AMERICAN POSTAL WORKERS UNION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN POSTAL WORKERS UNION (EIN 52-0940594)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349313687
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T21:01:11-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520940594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN POSTAL WORKERS UNION AFL CIO HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD FRANCIS | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 4104241500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 799 CROMWELL PARK DRIVE Suite K-Z | AddressLine1Txt |
| City | GLEN BURNIE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MARCOTTE | PersonNm |
| Person Title | DIR OF HEALTH PLAN | PersonTitleTxt |
| Phone | 4104241500 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.190.253.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220183185000156 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3721D741E15263B55031988C4C204841BB29CAC0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E755B2CC0E817F6D5E4FDA2E0EF0FB7939AE8BA5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Carroll E Midgett | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 799 Cromwell Park Dr Ste K-Z | AddressLine1Txt |
| City | Glen Burnie | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,364,408,358 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.APWUHP.COM | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HIGH QUALITY, COMPETITIVE HEALTH BENEFIT PRODUCTS AND SERVICES TO THE MEMBERS OF THE AMERICAN POSTAL WORKERS UNION HEALTH PLAN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 251 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,314,842,671 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,363,291,601 | CYProgramServiceRevenueAmt |
| PY Investment Income | $344,359 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,116,757 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,315,187,030 | PYTotalRevenueAmt |
| CY Total Revenue | $1,364,408,358 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,331,048,719 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,294,724,677 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,509,065 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,635,819 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $77,233,847 | PYOtherExpensesAmt |
| CY Other Expenses | $70,100,273 | CYOtherExpensesAmt |
| PY Total Expenses | $1,436,791,631 | PYTotalExpensesAmt |
| CY Total Expenses | $1,392,460,769 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$121,604,601 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$28,052,411 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $336,444,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $352,984,896 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $216,506,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $216,174,411 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $119,938,061 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,810,485 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HIGH QUALITY, COMPETITIVE HEALTH BENEFIT PRODUCTS AND SERVICES TO THE MEMBERS OF THE AMERICAN POSTAL WORKERS UNION HEALTH PLAN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | High Option Plan: Our fee-for-service plans offer services through PPO networks. This means that certain hospitals and other health care providers are "preferred providers". When you use our network providers, you will receive covered services at reduced cost. APWU Health Plan is solely responsible for the selection of PPO providers in your area. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Consumer Driven Option Preventive benefits: This component provides first dollar coverage for specified preventive care for adults and children if you use a network provider. Personal Care Account (PCA): This component is used first to provide first dollar coverage for covered medical, dental and vision care services until the account balance is exhausted. Traditional benefits: After you have used up your Personal Care Account and satisfied a Member Responsibility, the Plan starts paying benefits under the Traditional Health Coverage. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Conversion Plan: Provides catastrophic insurance coverage for people who are no longer eligible to participate in the FEHB program. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 53716 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 251 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD FRANCIS | PersonNm |
| Phone | 4104241639 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 799 CROMWELL PARK DR STE K-Z | AddressLine1Txt |
| City | GLEN BURNIE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| John Marcotte | ||||||||
| Director of Health Plan | 40.0 | 0.0 | Yes (X) | Yes (X) | $129,334 | $7,187 | $37,417 | |
| Kenneth Beasley | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $117,175 | $18,839 | ||
| Stephen Brooks | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $104,626 | $16,806 | ||
| Clint Burelson | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $130,019 | $22,103 | ||
| Mark Dimonstein | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $162,704 | $27,660 | ||
| John Dirzius | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $117,078 | $18,822 | ||
| Michael Foster | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $138,906 | $22,324 | ||
| Michael Gallagher | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $116,391 | $18,706 | ||
| Omar Gonzalez | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $115,374 | $18,533 | ||
| Elizabeth Powell | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $151,660 | $24,377 | ||
| Steven Raymer | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $138,649 | $22,281 | ||
| Sharyn Stone | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $116,873 | $18,788 | ||
| Deborah Szerdey | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $143,340 | $23,197 | ||
| Vance Zimmerman | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $141,557 | $36,172 | ||
| Caroll E Midgett | ||||||||
| Chief Operating Manager | 40.0 | 0.0 | Yes (X) | $241,884 | $0 | $61,239 | ||
| Richard Francis | ||||||||
| Division Manager-Finance/Admin | 40.0 | 0.0 | Yes (X) | $183,681 | $0 | $72,567 | ||
| Eric Strassman | ||||||||
| Division Mgr, Info Technology | 40.0 | 0.0 | $188,424 | $0 | $36,481 | Yes (X) | ||
| Kimberly Farrell | ||||||||
| Division Manager, Claims | 40.0 | 0.0 | $148,169 | $0 | $55,284 | Yes (X) | ||
| Matthew Grayson | ||||||||
| Manager, Infrastructure | 40.0 | 0.0 | $147,212 | $0 | $45,357 | Yes (X) | ||
| Wayne Setzer | ||||||||
| Manager, Human Resources | 40.0 | 0.0 | $145,439 | $0 | $71,653 | Yes (X) | ||
| Randolph Duket | ||||||||
| Technical Services Supervisor | 40.0 | 0.0 | $139,057 | $0 | $53,859 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,323,200 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,701,539 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $722,465 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES | |||||
| 450 COLUMBUS BLVD 5GB | HARTFORD | CT | 06103 | BENEFITS ADMIN FEES | $17,494,633 |
| CONNECTICUT GENERAL LIFE INSURANCE | |||||
| 5089 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | BENEFITS ADMIN FEES | $15,893,556 |
| CIGNA OONSP | |||||
| PO BOX 6051 | INDIANAPOLIS | IN | 46206 | BENEFITS ADMIN FEES | $4,573,274 |
| MEDCO | |||||
| 100 PARSONS POND DRIVE | FRANKLIN LAKES | NJ | 07417 | PRESCRIPTION CLAIMS | $3,692,409 |
| CHANGE HEALTHCARE SOLUTIONS | |||||
| PO BOX 572490 | MURRAY | UT | 84157 | COMPUTER CONSULTANTS | $2,388,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREMIUM REVENUE | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $1,363,291,601 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,363,291,601 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,363,291,601 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,116,757 | TotalRevenueColumnAmt |
| Exclusion | $1,116,757 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,364,408,358 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,363,291,601 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,116,757 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,294,724,677 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,839 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,149,392 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,241,849 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,225,837 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,902 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,589 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,361 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,743,931 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,233,450 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,961,302 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,240 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,948 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,741 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,079 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SERVICE FEES | $11,843,138 |
| ACA EXCISE TAXES | $525,705 |
| MEMBER SERVICES | $118,192 |
| MISCELLANEOUS | $2,597 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,460,769 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,023,969 | BOYAmt |
| EOY | $162,808,047 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,388,710 | BOYAmt |
| EOY | $15,429,978 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,384,417 | BOYAmt |
| EOY | $1,954,993 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,748,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,781,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,137,707 | BOYAmt |
| EOY | $15,967,517 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,510,034 | BOYAmt |
| EOY | $156,824,361 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,444,837 | BOYAmt |
| EOY | $352,984,896 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,955,658 | BOYAmt |
| EOY | $3,391,389 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,551,118 | BOYAmt |
| EOY | $212,783,022 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,506,776 | BOYAmt |
| EOY | $216,174,411 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,863,061 | BOYAmt |
| EOY | $136,735,485 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $75,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,938,061 | BOYAmt |
| EOY | $136,810,485 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,444,837 | BOYAmt |
| EOY | $352,984,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$28,052,411 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $44,924,835 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $316,110 | OtherCostOrOtherBasisAmt |
| Depreciation | $316,110 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,397,475 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,429,958 | DepreciationAmt |
| Book Value | $15,967,517 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,281 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,967,517 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM OPM | $156,597,586 |
| DUE FROM APWU-CIO | $95,569 |
| ACCRUED INTEREST RECEIVABLE | $120,080 |
| OTHER RECEIVABLES | $11,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $156,824,361 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| HEALTH BENEFITS ACCRUED | $189,500,000 |
| ACCRUED PENSION BENEFIT COSTS | $10,746,022 |
| ACCRUED POSTRETIREMENT BENEFIT | $12,537,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $212,783,022 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,364,408,358 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,364,408,358 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,364,408,358 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,392,460,769 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,392,460,769 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,392,460,769 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2 - FIN 48 FOOTNOTE: | FormAndLineReferenceDesc |
| Explanation | Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize a 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 tax positions taken by the Health Plan and concluded that as of December 31, 2017 there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Health Plan 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 periods presented in these financial statements. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Marcotte | |||||||||||||
| Director of Health Plan | $129,334 | $7,187 | $4,468 | $1,222 | $31,860 | $0 | $165,662 | $8,409 | $0 | $0 | |||
| Clint Burelson | |||||||||||||
| Board Member | $0 | $130,019 | $0 | $22,103 | $0 | $0 | $152,122 | $0 | $0 | ||||
| Mark Dimonstein | |||||||||||||
| Board Member | $0 | $162,704 | $0 | $27,660 | $0 | $0 | $190,364 | $0 | $0 | ||||
| Michael Foster | |||||||||||||
| Board Member | $0 | $131,320 | $0 | $22,324 | $0 | $0 | $161,230 | $0 | $0 | $7,586 | |||
| Elizabeth Powell | |||||||||||||
| Board Member | $0 | $143,394 | $0 | $24,377 | $0 | $0 | $176,037 | $0 | $0 | $8,266 | |||
| Steven Raymer | |||||||||||||
| Board Member | $0 | $131,063 | $0 | $22,281 | $0 | $0 | $160,930 | $0 | $0 | $7,586 | |||
| Deborah Szerdey | |||||||||||||
| Board Member | $0 | $136,451 | $0 | $23,197 | $0 | $0 | $166,537 | $0 | $0 | $6,889 | |||
| Vance Zimmerman | |||||||||||||
| Board Member | $0 | $133,971 | $0 | $36,172 | $0 | $0 | $177,729 | $0 | $0 | $7,586 | |||
| Caroll E Midgett | |||||||||||||
| Chief Operating Manager | $196,635 | $0 | $29,512 | $0 | $33,857 | $0 | $305,253 | $0 | $0 | $0 | $5,879 | $39,370 | |
| Richard Francis | |||||||||||||
| Division Manager-Finance/Admin | $168,492 | $0 | $40,840 | $0 | $33,557 | $0 | $258,078 | $0 | $0 | $0 | $4,877 | $10,312 | |
| Eric Strassman | |||||||||||||
| Division Mgr, Info Technology | $170,781 | $0 | $36,481 | $0 | $1,795 | $0 | $226,700 | $0 | $0 | $0 | $4,961 | $12,682 | |
| Kimberly Farrell | |||||||||||||
| Division Manager, Claims | $142,584 | $0 | $40,318 | $0 | $16,536 | $0 | $205,023 | $0 | $0 | $0 | $4,159 | $1,426 | |
| Matthew Grayson | |||||||||||||
| Manager, Infrastructure | $142,661 | $0 | $13,630 | $0 | $33,329 | $0 | $194,171 | $0 | $0 | $0 | $4,237 | $314 | |
| Wayne Setzer | |||||||||||||
| Manager, Human Resources | $133,252 | $0 | $39,926 | $0 | $33,169 | $0 | $218,534 | $0 | $0 | $0 | $3,828 | $8,359 | |
| Randolph Duket | |||||||||||||
| Technical Services Supervisor | $130,158 | $0 | $22,132 | $0 | $33,149 | $0 | $194,338 | $0 | $0 | $0 | $3,818 | $5,081 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, COLUMN C - DEFERRED COMPENSATION: | FormAndLineReferenceDesc |
| Explanation | $187,464 REPRESENTS THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS: | ALL BOARD MEMBERS ARE BOARD MEMBERS/OFFICERS FOR THE AMERICAN POSTAL WORKERS UNION AFL-CIO. |
| PART VI, SECTION A, LINE 8B - OTHER COMMITTEES WITH AUTHORITY TO ACT: | NO OTHER COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY OF APWU HEALTH PLAN. |
| PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: | Management of APWU Health Plan reviews the Form 990 for completeness, consistency and accuracy prior to filing with the IRS. |
| PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE: | All employees, officers and directors of APWUHP(American Postal Workers Union Health Plan) must perform their APWUHP responsibilities in compliance with this Code of Business Ethics and Conduct, applicable laws and company policies. They are responsible for knowing, understanding and complying with this Code of Business Conduct and Ethics as well as APWUHPs policies and procedures that apply to their work. Conflict or possible conflicts are reported to the APWUHPs Compliance and Ethics Officer. This individual is currently the Division Manager for Finance & Administrative services. The Compliance & Ethics Officer and/or his/her designees will investigate alleged violations of the Code. As necessary, they may report the violation to public officials for investigation and/or prosecution and take action to maximize recover of assets. No restrictions have been imposed on any individual at this time. |
| PART VI, SECTION B, LINES 15A & 15B - COMPENSATION REVIEW PROCESS: | The Director of the APWU Health Plan's compensation is set by the Constitution and By-Laws of the APWU. Increases for officers are established in the collective bargaining agreement between the USPS and the APWU National Union. The Chief Operating Managers compensation is set by a contract signed by the Director of the APWU Health Plan. Cost of living adjustments calculated in the same manner the cost of living adjustments are calculated for APWU officers (based on the collective bargaining agreement between the USPS and the APWU National Union). Compensation for other top management of the Health Plan is set by documented compensation pay levels/ranges for each position. Salary increases are based on performance and may not exceed the maximum salary listed for that position. The salary and pay bands for management employees of the APWU Health Plan was initially established by gathering comparable compensation levels for similar position at similar organizations. The pay bands are occasionally adjusted (every 4 to 5 years) for inflation. Changes to the pay scales are approved by the Chief Operating Manager who's compensation is not impacted by the changes. The Executive Director's compensation was last amended per the Constitution and By-laws July 25, 2014. The Chief Operating Manager's employment contract was effective November 22, 1999. Other Management personnal salary scales adjustments were last completed in 2015. |
| PART VI, SECTION C, LINE 19 - AVAILABILITY OF DOCUMENTS, POLICIES AND F/S: | No documents were made available to the public. |
| PART VII, SECTION A, COLUMN F - AMOUNT OF OTHER REPORTED COMPENSATION: | $187,464 INCLUDED IN OTHER COMPENSATION FROM THE FILING ORGANIZATION AND RELATED ORGANIZATION REPRESENTS THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. |
| PART XI, LINE 9 - OTHER CHANGE IN NET ASSETS: | $ (9,500,948) Postretirement-related changes $ 54,425,783 TRANSFER AMOUNT DUE FROM OPM CONTINGENCY RESERVE ------------- $ 44,924,835 TOTAL OTHER CHANGES IN NET ASSETS ============= |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| American Postal Workers Union AFL-CIO | |||||||||
| 1300 L Street NW | Washington | DC | 20005 | 520913725 | LABOR ORG | DC | 501(c)(5) | NA | false |
| APWU AFL-CIO HEALTH PLAN H&W TRUST | |||||||||
| 799 CROMWELL PARK DRIVE STE K-Z | GLEN BURNIE | MD | 21061 | 522035053 | BENEFIT PLAN | VA | 501(c)(9) | APWU HP | Yes (true) |
| APWU HEALTH PLAN EMPLOYEES PENSION PLAN | |||||||||
| 799 CROMWELL PARK DR STES K-Z | GLEN BURNIE | MD | 21061 | 520940594 | PENSION PLAN | MD | 401(A) | APWU HP | Yes (true) |
| APWU HEALTH PLAN MGT STAFF PENSION PLAN | |||||||||
| 799 CROMWELL PARK DR STES K-Z | GLEN BURNIE | MD | 21061 | 520940594 | PENSION PLAN | MD | 401(A) | APWU HP | Yes (true) |
| APWU-HP BARGAINING UNIT DEF CONTRIB PLAN | |||||||||
| 799 CROMWELL PARK DR STES K-Z | GLEN BURNIE | MD | 21061 | 520940594 | PENSION PLAN | MD | 401(K) | APWU HP | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| APWU HEALTH PLAN HEALTH & WELFARE TRUST | ||
| R | $8,046,008 | billed premiums |
| APWU HEALTH PLAN MGT STAFF PENSION PLAN | ||
| R | $1,235,259 | billed contribs |
Comments