1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES (EIN 13-1628401)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-16
IRS object ID: 202033219349312953
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-16T13:21:24-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	345 Park Avenue	AddressLine1Txt
City	New York	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	101540102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	131628401	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	1199SEIU NATIONAL BENEFIT FUND FOR	BusinessNameLine1Txt
Business Name Line2	HEALTH AND HUMAN SERVICE EMPLOYEES	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% MERCEDES MAMBRU	InCareOfNm
Business Name Control	1199	BusinessNameControlTxt
Phone	6464736336	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 842	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10108	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MERCEDES MAMBRU	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	6464736336	PhoneNum
Signature	2020-11-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID M HIGHFILL	PreparerPersonNm
PTIN	P01517891	PTIN
Phone	2127589700	PhoneNum
Preparation	2020-11-16	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	127.0.0.1	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	13407320203215000087	FederalOriginalSubmissionId
Federal Original Submission Id	2020-11-16	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	F7E791049FCEE4943A341CCA4F642AE72B60D2A0	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9A787ECE391EA6D2706409A91BA1BFFEBAFC1C1E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	mercedes mambru	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 842	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10108	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,745,371,487	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	HTTP://1199SEIUBENEFITS.ORG	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1949	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS AND THEIR ELIGIBLE DEPENDENTS.	ActivityOrMissionDesc
Voting Members Governing Body	34	VotingMembersGoverningBodyCnt
Voting Members Independent	34	VotingMembersIndependentCnt
Total Employee	1398	TotalEmployeeCnt
Total Volunteers	34	TotalVolunteersCnt
Total Gross UBI	-$30,068	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$32,068	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$1,551,579,666	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,707,733,388	CYProgramServiceRevenueAmt
PY Investment Income	$13,523,153	PYInvestmentIncomeAmt
CY Investment Income	$37,638,099	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,565,102,819	PYTotalRevenueAmt
CY Total Revenue	$1,745,371,487	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$1,612,620,609	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$1,791,831,693	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$68,170,778	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$69,460,436	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$48,828,257	PYOtherExpensesAmt
CY Other Expenses	$68,056,292	CYOtherExpensesAmt
PY Total Expenses	$1,729,619,644	PYTotalExpensesAmt
CY Total Expenses	$1,929,348,421	CYTotalExpensesAmt
PY Revenues Less Expenses	-$164,516,825	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$183,976,934	CYRevenuesLessExpensesAmt
Total Assets BOY	$709,556,249	TotalAssetsBOYAmt
Total Assets EOY	$589,191,076	TotalAssetsEOYAmt
Total Liabilities BOY	$381,570,760	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$459,524,066	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$327,985,489	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$129,667,010	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS AND THEIR ELIGIBLE DEPENDENTS; SEE SCHEDULE O.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	FORM 990, PART III, LINE 4A: THOUGH THE FUND DOES NOT UNDERTAKE PROGRAM SERVICES AND DOES NOT REPORT ANY EXPENSES ON FORM 990, PART IX, COL (B), IT PROVIDES HEALTH & WELFARE BENEFITS TO APPROXIMATELY 154,597 MEMBERS AND THEIR ELIGIBLE DEPENDENTS.	Desc
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	16637	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1398	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	JA	ForeignCountryCd
Foreign Country	IS	ForeignCountryCd
Foreign Country	MY	ForeignCountryCd
Foreign Country	CO	ForeignCountryCd
Foreign Country	ID	ForeignCountryCd
Foreign Country	HU	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	34	GoverningBodyVotingMembersCnt
Independent Voting Member	34	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MERCEDES MAMBRU	PersonNm
Phone	6464736336	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 842	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10108	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
LORRAINE MONCHAK
CHIEF INVESTMENTS OFFICER	14.0	8.0	Yes (X)	$458,202	$463,844	$500,426
MITRA BEHROOZI
EXECUTIVE OFFICER	14.0	8.0	Yes (X)	$289,588	$293,155	$323,397
DONNA S REY
CHIEF OPERATING OFFICER	14.0	8.0	Yes (X)	$240,430	$238,198	$264,544
BRANDY D SHILOH
CHIEF OF STAFF - STRATEGIC OPS	14.0	4.0		$205,464	$203,556	$231,246	Yes (X)
JEFFREY STEIN
FUND COUNSEL	14.0	8.0		$205,502	$208,033	$223,978	Yes (X)
STACEY MILLMAN
CHIEF COMMUNICATION OFFICER	14.0	8.0		$181,438	$183,673	$197,530	Yes (X)
VAN H DUNN
CHIEF MEDICAL OFFICER	14.0	4.0	Yes (X)	$173,934	$176,077	$200,825
DILAY ALTINER
NBF - Portfolio Manager	1.0	4.0		$11,324	$287,761	$135,785	Yes (X)
JOSHUA SORENSEN
NBF-INVESTMENT ANALYST	1.0	0.0		$11,088	$281,773	$132,050	Yes (X)
SAMUEL HELLER
CHIEF FINANCIAL OFFICER	14.0	8.0	Yes (X)	$109,177	$108,163	$98,673
David Brodsky
EMPLOYER TRUSTEE	1.0	2.0		$0	$0	$0		Yes (X)
Jeffrey Cohen
EMPLOYER TRUSTEE	1.0	3.0		$0	$0	$0		Yes (X)
Rebecca Gordon
EMPLOYER TRUSTEE	1.0	4.0		$0	$0	$0		Yes (X)
Howard Green
EMPLOYER TRUSTEE (END:1/19)	1.0	0.0		$0	$0	$0		Yes (X)
Bruce McIver
EMPLOYER TRUSTEE (END: 1/19)	1.0	4.0		$0	$0	$0		Yes (X)
Michael N Rosenblut
EMPLOYER TRUSTEE	1.0	0.0		$0	$0	$0		Yes (X)
Carmen Suardy
EMPLOYER TRUSTEE (END: 8/19)	1.0	1.0		$0	$0	$0		Yes (X)
Audrey Wathen
EMPLOYER TRUSTEE	1.0	2.0		$0	$0	$0		Yes (X)
Stacie Williams
EMPLOYER TRUSTEE	1.0	0.0		$0	$0	$0		Yes (X)
Keith Wolf
EMPLOYER TRUSTEE	1.0	0.0		$0	$0	$0		Yes (X)
JAMES CAREY
Employer Trustee	1.0	1.0		$0	$0	$0		Yes (X)
Guy Mennonna
Employer Trustee	1.0	2.0		$0	$0	$0		Yes (X)
Susan Bornstein
Employer Trustee	1.0	0.0		$0	$0	$0		Yes (X)
Jordy Rabinowitz
Employer Trustee	1.0	0.0		$0	$0	$0		Yes (X)
Norma Amsterdam
UNION TRUSTEE	1.0	4.0		$0	$0	$0		Yes (X)
Yvonne Armstrong
UNION TRUSTEE	1.0	5.0		$0	$0	$0		Yes (X)
Lisa Brown
UNION TRUSTEE	1.0	1.0		$0	$0	$0		Yes (X)
Maria Castaneda
UNION TRUSTEE	1.0	4.0		$0	$0	$0		Yes (X)
George Gresham
UNION TRUSTEE	1.0	3.0		$0	$0	$0		Yes (X)
Steve Kramer
UNION TRUSTEE	1.0	3.0		$0	$0	$0		Yes (X)
Joyce Neil
UNION TRUSTEE	1.0	2.0		$0	$0	$0		Yes (X)
Bruce Popper
UNION TRUSTEE (END: 7/19)	1.0	0.0		$0	$0	$0		Yes (X)
Helen Schaub
UNION TRUSTEE	1.0	0.0		$0	$0	$0		Yes (X)
Laurie Vallone
UNION TRUSTEE (END:6/19)	1.0	1.0		$0	$0	$0		Yes (X)
Estela Vazquez
UNION TRUSTEE (END: 6/19)	1.0	2.0		$0	$0	$0		Yes (X)
jacqueline alleyne
union trustee	1.0	0.0		$0	$0	$0		Yes (X)
Michael Ashby
UNION TRUSTEE	1.0	1.0		$0	$0	$0		Yes (X)
Veronica Turner
Union Trustee	1.0	2.0		$0	$0	$0		Yes (X)
Victor Rivera
Union Trustee	1.0	0.0		$0	$0	$0		Yes (X)
Nadine Williamson
Union Trustee	1.0	0.0		$0	$0	$0		Yes (X)
Mary DiGangi
EMPLOYER TRUSTEE	1.0	1.0		$0	$0	$0		Yes (X)
Brian P Mitchell
EMPLOYER TRUSTEE	1.0	0.0		$0	$0	$0		Yes (X)
Paul Stuart
EMPLOYER TRUSTEE	1.0	3.0		$0	$0	$0		Yes (X)
Patrick Forde
UNION TRUSTEE	1.0	0.0		$0	$0	$0		Yes (X)
AUSTIN BENDER
EMPLOYER TRUSTEE (BEGAN: 8/19)	1.0	2.0		$0	$0	$0		Yes (X)
MARC KRAMER
EMPLOYER TRUSTEE (BEGAN: 1/19)	1.0	5.0		$0	$0	$0		Yes (X)
BARBARA LOGAN
EMPLOYER TRUSTEE (BEGAN: 8/19)	1.0	2.0		$0	$0	$0		Yes (X)
TRACEY HARRISON
UNION TRUSTEE (BEGAN: 6/19)	1.0	0.0		$0	$0	$0		Yes (X)
ANTONIO HOWELL
UNION TRUSTEE (BEGAN: 6/29)	1.0	0.0		$0	$0	$0		Yes (X)
MARIA KERCADO
UNION TRUSTEE (BEGAN: 6/19)	1.0	3.0		$0	$0	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,886,147	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$2,444,233	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,308,454	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	37	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CUSHMAN WAKEFIELD INC
1290 AVENUE OF THE AMERICAS	NEW YORK	NY	10104	OTHER FEES	$29,735,687
MEDCO HEALTH SOLUTIONS INC
100 PARSONS POND DRIVE	FRANKLIN LAKES	NJ	07047	CLAIMS PROCESSING	$6,158,802
CARE ALLIES
CIGNA BEHAVIORAL HEALTH PO BOX 145	MINNEAPOLIS	MN	554857307	CLAIMS PROCESSING	$3,038,400
VITECH SYSTEMS GROUP INC
401 PARK AVE SOUTH 12TH FL	NEW YORK	NY	10016	RECORDKEEPING & I M	$2,286,388
SHI-INTERNATIONAL CORP
1111 OLD EAGLE SCHOOL ROAD	WAYNE	PA	19087	OTHER SERVICES	$1,939,351

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	91	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER PLAN CONTRIBUTIONS	$1,702,627,119	$1,702,627,119
COBRA CONTRIBUTIONS	$2,760,254	$2,760,254
INTEREST/CHARGES EMPLOYER DELINQUENCIES	$2,346,015	$2,346,015

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,707,733,388	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,610,337	TotalRevenueColumnAmt
Unrelated Business Revenue	-$30,068	UnrelatedBusinessRevenueAmt
Exclusion	$3,640,405	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$34,027,762	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$34,027,762	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,027,762	TotalRevenueColumnAmt
Exclusion	$34,027,762	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,745,371,487	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,707,733,388	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$30,068	UnrelatedBusinessRevenueAmt
Exclusion	$37,668,167	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$1,791,831,693	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,105,681	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$43,265,919	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,701,990	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$14,906,913	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,479,933	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,149,055	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$429,881	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$231,366	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,481,888	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,084,779	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,762,789	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$15,750,962	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$228,600	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,086,174	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$800,828	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
PRESCRIPTION ADMIN CHARGES	$4,020,213
MANAGED CARE - PRECERT	$2,817,412
MVP ADMIN CHARGES	$970,775
STRAIGHT-LINE LEASE	$22,915,130

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$326,440	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,929,348,421	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$46,024,746	BOYAmt
EOY	$73,286,589	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$192,429,147	BOYAmt
EOY	$202,049,751	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,110,601	BOYAmt
EOY	$12,292,705	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$178,589,150	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$153,247,657	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$37,019,401	BOYAmt
EOY	$25,341,493	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$28,340,570	BOYAmt
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$335,862,291	BOYAmt
EOY	$144,758,375	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$59,769,493	BOYAmt
EOY	$131,462,163	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$709,556,249	BOYAmt
EOY	$589,191,076	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$20,277,229	BOYAmt
EOY	$31,257,070	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$361,293,531	BOYAmt
EOY	$428,266,996	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$381,570,760	BOYAmt
EOY	$459,524,066	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$327,985,489	BOYAmt
EOY	$129,667,010	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$327,985,489	BOYAmt
EOY	$129,667,010	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$709,556,249	BOYAmt
EOY	$589,191,076	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$183,976,934	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$21,511,130	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$7,169,585	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$64,200,760	OtherCostOrOtherBasisAmt
Depreciation	$62,258,739	DepreciationAmt
Book Value	$1,942,021	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$109,097,230	OtherCostOrOtherBasisAmt
Depreciation	$86,021,365	DepreciationAmt
Book Value	$23,075,865	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,291,160	OtherCostOrOtherBasisAmt
Depreciation	$4,967,553	DepreciationAmt
Book Value	$323,607	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$25,341,493	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
CASH AND CASH EQUIVALENT	$188,738	F
GOVERNMENT BONDS	$37,526,935	F
HEDGE FUND	$502,130	F
GOVERNMENT AGENCY SECURITY	$38,136,621	F
INVESTMENT IN 3BF PARTNERS LLC	$68,403,951	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$144,758,375	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
ACCRUED INVESTMENT INCOME	$316,759
DUE FROM PHARMACY & OTHER	$50,049,970
DUE FROM BROKERS	$62,532
DUE FROM RELATED ENTITIES	$25,996,963
ADVANCE TRAINING INITIATIVE	$13,973,254
LEASE INCENTIVE RECEIVABLE	$41,062,685

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$131,462,163	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
LEASE INCENTIVE OBLIGATION	$39,961,808
DUE TO BROKERS	$62,617
DUE TO RELATED ENTITIES	$60,842,342
BENEFIT OBLIGATIONS	$247,068,534
DUE TO EMPLOYER	$56,315,688
STRAIGHT-LINE RENT LIABILITY	$24,016,007

Field	Value	IRS element (for citing)
Total Liability	$428,266,996	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,723,628,991	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$21,511,130	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$21,511,130	RevenueNotReportedAmt
Revenue Subtotal	$1,745,140,121	RevenueSubtotalAmt
Investment Expenses Not Incld	$231,366	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$231,366	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,745,371,487	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,929,117,055	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$1,929,117,055	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$231,366	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$231,366	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,929,348,421	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FIN 48 FOOTNOTE	FormAndLineReferenceDesc
Explanation	FORM 990, SCHEDULE D, PART X, LINE 2 U.S. GAAP require Plan management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the organization 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, 2019, there are no uncertain positions taken or expected to be taken that would require recognition of liability (or asset) or disclosure in financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to federal income tax examinations for years prior to 2016.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MITRA BEHROOZI
EXECUTIVE OFFICER	$272,333	$275,687	$0	$0	$17,255	$17,468	$108,910	$34,737	$89,325	$90,425	$487,823	$418,317	$0	$0
VAN H DUNN
CHIEF MEDICAL OFFICER	$164,393	$166,418	$0	$0	$9,541	$9,659	$71,350	$20,969	$53,921	$54,585	$299,205	$251,631	$0
LORRAINE MONCHAK
CHIEF INVESTMENTS OFFICER	$440,876	$446,305	$0	$0	$17,326	$17,539	$153,197	$56,234	$144,607	$146,388	$756,006	$666,466	$0	$0
DONNA S REY
CHIEF OPERATING OFFICER	$224,710	$222,624	$0	$0	$15,720	$15,574	$89,767	$28,051	$73,705	$73,021	$403,902	$339,270	$0	$0
BRANDY D SHILOH
CHIEF OF STAFF - STRATEGIC OPS	$200,008	$198,151	$0	$0	$5,456	$5,405	$75,682	$24,967	$65,603	$64,994	$346,749	$293,517	$0	$0
STACEY MILLMAN
CHIEF COMMUNICATION OFFICER	$165,671	$167,711	$0	$0	$15,767	$15,962	$67,049	$21,132	$54,340	$55,009	$302,827	$259,814	$0	$0
JOSHUA SORENSEN
NBF-INVESTMENT ANALYST	$11,012	$279,846	$0	$0	$76	$1,927	$1,388	$35,261	$3,612	$91,789	$16,088	$408,823	$0	$0
JEFFREY STEIN
FUND COUNSEL	$188,531	$190,853	$0	$0	$16,971	$17,180	$75,492	$24,048	$61,838	$62,600	$342,832	$294,681	$0	$0
SAMUEL HELLER
CHIEF FINANCIAL OFFICER	$109,177	$108,163	$0	$0	$0	$0	$13,756	$13,629	$35,810	$35,478	$158,743	$157,270	$0	$0
DILAY ALTINER
NBF - Portfolio Manager	$11,324	$287,761	$0	$0	$0	$0	$1,427	$36,258	$3,714	$94,386	$16,465	$418,405	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

COMPENSATION ALLOCATION

FORM 990, SCHEDULE J, PART II ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY THE 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES (NBF) FOR THEIR SERVICES PERFORMED FOR ALL 1199SEIU FUNDS. THEIR SALARY IS THEN ALLOCATED TO EACH FUND BASED AN ALLOCATION STUDY AND IS REPORTED AS IF PAID BY THE FILING ORGANIZATION. THE AMOUNT REPORTED IN SCHEDULE J, PART II, LINE (I)REPRESENTS THE AMOUNT ALLOCATED TO NBF AND THE AMOUNTS REPORTED ON LINE (II) REPRESENT THE TOTAL SALARY AND BENEFITS RECEIVED FOR SERVICES PROVIDED TO ALL 1199SEIU FUNDS.

THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED

RETIREMENT PLAN AND RECEIVED DEFERRED CONTRIBUTIONS DURING 2019: MITRA BEHROOZI $74,596 LORRAINE MONCHAK $97,647 VAN H DUNN $50,636 DONNA S REY $61,453 JEFFREY STEIN $51,737 BRANDY D SHILOH $50,481 STACEY MILLMAN $46,174 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COL C.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
UNRELATED BUSINESS INCOME TAX	UNDER INTERNAL REVENUE CODE (IRC) SECTION 419A(F)(5)(A), COLLECTIVE BARGAINING AGREEMENTS ARE EXEMPT FROM ACCOUNT LIMIT REQUIREMENTS SET UNDER IRC SECTION 419A(C), AND ARE THEREFORE NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX UNDER IRC SECTION 512(A)(3) ON ITS EXEMPT FUNCTION INCOME.
BUSINESS RELATIONSHIP	FORM 990, PART VI, LINE 2 ALL OF THE UNION TRUSTEES ARE ALSO EMPLOYEES OF 1199SEIU (THE UNION) AND THEREFORE HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER.
POWER TO ELECT	FORM 990, PART VI, LINES 7A THE UNION TRUSTEES ARE APPOINTED BY 1199SEIU UNITED HEALTHCARE WORKERS EAST, AND THE EMPLOYER TRUSTEES ARE APPOINTED BY THE LEAGUE OF VOLUNTARY HOSPITALS AND HOMES OF NEW YORK.
REVIEW OF FORM 990	FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND FINANCE TEAM REVIEW THE DRAFT FORM 990 AND CONFER WITH THE ACCOUNTANTS AND LEGAL COUNSEL TO ENSURE THE ACCURACY OF THE RETURN. ANY CONCERNS ARE NOTED AND ADDRESSED AND MANAGEMENT ENSURES THAT THE CHANGES ARE INCORPORATED IN THE FORM 990. THE COMPLETED FORM 990 IS THEN SIGNED BY ON OFFICER.
CONFLICT OF INTEREST POLICY	FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE OR UPDATE TO THE EXECUTIVE DIRECTOR, OR DESIGNEE, THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTERESTS. FOR EACH INTEREST DISCLOSED BY A TRUSTEE, THE EXECUTIVE DIRECTOR OR DESIGNEE WILL DETERMINE WHETHER TO (A) TAKE NO ACTION (B) ASSURE FULL DISCLOSURE TO THE TRUSTEES (C) ASK THE TRUSTEE TO BE RECUSED FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS; AND/OR (D) ASK THE TRUSTEE TO RESIGN. REGARDING EMPLOYEES, COMPLETED CONFLICTS OF INTEREST DISCLOSURE FORMS WILL BE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT AND DISCLOSED CONFLICTS WILL BE REVIEWED BY HUMAN RESOURCES management.
COMPENSATION REVIEW	FORM 990, PART VI, SECTION B, LINE 15A AND 15B COMPENSATION FOR ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE FUND IS DETERMINED BY THE CROSS FUNDS COMPENSATION COMMITTEE (THE "COMMITTEE"), COMPRISED OF INDEPENDENT MEMBERS. THE COMMITTEE UTILIZES APPROPRIATE DATA AS TO COMPARABILITY IN ITS DETERMINATIONS, INCLUDING INFORMATION PROVIDED BY INDEPENDENT COMPENSATION CONSULTANTS. THE COMMITTEE DOCUMENTS THE BASIS FOR ANY COMPENSATION DETERMINATIONS CONTEMPORANEOUSLY IN THE MINUTES OF THE COMMITTEE. THE COMMITTEE DETERMINES COMPENSATION PERIODICALLY AS IT DEEMS APPROPRIATE.
PUBLIC DISCLOSURE	FORM 990, PART VI, SECTION C, LINE 19 SUMMARY PLAN DESCRIPTIONS AND FINANCIAL REPORTS ARE MADE PUBLIC PURSUANT TO IRS REQUIREMENTS. WRITTEN REQUESTS FOR OTHER INFORMATION WILL BE FORWARDED TO GENERAL COUNSEL'S OFFICE FOR CONSIDERATION.
RELATED ORGANIZATION COMPENSATION	FORM 990, PART VII, SECTION A, LINE 1 THE EMPLOYER TRUSTEES REPORTED ON PART VII MAY HAVE RECEIVED COMPENSATION FROM A RELATED TAX-EXEMPT ORGANIZATION REPORTED IN SCHEDULE R, PART II. WITH VERY LIMITED EXCEPTION, NO ONE RESPONDED TO THE REQUEST MADE FOR COMPENSATION INFORMATION. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 CHANGE IN BENEFITS REPORTED & PAID $7,169,585

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (245 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd
1199SEIU HEALTH CARE EMPL PENSION FUND
330 WEST 42ND STREET	NEW YORK	NY	10036	133604862	PENSION FUND	NY	401(A)	NA	false
1199SEIU JOB SECURITY FUND
330 WEST 42ND STREET	NEW YORK	NY	10036	133712851	BENEFIT FUND	NY	501(C)(9)	NA	false
1199SEIU LEAGUE RN TRAINING & JSF
330 WEST 42ND STREET	NEW YORK	NY	10036	133946135	EDUC TRAINING	NY	501(C)(9)	NA	false
1199SEIU LABOR MANAGEMENT INITIATIVES
330 WEST 42ND STREET	NEW YORK	NY	10036	133800331	LABOR MNGT	NY	501(C)(5)	NA	false
1199SEIU LOCAL EMPLOYER CHILD CARE FUND
330 WEST 42ND STREET 2 FL	NEW YORK	NY	10036	133641466	CHILDCARE	NY	501(C)(9)	NA	false
1199SEIU HEALTHCARE INDUSTRY GRANT CORP
330 WEST 42ND STREET	NEW YORK	NY	10036	144197609	HEALTHCARE	NY	501(C)(3)	NA	false	9
1199SEIU LICENSED PRACTICAL NURSE WF
330 WEST 42ND STREET	NEW YORK	NY	10036	132623987	BENEFIT FUND	NY	501(C)(9)	NA	false
1199SEIU EMPLOYER CHILD CARE CORP
330 WEST 42ND STREET	NEW YORK	NY	10036	134063281	DAY CARE CNTR	NY	501(C)(3)	NA	false	7
1199SEIU UNITED HEALTHCARE WORKERS EAST
330 WEST 42ND STREET	NEW YORK	NY	10036	131510821	LABOR UNION	NY	501(C)(5)	NA	false
Amsterdam Nursing Home Corp
											N/A
Andrus on Hudson (Ward Clerks)
											N/A
Andrus Pavilion Riverside Healthcare
											N/A
Andrus-on-Hudson (LPN)
											N/A
Angelo J Melillo Center
											N/A
Anthony L Jordan
											N/A
Bay Park Center For Nursing And Rehabili
											N/A
Bethel Home - Croton-on-Hudson
											N/A
Bethel Home - Ossining
											N/A
Block Institute
											N/A
Bon Secours Community
											N/A
Bon Secours Community (RN)
											N/A
Bridge Incorporated
											N/A
Brookdale (Midwives)
											N/A
Brookdale Hospital
											N/A
Brookdale Hospital (RN)
											N/A
Brooklyn Gardens
											N/A
Brooklyn Hospital Center
											N/A
Brooklyn Hospital Center (144)
											N/A
Brooklyn United Methodist Home
											N/A
Brownsville Multiservice
											N/A
Buena Vida Continuing Care
											N/A
Cabrini of Westchester
											N/A
Carmel Richmond Nursing And Rehab Ctr
											N/A
Catskill Regional Medical
											N/A
CenterLight Health System fka Beth Abrah
											N/A
Central Nassau Guidance
											N/A
Cerebral Palsy Associations
											N/A
Chapin Home For The Aging
											N/A
Children'S Rehabilitation Cntr
											N/A
Columbia University Cafeteria
											N/A
Columbia University Clericals
											N/A
Community Agency For Senior Citizens
											N/A
Community Health Center Of Richmond
											N/A
Comm Resource Ctr for Dev Disabled
											N/A
Community Service Society
											N/A
Corizon Health
											N/A
District 1199 Rochester
											N/A
Dobbs Ferry Pavilion FKA Community Hospi
											N/A
Door The
											N/A
E Harlem Council For Human svcs-school
											N/A
Eastern Long Island
											N/A
Eastern Long Island (RN)
											N/A
Eger Health Care (RN)
											N/A
Eger Health Care Center
											N/A
Elizabeth Seton Pediatric Center
											N/A
Faculty Student Associates at Stony Broo
											N/A
Federal Defenders of New York
											N/A
Ferncliff Nursing Home
											N/A
Ferncliff Nursing Home(RN)
											N/A
Findlay House
											N/A
Flushing Hospital Medical Cntr
											N/A
Flushing House
											N/A
Fordham Tremont Community
											N/A
Glen Arden Inc
											N/A
Glen Cove Center
											N/A
Glen Island Care Center
											N/A
Good Samaritan Hospital
											N/A
Good Samaritan Hospital (RN)
											N/A
Graham-Windham Services
											N/A
Greater Harlem Nursing Home
											N/A
Greenwich House Inc
											N/A
Guidance Center of Brooklyn
											N/A
H-CAP
											N/A
Hebrew Home-Riverdale
											N/A
Hebrew Home-Riverdale (RN)
											N/A
Helen Keller National Center for Deaf-Bl
											N/A
Hempstead Park Nursing Home
											N/A
Hudson River Healthcare
											N/A
Incarnation Children's Center
											N/A
Independent Living Association
											N/A
Institute for Family Health
											N/A
Interfaith Medical Center
											N/A
Isabella Geriatric Center
											N/A
Isabella Geriatric Center (RN)
											N/A
Jack D Weiler Hospital
											N/A
Jamaica Hos Nursing Home (RN)
											N/A
Jamaica Hospital
											N/A
Jamaica Hospital (RN)
											N/A
Jamaica Hospital Nursing Home
											N/A
JASA Senior Housing
											N/A
Jewish Home Lifecare Manhattan (Aged)
											N/A
Jewish Home Lifecare Sarah Neuman CTR
											N/A
Jewish Home LifecareSarah Neuman CTR RN
											N/A
John A Coleman School
											N/A
Joseph P Addabbo Health Center
											N/A
Kingsbrook Jewish
											N/A
Lawrence Hospital Center
											N/A
Legal Aid Society
											N/A
Lenox Hill Neighborhood House
											N/A
Long Island Jewish
											N/A
Lutheran Care Center
											N/A
Lutheran Medical Center
											N/A
Maimonides Medical Center
											N/A
Margaret Tietz Center
											N/A
Marist College
											N/A
BRONXCARE MLK JR HEALTH CENTER
											N/A
Mary Manning Walsh
											N/A
Mary Manning Walsh (RN)
											N/A
Maternity Infant Care
											N/A
Medical Arts Hospital
											N/A
MediSys Ambulance Service Inc
											N/A
Menorah Home-Manhattan Beach
											N/A
Mercy Home For Children
											N/A
Montefiore - Mount Vernon
											N/A
Montefiore - New Rochelle
											N/A
Montefiore Medical Center
											N/A
Montefiore Medical Center-School Hlth Pr
											N/A
Montefiore North
											N/A
Montefiore North (RN)
											N/A
Montefiore Schaffer Extended Care Center
											N/A
Montefiore-New Rochelle (Pro)
											N/A
Morrison Senior Living Terence Cardinal
											N/A
Mount Sinai Beth Israel
											N/A
Mount Sinai Beth Israel (RN)
											N/A
Mount Sinai Beth Israel Brooklyn
											N/A
Mount Sinai Beth Israel Brooklyn
											N/A
Mount Sinai Beth Israel Brooklyn (RN)
											N/A
Mount Sinai Beth Israel-DOCS
											N/A
Mount Sinai Hospital Of Queens (RN)
											N/A
Mount Sinai Hospital Of Queens
											N/A
Mount Sinai Medical Center
											N/A
Mount Sinai Roosevelt (LPN)
											N/A
Mount Sinai Roosevelt Hospital
											N/A
Mount Sinai Saint Luke's
											N/A
Mt Sinai Beth Israel Comprehensive Canc
											N/A
Nathan Littauer Hospital
											N/A
New York Blood Center
											N/A
New York City Criminal Justice
											N/A
New York Community Hospital
											N/A
New York Community Hospital Rn
											N/A
New York Gracie Square
											N/A
New York Medical College
											N/A
New York Methodist Hospital
											N/A
New York Presbyterian - Queens
											N/A
New York Presbyterian Hospital
											N/A
New York Presbyterian Lower Manhattan
											N/A
New York UniversityAffiliates
											N/A
New York UniversityTisch-Rusk
											N/A
Northern Manor
											N/A
Northern Manor (RN)
											N/A
Northern Westchester Hospital
											N/A
Northside Center For Child
											N/A
NYU - Hospital for Joint Diseases (RN)
											N/A
Nyu Residual And Lab Research Unit
											N/A
NYU-Hospital for Joint Diseases
											N/A
Orange Regional Medical Center
											N/A
Park Care Pavilion
											N/A
Park Care Pavilion (RN)
											N/A
Parker Jewish Institute for Health Care
											N/A
Peconic Bay Medical Center
											N/A
Physician Affiliate Group of New York
											N/A
Physicians Affiliate Group of New York-H
											N/A
Physicians Affiliate Group of NY - Metro
											N/A
Project CareerSebnc
											N/A
Providence Rest Nursing Home
											N/A
Puerto Rican Family Institute
											N/A
Putnam Hospital Center
											N/A
React
											N/A
Rebekah Rehab & Extended Care Center
											N/A
Richmond Center for Rehabilitation
											N/A
Richmond U Med Ctr
											N/A
Richmond U Med Ctr (Pro)
											N/A
Richmond U Med Ctr (Pt)
											N/A
Rogosin Institute FKA Nephrology Foundat
											N/A
Rutland Nursing Home dba David Minkin Re
											N/A
RyanChelsea - Clinton
											N/A
Ryan-Nena Community Health Ctr
											N/A
Saint Barnabas Hospital
											N/A
Saint Barnabas Hospital (RN)
											N/A
Saint John'S Episcopal
											N/A
Saint John'S Episcopal (RN)
											N/A
Saint Joseph Hospital
											N/A
Saint Joseph's Medical Center
											N/A
Saint Joseph's Medical Center - Yonkers
											N/A
Saint Luke'S Cornwall Hospital
											N/A
Saint Mary'S Episcopal Center
											N/A
Saint Patrick'S Home
											N/A
Saint Vincent De Paul
											N/A
Saint Vincent's - USFHP Health Centers
											N/A
Saint Vincent's-Manhattan
											N/A
Saints Joachim And Anne
											N/A
Sayville Nursing and Rehabilitation Cent
											N/A
Schulman Institute (RN) For
											N/A
Schulman Institute For Nursing & Rehab
											N/A
Seagate Nursing and Rehab Ctr FKA Shor
											N/A
SEIU Communications Center LLC
											N/A
Service Employees Pension Fund
											N/A
Services For The Underserved
											N/A
Shield Institute
											N/A
Silvercrest Center for Nursing and Rehab
											N/A
Somers Manor Nursing Home
											N/A
South Oaks Hospital
											N/A
South Shore Child Guidance
											N/A
STONY BROOK SOUTHAMPTON HOSPITAL
											N/A
STONY BROOK SOUTHAMPTON HOSPITAL (RN)
											N/A
Southeast Nassau Guidance
											N/A
Southside Hospital
											N/A
Strong Memorial Hospital
											N/A
Suffolk Center For Rehab (Fka Patchogue
											N/A
Terence Cardinal Cooke
											N/A
The Child Center Of NY
											N/A
The Grove at Valhalla Rehab & Nursing
											N/A
Union Community Health Center
											N/A
United Cerebral Palsy-Suffolk
											N/A
United Hebrew Geriatric Center
											N/A
University Consultation Center
											N/A
University of Rochester
											N/A
Vassar Brothers Medical center
											N/A
Vassar College
											N/A
Village Center For Care
											N/A
Vip Community Services Inc
											N/A
Visiting Nurse Service Of Ny
											N/A
Wartburg Adult Care Center
											N/A
Wartburg Lutheran - Mt Vernon
											N/A
White Plains Hospital
											N/A
William F Ryan Community
											N/A
Willow Towers
											N/A
Woodhull Medical Group Pc
											N/A
Worksite Wellness Program Pc
											N/A
Wyckoff Heights Hospital
											N/A
Wyckoff Heights Hospital (144)
											N/A
Wyckoff Heights Hospital (Wic)
											N/A
COM AFFILIATIONINC fka Albert Einstein
											N/A
MONTEFIORE-NYACK HOSPITAL
											N/A
NORTH SHORE CHILD & FAMILY CTR
											N/A
YESHIVA UNIVERSITY
											N/A
LONG ISLAND JEWISH- FOREST HILL HOSPITAL
											N/A
LONG ISLAND COMMUNITY HOSPITAL
											N/A
SOUTH OAKS HOSPITAL (RN)
											N/A
SOUTTH OAKS HOSPITAL (PROFESSIONALS)
											N/A
BETHPAGE ORSC
											N/A
LIJ-VALLEY STREAM EVS FORMER 32BJ(GRANDF
											N/A
BLYTHEDALE CHILDREN'S HOSPITAL
											N/A
VASSAR DIAGNOSTICS LABORATORY HEALTH QUE
											N/A
ISSABELLA GERIATRIC CENTER - RESPIRATORY
											N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (86 entries)

150 Riverside LLP
A & S Pharmacy
Advance Center For Psycho-Therapy
Apex Rehabilitation And Care Center
Aramark Healthcare Services
Ardeon Realty Corporation
Arrow Pharmacy Incorporated
Avalon Gardens
Avalon Gardens (RN)
Belair Care Center Inc
Bensonhurst Center
Boro Park Center for Rehabilitation
Brooklyn-Queens Nursing Home
Bushwick Center for Nursing and Rehabili
Cardiff Bay Center LLC
Cir-Kort Pharmacy Incorporated
Cold Spring Hills Center
Cold Spring Hills Center (RN)
Community Rx Inc
Concourse Rehabilitation And
Confidence Management Systems
Confidence Management-Garden Care Center
Ditmas Park Care Center
Dry Harbor Nursing Home
Evans Fine Drug Store
Franhill Drugs Inc
Gallery Drugs
Garden Care Center
Grace Plaza Of Great Neck Inc
Hamilton Park Multicare Center
Haven Manor Health Care Center
Haym Solomon Home For The Aged
Health Point Drugs Inc
Healthport Technologies Llc
Hendon Gardens Center LLC
Highland Care Center Inc
Highland Rehab & Nursing fka Saint Tere
Hillaire Farm Skilled Living and Rehabil
Holliswood Care Center
Hopkins Center for Rehabilitation
Hudson Pointe At Riverdale Center
King David Center for Nursing and Rehabi
King David CTR for Nursing & Rehabi(RN)
Kings Harbor Care Center
Linden Gardens Nursing and Rehabilitatio
Lynbrook Rehabilitation and Nursing Home
M & M Pharmacy
Marquis Care Center
MMC Holding INC
Mmc Pharmacy Inc
Momentum at South Bay
Morrison Senior Dining Silvercrest Ctr
Mount Sinai Services At Elmhurst HospCt
Mount Sinai Services At Queens Hospital
N&W Agency
Neighborhood Pharmacy Inc
Nephro Care Inc
Nesconset Center for Nursing and Rehabil
New London Pharmacy
New York Dialysis Management
Nutrition Mgt Services Company Buena
Raees Pharmacy
Ramapo Manor Nursing Home
Regal Heights Rehabilitation &
Ross Health Care Center Inc
Safety Building Cleaning Corp
Scarpa Pharmacy
Smithtown Health Care Facility
Sodexho-University Hospital Of Brooklyn
Square Pharmacy
Staffco of Brooklyn LLC
Sunrise Manor Nursing Home
Temco Industry Services
Total Maintenance Solutions LLC
Variety Mart Inc
Vernon Boulevard Pharmacy
West Lawrence Care Center
White Oaks Nursing Home
White Plains Road Pharmacy
Woodhaven Nursing Home
Wyandanch Drugs
ADIRA AT RIVERSIDE REHAB
EXCEL AT WOODBURY
KENWOOD MANOR
TRIBORO CENTER FOR REHAB AND NURSING
TRIBORO CENTER FOR REHAB & NURSING (RN)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd