2021-02-12T12:53:38-06:00 2020-03-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2019-04-01 530114650 NATIONAL ASSOCIATION OF LETTER CARRIERS % NICOLE RHINE NATI 2023934695 100 INDIANA AVE NW WASHINGTON DC 200012144 NICOLE RHINE SECRETARY-TREASURER 2023934695 2021-02-09 true RICHARD L RUVELSON P00234075 3012726000 2021-02-09 2019 2022-09-23 18:48:47Z FREDRIC ROLANDO 100 INDIANA AVE NW WASHINGTON DC 20001 2197093765 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 0 549 0 661063 450507 17185 92741 1760203508 1794162362 22162308 38693973 2165805 1048460 1784548806 1833997536 471123 479619 1627371652 1673644665 68292995 74229758 0 0 0 84824200 79925752 1780959970 1828279794 3588836 5717742 1177326254 1187074759 513269297 484046688 664056957 703028071 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 200,000 ACTIVE AND RETIRED LETTER CARRIERS AND OTHER EMPLOYEES OF THE U.S. POSTAL SERVICE IN 1,890 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 61823 0 true 549 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 James W Sauber Chief of Staff 40.0 0.0 X 185230 0 148305 Christopher Jackson Director of City Delivery 40.0 0.0 X X 193029 0 110981 Fredric V Rolando President 40.0 0.0 X X 238179 0 52813 Lucien Drass Vice President 40.0 0.0 X X 192023 0 91571 Daniel E Toth Director of Retired Members 40.0 0.0 X X 192840 0 90150 Nicole Rhine Secretary-Treasurer 40.0 0.0 X X 191369 0 77173 Paul Barner Assistant Secretary-Treasurer 40.0 0.0 X X 188344 0 72741 Brian L Renfroe Executive Vice President 40.0 0.0 X X 196091 0 40930 Richard DiCecca Natl Business Agent Region 14 40.0 0.0 X X 132971 0 99102 Manual Peralta Jr Director of Safety and Health 40.0 0.0 X X 186646 0 44006 James W Yates Director of Life Insurance 40.0 0.0 X X 0 189603 40574 Vada Preston Natl Business Agent Region 13 40.0 0.0 X X 133760 0 89997 Steve M Lassan Natl Business Agent Region 8 40.0 0.0 X X 133017 0 85960 Stephanie M Stewart Dir. Of Health Benefits 40.0 0.0 X X 200918 0 15677 Mike Birkett Natl Business Agent Region 5 40.0 0.0 X X 134498 0 78600 William Jenkins Assistant Engineer 40.0 0.0 X 134898 0 75894 Javier Bernal Natl Business Agent Region 10 40.0 0.0 X X 135499 0 73290 Charles T Clark Natl Business Agent Region 6 40.0 0.0 X X 133587 0 74475 Troy Fredenburg Natl Business Agent Region 7 40.0 0.0 X X 140183 0 64353 Bryant J Almario Natl Business Agent Region 1 40.0 0.0 X X 137554 0 64671 Mark Camilli Natl Business Agent Region 11 40.0 0.0 X X 138794 0 48455 David J Napadano Natl Business Agent Region 12 40.0 0.0 X X 134547 0 51320 James Cobb Chief Financial Officer 40.0 0.0 X 130375 0 52043 Michael Caref Natl Business Agent Region 3 40.0 0.0 X X 129213 0 52620 Lynne A Pendleton Natl Business Agent Region 9 40.0 0.0 X X 137365 0 38454 Nicholas S Vafiades Natl Business Agent Region 2 40.0 0.0 X X 128828 0 46860 Koren Blalock Keller Legislative Director 40.0 0.0 X 138009 0 35705 Lawrence Cirelli Natl Business Agent Region 15 40.0 0.0 X X 137458 0 34460 Roger Parent Dir. Software Development 40.0 0.0 X 130028 0 41525 James D Henry Reg. Admin. Asst. 40.0 0.0 X 98363 0 71310 Daniel P Versluis Natl Business Agent Region 4 40.0 0.0 X X 135548 0 29415 Thomas A Matthews Reg. Admin. Asst. 40.0 0.0 X 97566 0 67044 Calvin D Brookins Reg. Admin. Asst. 40.0 0.0 X 94880 0 63213 Hugh McElroy Reg. Admin. Asst. 40.0 0.0 X 104710 0 52455 Gerald A Ugone Reg. Admin. Asst. 40.0 0.0 X 101297 0 55530 Monica Walker Reg. Admin. Asst. 40.0 0.0 X 98227 0 51906 Orlando Gonzalez Reg. Admin. Asst. 40.0 0.0 X 99685 0 49670 David A Teegarden Reg. Admin. Asst. 40.0 0.0 X 99682 0 47654 Jerry A Hutson Reg. Admin. Asst. 40.0 0.0 X 96706 0 47746 Charles L Sexton Reg. Admin. Asst. 40.0 0.0 X 97306 0 46881 David L Kennedy Reg. Admin. Asst. 40.0 0.0 X 101019 0 41555 Tonya L Detrick Reg. Admin. Asst. 40.0 0.0 X 100966 0 40949 Jeffrey Frazee Reg. Admin. Asst. 40.0 0.0 X 98641 0 42887 John D Robles Reg. Admin. Asst. 40.0 0.0 X 99682 0 41370 Patricia A Joseph Reg. Admin. Asst. 40.0 0.0 X 102052 0 38504 Jason Karnopp Reg. Admin. Asst. 40.0 0.0 X 99604 0 40725 William Jackson Reg. Admin. Asst. 40.0 0.0 X 96453 0 43154 Shawn D Boyd Reg. Admin. Asst. 40.0 0.0 X 96713 0 42384 Debra J Dixon Reg. Admin. Asst. 40.0 0.0 X 101198 0 37530 Brian E Thompson Reg. Admin. Asst. 40.0 0.0 X 98737 0 39815 Christopher Strickland Reg. Admin. Asst. 40.0 0.0 X 100397 0 37922 Michael C Keels Reg. Admin. Asst. 40.0 0.0 X 101560 0 36491 Donald L Lyerly Reg. Admin. Asst. 40.0 0.0 X 97579 0 39414 Allan Rios Reg. Admin. Asst. 40.0 0.0 X 98149 0 37253 Kyle D Inosencio Reg. Admin. Asst. 40.0 0.0 X 98084 0 34384 Leo Zachwieja Reg. Admin. Asst. 41.0 0.0 X 103540 0 28320 Anita Lewallen Reg. Admin. Asst. (RETIRED) 40.0 0.0 X 90777 0 39548 David L Mudd Reg. Admin. Asst. 40.0 0.0 X 103125 0 26493 John F Collins Reg. Admin. Asst. 40.0 0.0 X 103540 0 25569 J Mark Sims Reg. Admin. Asst. 40.0 0.0 X 103947 0 25095 Coby P Jones Reg. Admin. Asst. 40.0 0.0 X 101024 0 27540 Patrick Johnson Reg. Admin. Asst. 40.0 0.0 X 96349 0 31991 Anthony Perconte Reg. Admin. Asst. 40.0 0.0 X 96227 0 29968 Anthony Ali Reg. Admin. Asst. 40.0 0.0 X 98010 0 25459 Karrie Kimbrell Reg. Admin. Asst. 40.0 0.0 X 94709 0 27940 Bruce Didriksen Reg. Admin. Asst. 40.0 0.0 X 102968 0 15991 Dexter L Lester Reg. Admin. Asst. 40.0 0.0 X 88860 0 24507 Mack I Julion Sr NATIONAL TRUSTEE 40.0 0.0 X X 35409 0 40640 Lawrence D Brown Jr CHAIRMAN, NATIONAL TRUSTEE 40.0 0.0 X X 40033 0 8669 Christy M Bowers Reg. Admin. Asst. 40.0 0.0 X 35473 0 3663 Michael J Gill NATIONAL TRUSTEE 40.0 0.0 X X 44962 0 -6316 3850930 189603 1734155 54 false true false CONN GENERAL LIFE INSURANCE 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 06002 NETWORK ADMIN FEES 24741023 CIGNA HEALTHCARE 10490 LITTLE PATUXENT PKWY STE 400 COLUMBIA MD 21044 NETWORK ADMIN FEES 6570623 UNITED BEHAVIORAL HEALTH 425 Market St 18th Fl SAN FRANCISCO CA 94105 NETWORK ADMIN FEES 2902720 MULTIPLAN 115 FIFTH AVENUE NEW YORK NY 10003 HEALTH ADMIN SVCS 2038758 COHEN WEISS SIMON 900 THIRD AVE FL 21 NEW YORK NY 10022 LEGAL SERVICES 1996162 33 92741 92741 CONTINGENCY RESERVE 525100 1746808839 1746808839 MEMBERSHIP DUES AND ASSESSMENTS 900004 47191193 46530130 661063 LOGO ITEMS (NET SALES) 900099 162330 162330 1794162362 24587428 24587428 0 230962 230962 0 0 0 377002276 362894530 1201 14107746 -1201 14106545 14106545 0 0 0 0 0 0 196831 200498 -3667 -3667 MISCELLANEOUS 900099 606668 606668 CLAIMS RECOVERY 525100 214497 214497 821165 1833997536 1793715796 661063 39527936 399619 80000 0 1673644665 10769152 0 42715910 7287312 10065110 3392274 0 2500542 693883 120000 0 0 3501880 8881 14519370 1891309 0 4631539 5714081 0 50053 0 1986920 1798742 766171 HBP PROGRAM COSTS 40397575 PPACA FEES 557884 TRAINING 318324 TAXES - OTHER 276962 191636 1828279794 1250 1250 230866706 170520821 0 0 105072319 131930607 0 0 0 0 595833 584511 389146 328900 2387915 4281293 15617351 9760065 5284642 5857286 658984957 695676679 5241866 5607034 0 0 0 0 168501620 172286378 1177326254 1187074759 8936278 9856597 0 0 1008423 954342 0 0 0 0 0 0 0 0 0 0 503324596 473235749 513269297 484046688 X 663747393 702820337 309564 207734 664056957 703028071 1177326254 1187074759 X 5717742 64218 33189154 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 3650830 true false false 1801620 1587641 213979 6113415 4511420 1601995 7702316 3661004 4041312 5857286 PREMIUMS DUE & ACCRUED 153286259 INTERCOMPANY RECEIVABLE 14636326 ACCRUED INTEREST & DIVIDENDS 3104206 DUE FROM RELATED ENTITIES 1187847 DEPOSITS 71740 172286378 0 BENEFITS INCURRED BUT UNPAID 206045411 POSTRETIREMENT BENEFITS 147456443 OPM SPECIAL RESERVE 117544278 DUE TO BRANCHES & STATES 1000142 UNREALIZED LOSS ON SECURITIES 592645 ACA FEES PAYABLE 563331 DEFERRED RENT LIABILITY 33499 473235749 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, 2020 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. Management believes that NALC is no longer subject to audit for years ending prior to March 31, 2017. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. Should such penalties and interest be incurred, NALC's policy is to recognize them as administrative expenses. true ECONOMIC POLICY INSTITUTE 1660 L ST NW 1200 WASHINGTON DC 20036 521368964 501(C)(3) 40000 GENERAL NALC DISASTER RELIEF FOUNDATION 100 INDIANA AVE NW WASHINGTON DC 20001 831184866 501(C)(3) 286062 GENERAL COALITION FOR PAPER OPTIONS 8 E STREET SE WASHINGTON DC 20003 815370826 501(C)(6) 10000 GENERAL RECONNECTING MCDOWELL 1615 WASHINGTON STREET CHARLESTON WV 25311 455298982 501(C)(3) 10000 GENERAL CHICAGO FEDERATION OF LABOR 180 N STETSON AVE 1259 CHICAGO IL 60601 360899610 501(C)(5) 12500 GENERAL 3 2 JOHN T DONELON SCHOLARSHIPS 4 4000 WILLIAM C DOHERTY SCHOLARSHIPS 19 76000 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 Fredric V Rolando President 215764 0 22415 51613 0 1200 0 290992 0 0 0 Brian L Renfroe Executive Vice President 177246 0 18845 29600 0 11330 0 237021 0 0 0 Lucien Drass Vice President 177116 0 14907 91571 0 0 0 283594 0 0 0 Nicole Rhine Secretary-Treasurer 174055 0 17314 68043 0 9130 0 268542 0 0 0 Paul Barner Assistant Secretary-Treasurer 170892 0 17452 52669 0 20072 0 261085 0 0 0 Christopher Jackson Director of City Delivery 175895 0 17134 109761 0 1220 0 304010 0 0 0 Daniel E Toth Director of Retired Members 177512 0 15328 90150 0 0 0 282990 0 0 0 Manual Peralta Jr Director of Safety and Health 169892 0 16754 22934 0 21072 0 230652 0 0 0 Stephanie M Stewart Dir. Of Health Benefits 165678 0 35240 15677 0 0 0 216595 0 0 0 James W Yates Director of Life Insurance 0 178011 11592 0 16915 0 23659 0 230177 0 0 Bryant J Almario Natl Business Agent Region 1 123252 0 14302 55291 0 9380 0 202225 0 0 0 Nicholas S Vafiades Natl Business Agent Region 2 118454 0 10374 24902 0 21958 0 175688 0 0 0 Michael Caref Natl Business Agent Region 3 97388 0 31825 29248 0 23372 0 181833 0 0 0 Daniel P Versluis Natl Business Agent Region 4 122267 0 13281 18785 0 10630 0 164963 0 0 0 Mike Birkett Natl Business Agent Region 5 121215 0 13283 59403 0 19197 0 213098 0 0 0 Charles T Clark Natl Business Agent Region 6 75532 0 58055 55603 0 18872 0 208062 0 0 0 Troy Fredenburg Natl Business Agent Region 7 126563 0 13620 50504 0 13849 0 204536 0 0 0 Steve M Lassan Natl Business Agent Region 8 121627 0 11390 67175 0 18785 0 218977 0 0 0 Lynne A Pendleton Natl Business Agent Region 9 123863 0 13502 35754 0 2700 0 175819 0 0 0 Javier Bernal Natl Business Agent Region 10 118927 0 16572 51805 0 21485 0 208789 0 0 0 Mark Camilli Natl Business Agent Region 11 126563 0 12231 34606 0 13849 0 187249 0 0 0 David J Napadano Natl Business Agent Region 12 123863 0 10684 48620 0 2700 0 185867 0 0 0 Vada Preston Natl Business Agent Region 13 120696 0 13064 70281 0 19716 0 223757 0 0 0 Richard DiCecca Natl Business Agent Region 14 119340 0 13631 78030 0 21072 0 232073 0 0 0 Lawrence Cirelli Natl Business Agent Region 15 92103 0 45355 32960 0 1500 0 171918 0 0 0 Calvin D Brookins Reg. Admin. Asst. 86832 0 8048 40126 0 23087 0 158093 0 0 0 James D Henry Reg. Admin. Asst. 90181 0 8182 51594 0 19716 0 169673 0 0 0 Thomas A Matthews Reg. Admin. Asst. 89445 0 8121 46592 0 20452 0 164610 0 0 0 Hugh McElroy Reg. Admin. Asst. 96048 0 8662 38606 0 13849 0 157165 0 0 0 Gerald A Ugone Reg. Admin. Asst. 92896 0 8401 46309 0 9221 0 156827 0 0 0 Monica Walker Reg. Admin. Asst. 90181 0 8046 32190 0 0 0 130417 0 0 0 James W Sauber Chief of Staff 183356 0 1100 774 127703 0 20602 0 333535 0 0 0 William Jenkins Assistant Engineer 134548 0 350 0 57492 0 18402 0 210792 0 0 0 Roger Parent Dir. Software Development 128466 0 800 762 30015 0 11510 0 171553 0 0 0 Koren Blalock Keller Legislative Director 137149 0 800 60 13259 0 0 0 151268 0 0 0 James Cobb Chief Financial Officer 129317 0 800 258 29597 0 22446 0 182418 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: $1,594,479 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. TIMOTHY R ADELMAN FAMILY MEMBER OF STEPHANIE STEWART, OFFICER OF NALC 44088 WAGES false FREDRIC J ROLANDO FAMILY MEMBER OF FREDRIC V ROLANDO, PRESIDENT OF NALC 79845 WAGES false ANNA MUDD FAMILY MEMBER OF DAVID L MUDD, OFFICER OF NALC 71631 WAGES false 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. 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 2018 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: $2,070,132 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: $ 5,884,243 HEALTH BENEFIT PLAN POSTRETIREMENT-RELATED CHANGES 28,734,583 INCREASE IN OPM SPECIAL RESERVE (1,429,672) UNION POSTRETIREMENT-RELATED CHANGES ------------- $ 33,189,154 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. NALC ANNUITY TRUST FUND 20547 WAVERLY COURT ASHBURN VA 20149 526038252 PENSION FUND DC 401(A) NALC true LETTER CARRIER POLITICAL FUND 100 INDIANA AVE 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 AVE NW WASHINGTON DC 20001 620476257 BENEFIT FUND TN 501(C)(5) NALC true NALC BUILDING CORPORATION 100 INDIANA AVE 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 230556 CASH NALC DISASTER RELIEF FOUNDATION B 55506 IN-KIND PAYMENT NALC ANNUITY TRUST FUND R 8058499 ACTUARY NALC HEALTH BENEFIT PLAN FOR EMPLOYEES R 8869458 PREMIUM BILLING UNITED STATES LETTER CARRIERS MUTUAL BENEFIT R 346083 PREMIUM BILLING