2013-11-15T14:39:30-06:00 2012-12-31 KPMG LLP 345 Park Avenue New York NY 101540102 990 2012-01-01 136125570 1199SEIU Greater New York Benefit Fund % MARIA ACOSTA CFO 1199 6464736365 PO BOX 842 Suite NEW YORK NY 10108 MARIA ACOSTA 6464736365 2013-11-13 true KPMG LLP 2127589700 2012 2016-03-07 17:11:31Z MITRA BEHROOZI 330 WEST 42ND STREET 31ST FL NEW YORK NY 10036 182897059 false X http://1199seiubenefits.org X 1992 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT. 11 11 0 11 0 0 0 187733280 182893723 3975 3336 0 0 187737255 182897059 0 0 144723214 149122500 7490170 7551650 0 0 0 5880682 4962927 158094066 161637077 29643189 21259982 56306156 71854766 36018556 30071450 20287600 41783316 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. NUMBER OF MEMBERS IS 24,193. false 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 7357 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 X MICHAEL BALBONI 1.0 0.0 X WILLIAM PASCOCELLO 1.0 0.0 X ROBIN ROSEN 1.0 0.0 X HOWARD SUKOFF 1.0 0.0 X DOUG WISSMANN 1.0 0.0 X YVONNE ARMSTRONG 1.0 4.0 X LISA BROWN 1.0 1.0 X MARIA CASTANEDA 1.0 4.0 X PEARL GRANAT 1.0 1.0 X NEVA SHILLINGFORD 1.0 2.0 X MILLY SILVA 1.0 0.0 X MITRA BEHROOZI 2.0 21.0 X 30062 18425 18322 FREDERICK HAGEN 2.0 18.0 X 21951 13453 12887 LORRAINE MONCHAK 2.0 22.0 X 44867 27499 26791 DONNA REY 1.0 23.0 X 13051 13447 9520 MARIA ACOSTA 1.0 23.0 X 9411 9696 6945 119342 82520 74465 0 false false false AETNA PO BOX 13049 NEWARK NJ 07188 CLAIMS PROCESSING 1288672 CAREALLIES 5144 COLLECTION CENTER DRIVE CHICAGO IL 60693 CLAIMS PROCESSING 412059 EBS MASTER LLC DBA EDMON 3055 LEBANON PIKE SUITE 1000 NASHVILLE TN 37214 CLAIMS PROCESSING 280135 MILLIMAN INC 1 PENN PLAZA 38TH FLOOR NEW YORK NY 10119 ACTUARIAL 252379 DDS INC 1640 HEMPSTEAD TURNPIKE EAST MEADOW NY 11554 CLAIMS ADMINISTRATOR 308247 5 0 EMPLOYER CONTRIBUTION 900099 178216413 178216413 COBRA 900099 370666 370666 EMPLOYER DELINQUENCIES 900099 241294 241294 MEMBER SPOUSAL CONTRIBUTIONS 900099 4065350 4065350 182893723 3336 3336 0 0 0 0 0 0 0 0 0 0 182897059 182893723 3336 0 0 0 149122500 163412 0 5020410 1919894 24691 423243 0 355292 81660 0 0 26802 407617 0 723283 137869 0 2076924 0 0 0 0 0 0 119344 THIRD PARTY ADMIN PRESCRIPTION 620146 MANAGED CARE PRECERTIFICATION 413990 161637077 X 5929367 2463522 0 0 0 0 34385610 32849277 0 0 0 0 0 0 0 0 0 0 0 11313538 33290405 1000900 1236653 0 0 0 0 3676741 2014909 56306156 71854766 1003969 1038762 0 0 0 0 0 0 0 0 0 0 0 0 0 0 35014587 29032688 36018556 30071450 X 20287600 41783316 0 0 0 0 20287600 41783316 56306156 71854766 X 21259982 235734 X false true X true false 0 DUE TO RELATED PARTIES 1078205 BENEFIT OBLIGATIONS 27954483 29032688 X 183105991 235734 235734 182870257 26802 26802 182897059 168594177 168594177 26802 -6983902 -6957100 161637077 RECONCILIATION OF EXPENSE FORM 990, SCHEDULE D, PART XII, LINE 4B CHANGE IN BENEFITS REPORTED AND PAID:...................($6,983,902) FIN 48 FOOTNOTE FORM 990, SCHEDULE D, PART XIV 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, 2012, 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 2009. 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. MEMBERS/STOCKHOLDERS FORM 990, PART VI, LINES 6 & 7A LINE 6: THE FUND HAS UNION TRUSTEES AND EMPLOYER TRUSTEES. 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 Skidmore College N/A Meadow Park Rehabilitation Medco Enterprises At Moshula Parkway New Glen Oaks Nursing Home Oceanview Nursing Home Oxford Nursing Home Park View Nursing Home Palm Tree Previously Health Brooklyn CTR for Rehab Center Park Gardens Promenade Rehabilitation Resort Nursing Home Rockaway Care Center Riverdale Nursing Home River Manor Health Sands Point Nursing Home Shoreview Nursing Home Silver Lake Specialized New Surfside Nursing Home University Nursing Home Verrazano Nursing Home Williamsbridge Manor Spring Creek NH Willoughby Rehab & HCC Windsor Park Nursing Home Woodcrest Nursing Home Workmens Circle Home New Bridgeview Company Llc Forest View Nursing Home Palm Gardens Split Rock Rehabilitation Sheepshead Nursing And Rehabilitation Sutton Park Center For Nursing Morris Park Nursing Home Cliffside Nursing Home Bronx Park Rehab & Nursing Ctr Atlantis Rehab Center Medco Enterprises At Bainbridge Nursing New Vanderbilt Nursing Home Laconia Nursing Home Methodist Church Home Little Neck Nursing Home Pelham Parkway Nursing Home Brookhaven Beach Health Seacrest Health Care Center Clovelakes Health Care New Midway Company Llc Friedwald House Bronx Harbor Health Care Compl Franklin Center For Rehab Healthcare Group At Kings Harbor Multi-C Queens Nassau Bronx Center Management Corp Lawrence Nursing Home Flushing Manor Care Center Medco Enterprises At Easthaven Health Staten Island Care Center - Lafayette Av Horizon Care Center Hillside Manor Health Medco Enterprises At Wayne Health Concord Nursing Home Marcus Garvey Nursing Home New York Congregational Cabs Nursing Home Westchester Care Center Port Chester Nursing and Rehabilitation American Gericare Inc Northern Metropolitan Inc Morrison Senior Dining Manhattanville Health Care Brooklyn-Queens Nursing Home - Linden Bl Terrace Healthcare Center Inc Northern Manhattan Union Plaza Nursing Home Meadowbrook Care Center Goldcrest Nursing Home Carlton Nursing Home Caton Park Nursing Home Waterview Nursing Home Cobble Hill Care Center Crown Nursing Home Associates Dewitt Rehabilitation And Nursing Center Eastchester Rehabilitation Fairview Nursing Home Far Rockaway Nursing Home Fieldston Lodge Care Center Flushing Manor Nursing Home Forest Hills Care Center Fort Tryon Center For Nursing & Rehab Hollis Park Manor Kingsbridge Rehabilitation Long Island Care Center Huntington Hills Center For Hlth & Rehab River Valley Care Center Fulton Commons Care Center American Building MaintIbm Poughkeepsie Tolstoy Foundation Rehab & Nursing Ctr Golden Gate Rehabilitation Northern Westchester Restroractive Cortlandt Healthcare Victory Lake Nursing Center Livingston Ventures IncLlc Montgomery Nursing Home Affinity Skilled Living Northern Riverview Health Care Ctr Inc Medford Multi Care Center Quality Agency Svcs Medford Terrific Svcs Medford Multicare Ctr Norwegian Christian Home And Health Ctr Berkshire Nursing & Rehab Ctr Complete Housekeeping Llc New River Valley Co Llc Throgs Neck Extended Care Hampton Center for Rehab and Nursing Central Island Nursing Home- Maintenance Accent Maintenance Corporation Healthcare Services Group At Port Jeff Temco Service Industries Inc Healthcare Services Group Inc Putnam Nursing And Rehab Bayview Nursing Carillon Nursing And Rehab White Plains Center Glengariff Corporation Campbell Hall Rehabilitation New Mayfair Company Inc Park View Nursing Home South Shore Healthcare Saint James Healthcare Center Skyview Healthcare Center Saint James Plaza Nursing Sunharbor Manor Llc San-Simeon By The Sound Confidence Mngt Park Avenue Extended Care Tarrytown Hall Care Center Four Seasons Rehabilitation Rockville Nursing Center Inc Beach Terrace Center Bezalel Nursing Home Nyack Manor Nursing Home Oceanside Care Center Park Terrace Care CenterInc Regency Extended Care Center Rego Park Nursing Home Rockaway Care Center Nassau Extended Care Center Townhouse Extended Care Center Highfield Gardens Care Center Woodmere Rehabilitation Grandell Nursing Terrific Services Rockville Skilled Nursing Brookhaven Health Care Central Island Nursing Home Riverhead Nursing Home Daleview Nursing Home Ocean Promenade Nursing Home Glen Haven Residential Health Cedar Lodge Nursing Home false false false false false false false false false false false false false false true true false true