2024-02-14T13:54:08-06:00 2023-03-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-04-01 530114650 NATIONAL ASSOCIATION OF LETTER CARRIERS % NICOLE RHINE NATI 2023934695 100 INDIANA AVE NW WASHINGTON DC 200012144 NICOLE RHINE SECRETARY-TREASURER 2023934695 2024-02-13 true NICOLE RHINE 999009999 RICHARD RUVELSON P00234075 3012726000 2024-02-13 2 2022 2023-04-26 12:10:37Z BRIAN RENFROE 100 INDIANA AVE NW WASHINGTON DC 20001 2049626553 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 0 574 0 616983 414368 262632 502903 1810169755 1865857498 144026323 17478603 1314752 2111331 1955773462 1885950335 1228543 700457 1705558018 1771932834 82307796 81460297 0 0 0 88411500 106526093 1877505857 1960619681 78267605 -74669346 1386263011 1325240112 559408069 536350995 826854942 788889117 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 1,800 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 806 0 true 574 true true true false false false false false false false X 28 0 true false false 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 Christopher Jackson Director of City Delivery 40.0 0.0 X X 213218 0 177481 James W Sauber Chief of Staff / Exec. Assist. 40.0 0.0 X 302475 0 60425 Richard DiCecca NATL BUS AGT REGION 14 40.0 0.0 X X 149139 0 183966 Nicole Rhine Secretary-Treasurer 39.0 1.0 X X 213534 0 117598 Daniel E Toth Director of Retired Members 40.0 0.0 X X 213984 0 103314 Paul Barner Executive Vice President 39.0 1.0 X X 214959 0 96734 James W Yates Director of Life Insurance 40.0 0.0 X X 0 210125 91038 Steve M Lassan NATL BUS AGT REGION 8 40.0 0.0 X X 148544 0 144823 James D Henry Vice President 40.0 0.0 X X 171476 0 121402 Fredric V Rolando President (THRU 12/17/22) 39.0 1.0 X X 272984 0 17432 Vada Preston NATL BUS AGT REGION 13 40.0 0.0 X X 149304 0 139853 William Jenkins Chief Engineer 40.0 0.0 X 161917 0 126942 Manual Peralta Jr Director of Safety and Health 40.0 0.0 X X 210048 0 77066 Brian L Renfroe President 39.0 1.0 X X 220990 0 61575 Troy Fredenburg NBA REGION 7 (THRU 12/17/22) 40.0 0.0 X X 151093 0 126444 Daniel P Versluis NATL BUS AGT REGION 4 40.0 0.0 X X 148587 0 118224 Bryant J Almario NBA REGION 1 (THRU 12/17/22) 40.0 0.0 X X 154782 0 99916 Stephanie M Stewart Dir. Of Health Benefits 40.0 0.0 X X 210958 0 42190 Mark Camilli NATL BUS AGT REGION 11 40.0 0.0 X X 151739 0 92406 Javier Bernal NBA REGION 10 (THRU 12/17/22) 40.0 0.0 X X 147861 0 91898 David A Teegarden NATL BUS AGT REGION 5 40.0 0.0 X X 147598 0 77510 Lucian Drass Vice President (THRU 5/23/22) 40.0 0.0 X X 170306 0 53688 Nicholas S Vafiades NATL BUS AGT REGION 2 40.0 0.0 X X 145661 0 76667 Michael Caref NATL BUS AGT REGION 3 40.0 0.0 X X 151916 0 68284 Brian E Thompson NATL BUS AGT REGION 12 40.0 0.0 X X 150140 0 63690 Koren Blalock Keller Director, Legislative 40.0 0.0 X 158463 0 55263 Thomas A Matthews REG ADMIN ASSISTANT 40.0 0.0 X 104868 0 106781 Frederic Rotzler Director of Network Operations 40.0 0.0 X 149400 0 60097 Lynne A Pendleton NBA REGION 9 (THRU 12/17/22) 40.0 0.0 X X 155370 0 51610 Roger Parent Directory of Software Developm 40.0 0.0 X 150103 0 56592 Lawrence Cirelli NBA REGION 15 (THRU 12/17/22) 40.0 0.0 X X 155527 0 45903 David L Mudd NATL BUS AGT REGION 6 40.0 0.0 X X 153266 0 45848 Hugh McElroy REG ADMIN ASSISTANT 40.0 0.0 X 109863 0 88808 Orlando Gonzalez REG ADMIN ASSISTANT 40.0 0.0 X 111325 0 75499 Charles L Sexton REG ADMIN ASSISTANT 40.0 0.0 X 110284 0 68692 Jerry A Hutson REG ADMIN ASSISTANT 40.0 0.0 X 108223 0 70288 Monica Walker REG ADMIN ASSISTANT 40.0 0.0 X 113623 0 61125 Anthony Perconte REG ADMIN ASSISTANT 40.0 0.0 X 111195 0 60913 Jeffrey Frazee REG ADMIN ASSISTANT 40.0 0.0 X 110277 0 61237 Shawn D Boyd NATL BUS AGT REGION 10 40.0 0.0 X X 110593 0 60712 Debra J Dixon REG ADMIN ASSISTANT 40.0 0.0 X 113753 0 57248 William Jackson REG ADMIN ASSISTANT 40.0 0.0 X 108512 0 61672 Tonya L Detrick REG ADMIN ASSISTANT 40.0 0.0 X 111189 0 57766 Patrick Johnson NATL BUS AGT REGION 7 40.0 0.0 X X 112671 0 55239 Jason Karnopp REG ADMIN ASSISTANT 40.0 0.0 X 111143 0 55265 Donald L Lyerly REG ADMIN ASSISTANT 40.0 0.0 X 108295 0 57155 Kyle D Inosencio REG ADMIN ASSISTANT 40.0 0.0 X 109688 0 54758 Gerald A Ugone REG ADMIN ASSISTANT 40.0 0.0 X 111420 0 52198 Allan Rios REG ADMIN ASSISTANT 40.0 0.0 X 109054 0 54166 Chris Strickland REG ADMIN ASSISTANT 40.0 0.0 X 109675 0 53011 Anthony Ali REG ADMIN ASSISTANT 40.0 0.0 X 110711 0 51736 Larissa A Parde REG ADMIN ASSISTANT 40.0 0.0 X 112508 0 49852 Kenneth Janulewicz REG ADMIN ASSISTANT 40.0 0.0 X 111980 0 49073 Dexter L Lester REG ADMIN ASSISTANT 40.0 0.0 X 106064 0 54354 Steven Wiley REG ADMIN ASSISTANT 40.0 0.0 X 110848 0 47443 David L Kennedy REG ADMIN ASSISTANT 40.0 0.0 X 116676 0 37441 John D Robles REG ADMIN ASSISTANT 40.0 0.0 X 116876 0 36060 Cliff Davidson NATL BUS AGT REGION 9 40.0 0.0 X X 114302 0 37648 Christy M Bowers REG ADMIN ASSISTANT 40.0 0.0 X 113537 0 36998 Michael C Keels REG ADMIN ASSISTANT 40.0 0.0 X 115273 0 32869 Coby P Jones REG ADMIN ASSISTANT 40.0 0.0 X 113618 0 34074 John F Collins REG ADMIN ASSISTANT 40.0 0.0 X 116180 0 31304 Leo Zachwieja REG ADMIN ASSISTANT 40.0 0.0 X 113708 0 33650 Bruce Didriksen NATL BUS AGT REGION 15 40.0 0.0 X X 115839 0 30391 Calvin D Brookins REG ADMIN ASSISTANT 40.0 0.0 X 113521 0 32676 Colleen Karnthong REG ADMIN ASSISTANT 40.0 0.0 X 109957 0 25579 Ronnie R Roush REG ADMIN ASSISTANT 40.0 0.0 X 107233 0 25125 Arturo G Ramirez REG ADMIN ASSISTANT 40.0 0.0 X 105756 0 25975 Michael P Brim REG ADMIN ASSISTANT 40.0 0.0 X 107674 0 23804 Karrie Foster REG ADMIN ASSISTANT 40.0 0.0 X 108658 0 20080 Mack I Julion Sr Assistant Secretary-Treasurer 39.0 1.0 X X 46799 0 69676 Sandra D Laemmel Trustee 10.0 1.0 X X 41129 0 45508 Lawrence D Brown Jr Trustee 10.0 1.0 X X 42309 0 12125 Markeisha Lewis NATL BUS AGT REGION 1 40.0 0.0 X X 6161 0 468 Charles P Heege Trustee 10.0 1.0 X X 1784 0 0 JAMES FRANKFORD REG ADMIN ASSISTANT 40.0 0.0 X 0 0 0 Jay Laviolette REG ADMIN ASSISTANT 40.0 0.0 X 0 0 0 Joel Malkush REG ADMIN ASSISTANT 40.0 0.0 X 0 0 0 Benjamin Paul REG ADMIN ASSISTANT 40.0 0.0 X 0 0 0 4373213 210125 2430566 110 false true false CONN GENERAL LIFE INSURANCE 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 06002 NETWORK ADMIN FEES 26386653 CIGNA HEALTHCARE 10490 LITTLE PATUXENT PKWY STE 400 COLUMBIA MD 21044 NETWORK ADMIN FEES 6649104 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING SERVICES 4346699 Freeman PO Box 734596 DALLAS TX 75373 Event coordinator 3098354 MULTIPLAN 115 FIFTH AVE NEW YORK NY 10003 NETWORK ADMIN FEES 2363679 55 502903 502903 CONTINGENCY RESERVE 525100 1814576258 1814576258 MEMBERSHIP DUES AND ASSESSMENTS 900004 50987062 50370079 616983 LOGO ITEMS (NET SALES) 900099 294178 294178 1865857498 25569589 25569589 0 163980 163980 355128 355128 0 355128 355128 155366321 163456518 789 -8090197 -789 -8090986 -8090986 0 0 0 0 0 0 176339 218911 -42572 -42572 MISCELLANEOUS 900099 1200810 1200810 CLAIMS RECOVERY 525100 433985 433985 1634795 1885950335 1865674500 616983 19155949 618457 82000 0 1771932834 12105878 0 43794398 8738183 13096024 3725814 0 2467641 1018093 315000 0 841726 7467301 3533 21326066 2520005 0 11381948 7360590 0 485458 0 1945467 2077638 1090701 HBP PROGRAM COSTS 44549361 PPACA FEES 632496 TAXES-OTHER 431486 TRAINING 449568 162015 1960619681 102321 1250 213221765 145536259 0 0 166868483 161944724 0 0 0 0 557966 0 283421 452529 4932491 4949070 25896119 13372596 9749630 12523523 803620704 762861897 6059412 5818779 0 0 0 0 180866818 231152081 1386263011 1325240112 11448127 12123018 0 0 1222394 1007333 0 0 0 0 0 0 0 0 0 0 546737548 523220644 559408069 536350995 X 826596223 788649951 258719 239166 826854942 788889117 1386263011 1325240112 X -74669346 -54263684 10881871 80085334 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 0 3458906 true false false 5255684 2175088 3080596 7739374 5327717 2411657 12901061 5869791 7031270 12523523 PREMIUMS DUE & ACCRUED 169187550 RIGHT OF USE OF ASSETS 34010771 ACCRUED INTEREST & DIVIDENDS 3980822 DUE FROM RELATED ENTITIES 1433441 DEPOSITS 78438 INVESTMENT IN BUILDING CORP 22461059 231152081 0 BENEFITS INCURRED BUT UNPAID 245998036 POSTRETIREMENT BENEFITS 148632970 OPM SPECIAL RESERVE 89438412 DUE TO BRANCHES & STATES 864020 ACA FEES PAYABLE 660438 UNREALIZED LOSS ON SECURITIES 464528 LEASE LIABILITY 34804813 INTERCOMPANY PAYABLES 2357427 523220644 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, 2023 and 2022 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. 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) 45000 GENERAL NALC DISASTER RELIEF FUND 100 INDIANA AVE NW WASHINGTON DC 20001 831184866 501(C)(3) 250000 GENERAL CLARK COUNTY FOOD BANK 6502 NE 47TH AVENUE VANCOUVER WA 98661 911307564 501(C)(3) 15000 Food Drive Support NATIONAL VOTE AT HOME INSTITUTE PO BOX 65427 WASHINGTON DC 20035 825515680 501(C)(3) 25000 GENERAL CHICAGO FEDERATION OF LABOR 182 N STETSON STREET CHICAGO IL 60601 360899610 501(C)(5) 6000 GENERAL UNITED MINE WORKERS PO BOX 513 DUMFRIES VA 22025 530159200 501(C)(5) 25000 GENERAL support LOCKPORT FISH FOOD PANTRY 1463 South Farrell Road LOCKPORT IL 60441 753116844 501(C)(3) 9100 FOOD DRIVE UNION COMMUNITY FUND 815 16th Street NW Washington DC 20006 522184499 501(C)(3) 50000 GENERAL support CHICAGO VETERANS 6441 W Irving Park Rd Chicago IL 60634 464960662 501(C)(3) 12195 GENERAL support 7 2 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 Christopher Jackson Director of City Delivery 195466 0 0 0 17752 0 174981 0 2500 0 390699 0 0 0 James W Sauber Chief of Staff / Exec. Assist. 300979 0 1100 0 396 0 36835 0 23590 0 362900 0 0 0 Richard DiCecca NATL BUS AGT REGION 14 133359 0 0 0 15780 0 155683 0 28283 0 333105 0 0 0 Nicole Rhine Secretary-Treasurer 194762 0 0 0 18772 0 105472 0 12126 0 331132 0 0 0 Daniel E Toth Director of Retired Members 196616 0 0 0 17368 0 101964 0 1350 0 317298 0 0 0 Paul Barner Executive Vice President 196707 0 0 0 18252 0 95234 0 1500 0 311693 0 0 0 James W Yates Director of Life Insurance 0 197314 0 0 0 12811 0 69256 0 21782 0 301163 0 0 Steve M Lassan NATL BUS AGT REGION 8 136209 0 0 0 12335 0 119390 0 25433 0 293367 0 0 0 James D Henry Vice President 156165 0 0 0 15311 0 93625 0 27777 0 292878 0 0 0 Fredric V Rolando President (THRU 12/17/22) 242354 0 0 0 30630 0 17282 0 150 0 290416 0 0 0 Vada Preston NATL BUS AGT REGION 13 135693 0 0 0 13611 0 116502 0 23351 0 289157 0 0 0 William Jenkins Chief Engineer 161567 0 350 0 0 0 104552 0 22390 0 288859 0 0 0 Manual Peralta Jr Director of Safety and Health 189863 0 0 0 20185 0 48784 0 28282 0 287114 0 0 0 Brian L Renfroe President 199681 0 0 0 21309 0 41752 0 19823 0 282565 0 0 0 Troy Fredenburg NBA REGION 7 (THRU 12/17/22) 135385 0 0 0 15708 0 100187 0 26257 0 277537 0 0 0 Daniel P Versluis NATL BUS AGT REGION 4 136457 0 0 0 12130 0 104298 0 13926 0 266811 0 0 0 Bryant J Almario NBA REGION 1 (THRU 12/17/22) 134849 0 0 0 19933 0 87490 0 12426 0 254698 0 0 0 Stephanie M Stewart Dir. Of Health Benefits 182740 0 0 0 28218 0 42190 0 0 0 253148 0 0 0 Mark Camilli NATL BUS AGT REGION 11 136209 0 0 0 15530 0 66973 0 25433 0 244145 0 0 0 Javier Bernal NBA REGION 10 (THRU 12/17/22) 132535 0 0 0 15326 0 62794 0 29104 0 239759 0 0 0 David A Teegarden NATL BUS AGT REGION 5 135459 0 0 0 12139 0 51327 0 26183 0 225108 0 0 0 Lucian Drass Vice President (THRU 5/23/22) 159318 0 0 0 10988 0 53688 0 0 0 223994 0 0 0 Nicholas S Vafiades NATL BUS AGT REGION 2 132741 0 0 0 12920 0 47767 0 28900 0 222328 0 0 0 Michael Caref NATL BUS AGT REGION 3 136209 0 0 0 15707 0 42851 0 25433 0 220200 0 0 0 Brian E Thompson NATL BUS AGT REGION 12 136209 0 0 0 13931 0 38257 0 25433 0 213830 0 0 0 Koren Blalock Keller Director, Legislative 157573 0 800 0 90 0 24995 0 30268 0 213726 0 0 0 Thomas A Matthews REG ADMIN ASSISTANT 95892 0 0 0 8976 0 75138 0 31643 0 211649 0 0 0 Frederic Rotzler Director of Network Operations 148462 0 800 0 138 0 36363 0 23734 0 209497 0 0 0 Lynne A Pendleton NBA REGION 9 (THRU 12/17/22) 139854 0 0 0 15516 0 50010 0 1600 0 206980 0 0 0 Roger Parent Directory of Software Developm 148067 0 800 0 1236 0 43052 0 13540 0 206695 0 0 0 Lawrence Cirelli NBA REGION 15 (THRU 12/17/22) 140462 0 0 0 15065 0 44903 0 1000 0 201430 0 0 0 David L Mudd NATL BUS AGT REGION 6 140118 0 0 0 13148 0 44504 0 1344 0 199114 0 0 0 Hugh McElroy REG ADMIN ASSISTANT 100758 0 0 0 9105 0 62031 0 26777 0 198671 0 0 0 Orlando Gonzalez REG ADMIN ASSISTANT 102102 0 0 0 9223 0 50066 0 25433 0 186824 0 0 0 Charles L Sexton REG ADMIN ASSISTANT 101102 0 0 0 9182 0 42259 0 26433 0 178976 0 0 0 Jerry A Hutson REG ADMIN ASSISTANT 99252 0 0 0 8971 0 42005 0 28283 0 178511 0 0 0 Monica Walker REG ADMIN ASSISTANT 104350 0 0 0 9273 0 51306 0 9819 0 174748 0 0 0 Anthony Perconte REG ADMIN ASSISTANT 102102 0 0 0 9093 0 35480 0 25433 0 172108 0 0 0 Jeffrey Frazee REG ADMIN ASSISTANT 101134 0 0 0 9143 0 34837 0 26400 0 171514 0 0 0 Shawn D Boyd NATL BUS AGT REGION 10 101469 0 0 0 9124 0 33279 0 27433 0 171305 0 0 0 Debra J Dixon REG ADMIN ASSISTANT 104350 0 0 0 9403 0 45322 0 11926 0 171001 0 0 0 William Jackson REG ADMIN ASSISTANT 99575 0 0 0 8937 0 33713 0 27959 0 170184 0 0 0 Tonya L Detrick REG ADMIN ASSISTANT 102102 0 0 0 9087 0 32333 0 25433 0 168955 0 0 0 Patrick Johnson NATL BUS AGT REGION 7 103469 0 0 0 9202 0 29806 0 25433 0 167910 0 0 0 Jason Karnopp REG ADMIN ASSISTANT 102102 0 0 0 9041 0 34559 0 20706 0 166408 0 0 0 Donald L Lyerly REG ADMIN ASSISTANT 99409 0 0 0 8886 0 29030 0 28125 0 165450 0 0 0 Kyle D Inosencio REG ADMIN ASSISTANT 100758 0 0 0 8930 0 27981 0 26777 0 164446 0 0 0 Gerald A Ugone REG ADMIN ASSISTANT 101949 0 0 0 9471 0 37871 0 14327 0 163618 0 0 0 Allan Rios REG ADMIN ASSISTANT 100134 0 0 0 8920 0 26766 0 27400 0 163220 0 0 0 Chris Strickland REG ADMIN ASSISTANT 100752 0 0 0 8923 0 26234 0 26777 0 162686 0 0 0 Anthony Ali REG ADMIN ASSISTANT 101653 0 0 0 9058 0 29129 0 22607 0 162447 0 0 0 Larissa A Parde REG ADMIN ASSISTANT 104105 0 0 0 8403 0 24419 0 25433 0 162360 0 0 0 Kenneth Janulewicz REG ADMIN ASSISTANT 102102 0 0 0 9878 0 23640 0 25433 0 161053 0 0 0 Dexter L Lester REG ADMIN ASSISTANT 97305 0 0 0 8759 0 24124 0 30230 0 160418 0 0 0 Steven Wiley REG ADMIN ASSISTANT 101835 0 0 0 9013 0 21477 0 25966 0 158291 0 0 0 David L Kennedy REG ADMIN ASSISTANT 107354 0 0 0 9322 0 37441 0 0 0 154117 0 0 0 John D Robles REG ADMIN ASSISTANT 107354 0 0 0 9522 0 36060 0 0 0 152936 0 0 0 Cliff Davidson NATL BUS AGT REGION 9 113848 0 0 0 454 0 12215 0 25433 0 151950 0 0 0 Christy M Bowers REG ADMIN ASSISTANT 104299 0 0 0 9238 0 25021 0 11977 0 150535 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: $2,635,423 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. FREDRIC J ROLANDO SEE PART V SUPPLEMENTAL 94737 WAGES false TIMOTHY R ADELMAN SEE PART V SUPPLEMENTAL 78279 WAGES false ANNA MUDD SEE PART V SUPPLEMENTAL 109009 WAGES false Christina Davidson SEE PART V SUPPLEMENTAL 104807 Wages false PART IV, COLUMN (B) - RELATIONSHIP BETWEEN INTERESTED PERSON & THE ORG. FREDRIC J ROLANDO - FAMILY MEMBER OF FREDRIC V ROLANDO, PRESIDENT OF NALC TIMOTHY R ADELMAN - FAMILY MEMBER OF STEPHANIE STEWART, OFFICER OF NALC ANNA MUDD - FAMILY MEMBER OF DAVID MUDD, OFFICER OF NALC CHRISTINA DAVIDSON- FAMILY MEMBER OF CLIFF DAVIDSON, 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 his/her 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. 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 2022 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: $3,001,363 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: $ (6,587,370) HEALTH BENEFIT PLAN POSTRETIREMENT-RELATED CHANGES 87,010,930 REDUCTION IN OPM SPECIAL RESERVE (338,226) UNION POSTRETIREMENT-RELATED CHANGES ------------- $ 80,085,334 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 GOVERNING DOCUMENTS THE NALC CONSTITUTION WAS AMENDED THROUGH THE 72ND BIENNIAL CONVENTION HELD AUGUST 8-12, 2022 AND CONSISTED OF THE FOLLOWING AMENDMENTS: 1. CONSTITUTION FOR GOVERMENT OF SUBORDINATE AND FEDERAL BRANCHES REFLECTED ADDITION OF MBA REPRESENTATIVE AS AN OFFICER OF THE BRANCH AND APPOINTMENT OF A LETTER CARRIER POLITICAL FUND COORDINATOR BY THE BRANCH PRESIDENT. 2. CONSTITUTION AND GENERAL LAWS OF THE UNITED STATES LETTER CARRIERS MUTUAL BENEFIT ASSOCIATION AMENDED TO STRIKE OUT LANGUAGE FOR THE SUCCESSOR APPOINTMENT OF MBA REPRESENTATIVE REMOVED BY OFFICE. 3. EDIT ALL PARTS OF THE NALC CONSTITUTION TO ELIMINATE ALL GENDER PRONOUNS AND OTHER GENDER REFERENCES THROUGHOUT. 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 true false true false false false false false false true true false true true true true true false NALC DISASTER RELIEF FOUNDATION B 250000 CASH NALC ANNUITY TRUST FUND R 9147276 ACTUARY NALC HEALTH BENEFIT PLAN FOR EMPLOYEES R 9921941 PREMIUM BILLING UNITED STATES LETTER CARRIERS MUTUAL BENEFIT R 271439 PREMIUM BILLING