2015-11-13T11:25:28-06:00 2014-12-31 KPMG LLP 345 Park Avenue New York NY 101540102 990 2014-01-01 136125570 1199SEIU Greater New York Benefit Fund % MARIA ACOSTA CFO 1199 6464736365 PO BOX 842 NEW YORK NY 10108 MARIA ACOSTA CFO 6464736365 2015-11-12 true KPMG LLP P00741489 2127589700 2014 2016-04-25 22:37:26Z MITRA BEHROOZI 330 WEST 42ND STREET 31ST FL NEW YORK NY 10036 201486721 false X http://1199seiubenefits.org X 1992 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT. 11 11 0 11 0 0 0 194401283 201440861 20071 45860 0 0 194421354 201486721 0 0 155772228 161388823 8083936 7515839 0 0 0 4996418 6395493 168852582 175300155 25568772 26186566 95219142 123691700 27472662 29561848 67746480 94129852 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT. false false TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT. IN 2014 THE ORGANIZATION PROVIDED HEALTH AND WELFARE BENEFITS TO 22,815 MEMBERS. false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 6630 0 true 0 false false false false false false X 11 11 true false false false false true false true true false false false true true true true true true true false X MARIA ACOSTA CFO 6464736365 330 WEST 42ND STREET 28TH FLOOR NEW YORK NY 10036 YVONNE ARMSTRONG UNION TRUSTEE 1.0 5.0 X 0 0 0 MICHAEL BALBONI EMPLOYER TRUSTEE 1.0 5.0 X 0 0 0 LISA BROWN UNION TRUSTEE 1.0 1.0 X 0 0 0 MARIA CASTANEDA UNION TRUSTEE 1.0 1.0 X 0 0 0 PEARL GRANAT UNION TRUSTEE 1.0 4.0 X 0 0 0 WILLIAM PASCOCELLO EMPLOYER TRUSTEE 1.0 4.0 X 0 0 0 ROBIN ROSEN EMPLOYER TRUSTEE 1.0 5.0 X 0 0 0 NEVA SHILLINGFORD UNION TRUSTEE 1.0 0.0 X 0 0 0 MILLY SILVA UNION TRUSTEE 1.0 3.0 X 0 0 0 HOWARD SUKOFF EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 DOUG WISSMANN EMPLOYER TRUSTEE 1.0 4.0 X 0 0 0 MARIA ACOSTA CROSS FUNDS CFO 2.0 1.0 X 14256 11357 10673 MITRA BEHROOZI EXECUTIVE OFFICER 2.0 1.0 X 37349 26865 27708 FREDERICK HAGEN CHIEF BENEFITS OFFICER 2.0 1.0 X 22682 16314 16345 LORRAINE MONCHAK CHIEF INVESTMENTS OFFICER 2.0 1.0 X 41260 29678 29948 DONNA REY CROSS FUNDS CHIEF ADMN OFFICER 2.0 1.0 X 17793 14176 13753 133340 98390 98427 0 false false false AETNA PO BOX 13049 NEWARK NJ 07188 CLAIMS PROCESSING 1341005 CAREALLIES PO BOX 1450 MINNEAPOLIS MN 554857307 CLAIMS PROCESSING 434586 EBS MASTER LLC DBA EMDEON 3055 LEBANON PIKE SUITE 1000 NASHVILLE TN 37214 copying and duplicat 278306 MILLIMAN INC 1 PENN PLAZA 38TH FLOOR NEW YORK NY 10119 ACTUARIAL 256357 DD SERVICES INC 1640 HEMPSTEAD TURNPIKE EAST MEADOW NY 11554 CLAIMS ADMINISTRATOR 308367 8 0 EMPLOYER CONTRIBUTION 900099 196152020 196152020 COBRA 900099 339602 339602 EMPLOYER DELINQUENCIES 900099 900379 900379 MEMBER SPOUSAL CONTRIBUTIONS 900099 4048860 4048860 201440861 45860 45860 0 0 0 0 0 0 0 0 0 0 201486721 201440861 45860 0 0 0 161388823 189975 0 4997610 1939651 20051 368552 0 340105 71500 0 0 6554 328550 0 754040 194522 0 2304727 0 0 0 0 0 0 107657 3RD PARTY ADMIN PRESCRIPTION 1815088 MANAGED CARE PRECERTIFICATION 472750 175300155 0 0 0 X 3846274 1792814 0 0 0 0 33040221 31525516 0 0 0 0 0 0 0 0 0 0 0 50787235 84691074 1647322 1878401 0 0 0 0 5898090 3803895 95219142 123691700 935702 923526 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26536960 28638322 27472662 29561848 X 67746480 94129852 0 0 0 0 67746480 94129852 95219142 123691700 26186566 196806 X false true X true false 0 DUE TO RELATED PARTIES 1117271 BENEFIT OBLIGATIONS 26557470 DEFERRED CONTRIBUTIONS 963581 28638322 X 201676973 196806 196806 201480167 6554 6554 201486721 174928059 174928059 6554 365542 372096 175300155 RECONCILIATION OF EXPENSE FORM 990, SCHEDULE D, PART XII, LINE 4B CHANGE IN BENEFITS REPORTED AND PAID:...................$365,542. FIN 48 FOOTNOTE FORM 990, SCHEDULE D, PART X, LINE 2 U.S. GAAP REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN 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, 2014, 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 INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. 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, LINE 7A The Union trustees are appointed by 1199SEIU United Healthcare Workers East, and the employer trustees are appointed by the Greater New York Health Care Facilities Association, Inc. 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 THE CHIEF FINANCIAL 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 CHIEF OF HUMAN RESOURCES. 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 FILING REQUIREMENTS. WRITTEN REQUESTS FOR OTHER INFORMATION WILL BE FORWARDED TO GENERAL COUNSEL'S OFFICE FOR CONSIDERATION. 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 THERFORE NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX UNDER IRC SECTION 512(A)(3). 1199SEIU GREATER NY PENSION FUND 330 WEST 42ND STREET NEW YORK NY 10036 136601940 PENSION FUND NY 401(A) NA false 1199SEIU GREATER NEW YORK EDUCATION FUND 330 WEST 42ND STREET NEW YORK NY 10036 133753121 EDUC/TRAINING NY 501(C)(9) NA false 1199SEIU GREATER NEW YORK CHILDCARE FUND 330 WEST 42ND STREET NEW YORK NY 10036 753086330 CHILDCARE FUD NY 501(C)(9) NA false 1199SEIU GREATER NY WORKER PARTICIPATION 330 WEST 42ND STREET NEW YORK NY 10036 134079917 LABOR MNGT NY 501(C)(5) N/A false 1199SEIU GREATER NY JOB SECURITY 330 WEST 42ND STREET NEW YORK NY 10036 050557207 BENEFIT FUND NY 501(C)(5) NA false 1199SEIU HEALTH & HUMAN SVC UNION (GNY) N/A ACTOR'S FUND NURSING HOME N/A BEZALEL NURSING HOME N/A CABS NURSING HOME N/A COBBLE HILL CARE CENTER N/A CONCORD NURSING HOME N/A METHODIST CHURCH HOME N/A NEW YORK CONGREGATIONAL N/A NORTHERN METROPOLITAN INC N/A NORTHERN RIVERVIEW HEALTH CARE CTR INC N/A NORWEGIAN CHRISTIAN HOME AND HEALTH CTR N/A SAN-SIMEON BY THE SOUND N/A SKIDMORE COLLEGE N/A TOLSTOY FOUNDATION N/A Accent Maintenance Corporation Affinity Skilled Living And Amboy Care Center American Gericare Inc Arbor Glen Care Arnold Walter Nursing Home Atlantic Coast Rehabilitation Atlantis Rehab Center Atrium Center for Rehabilitation & Nursi Bayview Nursing And Beach Terrace Center Berkshire Nursing & Rehab Ctr Bronx Center Management Corp Bronx Harbor Health Care Compl Bronx Park Rehab & Nursing Ctr Brookhaven Beach Health Brookhaven Health Care Brooklyn CTR for Rehab Center Brooklyn-Queens Nursing Home - Linden Bl Burnt Tavern Rehabilitation Campbell Hall Rehabilitation Carillon Nursing And Rehab Carlton Nursing Home Caton Park Nursing Home Cedar Lodge Nursing Home Central Care Solutions Cranford Central Island Nursing Home Central Island Nursing Home- Maintenance Cinnaminson Center Clark Nursing And Clearview Nursing Home Cliffside Nursing Home Clovelakes Health Care Complete Housekeeping Llc Concord Healthcare & Rehab Ctr Confidence Management At Regency Park Confidence Management Services - Crystal Confidence Management Services - Hamilto Confidence Mngt-Bezalel Confidence Mngt-Tarrytown Hall Cortlandt Healthcare Cranbury Center Cranford Health And Extended Creative Management-National Crown Nursing (Housekeeping) Crown Nursing And Crown Nursing Home Associates Crystal Lake Health Care Daleview Nursing Home Delaire Nursing And Convalesce Dellridge Care Center Dewitt Rehabilitation And Dr William Benenson Eastchester Rehabilitation Emerson Health Care Center Fairview Nursing Home Far Rockaway Nursing Home Fieldston Lodge Care Center Flushing Manor Care Center Flushing Manor Nursing Home Forest Hills Care Center Forest View Nursing Home Fort Tryon Center For Four Seasons Rehabilitation Franklin Center For Rehab Friedwald House Fulton Commons Care Center Glengariff Corporation Goldcrest Nursing Home Golden Gate Rehabilitation And Grandell Nursing And Green Knoll PKA Harborside Hamilton Park Health Care Hampton Center for Rehabilitation and Nu Health Care-Barnegat Health Care-Burnt Tavern Health Care-Caton Park Health Care-Clark Health Care-Delaire Health Care-Edison Health Care-Galloway Health Care-Jfk Hartwyck Health Care-King Manor Health Care-Manchester Health Care-Wanaque Healthcare at Green Knoll Health Care Ce Healthcare Group At Kings Harbor Multi-C Healthcare Services Group Healthcare Services Group Atlantic Coa Healthcare Services Group At Port Jeffer Healthcare Services Group At Willow Cree Healthcare Services Group Inc Bronx Healthcare Services Group Inc Glenga Healthcare Services Group Inc at Arbor Healthcare Services Group Inc at Cinna Healthcare Services Group Inc at Cranb Healthcare Services Group Inc at Holly Healthcare Services Group Inc at Ingle Healthcare Services Group Inc at Marce Healthcare Services Group Inc at Morri Healthcare Services Group Inc at Park Healthcare Services Group Inc at Ridge Healthcare Services Group Inc at South Healthcare Services Group Inc at Troy Healthcare Services Group Inc at Voorh Healthcare Services Group Inc at Westf Healthcare Services GroupInc Healthcare Services GroupInc Crystal Highfield Gardens Care Center Hillside Manor Health Hollis Park Manor Holly Manor Horizon Care Center Huntington Hills Center For Inglemoor Nursing Home Jfk Hartwyck-Cedar Brook Jfk Hartwyck-Edison Estates King Manor Care Center Kingsbridge Rehabilitation Laconia Nursing Home Lawrence Nursing Home Leisure Chateau Care Center Liberty House Nursing Home Little Neck Nursing Home Livingston Ventures IncLlc Long Island Care Center Manchester Manor Associates Manhattanview Health Care Ctr Manhattanville Health Care Marcella Center Marcus Garvey Nursing Home Meadow Park Rehabilitation Meadowbrook Care Center Medco Enterprises At Wayne Health Relat Medco Enterprises At Bainbridge Nursing Medco Enterprises At Easthaven Health Medco Enterprises At Moshula Parkway Medford Multi Care Center Medicenter-Neptune Mills Pond Nursing and Rehabilitation C Montgomery Nursing Home Morris Hills Morris Park Nursing Home Morrison Senior Dining Morrison Senior Living Oakridge Rehabi Morrison Senior Living Willow Creek Re Nassau Extended Care Center New Bridgeview Company Llc New Glen Oaks Nursing Home New Mayfair Company Inc New Midway Company Llc New River Valley Co Llc New Surfside Nursing Home New Vanderbilt Nursing Home Northern Manhattan Northern Westchester Restroractive Nyack Manor Nursing Home Oakridge Rehabilitation & Ocean Promenade Nursing Home Oceanside Care Center Oceanview Nursing Home Oxford Nursing Home Palm Gardens Palm Gardens Previously Health Palm Tree Previously Health Park Avenue Extended Care Park Gardens Park Nursing Home Park Place Park Terrace Care CenterInc Park View Nursing Home Pelham Parkway Nursing Home Platinum Healthcare Services Cranford Port Chester Nursing And Promenade Rehabilitation Putnam Nursing And Rehabilitat Queens Nassau (Bc) Queens Nassau (Lpn) Raritan Health And Extended Regeis Care Center Regency Extended Care Center Regency Park Gardens Nursing Center Regency Park Nursing Center 3325 Route 3 Rego Park Nursing Home Resort Nursing Home Ridgewood Nursing Home River Valley Care Center Riverdale Nursing Home Riverhead Nursing Home Rockaway Care Center Rockaway Care Center Housekeeping Rockaway Care Center(Bc) Rockville Nursing Center Inc Rockville Skilled Nursing & Saint James Healthcare Center Sands Point Nursing Home (Bc) Sands Point Nursing Home (Lpn) Seacrest Health Care Center Sheepshead Nursing And Shoreview Nursing Home Silver Lake Specialized Skyview Healthcare Center South Shore Healthcare Southern Ocean Split Rock Rehabilitation Spring Creek NH Willoughby Rehab & HCC Staten Island Care Center - Lafayette Av Sunharbor Manor Llc Sutton Park Center For Tarrytown Hall Care Center Teaneck Nursing Center Temco Service Industries Inc Terrace Healthcare Center Inc Throgs Neck Extended Care Townhouse Extended Care Center Troy Hills Center Union Plaza Nursing Home University Nursing Home Verrazano Nursing Home Victory Lake Nursing Center Voorhees Center Wanaque Operating CoLP Water's Edge at Port Jefferson Waterview Nursing Home Westchester Care Center Westchester Care Center (RN) Westfield Center White Plains Center Williamsbridge Manor Willow Creek Rehabilitation Windsor Park Nursing Home Woodcliff Lake Care Center Woodcrest Nursing Home Woodmere Rehabilitation And Workmens Circle Home false false false false false false false false false false false false false false true true true false false