2019-02-14T08:55:04-06:00 2018-03-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2017-04-01 530114650 NATIONAL ASSOCIATION OF LETTER CARRIERS % NICOLE RHINE NATI 2023934695 100 INDIANA AVE NW WASHINGTON DC 200012144 NICOLE RHINE SECRETARY-TREASURER 2023934695 2019-02-13 true RICHARD L RUVELSON P00234075 3012726000 2019-02-13 209.190.253.84 22006220190455000011 2019-02-14 P 2A1936FD3B9C258D190A4C840721DFBB15A1A91E 26923E6707FB4A42B62755E4784A3B0C6DC5F428 2017 2019-02-21 02:37:17Z FREDRIC ROLANDO 100 INDIANA AVE NW WASHINGTON DC 20001 1924038322 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 0 525 0 580786 406841 3238 2160 1586457260 1685177172 17890331 15537873 1419227 1143479 1605770056 1701860684 189007 398484 1413453807 1512687536 58196871 61296217 0 0 0 71551199 72529533 1543390884 1646911770 62379172 54948914 1041552288 1124785233 458579623 504584187 582972665 620201046 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 288,000 ACTIVE AND RETIRED LETTER CARRIERS AND OTHER EMPLOYEES OF THE U.S. POSTAL SERVICE IN 1,990 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 false 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 63819 0 true 525 true true true 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 FREDRIC V ROLANDO PRESIDENT 40.0 0.0 X X 220890 0 51257 BRIAN RENFROE EXECUTIVE VICE-PRESIDENT 40.0 0.0 X X 186332 0 35218 LEW DRASS VICE PRESIDENT 40.0 0.0 X X 180567 0 71273 NICOLE RHINE SECRETARY-TREASURER 40.0 0.0 X X 179312 0 62584 JUDY WILLOUGHBY ASST SECRETARY-TREASURER 40.0 0.0 X X 179014 0 136151 BRIAN HELLMAN DIRECTOR, HEALTH BENEFIT PLAN 40.0 0.0 X X 187728 0 119474 MANUAL L PERALTRA JR DIRECTOR. SAFETY & HEALTH 40.0 0.0 X X 174965 0 155350 RON WATSON DIRECTOR, RETIRED MEMBERS 40.0 0.0 X X 179961 0 253343 MYRA WARREN DIRECTOR, LIFE INSURANCE 40.0 0.0 X X 0 187075 116868 CHRISTOPHER JACKSON DIRECTOR, CITY DELIVERY 40.0 0.0 X X 178069 0 90039 LAWRENCE D BROWN JR CHAIRMAN, NATIONAL TRUSTEE 40.0 0.0 X X 37386 0 5786 MIKE GILL NATIONAL TRUSTEE 40.0 0.0 X X 39457 0 15497 RANDALL L KELLER NATIONAL TRUSTEE 40.0 0.0 X X 41806 0 11427 BRYANT ALMARIO NATL BUSINESS AGENT REGION 1 40.0 0.0 X X 127196 0 57658 KATHY BALDWIN NATL BUSINESS AGENT REGION 10 40.0 0.0 X X 126616 0 67779 MIKE BIRKETT NATL BUSINESS AGENT REGION 5 40.0 0.0 X X 125527 0 96159 ROGER BLEDSOE NATL BUSINESS AGENT REGION 4 40.0 0.0 X X 125930 0 55984 MICHAEL CAREF NATL BUSINESS AGENT REGION 3 40.0 0.0 X X 121748 0 45346 PATRICK CARROLL NATL BUSINESS AGENT REGION 6 40.0 0.0 X X 129928 0 28826 JOHN CASCIANO NATL BUSINESS AGENT REGION 14 40.0 0.0 X X 131614 0 28654 LAWRENCE CIRELLI NATL BUSINESS AGENT REGION 15 40.0 0.0 X X 124617 0 85607 TIMOTHY DOWDY NATL BUS AGENT REG.13(RETIRED) 40.0 0.0 X X 52818 0 60992 KENNETH GIBBS NATL BUSINESS AGENT REGION 9 40.0 0.0 X X 129043 0 64882 WILLIAM LUCINI NATL BUS AGENT REG.12(RETIRED) 40.0 0.0 X X 20814 0 147 PETER MOSS NATL BUSINESS AGENT REGION 8 40.0 0.0 X X 131412 0 75841 DAVID NAPADANO NATL BUSINESS AGENT REGION 12 40.0 0.0 X X 126308 0 58066 VADA PRESTON NATL BUSINESS AGENT REGION 13 40.0 0.0 X X 119598 0 67873 PAUL PRICE NATL BUSINESS AGENT REGION 2 40.0 0.0 X X 123000 0 82098 DANIEL TOTH NATL BUSINESS AGENT REGION 11 40.0 0.0 X X 128414 0 52872 CHRIS WITTENBURG NATL BUSINESS AGENT REGION 7 40.0 0.0 X X 128378 0 56869 RONALD ADAMS REGIONAL ADMIN. ASSIST. 40.0 0.0 X 98538 0 33536 JAVIER BERNAL REGIONAL ADMIN. ASSIST. 40.0 0.0 X 92211 0 49625 SHAWN BOYD REGIONAL ADMIN. ASSIST. 40.0 0.0 X 94844 0 35333 CALVIN BROOKINS REGIONAL ADMIN. ASSIST. 40.0 0.0 X 91457 0 53531 MARK CAMILLI REGIONAL ADMIN. ASSIST. 40.0 0.0 X 98752 0 24653 CHARLES CLARK REGIONAL ADMIN. ASSIST. 40.0 0.0 X 94214 0 37545 JOHN COLLINS REGIONAL ADMIN. ASSIST. 40.0 0.0 X 97816 0 35316 RICHARD DICECCA REGIONAL ADMIN. ASSIST. 40.0 0.0 X 92770 0 70251 BRUCE DIDRIKSEN REGIONAL ADMIN. ASSIST. 40.0 0.0 X 97650 0 20689 DEBRA DIXON REGIONAL ADMIN. ASSIST. 40.0 0.0 X 94362 0 41163 JEFFREY FRAZEE REGIONAL ADMIN. ASSIST. 40.0 0.0 X 64373 0 19541 TROY FREDENBURG REGIONAL ADMIN. ASSIST. 40.0 0.0 X 98816 0 34557 JEFFREY FULTZ REGIONAL ADMIN. ASSIST. 40.0 0.0 X 64121 0 39697 ORLANDO GONZALEZ REGIONAL ADMIN. ASSIST. 40.0 0.0 X 94885 0 43204 JAMES HENRY REGIONAL ADMIN. ASSIST. 40.0 0.0 X 93477 0 60464 JERRY HUTSON REGIONAL ADMIN. ASSIST. 40.0 0.0 X 92018 0 42057 WILLIAM JACKSON REGIONAL ADMIN. ASSIST. 40.0 0.0 X 91686 0 38686 COBY JONES REGIONAL ADMIN. ASSIST. 40.0 0.0 X 94493 0 54686 JASON KARNOPP REGIONAL ADMIN. ASSIST. 40.0 0.0 X 89398 0 41179 KARRIE KIMBRELL REGIONAL ADMIN. ASSIST. 40.0 0.0 X 29282 0 2796 STEVE LASSAN REGIONAL ADMIN. ASSIST. 40.0 0.0 X 95334 0 59598 ANITA LEWALLEN REGIONAL ADMIN. ASSIST. 40.0 0.0 X 92630 0 35684 DONALD LYERLY REGIONAL ADMIN. ASSIST. 40.0 0.0 X 94891 0 30161 THOMAS MATTHEWS REGIONAL ADMIN. ASSIST. 40.0 0.0 X 92207 0 57542 HUGH MCELROY REGIONAL ADMIN. ASSIST. 40.0 0.0 X 98815 0 31405 DAVID MUDD REGIONAL ADMIN. ASSIST. 40.0 0.0 X 98024 0 21712 LYNNE PENDLETON REGIONAL ADMIN. ASSIST. 40.0 0.0 X 96033 0 40584 ALLAN RIOS REGIONAL ADMIN. ASSIST. 40.0 0.0 X 93390 0 30335 JOHN ROBLES REGIONAL ADMIN. ASSIST. 40.0 0.0 X 97433 0 33041 CHARLES SEXTON REGIONAL ADMIN. ASSIST. 40.0 0.0 X 94897 0 39388 AJ SICIUNAS REGIONAL ADMIN. ASSIST. 40.0 0.0 X 95641 0 50291 J MARK SIMS REGIONAL ADMIN. ASSIST. 40.0 0.0 X 98213 0 43663 STEPHANIE STEWART REGIONAL ADMIN. ASSIST. 40.0 0.0 X 93280 0 36060 CHRISTOPHER STRICKLAND REGIONAL ADMIN. ASSIST. 40.0 0.0 X 22841 0 0 BRIAN THOMPSON REGIONAL ADMIN. ASSIST. 40.0 0.0 X 93961 0 31220 GERALD UGONE REGIONAL ADMIN. ASSIST. 40.0 0.0 X 96021 0 44728 NICHOLAS VAFIADES REGIONAL ADMIN. ASSIST. 40.0 0.0 X 90717 0 40562 MONICA WALKER REGIONAL ADMIN. ASSIST. 40.0 0.0 X 93413 0 39977 LEO ZACHWIEJA REGIONAL ADMIN. ASSIST. 40.0 0.0 X 89141 0 34808 JAMES W SAUBER EXECUTIVE ASSIST. TO PRESIDENT 40.0 0.0 X 174592 0 129865 MICHAEL HICOK CHIEF ENGINEER 40.0 0.0 X 145294 0 117588 WILLIAM JENKINS ASSISTANT ENGINEER 40.0 0.0 X 131609 0 76388 KOREN KELLER-BLALOCK LEGISLATIVE DIRECTOR 40.0 0.0 X 121771 0 30719 NEIL BOWLING DIRECTOR OF INFO TECHNOLOGY 40.0 0.0 X 116270 0 72326 7940029 187075 4016074 39 false true false CIGNA HEALTHCARE 10490 LITTLE PATUXENT PKWY STE 400 COLUMBIA MD 21044 NETWORK ADMIN FEES 23379737 UNITED BEHAVIORAL HEALTH 425 MARKET ST 18TH FL SAN FRANCISCO CA 94105 NETWORK ADMIN FEES 2828415 MULTIPLAN PO BOX 29380 NEW YORK NY 10087 NETWORK ADMIN FEES 2177988 CIGNA BEHAVIORAL HEALTH 11095 VIKING DRIVE SUITE 350 EDEN PRAIRIE ME 55344 NETWORK ADMIN FEES 1863341 COHEN WEISS SIMON 330 WEST 42ND STREET NEW YORK NY 10036 LEGAL FEES 1730663 25 X 2160 2160 CONTINGENCY RESERVE 525100 1640744814 1640744814 MEMBERSHIP DUES AND ASSESSMENTS 900004 44255642 43678386 577256 LOGO ITEMS (NET SALES) 900099 176716 176716 1685177172 19412160 19412160 0 546623 546623 0 0 0 218108322 221974568 8041 -3866246 -8041 -3874287 -3874287 0 0 0 0 0 0 192166 195029 -2863 -2863 MISCELLANEOUS 900099 596189 596189 ADVERTISING 541800 3530 3530 599719 1701860684 1684599916 580786 16677822 316484 82000 0 1512687536 9971411 0 29205726 6617965 12743007 2758108 0 1825140 607113 120101 0 645556 3589892 0 14244558 2376997 0 3638754 3848787 0 61508 0 1925036 1261911 745724 HBP PROGRAM COSTS 36291899 PPACA FEES 489580 TAXES - OTHER 470222 TRAINING 242745 144010 1646911770 X 1250 1250 222201691 239396047 0 0 85028708 101059334 0 0 0 0 618826 608594 448550 363456 2776046 2696415 14771818 8307121 4036934 6464697 573147689 607336085 4707948 4944861 0 0 0 0 148584646 161914494 1041552288 1124785233 7621612 9250271 0 0 959472 974997 0 0 0 0 0 0 0 0 0 0 449998539 494358919 458579623 504584187 X 582780767 620000153 91898 100893 100000 100000 582972665 620201046 1041552288 1124785233 X 54948914 12327056 -30047589 X false true X true false false LETTER CARRIER POLITICAL FUND 100 INDIANA AVE NW WASHINGTON DC 20001 521269023 2959689 true false false PART I-A, LINE 1 - ORGANIZATION'S POLITICAL CAMPAIGN ACTIVITIES: THE AMOUNT EXPENDED FOR POLITICAL CAMPAIGN ACTIVITIES BY THE ORGANIZATION REPRESENTS THOSE COSTS ASSOCIATED WITH COMMUNICATION TO MEMBERS. 1609177 1013323 595854 5949176 3852507 2096669 7213465 3441291 3772174 6464697 PREMIUMS DUE & ACCRUED 141679195 INTERCOMPANY RECEIVABLE 16280821 ACCRUED INTEREST & DIVIDENDS 3427271 DUE FROM RELATED ENTITIES 485696 DEPOSITS 41511 161914494 0 BENEFITS INCURRED BUT UNPAID 183352489 POSTRETIREMENT BENEFITS 147420427 OPM SPECIAL RESERVE 157686512 DUE TO BRANCHES & STATES 4231048 UNREALIZED LOSS ON SECURITIES 879913 ACA FEES PAYABLE 530244 DEFERRED RENT LIABILITY 258286 494358919 X 1714314416 12327056 1925601 14252657 1700061759 1798925 1798925 1701860684 1648368702 3258720 3258720 1645109982 1801788 1801788 1646911770 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, 2018 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 financial statements. Should such penalties and interest be incurred, NALCs policy is to recognize them as administrative expenses. PART XI, LINE 2D - REVENUES INCLUDED ON FINANCIALS, NOT ON FORM 990: $1,925,601 REVENUES - RELATED ORGANIZATION PART XI, LINE 4B - REVENUES INCLUDED ON FORM 990, NOT ON FINANCIALS: $ 1,801,788 REVENUES ELIMINATED FOR FINANCIALS $ (2,863) NET CAFETERIA OPERATIONS REFLECTED IN COGS ----------- $ 1,798,925 =========== PART XII, LINE 2D - EXPENSES INCLUDED ON FINANCIALS, NOT ON FORM 990: $ 3,255,857 EXPENSES - RELATED ORGANIZATION $ 2,863 NET CAFETERIA OPERATIONS MOVED TO COGS ------------ $ 3,258,720 PART XII, LINE 4B - EXPENSES INCLUDED ON FORM 990, NOT ON FINANCIALS: $ 1,801,788 EXPENSES ELIMINATED FOR FINANCIALS true ECONOMIC POLICY INSTITUTE 1333 H STREET NW SUITE 300 EAST TOWER WASHINGTON DC 20005 521368964 501(C)(3) 40000 GENERAL SUPPORT AMERICAN POSTAL WORKERS UNION 1300 L ST NW WASHINGTON DC 20005 520913725 501(C)(5) 50000 GENERAL SUPPORT NEW YORK IMMIGRATION COALITION 131 WEST 3RD STREET SUITE 610 NEW YORK NY 10001 133573409 501(C)(3) 10000 GENERAL SUPPORT TEXAS WORKERS RELIEF FUND 1106 LAVACA ST SUITE 200 AUSTIN TX 78701 10000 GENERAL SUPPORT FLORIDA AFL-CIO 135 SOUTH MONROE ST TALLAHASSEE FL 32301 590832847 501(C)(5) 10000 GENERAL SUPPORT UNION COMMUNITY FUND 815 16TH ST NW WASHINGTON DC 20006 522184499 501(C)(3) 30000 GENERAL SUPPORT INTERNATIONAL CIVIL RIGHTS CENTER 134 SOUTH ELM STREET GREENSBORO NC 27401 561856093 501(C)(3) 25000 GENERAL SUPPORT AFT DISASTER RELIEF FUND 555 NEW JERSEY AVE NW WASHINGTON DC 20001 203664119 501(C)(3) 10000 GENERAL SUPPORT NATIONAL VOTE AT HOME COALITION PO BOX 65427 WASHINGTON DC 20035 50000 GENERAL SUPPORT COMMUNITY PARTNERS 1000 NORTH ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 954302067 501(C)(3) 25000 GENERAL SUPPORT TAKEITBACKORG PO BOX 2017 SIOUX FALLS SD 57101 473176941 501(c)(4) 25000 GENERAL SUPPORT 6 5 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 FREDRIC V ROLANDO PRESIDENT 199724 0 21166 48657 0 2600 0 272147 0 0 0 BRIAN RENFROE EXECUTIVE VICE-PRESIDENT 165463 0 20869 24411 0 10807 0 221550 0 0 0 LEW DRASS VICE PRESIDENT 165165 0 15402 71273 0 0 0 251840 0 0 0 NICOLE RHINE SECRETARY-TREASURER 162536 0 16776 53877 0 8707 0 241896 0 0 0 JUDY WILLOUGHBY ASST SECRETARY-TREASURER 162564 0 16450 133551 0 2600 0 315165 0 0 0 BRIAN HELLMAN DIRECTOR, HEALTH BENEFIT PLAN 162476 0 25252 119474 0 0 0 307202 0 0 0 MANUAL L PERALTRA JR DIRECTOR. SAFETY & HEALTH 158946 0 16019 135308 0 20042 0 330315 0 0 0 RON WATSON DIRECTOR, RETIRED MEMBERS 164359 0 15602 252538 0 805 0 433304 0 0 0 MYRA WARREN DIRECTOR, LIFE INSURANCE 0 164071 23004 0 116868 0 0 0 303943 0 0 CHRISTOPHER JACKSON DIRECTOR, CITY DELIVERY 162475 0 15594 73526 0 16513 0 268108 0 0 0 BRYANT ALMARIO NATL BUSINESS AGENT REGION 1 114179 0 13017 39991 0 17667 0 184854 0 0 0 KATHY BALDWIN NATL BUSINESS AGENT REGION 10 115414 0 11202 65179 0 2600 0 194395 0 0 0 MIKE BIRKETT NATL BUSINESS AGENT REGION 5 113778 0 11749 78091 0 18068 0 221686 0 0 0 ROGER BLEDSOE NATL BUSINESS AGENT REGION 4 115523 0 10407 53484 0 2500 0 181914 0 0 0 MICHAEL CAREF NATL BUSINESS AGENT REGION 3 109404 0 12344 22904 0 22442 0 167094 0 0 0 PATRICK CARROLL NATL BUSINESS AGENT REGION 6 118023 0 11905 28826 0 0 0 158754 0 0 0 JOHN CASCIANO NATL BUSINESS AGENT REGION 14 118023 0 13591 28654 0 0 0 160268 0 0 0 LAWRENCE CIRELLI NATL BUSINESS AGENT REGION 15 114088 0 10529 72373 0 13234 0 210224 0 0 0 KENNETH GIBBS NATL BUSINESS AGENT REGION 9 118023 0 11020 64882 0 0 0 193925 0 0 0 PETER MOSS NATL BUSINESS AGENT REGION 8 116829 0 14583 73536 0 2305 0 207253 0 0 0 DAVID NAPADANO NATL BUSINESS AGENT REGION 12 115523 0 10785 55566 0 2500 0 184374 0 0 0 VADA PRESTON NATL BUSINESS AGENT REGION 13 108205 0 11393 49119 0 18754 0 187471 0 0 0 PAUL PRICE NATL BUSINESS AGENT REGION 2 111804 0 11196 62056 0 20042 0 205098 0 0 0 DANIEL TOTH NATL BUSINESS AGENT REGION 11 118023 0 10391 52872 0 0 0 181286 0 0 0 CHRIS WITTENBURG NATL BUSINESS AGENT REGION 7 116333 0 12045 49100 0 7769 0 185247 0 0 0 RICHARD DICECCA REGIONAL ADMIN. ASSIST. 84523 0 8247 50209 0 20042 0 163021 0 0 0 JAMES HENRY REGIONAL ADMIN. ASSIST. 85811 0 7666 41710 0 18754 0 153941 0 0 0 STEVE LASSAN REGIONAL ADMIN. ASSIST. 87407 0 7927 42156 0 17442 0 154932 0 0 0 JAMES W SAUBER EXECUTIVE ASSIST. TO PRESIDENT 172718 0 1100 774 110179 0 19686 0 304457 0 0 0 MICHAEL HICOK CHIEF ENGINEER 144994 0 300 0 100002 0 17586 0 262882 0 0 0 WILLIAM JENKINS ASSISTANT ENGINEER 131309 0 300 0 59302 0 17086 0 207997 0 0 0 KOREN KELLER-BLALOCK LEGISLATIVE DIRECTOR 120911 0 800 60 9721 0 20998 0 152490 0 0 0 NEIL BOWLING DIRECTOR OF INFO TECHNOLOGY 115077 0 800 393 53914 0 18412 0 188596 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 TO ALL INDIVIDUALS DENOTED IN PART VII AS OFFICERS. PART II, COLUMN C - DEFERRED COMPENSATION: $2,199,194 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. GENEVA KUBAL FAMILY MEMBER OF BRIAN HELLMAN, DIRECTOR OF NALC HEALTH BENEFIT PLAN 92217 WAGES false FREDRIC J ROLANDO FAMILY MEMBER OF FREDRIC V ROLANDO, PRESIDENT OF NALC 61741 WAGES false PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: NATIONAL OFFICER MYRA WARREN 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 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 2016 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 HIS 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: $2,885,831 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: $(20,520,898) POSTRETIREMENT-RELATED CHANGES $( 9,526,691) INCREASE IN OPM SPECIAL RESERVE ------------- $(30,047,589) NET OTHER CHANGE IN NET ASSETS ============= 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 false false false true false false false false false false true true false true true true true true false LETTER CARRIER POLITICAL FUND Q 450755 BILLING NALC ANNUITY TRUST FUND R 7351710 ACTUARY NALC HEALTH BENEFIT PLAN FOR EMPLOYEES R 8168259 PREMIUM BILLING UNITED STATES LETTER CARRIERS MUTUAL BENEFIT R 287224 PREMIUM BILLING LETTER CARRIER POLITICAL FUND R 152707 IN-KIND