Civic Intelligence

New York State Teamsters Council Health

EIN 15-0551885 • 501(c)5 • Syracuse, NY

View Organization Page

Profile

The plan provides health and welfare benefits to eligible active participants including their spouses and dependents.

151 Northern ConcourseSyracuse, NY 13221

www.nytfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.11x

Higher debt load relative to assets than 35% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.43x

Higher debt load relative to revenue than 48% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

46th percentile

3.3%

Higher net margin than 46% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

26th percentile

$352,020

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

43rd percentile

4.0%

Faster asset growth than 43% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-1.0%

Faster revenue growth than 20% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$854,669,153

Up $33,111,058 (+4.0%) from 2023

Liabilities

Down

$95,370,698

Down $1,745,349 (-1.8%) from 2023

Net Assets

Up

$759,298,455

Up $34,856,407 (+4.8%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin46th percentile

Revenue

Down

$222,691,743

Down $2,180,974 (-1.0%) from 2023

Expenses

Up

$215,362,678

Up $12,082,724 (+5.9%) from 2023

Net Income

Down

$7,329,065

Down $14,263,698 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0B$500M$0Assets 2010: $166,995,127Liabilities 2010: $4,601,478Net Assets 2010: $162,393,6492010Assets 2011: $202,938,850Liabilities 2011: $4,904,655Net Assets 2011: $198,034,1952011Assets 2012: $266,030,509Liabilities 2012: $6,290,309Net Assets 2012: $259,740,2002012Assets 2013: $311,671,573Liabilities 2013: $6,694,038Net Assets 2013: $304,977,5352013Assets 2014: $359,236,372Liabilities 2014: $11,242,041Net Assets 2014: $347,994,3312014Assets 2015: $369,230,224Liabilities 2015: $13,330,984Net Assets 2015: $355,899,2402015Assets 2016: $428,640,807Liabilities 2016: $17,323,814Net Assets 2016: $411,316,9932016Assets 2017: $506,122,477Liabilities 2017: $24,121,438Net Assets 2017: $482,001,0392017Assets 2018: $516,604,770Liabilities 2018: $32,775,358Net Assets 2018: $483,829,4122018Assets 2019: $628,500,723Liabilities 2019: $40,130,518Net Assets 2019: $588,370,2052019Assets 2020: $753,358,282Liabilities 2020: $47,651,233Net Assets 2020: $705,707,0492020Assets 2021: $832,341,948Liabilities 2021: $102,577,120Net Assets 2021: $729,764,8282021Assets 2022: $744,063,100Liabilities 2022: $98,997,638Net Assets 2022: $645,065,4622022Assets 2023: $821,558,095Liabilities 2023: $97,116,047Net Assets 2023: $724,442,0482023Assets 2024: $854,669,153Liabilities 2024: $95,370,698Net Assets 2024: $759,298,4552024

Highlighted filing

2024

Assets$854,669,153
Liabilities$95,370,698
Net Assets$759,298,455
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300M$200M$100M$0Expenses 2010: $161,633,5272010Expenses 2011: $149,523,1512011Expenses 2012: $150,056,0802012Revenue 2013: $205,275,298Expenses 2013: $161,668,622Net Income 2013: $43,606,6762013Revenue 2014: $204,351,633Expenses 2014: $168,639,602Net Income 2014: $35,712,0312014Revenue 2015: $204,077,344Expenses 2015: $178,774,724Net Income 2015: $25,302,6202015Revenue 2016: $200,637,724Expenses 2016: $171,317,735Net Income 2016: $29,319,9892016Revenue 2017: $208,727,052Expenses 2017: $179,205,954Net Income 2017: $29,521,0982017Revenue 2018: $217,397,596Expenses 2018: $176,501,554Net Income 2018: $40,896,0422018Revenue 2019: $214,084,498Expenses 2019: $177,190,823Net Income 2019: $36,893,6752019Revenue 2020: $231,029,099Expenses 2020: $164,299,324Net Income 2020: $66,729,7752020Revenue 2021: $260,201,694Expenses 2021: $242,517,360Net Income 2021: $17,684,3342021Revenue 2022: $247,434,949Expenses 2022: $194,558,862Net Income 2022: $52,876,0872022Revenue 2023: $224,872,717Expenses 2023: $203,279,954Net Income 2023: $21,592,7632023Revenue 2024: $222,691,743Expenses 2024: $215,362,678Net Income 2024: $7,329,0652024

Highlighted filing

2024

Revenue$222,691,743
Expenses$215,362,678
Net Income$7,329,065
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$854,669,153
Liabilities
$95,370,698
Net assets
$759,298,455
Revenue
$222,691,743
Expenses
$215,362,678
Net income
$7,329,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$855$95.4$759$223$215$7.33
2023Detailed filing. Detailed filing data is available for this year.$822$97.1$724$225$203$21.6
2022Detailed filing. Detailed filing data is available for this year.$744$99.0$645$247$195$52.9
2021Detailed filing. Detailed filing data is available for this year.$832$103$730$260$243$17.7
2020Detailed filing. Detailed filing data is available for this year.$753$47.7$706$231$164$66.7
2019Detailed filing. Detailed filing data is available for this year.$629$40.1$588$214$177$36.9
2018Detailed filing. Detailed filing data is available for this year.$517$32.8$484$217$177$40.9
2017Detailed filing. Detailed filing data is available for this year.$506$24.1$482$209$179$29.5
2016Detailed filing. Detailed filing data is available for this year.$429$17.3$411$201$171$29.3
2015Detailed filing. Detailed filing data is available for this year.$369$13.3$356$204$179$25.3
2014Detailed filing. Detailed filing data is available for this year.$359$11.2$348$204$169$35.7
2013Detailed filing. Detailed filing data is available for this year.$312$6.69$305$205$162$43.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$266$6.29$260$150
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$203$4.90$198$150
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$167$4.60$162$162
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$269,978,568
Mission and Program Overview

Mission

The plan provides health and welfare benefits to eligible active participants including their spouses and dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$724,442,048$759,298,455▲ $34,856,407
Investments Other Securities$674,550,574$692,070,436▲ $17,519,862
Investments in Publicly Traded Securities$105,177,680$116,703,152▲ $11,525,472
Accounts Receivable$24,498,038$22,437,120▼ $2,060,918
Cash and Non-Interest-Bearing Accounts$6,947,901$13,125,126▲ $6,177,225
Savings and Temporary Cash Investments$6,080,831$6,030,896▼ $49,935
Prepaid Expenses and Deferred Charges$3,903,463$3,940,216▲ $36,753
Land, Buildings, and Equipment, Net$399,608$362,207▼ $37,401
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$821,558,095$854,669,153▲ $33,111,058
Liabilities
Other Liabilities$96,493,194$94,666,940▼ $1,826,254
Accounts Payable and Accrued Expenses$622,853$703,758▲ $80,905
Total Liabilities$97,116,047$95,370,698▼ $1,745,349
Net Assets / Fund Balance
Total Net Assets Fund Balance$724,442,048$759,298,455▲ $34,856,407
Total Liabilities and Net Assets / Fund Balance$821,558,095$854,669,153▲ $33,111,058

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$284,933$1,308,738$1,593,671
Equipment$52,274$236,382$288,656
Land$25,000-$25,000
Other Securities$119,305,249--
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth StilwellExecutive AdministratorPT$145,276$32,635$177,911

Board Members and Trustees

NameTitle
Michael S Scalzo SrEmployer Trustee Co-chairm
John a BulgaroUnion Trustee Co-chairman
Chris LanganEmployer Trustee
Daniel SchmidtEmployer Trustee
Samuel PilgerEmployer Trustee
Brian K HammondUnion Trustee
George E HarriganUnion Trustee
Mark D MayUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Excellus - Blue Cross Blue ShieldTpa333 BUTTERNUT DRIVE, Syracuse, NY 13214$4,337,775
Medco Health Solutions INCTpa100 PARSONS POND DRIVE, Franklin Lakes, NJ 07417$3,217,399
Lifetime Benefit SolutionsTpa115 CONTINUUM DRIVE, Liverpool, NY 13088$1,054,835
Paravati Karl Green & Debella LLPLegal520 SENECA STREET SUITE 105, Utica, NY 13502$278,113
Gallagher Benefit ServicesActuary And Consulting85 CHESTNUT RIDGE ROAD SUITE 214, Montvale, NJ 07645$276,401
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$203,721,226
Investment Income
$18,646,384
Other Revenue
$324,133
Change in Net Assets
$7,329,065

Audited Revenue Reconciliation

Revenue per Audited Statements
$221,833,211
Revenue Not Reported on Financial Statements
$858,532
Revenue Not Reported on Form 990
$27,527,342
Total Revenue per Audited Statements
$249,360,553
Total Revenue per Form 990
$222,691,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,603,146
Salaries, Compensation, and Employee Benefits$2,564,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$201,195,489
Other Salaries and Wages---$1,463,064
Fees for Service Investment Mgmnt Fees---$999,665
Fees for Services Legal---$535,732
Pension Plan Contributions---$535,433
Other Employee Benefits---$451,585
Insurance---$429,739
Office Expenses---$159,030
Payroll Taxes---$113,961
Depreciation Depletion---$78,439
Fees for Services Accounting---$55,928
Other Expenses---$47,631
Occupancy---$47,351
Travel---$34,852
Conferences and Meetings---$30,995
Total Functional Expenses$0$0$0$215,362,678

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$215,362,678
Expenses per Audited Statements$214,504,146
Total Expenses per Audited Statements$214,504,146
Expenses Not Reported on Financial Statements$858,532
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hra Liability$89,926,739
Prepaid Contributions$3,608,476
Payable to Ups Retiree Fund$1,096,648
Payable for Securities Purchased$26,120
Due to Pension Fund$8,957
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Members of the governing body (trustees) are provided with a copy of the 990 prior to filing for review. The 990 will only be filed after the trustees have had the opportunity to review.”

Form 990, Part VI, Section B, Line 12C

“The persons covered under the conflict of interest policy include trustees and trustees' immediate family. A trustee who becomes aware of a proposed covered transaction should immediately disclose to the board the existence and circumstances of any transaction that they reasonably expect could give rise to a conflict of interest, refrain from using their personal influence to encourage the board to enter into the transaction, and physically excuse themselves from participation in any discussions regarding the transaction with the trustees. If the board of trustees believes there has been a violation of this policy or a failure to disclose actual or possible conflicts of interest, it shall take action necessary to correct the violation. The trustees review the conflict of interest policy and sign acknowledgement forms on an annual basis.”

Form 990, Part VI, Section C, Line 19

“Available upon request at the fund office.”

Filing and Contact Details

Filer

Filer Name
New York State Teamsters Council Health
EIN
15-0551885
Phone
3154559790
Address
151 NORTHERN CONCOURSE, SYRACUSE, NY 13221

Signing Officer

Name
Kenneth R Stilwell
Title
Executive Administrator
Phone
3154559790
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth R Stilwell
Formed
1952
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
42
Volunteers
0

Preparer

Firm
D'ARCANGELO & CO LLP
Address
120 LOMOND COURT, UTICA, NY 13502-5950
Preparer
Courtney a Pearsall CPA
Phone
3157355216
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“Form 990 part xii, this process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plans assets obtained an updated determination letter dated september 2, 2009, in which the internal revenue service stated that the trust, as then designed, constituted a tax exempt organization, and is, therefore, exempt from federal income taxes under provisions of section 501(c)(5) of the internal revenue code. The plan administrator and the plans tax counsel believe that the trust is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. Therefore, no provision for income taxes has been included in the plans financial statements.”

Raw XML AppendixShowing 400 of 1,914 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0622853
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0703758
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/PhoneNum03154559790
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0151 NORTHERN CONCOURSE
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE ADMINISTRATOR
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IRS990/OtherExpensesGrp/Desc2PCOR FEES
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID CONTRIBUTIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1HRA LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO PENSION FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PAYABLE FOR SECURITIES PURCHASED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PAYABLE TO UPS RETIREE FUND
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0IFM GLOBAL INFRASTRUCTURE (US)
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BRIGADE HIGH YIELD FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CBRE US CORE PARTNERS, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3RUSSELL 1000 NON LENDING CTF
IRS990ScheduleD/OtherSecuritiesGrp/Desc4SSGA TIP INDEX CTF (CMY5)
IRS990ScheduleD/OtherSecuritiesGrp/Desc5DFA EMERGING MARKETS SMALL CAP
IRS990ScheduleD/OtherSecuritiesGrp/Desc6MSCI EMERGING MARKETS FREE CTF
IRS990ScheduleD/OtherSecuritiesGrp/Desc7GQG PARTNERS EMERGING MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc8U.S. HIGH YIELD BOND INDEX NL
IRS990ScheduleD/OtherSecuritiesGrp/Desc9PASSIVE E M LOC CURR BD NL CTF
IRS990ScheduleD/OtherSecuritiesGrp/Desc10GQG PARTNERS GLOBAL EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc11MSCI EAFE INDEX NL CTF
IRS990ScheduleD/OtherSecuritiesGrp/Desc12U S SHORT TERM GOVT CREDIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc13US TREASURY INFL PROCTECTED SE
IRS990ScheduleD/OtherSecuritiesGrp/Desc14CTF EMERGING LOCAL DEBT
IRS990ScheduleD/OtherSecuritiesGrp/Desc15LOOMIS SAYLES SENIOR LOAN FUND
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLANS ASSETS OBTAINED AN UPDATED DETERMINATION LETTER DATED SEPTEMBER 2, 2009, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, CONSTITUTED A TAX EXEMPT ORGANIZATION, AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE PLAN ADMINISTRATOR AND THE PLANS TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLANS FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/CompensationSurveyInd0X
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