Civic Intelligence

Nalc Health Benefit Plan for Employees and Staff

990 • Fiscal year 2017 • EIN 54-1875242

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A

View Organization Page

20547 Waverly CourtAshburn, VA 20149

(703) 729-4677

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.10x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.16x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

12th percentile

-13%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$223,490

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

22nd percentile

-3.7%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

9.3%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$16,141,245

Down $626,570 (-3.7%) from 2016

Net Assets

Down

$14,526,055

Down $799,931 (-5.2%) from 2016

Liabilities

Up

$1,615,190

Up $173,361 (+12%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin12th percentile

Revenue

Up

$10,311,145

Up $879,448 (+9.3%) from 2016

Expenses

Up

$11,682,868

Up $1,066,511 (+10%) from 2016

Net Income

Down

-$1,371,723

Down $187,063 (-16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $10,375,402Liabilities 2010: $549,946Net Assets 2010: $9,825,4562010Assets 2011: $12,425,577Liabilities 2011: $569,309Net Assets 2011: $11,856,2682011Assets 2012: $12,316,406Liabilities 2012: $821,600Net Assets 2012: $11,494,8062012Assets 2013: $14,764,431Liabilities 2013: $632,824Net Assets 2013: $14,131,6072013Assets 2014: $17,400,177Liabilities 2014: $980,044Net Assets 2014: $16,420,1332014Assets 2015: $17,169,042Liabilities 2015: $958,079Net Assets 2015: $16,210,9632015Assets 2016: $16,767,815Liabilities 2016: $1,441,829Net Assets 2016: $15,325,9862016Assets 2017: $16,141,245Liabilities 2017: $1,615,190Net Assets 2017: $14,526,0552017Assets 2018: $15,349,151Liabilities 2018: $990,511Net Assets 2018: $14,358,6402018Assets 2019: $17,090,617Liabilities 2019: $900,015Net Assets 2019: $16,190,6022019Assets 2020: $18,387,628Liabilities 2020: $836,680Net Assets 2020: $17,550,9482020Assets 2021: $17,172,747Liabilities 2021: $858,192Net Assets 2021: $16,314,5552021Assets 2022: $11,517,966Liabilities 2022: $801,858Net Assets 2022: $10,716,1082022Assets 2023: $11,506,166Liabilities 2023: $700,927Net Assets 2023: $10,805,2392023Assets 2024: $15,822,600Liabilities 2024: $1,409,777Net Assets 2024: $14,412,8232024

Highlighted filing

2017

Assets$16,141,245
Liabilities$1,615,190
Net Assets$14,526,055
Open 2017 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $6,436,3242010Revenue 2011: $9,053,209Expenses 2011: $7,048,116Net Income 2011: $2,005,0932011Expenses 2012: $9,749,5942012Revenue 2013: $9,905,724Expenses 2013: $7,660,390Net Income 2013: $2,245,3342013Revenue 2014: $11,015,593Expenses 2014: $8,188,240Net Income 2014: $2,827,3532014Revenue 2015: $9,591,930Expenses 2015: $9,474,707Net Income 2015: $117,2232015Revenue 2016: $9,431,697Expenses 2016: $10,616,357Net Income 2016: -$1,184,6602016Revenue 2017: $10,311,145Expenses 2017: $11,682,868Net Income 2017: -$1,371,7232017Revenue 2018: $10,995,869Expenses 2018: $10,671,631Net Income 2018: $324,2382018Revenue 2019: $11,245,310Expenses 2019: $10,755,899Net Income 2019: $489,4112019Revenue 2020: $12,053,304Expenses 2020: $11,318,265Net Income 2020: $735,0392020Revenue 2021: $13,835,222Expenses 2021: $13,097,466Net Income 2021: $737,7562021Revenue 2022: $11,361,157Expenses 2022: $15,166,667Net Income 2022: -$3,805,5102022Revenue 2023: $13,883,350Expenses 2023: $14,643,064Net Income 2023: -$759,7142023Revenue 2024: $16,319,898Expenses 2024: $13,036,897Net Income 2024: $3,283,0012024

Highlighted filing

2017

Revenue$10,311,145
Expenses$11,682,868
Net Income-$1,371,723
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$17,730,724
Mission and Program Overview

Mission

A welfare benefit plan that covers employees & annuitants, and their eligible dependents & survivors, of the national association of letter carriers and its related entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,325,986$14,526,055▼ $799,931
Investments in Publicly Traded Securities$14,895,146$13,808,414▼ $1,086,732
Accounts Receivable$1,304,690$1,355,983▲ $51,293
Savings and Temporary Cash Investments$363,661$523,756▲ $160,095
Prepaid Expenses and Deferred Charges$7,842$7,401▼ $441
Inventories for Sale or Use$676$676→ $0
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$16,767,815$16,141,245▼ $626,570
Other Assets Total$195,800$445,015▲ $249,215
Liabilities
Other Liabilities$1,378,540$1,544,891▲ $166,351
Accounts Payable and Accrued Expenses$63,289$70,299▲ $7,010
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,441,829$1,615,190▲ $173,361
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,325,986$14,526,055▼ $799,931
Total Liabilities and Net Assets / Fund Balance$16,767,815$16,141,245▼ $626,570
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
Bernard PerlmutterAssistant Administrator$129,468$129,468
Randall L KellerTrustee$41,806$41,806
Michael GillTrustee$39,457$39,457
Lawrence D Brown JrTrustee$37,386$37,386

Board Members and Trustees

NameTitle
Fredric V RolandoAdministrator
Brian HellmanAssistant Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Nalc Health Benefit PlanContract Labor100 INDIANA AVENUE NW, Washington, DC 20001$790,149
Cigna HealthcareNetwork Admin Fees10490 LITTLE PATUXENT PKWY STE 400, Columbia, MD 21044$153,197
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,757,776
Investment Income
$552,434
Other Revenue
$935
Change in Net Assets
$-1,371,723

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,283,665
Revenue Not Reported on Financial Statements
$27,480
Revenue Not Reported on Form 990
$571,792
Total Revenue per Audited Statements
$10,855,457
Total Revenue per Form 990
$10,311,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,284,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$10,398,858
Fees for Services Other---$243,917
Fees for Services Accounting---$52,103
Office Expenses---$38,751
Fees for Service Investment Mgmnt Fees---$27,480
Occupancy---$20,467
Fees for Services Legal---$19,173
Information Technology---$15,069
Insurance---$12,289
Depreciation Depletion---$9,086
All Other Expenses---$5,913
Other Expenses---$5,162
Travel---$281
Total Functional Expenses$0$0$0$11,682,868

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,682,868
Expenses per Audited Statements$11,655,388
Total Expenses per Audited Statements$11,655,388
Expenses Not Reported on Financial Statements$27,480
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Entities$1,071,080
Obligation to Refund Collatera$371,250
Outstanding Benefit Checks$69,916
Unrealized Loss on Securities$30,824
Payroll Liabilities$1,821
Governance and Compliance

Governance Checklist

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

Governance Explanations

Part VI, Section A, Line 2 - Business Relationship

“Board members lawrence brown, jr., michael gill & randall keller and officers frederic rolando & brian hellman serve as the chairman, trustee, trustee, president and health benefit plan director for national association of letter carriers.”

PART VI, SECTION A, LINE 8B - OTHER COMMITTEES:

“The plan has no other committees outside of the board of trustees.”

PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:

“The form 990 is reviewed by the plan administrator before the form is signed and filed.”

PART VI, SECTION C, LINE 19 - AVAILABILITY OF DOCUMENTS AND F/S:

“The plan does not make its governing documents nor its financial statements available to the public; except as may be required under the employee retirement income security act of 1974 or applicable state law.”

PART VII, SECTION A, COLUMN F - AMOUNTS IN OTHER COMPENSATION:

“$xxx,xxx includes the amounts calculated by the plan actuary as to the change in actuarial value in defined benefits. These amounts reported are not actual outlays of compensation to the administrator and trustees.”

Filing and Contact Details

Filer

Filer Name
Nalc Health Benefit Plan for
EIN
54-1875242
In Care Of
% STEPHANIE STEWART ASST ADMI
Phone
7037294677
Address
20547 WAVERLY COURT, ASHBURN, VA 20149

Signing Officer

Name
Stephanie Stewart
Title
Asst. Administrator
Phone
7037294677
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fredric Rolando
Formed
1997
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard L Ruvelson
Phone
3012726000
Supplemental Narrative

Additional Explanations

PART III, LINE 1 - ORGANIZATION MISSION:

“The organization is the trust for a welfare benefit plan that covers employees and annuitants, and their eligible dependents and survivors, of the national association of letter carriers and its related entities. The organization is an employee benefit plan subject to the laws of employee retirement income security act of 1974.”

Financial Statement Notes

PART X, LINE 2 - FIN 48 FOOTNOTE:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize an income tax liability if the Plan 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 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 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 the periods presented in these financial statements.”

Raw XML AppendixShowing 400 of 547 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/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt013808414
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07419579
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt014526055
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0138145
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0138145
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt020467
IRS990/OfficeExpensesGrp/TotalAmt038751
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IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0195800
IRS990/OtherAssetsTotalGrp/EOYAmt0445015
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED LABOR
IRS990/OtherExpensesGrp/Desc1PROGRAM COMPLIANT INCIDENTALS
IRS990/OtherExpensesGrp/Desc2CONTRACT DISCOUNT SAVINGS
IRS990/OtherExpensesGrp/Desc3DISASTER RECOVERY
IRS990/OtherExpensesGrp/TotalAmt0789746
IRS990/OtherExpensesGrp/TotalAmt131561
IRS990/OtherExpensesGrp/TotalAmt213012
IRS990/OtherExpensesGrp/TotalAmt35162
IRS990/OtherLiabilitiesGrp/BOYAmt01378540
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IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0DISBURSEMENTS WRITE-OFF
IRS990/OtherRevenueMiscGrp/Desc1CLAIMS RECOVERY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0852
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt183
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0852
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt183
IRS990/OtherRevenueTotalAmt0935
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07842
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07401
IRS990/PrincipalOfficerNm0FREDRIC ROLANDO
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09245020
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1512756
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1512756
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IRS990/PYBenefitsPaidToMembersAmt09516163
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt01100194
IRS990/PYOtherRevenueAmt01707
IRS990/PYProgramServiceRevenueAmt08993140
IRS990/PYRevenuesLessExpensesAmt0-1184660
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010616357
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09431697
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1371723
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015325986
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014526055
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0363661
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0523756
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt027480
IRS990ScheduleD/ExpensesSubtotalAmt011655388
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt027480
IRS990ScheduleD/InvestmentExpensesNotIncldAmt027480
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0571792
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01071080
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt169916
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2371250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt330824
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt41821
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ENTITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OUTSTANDING BENEFIT CHECKS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OBLIGATION TO REFUND COLLATERA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3UNREALIZED LOSS ON SECURITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PAYROLL LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt0571792
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt027480
IRS990ScheduleD/RevenueSubtotalAmt010283665
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize an income tax liability if the Plan 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 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 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 the periods presented in these financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2 - FIN 48 FOOTNOTE:
IRS990ScheduleD/TotalExpensesPerForm990Amt011682868
IRS990ScheduleD/TotalLiabilityAmt01544891
IRS990ScheduleD/TotalRevenuePerForm990Amt010311145
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010855457
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011655388
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0199724
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1162476
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt021166
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt125252
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FREDRIC V ROLANDO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BRIAN HELLMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSISTANT ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0220890
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1187728
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0REPRESENTS THE ANNUAL CHANGE IN THE ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, COLUMN C - DEFERRED COMPENSATION:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS THE TRUST FOR A WELFARE BENEFIT PLAN THAT COVERS EMPLOYEES AND ANNUITANTS, AND THEIR ELIGIBLE DEPENDENTS AND SURVIVORS, OF THE NATIONAL ASSOCIATION OF LETTER CARRIERS AND ITS RELATED ENTITIES. THE ORGANIZATION IS AN EMPLOYEE BENEFIT PLAN SUBJECT TO THE LAWS OF EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS LAWRENCE BROWN, JR., MICHAEL GILL & RANDALL KELLER AND OFFICERS FREDERIC ROLANDO & BRIAN HELLMAN SERVE AS THE CHAIRMAN, TRUSTEE, TRUSTEE, PRESIDENT AND HEALTH BENEFIT PLAN DIRECTOR FOR NATIONAL ASSOCIATION OF LETTER CARRIERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN HAS NO OTHER COMMITTEES OUTSIDE OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR BEFORE THE FORM IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN DOES NOT MAKE ITS GOVERNING DOCUMENTS NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC; EXCEPT AS MAY BE REQUIRED UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 OR APPLICABLE STATE LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$XXX,XXX INCLUDES THE AMOUNTS CALCULATED BY THE PLAN ACTUARY AS TO THE CHANGE IN ACTUARIAL VALUE IN DEFINED BENEFITS. THESE AMOUNTS REPORTED ARE NOT ACTUAL OUTLAYS OF COMPENSATION TO THE ADMINISTRATOR AND TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1 - ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 8B - OTHER COMMITTEES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19 - AVAILABILITY OF DOCUMENTS AND F/S:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, SECTION A, COLUMN F - AMOUNTS IN OTHER COMPENSATION:
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IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NALC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NALC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NALC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0USLC MUTUAL BENEFIT ASSOCIATION

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,141,245
Liabilities
$1,615,190
Net assets
$14,526,055
Revenue
$10,311,145
Expenses
$11,682,868
Net income
-$1,371,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$1.41$14.4$16.3$13.0$3.28
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.70$10.8$13.9$14.6$0.76
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.80$10.7$11.4$15.2$3.81
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.86$16.3$13.8$13.1$0.74
2020Detailed filing. Detailed filing data is available for this year.$18.4$0.84$17.6$12.1$11.3$0.74
2019Detailed filing. Detailed filing data is available for this year.$17.1$0.90$16.2$11.2$10.8$0.49
2018Detailed filing. Detailed filing data is available for this year.$15.3$0.99$14.4$11.0$10.7$0.32
2017Detailed filing. Detailed filing data is available for this year.$16.1$1.62$14.5$10.3$11.7$1.37
2016Detailed filing. Detailed filing data is available for this year.$16.8$1.44$15.3$9.43$10.6$1.18
2015Detailed filing. Detailed filing data is available for this year.$17.2$0.96$16.2$9.59$9.47$0.12
2014Detailed filing. Detailed filing data is available for this year.$17.4$0.98$16.4$11.0$8.19$2.83
2013Detailed filing. Detailed filing data is available for this year.$14.8$0.63$14.1$9.91$7.66$2.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.82$11.5$9.75
2011Summary only. Only limited summary data is available for this year.$12.4$0.57$11.9$9.05$7.05$2.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.55$9.83$6.44
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