2026-02-09T18:43:31-06:00 2025-03-31 WITHUMSMITHBROWNPC 1800 TYSONS BOULEVARD SUITE 800 TYSONS VA 22102 990 2024-04-01 530114650 NATIONAL ASSOCIATION OF LETTER CARRIERS % NICOLE RHINE NATI 2023934695 100 INDIANA AVE NW WASHINGTON DC 200012144 NICOLE RHINE SECRETARY-TREASURER 2023934695 2026-02-06 true true THOMAS PARISI P00013287 3012726000 2026-02-06 2024 2025-03-06 01:10:19Z BRIAN RENFROE 100 INDIANA AVE NW WASHINGTON DC 20001 2345887864 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 0 544 0 579046 376073 48687 1058275 1978240173 2159490275 24511898 33237290 2223231 9381693 2005023989 2203167533 687151 366919 1835733353 1833294079 88059238 93787511 0 0 0 110211930 118846167 2034691672 2046294676 -29667683 156872857 1366475391 1561703282 513532074 665230921 852943317 896472361 X 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 true 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 51169 0 true 544 true true true false false false false false false false X 28 0 true false true 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 220309 0 263624 Mack I Julion Sr Assistant Secretary-Treasurer 39.0 1.0 X X 218595 0 168839 Nicole Rhine Secretary-Treasurer 39.0 1.0 X X 223821 0 144153 Paul Barner Executive Vice President 39.0 1.0 X X 231468 0 122274 Brian L Renfroe President 39.0 1.0 X X 273476 0 77345 William Jenkins Chief Engineer 40.0 0.0 X 179138 0 167838 James W Yates Director of Life Insurance 40.0 0.0 X X 0 218828 114586 Steve M Lassan NATL BUS AGT REGION 8 40.0 0.0 X X 155094 0 150323 Daniel E Toth Director of Retired Members 40.0 0.0 X X 224120 0 80289 Christopher Jackson Director of City Delivery 40.0 0.0 X X 225376 0 71921 Daniel P Versluis NATL BUS AGT REGION 4 40.0 0.0 X X 154252 0 135663 Stephanie M Stewart Dir. Of Health Benefits 40.0 0.0 X X 226756 0 55011 Koren Blalock Keller Chief of Staff 40.0 0.0 X 199114 0 78121 Richard DiCecca NATL BUS AGT REGION 14 40.0 0.0 X X 154873 0 112981 Manuel L Peralta Jr Director of Safety and Health 40.0 0.0 X X 220154 0 47662 Mark Camilli NATL BUS AGT REGION 11 40.0 0.0 X X 160218 0 107553 David A Teegarden NATL BUS AGT REGION 5 40.0 0.0 X X 158101 0 106791 Nicholas S Vafiades NATL BUS AGT REGION 2 40.0 0.0 X X 151429 0 90483 Frederic Rotzler Director of Network Operations 40.0 0.0 X 163894 0 77402 Michael Caref NATL BUS AGT REGION 3 40.0 0.0 X X 159260 0 81306 Markeisha Lewis NATL BUS AGT REGION 1 40.0 0.0 X X 166582 0 70256 Brian E Thompson NATL BUS AGT REGION 12 40.0 0.0 X X 155541 0 80757 Vada Preston NATL BUS AGT REGION 13 40.0 0.0 X X 159221 0 76074 Shawn D Boyd NATL BUS AGT REGION 10 40.0 0.0 X X 151330 0 83364 Patrick Johnson NATL BUS AGT REGION 7 40.0 0.0 X X 158316 0 70519 David L Mudd NATL BUS AGT REGION 6 40.0 0.0 X X 159436 0 67773 Bruce Didriksen NATL BUS AGT REGION 15 40.0 0.0 X X 157978 0 63905 Hugh McElroy REG ADMIN ASSISTANT 40.0 0.0 X 114672 0 106563 Cliff Davidson NATL BUS AGT REGION 9 40.0 0.0 X X 154523 0 58528 Orlando Gonzalez REG ADMIN ASSISTANT 40.0 0.0 X 116058 0 90559 David L Kennedy REG ADMIN ASSISTANT 40.0 0.0 X 122325 0 77237 Charles L Sexton REG ADMIN ASSISTANT 40.0 0.0 X 112858 0 84435 Jeffrey Frazee REG ADMIN ASSISTANT 40.0 0.0 X 114958 0 81806 Roger Parent Dir. of Software Development 40.0 0.0 X 161466 0 34890 Jerry A Hutson REG ADMIN ASSISTANT 40.0 0.0 X 111314 0 84152 Monica Walker REG ADMIN ASSISTANT 40.0 0.0 X 119215 0 76126 Thomas A Matthews REG ADMIN ASSISTANT 40.0 0.0 X 111828 0 82446 Ayowunmi Adenle Director of Finance 40.0 0.0 X 159531 0 31698 Anthony Perconte REG ADMIN ASSISTANT 40.0 0.0 X 113459 0 76163 Debra J Dixon REG ADMIN ASSISTANT 40.0 0.0 X 118695 0 70220 William Jackson REG ADMIN ASSISTANT 40.0 0.0 X 113450 0 72540 Jason Karnopp REG ADMIN ASSISTANT 40.0 0.0 X 115876 0 69851 Anthony Ali REG ADMIN ASSISTANT 40.0 0.0 X 115120 0 67065 Jay Laviolette REG ADMIN ASSISTANT 40.0 0.0 X 114023 0 66970 Richard Gould REG ADMIN ASSISTANT 40.0 0.0 X 113504 0 64629 Kyle D Inosencio REG ADMIN ASSISTANT 40.0 0.0 X 115928 0 61550 Chris Strickland REG ADMIN ASSISTANT 40.0 0.0 X 114341 0 62110 Larrissa A Parde REG ADMIN ASSISTANT 40.0 0.0 X 115869 0 59685 James Frankford REG ADMIN ASSISTANT 40.0 0.0 X 113397 0 62051 Dexter L Lester REG ADMIN ASSISTANT 40.0 0.0 X 111612 0 63110 Tonya L Detrick REG ADMIN ASSISTANT 40.0 0.0 X 119215 0 54693 Gerald A Ugone REG ADMIN ASSISTANT 40.0 0.0 X 116164 0 56803 Joel Malkush REG ADMIN ASSISTANT 40.0 0.0 X 115932 0 56544 Kenneth Janulewicz REG ADMIN ASSISTANT 40.0 0.0 X 115869 0 56174 Steven Wiley REG ADMIN ASSISTANT 40.0 0.0 X 114747 0 57147 Allan Rios REG ADMIN ASSISTANT 40.0 0.0 X 115178 0 53424 Jeannette M Triana REG ADMIN ASSISTANT 40.0 0.0 X 119103 0 48542 John D Robles REG ADMIN ASSISTANT 40.0 0.0 X 122295 0 45126 Colleen Bartlett REG ADMIN ASSISTANT 40.0 0.0 X 117811 0 48587 Patrick Baker REG ADMIN ASSISTANT 40.0 0.0 X 113511 0 52543 Benjamin Paul REG ADMIN ASSISTANT 40.0 0.0 X 115848 0 50133 Christy M Bowers REG ADMIN ASSISTANT 40.0 0.0 X 117585 0 45736 Ronnie R Roush REG ADMIN ASSISTANT 40.0 0.0 X 118569 0 42174 Arturo G Ramirez REG ADMIN ASSISTANT 40.0 0.0 X 117013 0 43384 Leo Zachwieja REG ADMIN ASSISTANT 40.0 0.0 X 119125 0 37112 Michael P Brim REG ADMIN ASSISTANT 40.0 0.0 X 119001 0 36973 Karrie Blough REG ADMIN ASSISTANT 40.0 0.0 X 119092 0 34068 Coby P Jones REG ADMIN ASSISTANT 40.0 0.0 X 118605 0 32529 Charles P Heege Trustee 10.0 1.0 X X 42970 0 84633 Sandra D Laemmel Trustee 10.0 1.0 X X 43289 0 79592 Lawrence D Brown Jr Trustee 10.0 1.0 X X 43605 0 9181 4490438 218828 2635135 164 false true false CIGNA HEALTH LIFE INSURANCE 900 COTTAGE GROVE RD BLOOMFIELD CT 06002 NETWORK ADMIN FEES 34644844 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING SERVICES 5163846 ADVANCE TECHNICAL SOLUTIONS 21800 TOWN CENTER PLAZA 266A STERLING VA 20164 CONSULTING 3313266 SMILE CDR INC 622 COLLEGE ST SUITE 401 TORONTO ONTARIO CA M6G 1B4 DATA SERVICES 3035485 COHEN WEISS SIMON 909 3RD AVE NEW YORK NY 10022 LEGAL FEES 2553685 50 1058275 1058275 CONTINGENCY RESERVE 525100 2098481406 2098481406 MEMBERSHIP DUES AND ASSESSMENTS 900004 60759443 60180397 579046 LOGO ITEMS (NET SALES) 900099 249426 249426 2159490275 32061771 32061771 0 170211 170211 355438 355438 0 355438 355438 143697797 142520807 1471 1176990 -1471 1175519 1175519 0 0 0 0 0 0 154030 198053 -44023 -44023 CLAIMS RECOVERY 525100 8464822 8464822 COST SHARING 900099 294984 294984 MISCELLANEOUS 900099 140261 140261 8900067 2203167533 2167671035 579046 33859177 284919 82000 0 1833294079 12597878 0 52007954 9238545 15858257 4084877 0 2686250 1350679 528306 0 943852 8747596 9691 21524482 2894470 0 13797915 8535398 0 595818 0 2218187 3602096 1505365 HBP PROGRAM COSTS 47572229 PPACA FEES 708171 TRAINING 584977 TAXES - OTHER 427414 613271 2046294676 1250 1250 121284077 310001483 0 0 191233156 156555632 0 0 0 0 0 0 589229 670485 5697815 4487215 29591856 17788267 10672449 11803589 817628026 861806267 6094559 6751438 0 0 0 0 213274830 209625923 1366475391 1561703282 13363171 18447903 0 0 1181217 1151713 0 0 0 0 0 0 0 0 0 0 498987686 645631305 513532074 665230921 X 852674629 896192170 268688 280191 852943317 896472361 1366475391 1561703282 X 156872857 20171187 -133515000 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false LETTER CARRIER POLITICAL FUND 100 INDIANA AVE NW WASHINGTON DC 20001 521269023 3798275 true false false 0 0 0 0 0 6675784 3215690 3460094 9171927 6856054 2315873 13744145 7716523 6027622 11803589 PREMIUMS DUE & ACCRUED 160623285 RIGHT OF USE OF ASSETS 11712564 ACCRUED INTEREST & DIVIDENDS 5407777 DUE FROM RELATED ENTITIES 1726614 DEPOSITS 74088 INVESTMENT IN BUILDING CORP 30081595 209625923 0 BENEFITS INCURRED BUT UNPAID 282215537 POSTRETIREMENT BENEFITS 166282066 OPM SPECIAL RESERVE 179708080 DUE TO BRANCHES & STATES 775814 ACA FEES PAYABLE 742399 LEASE LIABILITY 12337464 INTERCOMPANY PAYABLES 3569945 645631305 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, 2025 and 2024, 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) 55000 GENERAL Support NATIONAL VOTE AT HOME INSTITUTE PO BOX 65752 WASHINGTON DC 20035 825515680 501(C)(3) 100000 GENERAL SUPPORT MUSCULAR DYSTROPHY ASSOCIATION PO BOX 7410354 CHICAGO IL 60674 131665552 501(C)(3) 68517 GENERAL SUPPORT NEW ENGLAND CENTER & HOME FOR VETERANS 17 COURT STREET BOSTON MA 02108 043007211 501(C)(3) 8969 GENERAL SUPPORT ASSN OF FLIGHT ATTENDANTS - DISASTER RELIEF FUND 501 3RD STREET NW WASHINGTON DC 20001 522341209 501(C)(3) 10000 GENERAL SUPPORT 5 0 JOHN T DONELON SCHOLARSHIPS 4 4000 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 199733 0 0 0 20576 0 233880 0 29744 0 483933 0 0 0 Nicole Rhine Secretary-Treasurer 203586 0 0 0 20235 0 130926 0 13227 0 367974 0 0 0 Paul Barner Executive Vice President 211409 0 0 0 20059 0 120474 0 1800 0 353742 0 0 0 Brian L Renfroe President 246938 0 0 0 26538 0 60918 0 16427 0 350821 0 0 0 Mack I Julion Sr Assistant Secretary-Treasurer 198644 0 0 0 19951 0 138006 0 30833 0 387434 0 0 0 Daniel E Toth Director of Retired Members 206045 0 0 0 18075 0 79423 0 866 0 304409 0 0 0 William Jenkins Chief Engineer 178788 0 350 0 0 0 135879 0 31959 0 346976 0 0 0 James W Yates Director of Life Insurance 0 204515 0 0 0 14313 0 90250 0 24336 0 333414 0 0 Steve M Lassan NATL BUS AGT REGION 8 142087 0 0 0 13007 0 121990 0 28333 0 305417 0 0 0 Daniel P Versluis NATL BUS AGT REGION 4 141328 0 0 0 12924 0 119236 0 16427 0 289915 0 0 0 Christopher Jackson Director of City Delivery 205911 0 0 0 19465 0 70921 0 1000 0 297297 0 0 0 Richard DiCecca NATL BUS AGT REGION 14 138887 0 0 0 15986 0 81448 0 31533 0 267854 0 0 0 Vada Preston NATL BUS AGT REGION 13 144529 0 0 0 14692 0 62847 0 13227 0 235295 0 0 0 Stephanie M Stewart Dir. Of Health Benefits 195511 0 0 0 31245 0 55011 0 0 0 281767 0 0 0 Manuel L Peralta Jr Director of Safety and Health 197944 0 0 0 22210 0 16129 0 31533 0 267816 0 0 0 Mark Camilli NATL BUS AGT REGION 11 142087 0 0 0 18131 0 79220 0 28333 0 267771 0 0 0 Koren Blalock Keller Chief of Staff 198124 0 900 0 90 0 40550 0 37571 0 277235 0 0 0 David A Teegarden NATL BUS AGT REGION 5 141088 0 0 0 17013 0 77458 0 29333 0 264892 0 0 0 Nicholas S Vafiades NATL BUS AGT REGION 2 138572 0 0 0 12857 0 58634 0 31849 0 241912 0 0 0 Michael Caref NATL BUS AGT REGION 3 141284 0 0 0 17976 0 52170 0 29136 0 240566 0 0 0 Brian E Thompson NATL BUS AGT REGION 12 142088 0 0 0 13453 0 52424 0 28333 0 236298 0 0 0 Thomas A Matthews REG ADMIN ASSISTANT 102150 0 0 0 9678 0 49824 0 32622 0 194274 0 0 0 Frederic Rotzler Director of Network Operations 162856 0 900 0 138 0 45443 0 31959 0 241296 0 0 0 Shawn D Boyd NATL BUS AGT REGION 10 138888 0 0 0 12442 0 51831 0 31533 0 234694 0 0 0 Patrick Johnson NATL BUS AGT REGION 7 142088 0 0 0 16228 0 42186 0 28333 0 228835 0 0 0 David L Mudd NATL BUS AGT REGION 6 146442 0 0 0 12994 0 66362 0 1411 0 227209 0 0 0 Hugh McElroy REG ADMIN ASSISTANT 105027 0 0 0 9645 0 76819 0 29744 0 221235 0 0 0 Roger Parent Dir. of Software Development 160187 0 900 0 379 0 16520 0 18370 0 196356 0 0 0 Markeisha Lewis NATL BUS AGT REGION 1 145009 0 0 0 21573 0 57645 0 12611 0 236838 0 0 0 Orlando Gonzalez REG ADMIN ASSISTANT 106439 0 0 0 9619 0 62226 0 28333 0 206617 0 0 0 Cliff Davidson NATL BUS AGT REGION 9 142088 0 0 0 12435 0 30195 0 28333 0 213051 0 0 0 Charles L Sexton REG ADMIN ASSISTANT 103239 0 0 0 9619 0 52902 0 31533 0 197293 0 0 0 Jerry A Hutson REG ADMIN ASSISTANT 101939 0 0 0 9375 0 51319 0 32833 0 195466 0 0 0 Monica Walker REG ADMIN ASSISTANT 109361 0 0 0 9854 0 63380 0 12746 0 195341 0 0 0 Anthony Perconte REG ADMIN ASSISTANT 104039 0 0 0 9420 0 45430 0 30733 0 189622 0 0 0 Ayowunmi Adenle Director of Finance 158593 0 800 0 138 0 31698 0 0 0 191229 0 0 0 Jeffrey Frazee REG ADMIN ASSISTANT 105423 0 0 0 9535 0 52457 0 29349 0 196764 0 0 0 Debra J Dixon REG ADMIN ASSISTANT 108881 0 0 0 9814 0 56993 0 13227 0 188915 0 0 0 Jason Karnopp REG ADMIN ASSISTANT 106439 0 0 0 9437 0 41518 0 28333 0 185727 0 0 0 William Jackson REG ADMIN ASSISTANT 104049 0 0 0 9401 0 41818 0 30722 0 185990 0 0 0 Anthony Ali REG ADMIN ASSISTANT 105573 0 0 0 9547 0 37866 0 29199 0 182185 0 0 0 Jay Laviolette REG ADMIN ASSISTANT 104556 0 0 0 9467 0 35352 0 31618 0 180993 0 0 0 James Frankford REG ADMIN ASSISTANT 104027 0 0 0 9370 0 31307 0 30744 0 175448 0 0 0 Kyle D Inosencio REG ADMIN ASSISTANT 106439 0 0 0 9489 0 33217 0 28333 0 177478 0 0 0 Tonya L Detrick REG ADMIN ASSISTANT 109361 0 0 0 9854 0 41947 0 12746 0 173908 0 0 0 Kenneth Janulewicz REG ADMIN ASSISTANT 106439 0 0 0 9430 0 27841 0 28333 0 172043 0 0 0 Allan Rios REG ADMIN ASSISTANT 105549 0 0 0 9629 0 32195 0 21229 0 168602 0 0 0 Larrissa A Parde REG ADMIN ASSISTANT 106439 0 0 0 9430 0 31352 0 28333 0 175554 0 0 0 Steven Wiley REG ADMIN ASSISTANT 105402 0 0 0 9345 0 26741 0 30406 0 171894 0 0 0 Gerald A Ugone REG ADMIN ASSISTANT 106160 0 0 0 10004 0 40857 0 15946 0 172967 0 0 0 Chris Strickland REG ADMIN ASSISTANT 105028 0 0 0 9313 0 32366 0 29744 0 176451 0 0 0 Colleen Bartlett REG ADMIN ASSISTANT 108161 0 0 0 9650 0 34641 0 13946 0 166398 0 0 0 Joel Malkush REG ADMIN ASSISTANT 106438 0 0 0 9494 0 28211 0 28333 0 172476 0 0 0 David L Kennedy REG ADMIN ASSISTANT 112205 0 0 0 10120 0 77237 0 0 0 199562 0 0 0 John D Robles REG ADMIN ASSISTANT 112205 0 0 0 10090 0 45126 0 0 0 167421 0 0 0 Bruce Didriksen NATL BUS AGT REGION 15 145009 0 0 0 12969 0 51159 0 12746 0 221883 0 0 0 Christy M Bowers REG ADMIN ASSISTANT 107861 0 0 0 9724 0 31490 0 14246 0 163321 0 0 0 Dexter L Lester REG ADMIN ASSISTANT 102214 0 0 0 9398 0 30552 0 32558 0 174722 0 0 0 Ronnie R Roush REG ADMIN ASSISTANT 108880 0 0 0 9689 0 28947 0 13227 0 160743 0 0 0 Michael P Brim REG ADMIN ASSISTANT 109361 0 0 0 9640 0 24227 0 12746 0 155974 0 0 0 Benjamin Paul REG ADMIN ASSISTANT 106439 0 0 0 9409 0 21800 0 28333 0 165981 0 0 0 Leo Zachwieja REG ADMIN ASSISTANT 109005 0 0 0 10120 0 33912 0 3200 0 156237 0 0 0 Coby P Jones REG ADMIN ASSISTANT 108525 0 0 0 10080 0 28849 0 3680 0 151134 0 0 0 Arturo G Ramirez REG ADMIN ASSISTANT 107380 0 0 0 9633 0 28657 0 14727 0 160397 0 0 0 Karrie Blough REG ADMIN ASSISTANT 109294 0 0 0 9798 0 31157 0 2911 0 153160 0 0 0 Jeannette M Triana REG ADMIN ASSISTANT 109361 0 0 0 9742 0 35796 0 12746 0 167645 0 0 0 Richard Gould REG ADMIN ASSISTANT 108116 0 0 0 5388 0 35815 0 28814 0 178133 0 0 0 Patrick Baker REG ADMIN ASSISTANT 111391 0 0 0 2120 0 24210 0 28333 0 166054 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: $3,114,818 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 85472 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 2024 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: $3,288,224 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: $ 9,115,394 HEALTH BENEFIT PLAN POSTRETIREMENT-RELATED CHANGES (147,191,135) REDUCTION IN OPM SPECIAL RESERVE 734,873 UNION POSTRETIREMENT-RELATED CHANGES 3,825,868 NET GAIN ON SUBSIDIARY ------------- $(133,515,000) 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. PART VI, SECTION A, LINE 4 - CHANGES TO ORGANIZATIONAL DOCUMENTS AMENDMENTS TO THE NALC CONSTITUTION: ------------------------------------ AMEND ARTICLE 2 ALLOW MEMBERS IN GOOD STANDING WHO FAILED TO RETAIN MEMBERSHIP INTO RETIREMENT TO COMPLETE FORM 1189 TO BE REINSTATED. AMEND ARTICLE 10 AS TO REMOVAL OF OFFICERS TO CLARIFY THAT THE EXECUTIVE CIVE PRESIDENT IS THE HIGHEST-RANKING OFFICER AFTER THE PRESIDENT AND THAT THE VICE PRESIDENT WOULD BE RESPONSIBLE IF BOTH THE PRESIDENT AND EXECUTIVE VICE PRESIDENT ARE CHARGED. 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 false false true false false false false false false true true false true true true true true false NALC ANNUITY TRUST FUND R 9679038 ACTUARY NALC HEALTH BENEFIT PLAN FOR EMPLOYEES R 13442443 PREMIUM BILLING UNITED STATES LETTER CARRIERS MUTUAL BENEFIT R 598677 PREMIUM BILLING