2025-02-13T17:57:28-06:00 2024-03-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2023-04-01 530114650 NATIONAL ASSOCIATION OF LETTER CARRIERS % NICOLE RHINE NATI 2023934695 100 INDIANA AVE NW WASHINGTON DC 200012144 NICOLE RHINE SECRETARY-TREASURER 2023934695 2025-02-11 true true RICHARD RUVELSON P00234075 3012726000 2025-02-11 2023 2025-03-06 01:10:19Z BRIAN RENFROE 100 INDIANA AVE NW WASHINGTON DC 20001 2144144524 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 0 584 0 557332 354789 502903 48687 1865857498 1978240173 17478603 24511898 2111331 2223231 1885950335 2005023989 700457 687151 1771932834 1835733353 81460297 88059238 0 0 0 106526093 110211930 1960619681 2034691672 -74669346 -29667683 1325240112 1366475391 536350995 513532074 788889117 852943317 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 1,575 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 false 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 765 0 true 584 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 D Henry Vice President 40.0 0.0 X X 219808 0 225966 Nicole Rhine Secretary-Treasurer 39.0 1.0 X X 223321 0 129418 Paul Barner Executive Vice President 39.0 1.0 X X 230986 0 118663 Brian L Renfroe President 39.0 1.0 X X 272001 0 65643 Mack I Julion Sr Assistant Secretary-Treasurer 39.0 1.0 X X 217823 0 118253 Daniel E Toth Director of Retired Members 40.0 0.0 X X 222373 0 105570 William Jenkins Chief Engineer 40.0 0.0 X 166886 0 151399 James W Yates Director of Life Insurance 40.0 0.0 X X 0 219733 96874 Steve M Lassan NATL BUS AGT REGION 8 40.0 0.0 X X 155291 0 150544 Daniel P Versluis NATL BUS AGT REGION 4 40.0 0.0 X X 155339 0 147697 Christopher Jackson Director of City Delivery 40.0 0.0 X X 225843 0 73032 Richard DiCecca NATL BUS AGT REGION 14 40.0 0.0 X X 156002 0 133028 Vada Preston NATL BUS AGT REGION 13 40.0 0.0 X X 159428 0 124819 Stephanie M Stewart Dir. Of Health Benefits 40.0 0.0 X X 226098 0 55471 Manuel L Peralta Jr Director of Safety and Health 40.0 0.0 X X 219209 0 51178 Mark Camilli NATL BUS AGT REGION 11 40.0 0.0 X X 158114 0 103882 Koren Blalock Keller Chief of Staff 40.0 0.0 X 189912 0 68544 David A Teegarden NATL BUS AGT REGION 5 40.0 0.0 X X 157915 0 93544 Nicholas S Vafiades NATL BUS AGT REGION 2 40.0 0.0 X X 151478 0 85728 Michael Caref NATL BUS AGT REGION 3 40.0 0.0 X X 161562 0 73922 Brian E Thompson NATL BUS AGT REGION 12 40.0 0.0 X X 156063 0 71600 Thomas A Matthews REG ADMIN ASSISTANT 40.0 0.0 X 113382 0 112859 Frederic Rotzler Director of Network Operations 40.0 0.0 X 157703 0 67236 Shawn D Boyd NATL BUS AGT REGION 10 40.0 0.0 X X 152735 0 70109 Patrick Johnson NATL BUS AGT REGION 7 40.0 0.0 X X 158553 0 62634 David L Mudd NATL BUS AGT REGION 6 40.0 0.0 X X 159893 0 57682 Hugh McElroy REG ADMIN ASSISTANT 40.0 0.0 X 114748 0 96888 Roger Parent Dir. of Software Development 40.0 0.0 X 158386 0 51258 Markeisha Lewis NATL BUS AGT REGION 1 40.0 0.0 X X 169147 0 32283 Orlando Gonzalez REG ADMIN ASSISTANT 40.0 0.0 X 116284 0 82375 Cliff Davidson NATL BUS AGT REGION 9 40.0 0.0 X X 155024 0 38977 Charles L Sexton REG ADMIN ASSISTANT 40.0 0.0 X 113283 0 76915 Jerry A Hutson REG ADMIN ASSISTANT 40.0 0.0 X 113096 0 76064 Monica Walker REG ADMIN ASSISTANT 40.0 0.0 X 118800 0 69233 Anthony Perconte REG ADMIN ASSISTANT 40.0 0.0 X 113424 0 71891 Ayowunmi Adenle Director of Finance 40.0 0.0 X 154301 0 30353 Jeffrey Frazee REG ADMIN ASSISTANT 40.0 0.0 X 115184 0 68649 Debra J Dixon REG ADMIN ASSISTANT 40.0 0.0 X 118801 0 63151 Jason Karnopp REG ADMIN ASSISTANT 40.0 0.0 X 116101 0 64490 William Jackson REG ADMIN ASSISTANT 40.0 0.0 X 113679 0 66612 Anthony Ali REG ADMIN ASSISTANT 40.0 0.0 X 115576 0 63021 Jay Laviolette REG ADMIN ASSISTANT 40.0 0.0 X 117582 0 59126 James Frankford REG ADMIN ASSISTANT 40.0 0.0 X 121846 0 52386 Kyle D Inosencio REG ADMIN ASSISTANT 40.0 0.0 X 114626 0 58655 Tonya L Detrick REG ADMIN ASSISTANT 40.0 0.0 X 118375 0 54704 Kenneth Janulewicz REG ADMIN ASSISTANT 40.0 0.0 X 116094 0 56467 Allan Rios REG ADMIN ASSISTANT 40.0 0.0 X 113002 0 59050 Larrissa A Parde REG ADMIN ASSISTANT 40.0 0.0 X 116094 0 55623 Steven Wiley REG ADMIN ASSISTANT 40.0 0.0 X 116056 0 54493 Gerald A Ugone REG ADMIN ASSISTANT 40.0 0.0 X 116420 0 51405 Chris Strickland REG ADMIN ASSISTANT 40.0 0.0 X 114566 0 52703 Colleen Karnthong REG ADMIN ASSISTANT 40.0 0.0 X 117894 0 46521 Joel Malkush REG ADMIN ASSISTANT 40.0 0.0 X 116132 0 46755 David L Kennedy REG ADMIN ASSISTANT 40.0 0.0 X 121865 0 40607 John D Robles REG ADMIN ASSISTANT 40.0 0.0 X 122215 0 40189 Bruce Didriksen NATL BUS AGT REGION 15 40.0 0.0 X X 158540 0 3061 Christy M Bowers REG ADMIN ASSISTANT 40.0 0.0 X 118191 0 43237 Dexter L Lester REG ADMIN ASSISTANT 40.0 0.0 X 112910 0 48378 Ronnie R Roush REG ADMIN ASSISTANT 40.0 0.0 X 118672 0 41931 Michael P Brim REG ADMIN ASSISTANT 40.0 0.0 X 119106 0 34684 Benjamin Paul REG ADMIN ASSISTANT 40.0 0.0 X 114290 0 39145 Leo Zachwieja REG ADMIN ASSISTANT 40.0 0.0 X 118815 0 33151 Coby P Jones REG ADMIN ASSISTANT 40.0 0.0 X 118690 0 32983 Arturo G Ramirez REG ADMIN ASSISTANT 40.0 0.0 X 117119 0 26222 Karrie Foster REG ADMIN ASSISTANT 40.0 0.0 X 114336 0 19999 Sandra D Laemmel Trustee 10.0 1.0 X X 43268 0 77965 Charles P Heege Trustee 10.0 1.0 X X 42312 0 61469 Jeannette M Triana REG ADMIN ASSISTANT(EFF. 9/23) 40.0 0.0 X 40561 0 31464 Lawrence D Brown Jr Trustee 10.0 1.0 X X 44236 0 8753 4407825 219733 2557613 145 false true false CONN GENERAL LIFE INSURANCE 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 06002 NETWORK ADMIN FEES 25961114 CIGNA HEALTHCARE 10490 LITTLE PATUXENT PKWY STE 400 COLUMBIA MD 21044 NETWORK ADMIN FEES 6988288 Advanced Technical Solutions 21800 Town Center Plaza 266A STERLING VA 20164 consulting 5727101 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING SERVICES 3824465 MULTIPLAN 115 FIFTH AVE NEW YORK NY 10003 NETWORK ADMIN FEES 3079991 36 48687 48687 CONTINGENCY RESERVE 525100 1923481125 1923481125 MEMBERSHIP DUES AND ASSESSMENTS 900004 54645252 54087920 557332 LOGO ITEMS (NET SALES) 900099 113796 113796 1978240173 27742210 27742210 0 275576 275576 355748 355748 0 355748 355748 135670546 138898029 2829 -3227483 -2829 -3230312 -3230312 0 0 0 0 0 0 174003 219677 -45674 -45674 MISCELLANEOUS 900099 707517 707517 CLAIMS RECOVERY 525100 367801 367801 COST SHARING 900099 562263 562263 1637581 2005023989 1978612905 557332 25805065 606151 81000 0 1835733353 12314734 0 48763464 8558373 14566196 3856471 0 2690542 864723 315172 0 801772 4513653 5710 22389698 3096656 0 13493793 6542308 0 139317 0 2171067 2596343 1745232 HBP PROGRAM COSTS 46746529 PPACA FEES 669518 TAXES-OTHER 561724 TRAINING 346463 521710 2034691672 1250 1250 145536259 121284077 0 0 161944724 191233156 0 0 0 0 0 0 452529 589229 4949070 5697815 25670002 14997553 12523523 10672449 762861897 817628026 5818779 6094559 0 0 0 0 231152081 213274830 1325240112 1366475391 12123018 13363171 0 0 1007333 1181217 0 0 0 0 0 0 0 0 0 0 523220644 498987686 536350995 513532074 X 788649951 852674629 239166 268688 788889117 852943317 1325240112 1366475391 X -29667683 48422402 45299481 X false true X true false false LETTER CARRIER POLITICAL FUND 100 INDIANA AVE NW WASHINGTON DC 20001 521269023 0 3658468 true false false 5961192 2644368 3316824 7824683 5962287 1862396 11884127 6390898 5493229 10672449 PREMIUMS DUE & ACCRUED 151479139 RIGHT OF USE OF ASSETS 28565576 ACCRUED INTEREST & DIVIDENDS 4278049 DUE FROM RELATED ENTITIES 2622251 DEPOSITS 74088 INVESTMENT IN BUILDING CORP 26255727 213274830 0 BENEFITS INCURRED BUT UNPAID 265724958 POSTRETIREMENT BENEFITS 168984434 OPM SPECIAL RESERVE 32516945 DUE TO BRANCHES & STATES 865626 ACA FEES PAYABLE 696754 UNREALIZED LOSS ON SECURITIES 425777 LEASE LIABILITY 29653246 INTERCOMPANY PAYABLES 119946 498987686 X 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, 2024 and 2023, 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 Support AFL-CIO March on Washington 815 16TH STREET NW WASHINGTON DC 20006 530228178 501(c)(5) 25000 STATE UNITY FUND COALITIONS OF LABOR UNION WOMEN 815 Black Lives Matter Plz WASHINGTON DC 20006 237451023 501(C)(5) 10000 GENERAL SUPPORT NALC DISASTER RELIEF FUND 100 INDIANA AVE NW WASHINGTON DC 20001 831184866 501(C)(3) 275000 GENERAL support CLARK COUNTY FOOD BANK 6502 NE 47TH AVENUE VANCOUVER WA 98661 911307564 501(C)(3) 15000 Food Drive Support NATIONAL VOTE AT HOME INSTITUTE PO BOX 65752 WASHINGTON DC 20035 825515680 501(C)(3) 100000 GENERAL SUPPORT HAWAII EMPLOYEES LIFELINE PROGRAM 888 Mililani Street Honolulu HI 96813 455355817 501(C)(3) 10000 General Support NATIONAL ACTION NETWORK 106 W 145th Street New York NY 10039 113269182 501(c)(4) 20000 General Support OZARKS Food Harvest Inc PO Box 5746 Springfield MO 65801 431426384 501(C)(3) 15000 Food Drive Donation 6 3 JOHN T DONELON SCHOLARSHIPS 3 3000 WILLIAM C DOHERTY SCHOLARSHIPS 20 78000 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 James D Henry Vice President 199905 0 0 0 19903 0 197726 0 28240 0 445774 0 0 0 Nicole Rhine Secretary-Treasurer 203448 0 0 0 19873 0 116655 0 12763 0 352739 0 0 0 Paul Barner Executive Vice President 211596 0 0 0 19390 0 117163 0 1500 0 349649 0 0 0 Brian L Renfroe President 247125 0 0 0 24876 0 50030 0 15613 0 337644 0 0 0 Mack I Julion Sr Assistant Secretary-Treasurer 198576 0 0 0 19247 0 88374 0 29879 0 336076 0 0 0 Daniel E Toth Director of Retired Members 205435 0 0 0 16938 0 104204 0 1366 0 327943 0 0 0 William Jenkins Chief Engineer 166536 0 350 0 0 0 124083 0 27316 0 318285 0 0 0 James W Yates Director of Life Insurance 0 206036 0 0 0 13697 0 73997 0 22877 0 316607 0 0 Steve M Lassan NATL BUS AGT REGION 8 142291 0 0 0 13000 0 123715 0 26829 0 305835 0 0 0 Daniel P Versluis NATL BUS AGT REGION 4 142423 0 0 0 12916 0 132934 0 14763 0 303036 0 0 0 Christopher Jackson Director of City Delivery 206301 0 0 0 19542 0 72532 0 500 0 298875 0 0 0 Richard DiCecca NATL BUS AGT REGION 14 139241 0 0 0 16761 0 103149 0 29879 0 289030 0 0 0 Vada Preston NATL BUS AGT REGION 13 144623 0 0 0 14805 0 112256 0 12563 0 284247 0 0 0 Stephanie M Stewart Dir. Of Health Benefits 196974 0 0 0 29124 0 55471 0 0 0 281569 0 0 0 Manuel L Peralta Jr Director of Safety and Health 198266 0 0 0 20943 0 21299 0 29879 0 270387 0 0 0 Mark Camilli NATL BUS AGT REGION 11 142291 0 0 0 15823 0 77053 0 26829 0 261996 0 0 0 Koren Blalock Keller Chief of Staff 188922 0 900 0 90 0 31773 0 36771 0 258456 0 0 0 David A Teegarden NATL BUS AGT REGION 5 141541 0 0 0 16374 0 65965 0 27579 0 251459 0 0 0 Nicholas S Vafiades NATL BUS AGT REGION 2 138776 0 0 0 12702 0 55384 0 30344 0 237206 0 0 0 Michael Caref NATL BUS AGT REGION 3 142291 0 0 0 19271 0 47094 0 26828 0 235484 0 0 0 Brian E Thompson NATL BUS AGT REGION 12 142291 0 0 0 13772 0 44771 0 26829 0 227663 0 0 0 Thomas A Matthews REG ADMIN ASSISTANT 103611 0 0 0 9771 0 82980 0 29879 0 226241 0 0 0 Frederic Rotzler Director of Network Operations 156485 0 900 0 318 0 38532 0 28704 0 224939 0 0 0 Shawn D Boyd NATL BUS AGT REGION 10 140291 0 0 0 12444 0 41280 0 28829 0 222844 0 0 0 Patrick Johnson NATL BUS AGT REGION 7 142291 0 0 0 16262 0 35805 0 26829 0 221187 0 0 0 David L Mudd NATL BUS AGT REGION 6 146364 0 0 0 13529 0 56271 0 1411 0 217575 0 0 0 Hugh McElroy REG ADMIN ASSISTANT 105250 0 0 0 9498 0 68648 0 28240 0 211636 0 0 0 Roger Parent Dir. of Software Development 156250 0 900 0 1236 0 35230 0 16028 0 209644 0 0 0 Markeisha Lewis NATL BUS AGT REGION 1 147775 0 0 0 21372 0 32283 0 0 0 201430 0 0 0 Orlando Gonzalez REG ADMIN ASSISTANT 106661 0 0 0 9623 0 55546 0 26829 0 198659 0 0 0 Cliff Davidson NATL BUS AGT REGION 9 142291 0 0 0 12733 0 12148 0 26829 0 194001 0 0 0 Charles L Sexton REG ADMIN ASSISTANT 103661 0 0 0 9622 0 47086 0 29829 0 190198 0 0 0 Jerry A Hutson REG ADMIN ASSISTANT 103611 0 0 0 9485 0 46185 0 29879 0 189160 0 0 0 Monica Walker REG ADMIN ASSISTANT 108992 0 0 0 9808 0 56669 0 12564 0 188033 0 0 0 Anthony Perconte REG ADMIN ASSISTANT 40921 0 0 0 72503 0 42422 0 29469 0 185315 0 0 0 Ayowunmi Adenle Director of Finance 153363 0 800 0 138 0 30353 0 0 0 184654 0 0 0 Jeffrey Frazee REG ADMIN ASSISTANT 105646 0 0 0 9538 0 40805 0 27844 0 183833 0 0 0 Debra J Dixon REG ADMIN ASSISTANT 108993 0 0 0 9808 0 50588 0 12563 0 181952 0 0 0 Jason Karnopp REG ADMIN ASSISTANT 106661 0 0 0 9440 0 37661 0 26829 0 180591 0 0 0 William Jackson REG ADMIN ASSISTANT 104276 0 0 0 9403 0 37398 0 29214 0 180291 0 0 0 Anthony Ali REG ADMIN ASSISTANT 106117 0 0 0 9459 0 35648 0 27373 0 178597 0 0 0 Jay Laviolette REG ADMIN ASSISTANT 108164 0 0 0 9418 0 30936 0 28190 0 176708 0 0 0 James Frankford REG ADMIN ASSISTANT 111974 0 0 0 9872 0 23146 0 29240 0 174232 0 0 0 Kyle D Inosencio REG ADMIN ASSISTANT 105251 0 0 0 9375 0 30417 0 28238 0 173281 0 0 0 Tonya L Detrick REG ADMIN ASSISTANT 108719 0 0 0 9656 0 38674 0 16030 0 173079 0 0 0 Kenneth Janulewicz REG ADMIN ASSISTANT 106661 0 0 0 9433 0 29638 0 26829 0 172561 0 0 0 Allan Rios REG ADMIN ASSISTANT 103646 0 0 0 9356 0 29206 0 29844 0 172052 0 0 0 Larrissa A Parde REG ADMIN ASSISTANT 106661 0 0 0 9433 0 28794 0 26829 0 171717 0 0 0 Steven Wiley REG ADMIN ASSISTANT 106626 0 0 0 9430 0 27595 0 26898 0 170549 0 0 0 Gerald A Ugone REG ADMIN ASSISTANT 106423 0 0 0 9997 0 36272 0 15133 0 167825 0 0 0 Chris Strickland REG ADMIN ASSISTANT 105250 0 0 0 9316 0 28463 0 24240 0 167269 0 0 0 Colleen Karnthong REG ADMIN ASSISTANT 108273 0 0 0 9621 0 33238 0 13283 0 164415 0 0 0 Joel Malkush REG ADMIN ASSISTANT 106661 0 0 0 9471 0 19926 0 26829 0 162887 0 0 0 David L Kennedy REG ADMIN ASSISTANT 112146 0 0 0 9719 0 40607 0 0 0 162472 0 0 0 John D Robles REG ADMIN ASSISTANT 112146 0 0 0 10069 0 40189 0 0 0 162404 0 0 0 Bruce Didriksen NATL BUS AGT REGION 15 145102 0 0 0 13438 0 -9022 0 12083 0 161601 0 0 0 Christy M Bowers REG ADMIN ASSISTANT 108473 0 0 0 9718 0 30154 0 13083 0 161428 0 0 0 Dexter L Lester REG ADMIN ASSISTANT 103583 0 0 0 9327 0 18471 0 29907 0 161288 0 0 0 Ronnie R Roush REG ADMIN ASSISTANT 108993 0 0 0 9679 0 29368 0 12563 0 160603 0 0 0 Michael P Brim REG ADMIN ASSISTANT 109473 0 0 0 9633 0 22601 0 12083 0 153790 0 0 0 Benjamin Paul REG ADMIN ASSISTANT 113796 0 0 0 494 0 14846 0 24299 0 153435 0 0 0 Leo Zachwieja REG ADMIN ASSISTANT 109096 0 0 0 9719 0 30101 0 3050 0 151966 0 0 0 Coby P Jones REG ADMIN ASSISTANT 108615 0 0 0 10075 0 29453 0 3530 0 151673 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: $2,735,172 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. ANNA MUDD SEE PART V SUPPLEMENTAL 112205 WAGES false Christina Davidson SEE PART V SUPPLEMENTAL 112205 WAGES false Timothy R Adelman SEE PART V SUPPLEMENTAL 82684 WAGES false PART IV, COLUMN (B) - RELATIONSHIP BETWEEN INTERESTED PERSON & THE ORG. ANNA MUDD - FAMILY MEMBER OF DAVID MUDD, OFFICER OF NALC CHRISTINA DAVIDSON - FAMILY MEMBER OF CLIFF DAVIDSON, OFFICER OF NALC TIMOTHY R ADELMAN - FAMILY MEMBER OF STEPHANIE STEWART, 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 their 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. 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 2022 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: $2,906,366 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: $ (13,910,103) HEALTH BENEFIT PLAN POSTRETIREMENT-RELATED CHANGES 56,921,467 REDUCTION IN OPM SPECIAL RESERVE (1,506,551) UNION POSTRETIREMENT-RELATED CHANGES 3,794,668 NET GAIN ON SUBSIDIARY ------------- $ 45,299,481 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 AVENUE 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 AVENUE NW WASHINGTON DC 20001 620476257 BENEFIT FUND TN 501(C)(5) NALC true NALC BUILDING CORPORATION 100 INDIANA AVENUE 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 275000 CASH NALC ANNUITY TRUST FUND R 9380854 ACTUARY NALC HEALTH BENEFIT PLAN FOR EMPLOYEES R 12233174 PREMIUM BILLING UNITED STATES LETTER CARRIERS MUTUAL BENEFIT R 903969 PREMIUM BILLING