Civic Intelligence

New York State United Teachers Member Benefits Trust

990 • Fiscal year 2018 • EIN 22-2480854

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 15, 2019

Organization ProfileMEMBERBENEFITS.NYSUT.ORG

View Organization Page

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800 Troy Schenectady RoadLatham, NY 12110-2455

(518) 213-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.52x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

2.30x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$321,287

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

8.7%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$62,802,554

Up $1,056,484 (+1.7%) from 2017

Net Assets

Up

$29,835,276

Up $3,753,058 (+14%) from 2017

Liabilities

Down

$32,967,278

Down $2,696,574 (-7.6%) from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin82nd percentile

Revenue

Up

$14,360,696

Up $1,147,102 (+8.7%) from 2017

Expenses

Down

$9,946,336

Down $377,730 (-3.7%) from 2017

Net Income

Up

$4,414,360

Up $1,524,832 (+53%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$62,802,554
Liabilities$32,967,278
Net Assets$29,835,276
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$14,360,696
Expenses$9,946,336
Net Income$4,414,360
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 15, 2019
Return Version
2017v2.3
Gross Receipts
$22,554,983
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
Investments in Publicly Traded Securities$28,441,837$39,095,350▲ $10,653,513
Rtn Earn Endowment Incm Other Fnds$26,082,218$29,835,276▲ $3,753,058
Investments Other Securities$15,000,588$14,879,805▼ $120,783
Savings and Temporary Cash Investments$14,037,993$7,344,093▼ $6,693,900
Accounts Receivable$1,094,093$891,824▼ $202,269
Prepaid Expenses and Deferred Charges$6,375$136,470▲ $130,095
Cash and Non-Interest-Bearing Accounts$2,495,400$3,797▼ $2,491,603
Land, Buildings, and Equipment, Net$12,759$3,239▼ $9,520
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$61,746,070$62,802,554▲ $1,056,484
Other Assets Total$657,025$447,976▼ $209,049
Liabilities
Other Liabilities$23,379,352$23,747,911▲ $368,559
Accounts Payable and Accrued Expenses$12,208,300$9,141,517▼ $3,066,783
Deferred Revenue$76,200$77,850▲ $1,650
Total Liabilities$35,663,852$32,967,278▼ $2,696,574
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,082,218$29,835,276▲ $3,753,058
Total Liabilities and Net Assets / Fund Balance$61,746,070$62,802,554▲ $1,056,484

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$591,050$591,050
Other Land Buildings$3,239$387,831$391,070
Equipment$0$243,999$243,999
Other Securities$14,879,805--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$23,379,352$746,272-$377,713$23,747,911
2016$22,792,487$721,984-$123,119$23,379,352
2015$22,110,775$694,212-$500$22,792,487
2014$21,306,978$815,797--$22,110,775
2013$20,326,772$992,206--$21,306,978
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleOtherTotal
Matthew HillTrustee$20,274$20,274
Arthur PepperTrustee$15,017$15,017
Kevin PetermanTrustee$15,017$15,017
Loretta DonlonTrustee$15,017$15,017
Thomas TuckerTrustee$15,017$15,017
Angelina RiveraTrustee$10,512$10,512
Roderick ShermanTrustee-secretary$1,500$1,500
Thomas McmahonTrustee$1,500$1,500

Board Members and Trustees

NameTitle
J Philippe AbrahamTrustee-chair
Jeffrey LockwoodDirector of Finance
Lynette MetzDirector of Member Benefits
Jeffrey HartnettTrustee
Derek ClementAssistant in Member Benefits
Michael TravinskiAssoc General Counsel
Betsy PorterManager in Member Benefits
Jaclyn L FerrucciManager of Accounting/reporting

Highest Paid Contractors

ContractorServicesLocationCompensation
Pj GreenPrintingPO BOX 4026, Utica, NY 13504$372,816
Benchemark Printing INCPrintingPO BOX 1031, Schenectady, NY 12301$272,954
Stacey Braun Associates INCInvestment Adviser377 BROADWAY, New York, NY 10013-3934$174,663
Segal ConsultingConsultantPO BOX 4058, New York, NY 10261$160,409
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,361,278
Investment Income
$2,467,546
Other Revenue
$7,531,872
Change in Net Assets
$4,414,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,541,876
Other Expenses$2,990,778
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,413,682
Other Salaries and Wages---$1,882,356
Advertising---$813,636
Other Employee Benefits---$771,389
Information Technology---$732,466
Pension Plan Contributions---$729,802
Occupancy---$394,679
Fees for Services Other---$339,204
Fees for Service Investment Mgmnt Fees---$244,725
Payroll Taxes---$158,329
Insurance---$100,640
Office Expenses---$77,110
Fees for Services Legal---$76,407
Fees for Services Accounting---$50,000
Travel---$26,535
Conferences and Meetings---$11,170
Depreciation Depletion---$9,666
Other Expenses---$638
Total Functional Expenses$0$0$0$9,946,336
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$23,747,911
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 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 A, Line 2

“Name relationship organization lynette metz business nysut member benefits corporation arthur pepper business nysut member benefits corporation jeffrey hartnett business nysut member benefits corporation”

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 he or she 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
2019-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Philippe Abraham
Formed
1983
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
8
Employees
0
Volunteers
7

Preparer

Firm
Buchbinder Tunick & Company Llp
Address
6720-A ROCKLEDGE DRIVE SUITE 510, BETHESDA, MD 20817
Preparer
John Zimmerman
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 group 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:

“Accounting principles generally accepted in the united states of america require 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 internal revenue service. The plan administrator has concluded that as of august 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. 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. The plan administrator believes it is no longer subject to income tax examinations for years prior to the year ended august 31, 2015.”

Raw XML AppendixShowing 400 of 846 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm10LYNETTE METZ
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL TRAVINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm12JEFFREY LOCKWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm13DEREK CLEMENT
IRS990/Form990PartVIISectionAGrp/PersonNm14JACLYN L FERRUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm15BETSY PORTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt115017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt215017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320274
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt415017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt51500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6179211
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7115417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt810512
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt915017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10212162
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11174370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12196944
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13150860
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14158750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15145023
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE-SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF MEMBER BENEFITS
IRS990/Form990PartVIISectionAGrp/TitleTxt11ASSOC GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT IN MEMBER BENEFITS
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANAGER OF ACCOUNTING/REPORTING
IRS990/Form990PartVIISectionAGrp/TitleTxt15MANAGER IN MEMBER BENEFITS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01153626
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09347913
IRS990/GrossReceiptsAmt022554983
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0732466
IRS990/InsuranceGrp/TotalAmt0100640
IRS990/InvestmentIncomeGrp/ExclusionAmt01142922
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0170998
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01313920
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015000588
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014879805
IRS990/InvestmentsPubTradedSecGrp/BOYAmt028441837
IRS990/InvestmentsPubTradedSecGrp/EOYAmt039095350
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01222880
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012759
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03239
IRS990/LandBldgEquipCostOrOtherBssAmt01226119
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08194287
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/NetAssetsOrFundBalancesBOYAmt026082218
IRS990/NetAssetsOrFundBalancesEOYAmt029835276
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01153626
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01153626
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-661302
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0394679
IRS990/OfficeExpensesGrp/TotalAmt077110
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0657025
IRS990/OtherAssetsTotalGrp/EOYAmt0447976
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0771389
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SERVICE
IRS990/OtherExpensesGrp/Desc1STAFF TRAINING
IRS990/OtherExpensesGrp/Desc2SECURITY SERVICES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0106497
IRS990/OtherExpensesGrp/TotalAmt14033
IRS990/OtherExpensesGrp/TotalAmt23372
IRS990/OtherExpensesGrp/TotalAmt3638
IRS990/OtherLiabilitiesGrp/BOYAmt023379352
IRS990/OtherLiabilitiesGrp/EOYAmt023747911
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1532420
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0EXP. REIMB./ENDORSEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherRevenueMiscGrp/Desc2NET EARNINGS/(LOSS) OF SUBSIDIARY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08684228
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11760
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2-1154116
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08684228
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11760
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-1154116
IRS990/OtherRevenueTotalAmt07531872
IRS990/OtherSalariesAndWagesGrp/TotalAmt01882356
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0158329
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0729802
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06375
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0136470
IRS990/PrincipalOfficerNm0J PHILIPPE ABRAHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03731608
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1629670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03731608
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1629670
IRS990/ProgSrvcAccomActy2Grp/Desc0VOLUNTARY TERM LIFEPROVIDES TERM LIFE INSURANCE COVERAGE TO MEMBERS AND SPOUSES OR DOMESTIC PARTNERS. FOR THE YEAR ENDING 8/31/18, THERE WERE, ON AVERAGE, 83,616 PARTICIPANTS.
IRS990/ProgSrvcAccomActy3Grp/Desc0GROUP TERM LIFEPROVIDES TERM LIFE INSURANCE COVERAGE TO MEMBERS AND SPOUSES OR DOMESTIC PARTNERS. FOR THE YEAR ENDING 8/31/18, THERE WERE, ON AVERAGE, 61,819 PARTICIPANTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03275873
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01456012
IRS990/PYOtherExpensesAmt02567233
IRS990/PYOtherRevenueAmt07404998
IRS990/PYProgramServiceRevenueAmt04352584
IRS990/PYRevenuesLessExpensesAmt02889528
IRS990/PYSalariesCompEmpBnftPaidAmt04480960
IRS990/PYTotalExpensesAmt010324066
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013213594
IRS990/ReconcilationRevenueExpnssAmt04414360
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026082218
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt029835276
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014037993
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07344093
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt023379352
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0746272
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt023747911
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0377713
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt012000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022792487
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0721984
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt023379352
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0123119
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt012000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022110775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0694212
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022792487
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt021306978
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0815797
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022110775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt012000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt020326772
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0992206
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt021306978
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0243999
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0243999
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0591050
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0591050
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03239
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0387831
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0391070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023747911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUM STABILIZATION AND OTHER RESERVES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014879805
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 GROUP 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/ExplanationTxt1ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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 INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS CONCLUDED THAT AS OF AUGUST 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE YEAR ENDED AUGUST 31, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03239
IRS990ScheduleD/TotalBookValueSecuritiesAmt014879805
IRS990ScheduleD/TotalLiabilityAmt023747911

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,802,554
Liabilities
$32,967,278
Net assets
$29,835,276
Revenue
$14,360,696
Expenses
$9,946,336
Net income
$4,414,360
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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