RECORDKEEP 1933516 STACEY BRAUN ASSOCIATES INC 377 BROADWAY STREET 8TH FLOOR NEW YORK NY 10013 INVESTMENT ADVISORY/MANAGEMENT 509206 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL, CONSULTING 102366 4 PARTICIPANT CONTRIBUTIONS 524292 38367427 38367427 38367427 2462408 2462408 35157155 32838051 2319104 2319104 2319104 43148939 38367427 0 4781512 X 18805696 74958 60997 501999 4868220 104665 43111 ADMINISTRATIVE SERVICE 1229744 PCORI FEE 269360 25958750 225047 207460 14619799 18684311 5348844 5112894 143750371 135499586 163944061 159504251 568467 884793 1487246 1541883 2055713 2426676 X 0 0 0 0 161888348 157077575 161888348 157077575 163944061 159504251 17190189 -22000962 0 X 0 1 X 0 0 0 X 20645978 -22000962 -22000962 42646940 501999 501999 43148939 25456751 0 25456751 501999 501999 25958750 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, 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. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR TAX PERIODS IN PROGRESS FOR THE TRUST. 0 0 0 LOCKWOOD JEFFREY J CFO, DIRECTOR OF FINANCE 0 209804 0 0 0 0 0 55469 0 61573 0 326846 0 0 TRAVINSKI MICHAEL S ASSOC GENERAL COUNSEL 0 205746 0 0 0 0 0 53781 0 50110 0 309637 0 0 CARLISTO DONALD TRUSTEE 0 186524 0 0 0 889 0 48734 0 58429 0 294576 0 0 FERRUCCI JACLYN L DEPUTY DIRECTOR FINANCE 0 178741 0 0 0 0 0 46932 0 60133 0 285806 0 0 PORTER BETSY L MANAGER, MEMBER BENEFITS 0 167876 0 0 0 0 0 43944 0 59940 0 271760 0 0 CLEMENT DEREK S ASST IN MEMBER BENEFITS 0 166526 0 0 0 0 0 43592 0 59948 0 270066 0 0 ABRAHAM J PHILIPPE CHAIRPERSON/TRUSTEE 0 142074 0 0 0 20500 0 42454 0 52965 0 257993 0 0 SAMUELS EMILY B SECRETARY 0 152775 0 0 0 0 0 40046 0 58073 0 250894 0 0 FELLOWS DEBRA L ASST MGR. IN MEMBER BENEFITS 0 127688 0 0 0 0 0 33053 0 36258 0 196999 0 0 990 SCHEDULE J, PART II, J. PHILIPPE ABRAHAM THIS OFFICER WAS UNDER A COMPENSATION ARRANGEMENT FOR 2022 WHERE A RELATED ORGANIZATION TO THE FILING ORGANIZATION PAYS SOME OF THIS OFFICER'S COMPENSATION AND AN UNRELATED ORGANIZATION (UNITED UNIVERSITY PROFESSIONS) PAYS THE REMAINDER OF THE COMPENSATION. FOR 2022, THE AMOUNT PAID TO J. PHILIPPE ABRAHAM BY UNITED UNIVERSITY PROFESSIONS TOTALED $165,466, WHICH INCLUDES WAGES, RETIREMENT AND NONTAXABLE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPOINTS A CONFLICT OF INTEREST OFFICER. THE CONFLICT OF INTEREST OFFICER'S RESPONSIBILITIES ARE TO MONITOR THE IMPLEMENTATION OF THE CONFLICT OF INTEREST POLICY AND, RECOMMEND TO THE OVERSIGHT COMMITTEE, SUCH MODIFICATIONS IN THE POLICY AS THEY MAY FROM TIME TO TIME DEEM APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THIS ORGANIZATION, AND ALL ITS RELATED ORGANIZATIONS, DETERMINES COMPENSATION OF ALL ITS OFFICERS AND KEY EMPLOYEES ANNUALLY EITHER BY A) COMPLIANCE WITH COLLECTIVE BARGAINING AGREEMENTS FOR INDIVIDUALS COVERED BY THE CBAS OR B) THE BOARD OF DIRECTORS OF THE PARENT ORGANIZATION, NEW YORK STATE UNITED TEACHERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FORM 5500 FILED WITH THE EMPLOYEE BENEFIT SECURITY ADMINISTRATION (US DEPARTMENT OF LABOR) IS MADE AVAILABLE TO PLAN PARTICIPANTS. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEES 2,010,221. CLAIMS FEES 2,755,858. CONSULTING 102,141. NEW YORK STATE UNITED TEACHERS 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 141584772 LABOR ORGANIZATION NY 501(C)(5) N/A 0 NYSUT BUILDING CORP 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 141700200 BUILDING CORPORATION NY 501(C)(2) NEW YORK STATE UNITED TEACHERS 0 NYSUT MEMBER BENEFITS TRUST 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 222480854 BENEFIT PLAN NY 501(C)(5) N/A 0 NYSUT RETIREE VEBA HEALTH FUND 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 146204878 BENEFIT PLAN NY 501(C)(9) N/A 0 NYSUT EDUCATION AND LEARNING TRUST 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 166460576 OFFERS COURSES TO PROMOTE EFFECTIVE TEACHING NY 501(C)(3) LINE 7 N/A 0 MARY MULDOON FUND 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 146030191 PRIVATE FOUNDATION NY 501(C)(3) PF N/A 0 NYSUT EMPLOYEES RETIREMENT FUND PLAN #001 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 141584772 NYSUT EMPLOYEE BENEFIT PLAN NY 501(A) N/A 0 NYSUT STAFF 401K PLAN #002 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 141584772 NYSUT EMPLOYEE BENEFIT PLAN NY 501(A) N/A 0 NYSUT DISASTER RELIEF AND SCHOLARSHIP FUND 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 113761261 PROVIDES DISASTER RELIEF AND SCHOLARSHIPS NY 501(C)(3) LINE 7 N/A 0 NYSUT VOTECOPE STATE 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 141565672 POLITICAL COMMITTEE NY 527 N/A 0 NYSUT VOTECOPE FEDERAL 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 264047277 POLITICAL COMMITTEE NY 527 N/A 0 NYSUT MEMBER BENEFITS CORPORATION 800 TROY SCHENECTADY ROAD LATHAM NY 121102455 263989358 MEMBER PROGRAM DISCOUNTS NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0