Civic Intelligence

Trustees of New York State United Teachers Member Benefits Trust

EIN 22-2480854 • 501(c)5 • Latham, NY

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Profile

Endorsing quality programs that are competitively priced and are designed to provide financial education and security for members and their families.

Refreshing map…

800 Troy Schenectady RoadLatham, NY 12110-2455

memberbenefits.nysut.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.37x

Higher debt load relative to assets than 62% of similar nonprofits.

$100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

2.26x

Higher debt load relative to revenue than 83% of similar nonprofits.

$100M-$250M nonprofits • Source year 2025

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

$100M-$250M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$345,374

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

$100M-$250M nonprofits • Source year 2025

Asset Growth

67th percentile

9.5%

Faster asset growth than 67% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2025

Revenue Growth

49th percentile

7.4%

Faster revenue growth than 49% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$110,539,076

Up $18,340,115 (+20%) from 2023

Liabilities

Up

$40,681,492

Up $1,328,601 (+3.4%) from 2023

Net Assets

Up

$69,857,584

Up $17,011,514 (+32%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin69th percentile

Revenue

Up

$17,969,501

Up $2,388,262 (+15%) from 2023

Expenses

Up

$15,039,756

Up $2,664,248 (+22%) from 2023

Net Income

Down

$2,929,745

Down $275,986 (-8.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$150M$100M$50M$0Assets 2010: $34,946,024Liabilities 2010: $28,412,567Net Assets 2010: $6,533,4572010Assets 2011: $35,898,360Liabilities 2011: $27,863,031Net Assets 2011: $8,035,3292011Assets 2012: $38,402,509Liabilities 2012: $28,402,263Net Assets 2012: $10,000,2462012Assets 2013: $41,253,324Liabilities 2013: $30,166,798Net Assets 2013: $11,086,5262013Assets 2014: $72,338,477Liabilities 2014: $31,167,541Net Assets 2014: $41,170,9362014Assets 2015: $101,968,721Liabilities 2015: $32,157,612Net Assets 2015: $69,811,1092015Assets 2016: $54,828,180Liabilities 2016: $31,854,358Net Assets 2016: $22,973,8222016Assets 2017: $61,746,070Liabilities 2017: $35,663,852Net Assets 2017: $26,082,2182017Assets 2018: $62,802,554Liabilities 2018: $32,967,278Net Assets 2018: $29,835,2762018Assets 2019: $72,440,652Liabilities 2019: $35,371,266Net Assets 2019: $37,069,3862019Assets 2020: $82,161,471Liabilities 2020: $36,143,137Net Assets 2020: $46,018,3342020Assets 2021: $91,259,553Liabilities 2021: $37,137,913Net Assets 2021: $54,121,6402021Assets 2022: $84,930,451Liabilities 2022: $35,622,633Net Assets 2022: $49,307,8182022Assets 2023: $92,198,961Liabilities 2023: $39,352,891Net Assets 2023: $52,846,0702023Assets 2025: $110,539,076Liabilities 2025: $40,681,492Net Assets 2025: $69,857,5842025

Highlighted filing

2025

Assets$110,539,076
Liabilities$40,681,492
Net Assets$69,857,584
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$60M$40M$20M$0Expenses 2010: $10,566,0362010Expenses 2011: $9,906,3562011Expenses 2012: $9,768,7872012Revenue 2013: $11,663,281Expenses 2013: $10,082,374Net Income 2013: $1,580,9072013Revenue 2014: $39,422,608Expenses 2014: $11,334,175Net Income 2014: $28,088,4332014Revenue 2015: $45,021,372Expenses 2015: $15,963,562Net Income 2015: $29,057,8102015Revenue 2016: $12,646,912Expenses 2016: $9,311,415Net Income 2016: $3,335,4972016Revenue 2017: $13,213,594Expenses 2017: $10,324,066Net Income 2017: $2,889,5282017Revenue 2018: $14,360,696Expenses 2018: $9,946,336Net Income 2018: $4,414,3602018Revenue 2019: $15,234,660Expenses 2019: $10,784,818Net Income 2019: $4,449,8422019Revenue 2020: $15,808,557Expenses 2020: $10,468,218Net Income 2020: $5,340,3392020Revenue 2021: $16,868,127Expenses 2021: $10,688,677Net Income 2021: $6,179,4502021Revenue 2022: $17,673,136Expenses 2022: $11,170,496Net Income 2022: $6,502,6402022Revenue 2023: $15,581,239Expenses 2023: $12,375,508Net Income 2023: $3,205,7312023Revenue 2025: $17,969,501Expenses 2025: $15,039,756Net Income 2025: $2,929,7452025

Highlighted filing

2025

Revenue$17,969,501
Expenses$15,039,756
Net Income$2,929,745
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$110,539,076
Liabilities
$40,681,492
Net assets
$69,857,584
Revenue
$17,969,501
Expenses
$15,039,756
Net income
$2,929,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$111$40.7$69.9$18.0$15.0$2.93
2023Summary only. Only limited summary data is available for this year.$92.2$39.4$52.8$15.6$12.4$3.21
2022Summary only. Only limited summary data is available for this year.$84.9$35.6$49.3$17.7$11.2$6.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.3$37.1$54.1$16.9$10.7$6.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.2$36.1$46.0$15.8$10.5$5.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.4$35.4$37.1$15.2$10.8$4.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.8$33.0$29.8$14.4$9.95$4.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.7$35.7$26.1$13.2$10.3$2.89
2016Summary only. Only limited summary data is available for this year.$54.8$31.9$23.0$12.6$9.31$3.34
2015Detailed filing. Detailed filing data is available for this year.$102$32.2$69.8$45.0$16.0$29.1
2014Detailed filing. Detailed filing data is available for this year.$72.3$31.2$41.2$39.4$11.3$28.1
2013Summary only. Only limited summary data is available for this year.$41.3$30.2$11.1$11.7$10.1$1.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$28.4$10.0$9.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.9$27.9$8.04$9.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.9$28.4$6.53$10.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Gross Receipts
$46,563,934
Mission and Program Overview

Mission

Endorsing quality programs that are competitively priced and are designed to provide financial education and security for members and their families.

To be first and foremost in minds of members when it comes to insurance, financial, legal and other services. This will occur by endorsing quality programs that are competitively priced and are designed to provide financial education and security for members and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$64,888,272$69,857,584▲ $4,969,312
Investments in Publicly Traded Securities$63,021,598$57,278,621▼ $5,742,977
Investments Other Securities$21,777,343$36,703,798▲ $14,926,455
Savings and Temporary Cash Investments$7,173,689$8,583,344▲ $1,409,655
Cash and Non-Interest-Bearing Accounts$6,295,424$5,413,014▼ $882,410
Accounts Receivable$2,613,516$1,393,790▼ $1,219,726
Prepaid Expenses and Deferred Charges$355,161$316,317▼ $38,844
Land, Buildings, and Equipment, Net$28,190$20,379▼ $7,811
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$102,167,026$110,539,076▲ $8,372,050
Other Assets Total$902,105$829,813▼ $72,292
Liabilities
Other Liabilities$28,665,344$28,665,344→ $0
Accounts Payable and Accrued Expenses$8,613,410$12,016,148▲ $3,402,738
Total Liabilities$37,278,754$40,681,492▲ $3,402,738
Net Assets / Fund Balance
Total Net Assets Fund Balance$64,888,272$69,857,584▲ $4,969,312
Total Liabilities and Net Assets / Fund Balance$102,167,026$110,539,076▲ $8,372,050

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$591,050$591,050
Other Land Buildings$3,251$392,950$396,201
Equipment$17,128$260,751$277,879
Other Securities$36,703,798--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$28,665,344---$28,665,344
2023$27,725,793$939,551--$28,665,344
2022$26,725,347$1,000,446--$27,725,793
2021$25,663,850$1,061,497--$26,725,347
2020$24,840,170$823,680--$25,663,850
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleOtherTotal
Angelina RiveraTrustee$16,747$16,747
Anthony NicodemoTrustee$16,747$16,747
Loretta DonlonTrustee$16,747$16,747
Michael SillTrustee$16,747$16,747
Natalie MckayTrustee$16,747$16,747
Kevin PetermanTrustee$2,875$2,875
Roderick ShermanTrustee-secretary$2,875$2,875

Board Members and Trustees

NameTitle
J Philippe AbrahamTrustee-chair
Jaclyn L FerrucciDeputy Director Finance
Jeffrey LockwoodDirector of Finance
Amber ChandlerTrustee
Carolyn KubeTrustee
Derek ClementAsst in Member Benefits
Michelle KennedyMember Benefits
Adam DolingMember Benefits Specialist

Highest Paid Contractors

ContractorServicesLocationCompensation
Benchemark Printing INCPrintingPO BOX 1031, Schenectady, NY 12301$458,098
Pj GreenPrintingPO BOX 4026, Utica, NY 13504$440,000
Stacey Braun Associates INCInvestment Advisor377 BROADWAY, New York, NY 10013-3934$210,106
CalmBenefits ProviderPO BOX 103322, Pasadena, CA 91189$198,498
Davis VisionClaims & Premium Processing711 TROY SCHENECTADY ROAD, Latham, NY 12110$191,842
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,600,720
Investment Income
$4,013,338
Other Revenue
$9,355,443
Change in Net Assets
$2,929,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,735,282
Salaries, Compensation, and Employee Benefits$2,931,526
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,372,948
Other Salaries and Wages---$2,110,497
Advertising---$1,114,326
Information Technology---$859,003
Pension Plan Contributions---$732,655
Fees for Services Other---$539,648
Occupancy---$363,245
Fees for Service Investment Mgmnt Fees---$303,974
Payroll Taxes---$180,457
Office Expenses---$150,531
Insurance---$137,500
Fees for Services Legal---$69,309
Conferences and Meetings---$67,420
Fees for Services Accounting---$55,917
Travel---$19,794
Depreciation Depletion---$7,811
Other Expenses---$6,161
Other Employee Benefits---$-92,083
Total Functional Expenses$0$0$0$15,039,756
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
Premium Stabilization and Other Reserves$28,665,344
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The final draft of the form 990 is provided to the board of trustees prior to its filing.”

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

“The conflict of interest policy appoints a conflict of interest officer. The conflict of interest officer's responsibilities are to monitor the implementation of the conflict of interest policy and recommend to the oversight committee, such modifications in the policy as they may from time to time deem appropriate.”

Form 990, Part VI, Section B, Line 15

“This organization, and all its related organizations, determines compensation of all its officers and key employees annually either by a) compliance with collective bargaining agreements for individuals covered by the cbas or b) the board of directors of the parent organization, new york state united teachers.”

Form 990, Part VI, Section C, Line 19

“The organization does not make the governing documents, conflict of interest policy and financial statements available to the public. The form 5500 filed with the employee benefit security administration (us department of labor) is made available to plan participants.”

Form 990, Part VII, Section A, Line 1A, Column B

“Hours for related organizations some of the officers and directors listed in part vii, section a, line 1a also serve in similar roles for related organizations. The hours listed in part vii column b reflect the average hours per week for this organization only. The hours worked for related organizations are reflected on the respective organizations' form 990. Certain key employees and highest compensated employees listed in part vii, section a, line 1a also perform work in varying capacities for related organizations. The total hours that these employees work on average is between 35 and 40 hours per week for this and related organizations.”

Filing and Contact Details

Filer

Filer Name
New York State United
EIN
22-2480854
Phone
5182136000
Address
800 TROY SCHENECTADY ROAD, LATHAM, NY 12110-2455

Signing Officer

Name
J Philippe Abraham
Title
Trustee
Phone
5182136000
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Philippe Abraham
Formed
1983
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
6720-A ROCKLEDGE DRIVE SUITE 510, BETHESDA, MD 20817
Preparer
Gary T Brunick Jr
Phone
2402001400
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Premium stabilization reserves have been established by the trust and insurance providers for certain fully insured insurance arrangements. These arrangements provide for the return to the new york state united teachers member benefits trust of a portion of earned premiums when benefit experience in a policy year is favorable. The amounts returned are held in reserve by the trust for the exclusive benefit of the trust's participants. The benefit programs which have premium stabilization reserves include the following insurances: term life, disability, group dental and individual dental. Some reserves may be used to offset program losses or certain expenses related directly to that program. Other reserves have been established to set aside funds earmarked for specific benefit purposes. Those benefits include homeowners insurance and legal service plan conflict resolution.”

PART X, LINE 2:

“Us gaap requires plan management to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. Employee benefit plans are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress for the trust.”

Raw XML AppendixShowing 400 of 747 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/BOYAmt08613410
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012016148
IRS990/AccountsReceivableGrp/BOYAmt02613516
IRS990/AccountsReceivableGrp/EOYAmt01393790
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO BE FIRST AND FOREMOST IN MINDS OF MEMBERS WHEN IT COMES TO INSURANCE, FINANCIAL, LEGAL AND OTHER SERVICES. THIS WILL OCCUR BY ENDORSING QUALITY PROGRAMS THAT ARE COMPETITIVELY PRICED AND ARE DESIGNED TO PROVIDE FINANCIAL EDUCATION AND SECURITY FOR MEMBERS AND THEIR FAMILIES.
IRS990/AdvertisingGrp/TotalAmt01114326
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IRS990/BenefitsToMembersGrp/TotalAmt05372948
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IRS990/BooksInCareOfDetail/PhoneNum05182136000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 TROY SCHENECTADY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LATHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0121102455
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IRS990/CashNonInterestBearingGrp/EOYAmt05413014
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt09
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt067420
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0458098
IRS990/ContractorCompensationGrp/CompensationAmt1440000
IRS990/ContractorCompensationGrp/CompensationAmt2210106
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SCHENECTADY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1UTICA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3PASADENA
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4DAVIS VISION
IRS990/ContractorCompensationGrp/ServicesDesc0PRINTING
IRS990/ContractorCompensationGrp/ServicesDesc1PRINTING
IRS990/ContractorCompensationGrp/ServicesDesc2INVESTMENT ADVISOR
IRS990/ContractorCompensationGrp/ServicesDesc3BENEFITS PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS & PREMIUM PROCESSING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt05372948
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04013338
IRS990/CYOtherExpensesAmt06735282
IRS990/CYOtherRevenueAmt09355443
IRS990/CYProgramServiceRevenueAmt04600720
IRS990/CYRevenuesLessExpensesAmt02929745
IRS990/CYSalariesCompEmpBnftPaidAmt02931526
IRS990/CYTotalExpensesAmt015039756
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/Desc0PEER SUPPORT LINETHE PEER SUPPORT LINE, AVAILABLE THROUGH RUTGERS UNIVERSITY BEHAVIORAL HEALTH CARE, IS A CONFIDENTIAL HELPLINE PROVIDED AT NO COST TO ALL NYSUT MEMBERS AND THEIR FAMILIES. STAFFED BY TRAINED IN-SERVICE AND RETIRED INDIVIDUALS WHO UNDERSTAND THE UNIQUE PROFESSIONAL AND PERSONAL CHALLENGES OF NYSUT MEMBERS, THE PEER SUPPORT LINE CAN PROVIDE ANSWERS, RESOURCES, AND EMPATHETIC SUPPORT WHEN IT IS NEEDED.
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IRS990/EmployeeCnt00
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IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1490510
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IRS990/Form990PartVIISectionAGrp/PersonNm1ANTHONY NICODEMO
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROLYN KUBE
IRS990/Form990PartVIISectionAGrp/PersonNm3LORETTA DONLON
IRS990/Form990PartVIISectionAGrp/PersonNm4J PHILIPPE ABRAHAM
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL SILL
IRS990/Form990PartVIISectionAGrp/PersonNm6AMBER CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm7NATALIE MCKAY
IRS990/Form990PartVIISectionAGrp/PersonNm8KEVIN PETERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9ANGELINA RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFFREY LOCKWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHELLE KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm12DEREK CLEMENT
IRS990/Form990PartVIISectionAGrp/PersonNm13JACLYN L FERRUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm14ADAM DOLING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14123088
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE-SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER BENEFITS
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASST IN MEMBER BENEFITS
IRS990/Form990PartVIISectionAGrp/TitleTxt13DEPUTY DIRECTOR FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER BENEFITS SPECIALIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0478934
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt029073367
IRS990/GrossReceiptsAmt046563934
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0859003
IRS990/InsuranceGrp/TotalAmt0137500
IRS990/InvestmentIncomeGrp/ExclusionAmt03317590
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03534404
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt036703798
IRS990/InvestmentsPubTradedSecGrp/BOYAmt063021598
IRS990/InvestmentsPubTradedSecGrp/EOYAmt057278621
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01244751
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt020379
IRS990/LandBldgEquipCostOrOtherBssAmt01265130
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028594433
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENDORSING QUALITY PROGRAMS THAT ARE COMPETITIVELY PRICED AND ARE DESIGNED TO PROVIDE FINANCIAL EDUCATION AND SECURITY FOR MEMBERS AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt064888272
IRS990/NetAssetsOrFundBalancesEOYAmt069857584
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0478934
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0478934
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02039567
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0363245
IRS990/OfficeExpensesGrp/TotalAmt0150531
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0902105
IRS990/OtherAssetsTotalGrp/EOYAmt0829813
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0-92083
IRS990/OtherExpensesGrp/Desc0SETTLEMENT AGREEMENT
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE SERVICE
IRS990/OtherExpensesGrp/Desc2STAFF TRAINING
IRS990/OtherExpensesGrp/Desc3SECURITY SERVICES
IRS990/OtherExpensesGrp/TotalAmt02912391
IRS990/OtherExpensesGrp/TotalAmt1121229
IRS990/OtherExpensesGrp/TotalAmt27023
IRS990/OtherExpensesGrp/TotalAmt36161
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IRS990/OtherLiabilitiesGrp/EOYAmt028665344
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IRS990/OtherRevenueMiscGrp/Desc0EXP. REIMB./ENDORSEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherRevenueMiscGrp/Desc2NET EARNINGS/(LOSS) OF SUBSIDIARY
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1938
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2-578262
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09932767
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1938
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-578262
IRS990/OtherRevenueTotalAmt09355443
IRS990/OtherSalariesAndWagesGrp/TotalAmt02110497
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0180457
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0732655
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0355161
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0316317
IRS990/PrincipalOfficerNm0J PHILIPPE ABRAHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03882855
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1717865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03882855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1717865
IRS990/ProgSrvcAccomActy2Grp/Desc0LEGAL ASSISTANCE PLANTHE LEGAL ASSISTANCE PLAN IS AVAILABLE AT NO COST TO NYSUT MEMBERS IN A NON-FULL DUES CATEGORY OR SPLIT DUES CATEGORY. PROVIDED BY THE LAW FIRM OF FELDMAN, KRAMER & MONACO, P.C., THIS PLAN PROVIDES ELIGIBLE MEMBERS WITH FREE TELEPHONE ACCESS TO ATTORNEYS AS WELL AS A LIMITED NUMBER OF LEGAL DOCUMENTS.
IRS990/ProgSrvcAccomActy3Grp/Desc0PREMIUM CALM SERVICETHE PREMIUM CALM SUBSCRIPTION PROVIDES ALL NYSUT IN-SERVICE AND RETIREE MEMBERS WITH UNLIMITED FREE ACCESS TO THE FULL LIBRARY OF SLEEP, MEDITATION, AND RELAXATION CONTENT AT CALM.COM AND IN THE CALM APP, WHICH CAN BE UTILIZED VIA A DESKTOP, LAPTOP, TABLET, OR MOBILE DEVICE (IOS OR ANDROID). MEMBERS CAN ADD UP TO FIVE DEPENDENTS (AGE 16 OR OLDER) TO RECEIVE THEIR OWN PREMIUM CALM SUBSCRIPTION.
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IRS990/PYBenefitsPaidToMembersAmt04936745
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt03851030
IRS990/PYOtherRevenueAmt09428802
IRS990/PYProgramServiceRevenueAmt04792461
IRS990/PYRevenuesLessExpensesAmt06830631
IRS990/PYSalariesCompEmpBnftPaidAmt02873270
IRS990/PYTotalExpensesAmt011661045
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018491676
IRS990/ReconcilationRevenueExpnssAmt02929745
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt064888272
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt028665344
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt027725793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0939551
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt028665344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026725347
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01000446
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt027725793
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025663850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01061497
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt026725347
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt024840170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0823680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025663850
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt017128
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0260751
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0277879
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0591050
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0591050
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03251
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0392950
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0396201
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028665344
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUM STABILIZATION AND OTHER RESERVES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt036703798
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WELLINGTON TRUST CORE BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PREMIUM STABILIZATION RESERVES HAVE BEEN ESTABLISHED BY THE TRUST AND INSURANCE PROVIDERS FOR CERTAIN FULLY INSURED INSURANCE ARRANGEMENTS. THESE ARRANGEMENTS PROVIDE FOR THE RETURN TO THE NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TRUST OF A PORTION OF EARNED PREMIUMS WHEN BENEFIT EXPERIENCE IN A POLICY YEAR IS FAVORABLE. THE AMOUNTS RETURNED ARE HELD IN RESERVE BY THE TRUST FOR THE EXCLUSIVE BENEFIT OF THE TRUST'S PARTICIPANTS. THE BENEFIT PROGRAMS WHICH HAVE PREMIUM STABILIZATION RESERVES INCLUDE THE FOLLOWING INSURANCES: TERM LIFE, DISABILITY, GROUP DENTAL AND INDIVIDUAL DENTAL. SOME RESERVES MAY BE USED TO OFFSET PROGRAM LOSSES OR CERTAIN EXPENSES RELATED DIRECTLY TO THAT PROGRAM. OTHER RESERVES HAVE BEEN ESTABLISHED TO SET ASIDE FUNDS EARMARKED FOR SPECIFIC BENEFIT PURPOSES. THOSE BENEFITS INCLUDE HOMEOWNERS INSURANCE AND LEGAL SERVICE PLAN CONFLICT RESOLUTION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE TRUST.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020379
IRS990ScheduleD/TotalBookValueSecuritiesAmt036703798
IRS990ScheduleD/TotalLiabilityAmt028665344
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20

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