2023-11-15T20:32:25-06:00 2022-12-31 131578842 BUCHBINDER TUNICK & CO LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2022-01-01 132623987 LICENSED PRACTICAL NURSES WELFARE FUND LICE 6464736656 PO BOX 842 NEW YORK NY 10108 FABIOLA BUDDAN-MAIS TRUSTEE 6464736656 2023-11-15 1 FABIOLA BUDDAN-MAIS 999009999 0 MATTHEW SIMON CPA P00293700 2126955003 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FABIOLA BUDDAN-MAIS 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 978561 0 X HTTP://1199SEIUBENEFITS.ORG X 1968 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 7 4 18 0 0 0 0 0 1053078 818800 125290 138145 0 21616 1178368 978561 0 0 1130492 955187 0 0 0 0 0 156956 113483 1287448 1068670 -109080 -90109 7193661 6221469 28406 63471 7165255 6157998 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 PROVIDED HEALTH AND OTHER BENEFITS TO APPROX. 475 ELIGIBLE PARTICIPANTS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 18 1 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MERCEDES MAMBRU CHIEF FINANCIAL OFFICER 6464736656 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 X FABIOLA BUDDAN-MAIS TRUSTEE 1.00 X 0 0 0 KIM CAMERON TRUSTEE 1.00 X 0 0 0 VALERIE GOFFE TRUSTEE - FORMER 1.00 X 0 0 0 SAUNDRA SMITH TRUSTEE 1.00 X 0 0 0 GERARD CADET UNION TRUSTEE - FORMER 1.00 34.00 X 0 0 0 JOYCE NEIL UNION TRUSTEE 1.00 34.00 X 0 0 0 MARIA CASTANEDA UNION TRUSTEE 1.00 34.00 X 0 0 0 NAOMI STOWE TRUSTEE 1.00 X 0 0 0 STACYLEA GRAY UNION TRUSTEE 1.00 34.00 X 0 0 0 DAN RATNER UNION TRUSTEE 1.00 34.00 X 0 0 0 DONNA REY EXECUTIVE OFFICER 1.00 34.00 X 0 611487 287401 LORRAINE MONCHAK CHIEF INVESTMENTS OFFICER 1.00 34.00 X 0 1136861 557544 VAN DUNN CHIEF MEDICAL OFFICER 1.00 34.00 X 0 431054 211873 MERCEDES MAMBRU CHIEF FINANCIAL OFFICER 1.00 34.00 X 0 272819 134863 JOSHUA SORENSEN NBF- PORTFOLIO MANAGER 1.00 34.00 X 0 354522 174664 BRANDY SHILOH CHIEF ADMINISTRATIVE OFFICER 1.00 34.00 X 0 578463 279108 STACEY MILLMAN CHIEF COMMUNICATIONS OFFIC 1.00 34.00 X 0 394332 184649 ANGELA SCOTT CHIEF OF BENEFIT OPERATIONS 1.00 34.00 X 0 346740 166152 DILAY ALTINER NBF - PORTFOLIO MANAGER 1.00 34.00 X 0 381632 188471 0 4507910 2184725 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 818344 818344 COBRA CONTRIBUTION 900099 456 456 818800 133976 133976 4169 0 4169 4169 4169 OTHER INCOME 900099 21616 21616 21616 978561 840416 0 138145 955187 15000 15700 60540 3029 ADMINISTRATIVE OVERHEAD 19214 1068670 256927 169722 341074 195950 601016 642702 23404 12142 5961687 5177807 9553 23146 7193661 6221469 28064 55495 342 7976 28406 63471 X 0 0 0 0 7165255 6157998 7165255 6157998 7193661 6221469 -90109 -917148 0 X X 0 1 X 1 0 0 DUE TO RELATED ENTITIES 7976 7976 X 61413 -917148 -917148 978561 0 978561 1068670 0 1068670 0 1068670 PART X, LINE 2: FORM 990, PART IV, LINE 11F: US GAAP REQUIRES 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, 2022 AND 2021, 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 2019. 0 0 0 LORRAINE MONCHAK CHIEF INVESTMENTS OFFICER 0 1119879 0 0 0 16982 0 126546 0 430998 0 1694405 0 0 DONNA REY EXECUTIVE OFFICER 0 577286 0 0 0 34201 0 65233 0 222168 0 898888 0 0 BRANDY SHILOH CHIEF ADMINISTRATIVE OFFICER 0 565116 0 0 0 13347 0 63858 0 215250 0 857571 0 0 VAN DUNN CHIEF MEDICAL OFFICER 0 408941 0 0 0 22113 0 46210 0 165663 0 642927 0 0 STACEY MILLMAN CHIEF COMMUNICATIONS OFFIC 0 372442 0 0 0 21890 0 42086 0 142563 0 578981 0 0 DILAY ALTINER NBF - PORTFOLIO MANAGER 0 381632 0 0 0 0 0 43124 0 145347 0 570103 0 0 JOSHUA SORENSEN NBF- PORTFOLIO MANAGER 0 352346 0 0 0 2176 0 39815 0 134849 0 529186 0 0 ANGELA SCOTT CHIEF OF BENEFIT OPERATIONS 0 329639 0 0 0 17101 0 37249 0 128903 0 512892 0 0 MERCEDES MAMBRU CHIEF FINANCIAL OFFICER 0 269290 0 0 0 3529 0 30430 0 104433 0 407682 0 0 FORM 990, PART V, LINE 2A: W-2'S ARE ISSUED TO PARTICIPANTS OF THE PLAN WHO RECEIVE SCHOLARSHIP BENEFITS. FORM 990, PART VI, SECTION A, LINE 2 ALL OF THE UNION TRUSTEES ARE ALSO EMPLOYEES OF 1199SEIU (THE UNION) AND THEREFORE HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND FINANCE TEAM REVIEWS 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 A TRUSTEE. 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. FORM 990, PART VI, SECTION C, LINE 19 SPD 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. FORM 990, PART VII, SECTION A: ALL OFFICERS ARE PAID BY THE 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES FOR THEIR SERVICES PERFORMED FOR THE 1199SEIU FUNDS. THEIR SALARIES ARE THEN ALLOCATED TO EACH FUND BASED ON THE AMOUNT OF SERVICES PROVIDED AND IS REPORTED AS IF PAID BY THE FILING ORGANIZATION FORM 990, PART XII, LINE 2C: THE FUND'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT, THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 1199SEIU NATIONAL BENEFIT FUND 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 131628401 TO PROVIDE HEALTH BENEFITS TO COVERED PARTICIPANTS NY 501(C)(9) N/A 0 1199SEIU UNITED HTHCRE WRKRS EMPLOY 310 WEST 43RD STREET NEW YORK NY 10036 131510821 UNION FOR HEALTH AND HUMAN SERVICES WORKERS NY 501(C)(5) N/A 0 1199SEIU HEALTH CARE EMPLOYEE PENSION 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 133604862 PENSION FUND NY 501(A) N/A 0 1199SEIU LEAGUE TRAINING AND UPGRADING FUND 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 132637580 EDUCATION TRAINING NY 501(C)(3) 9 N/A 0 1199SEIU LEAGUE JOB SECURITY FUND 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 133712851 BENEFIT FUND NY 501(C)(9) N/A 0 1199SEIU LEAGUE REGISTERED NURSE TRAINING 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 133946135 EDUCATION TRAINING NY 501(C)(9) N/A 0 1199SEIU LABOR MANAGEMENT INITIATIVES INC 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 133800331 LABOR MANAGEMENT NY 501(C)(5) N/A 0 LOCAL EMPLOYER CHILD CARE FUND 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 133641466 CHILDCARE NY 501(C)(9) N/A 0 THE CITY OF NEW YORK 1 CENTER STREET ROOM 200N NEW YORK NY 10007 CONTRIBUTING EMPLOYER NY N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1