Nonprofit · EIN 13-1628401
1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES
Tax-exempt · NEW YORK, NY 10108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,527,972,421 | $2,268,368,542 | $259,603,879 | $1,586,856,702 | $1,095,627,292 | $491,229,410 |
| December 31, 2023 | 990 | $2,193,313,152 | $2,076,897,961 | $116,415,191 | $1,363,364,432 | $1,088,009,420 | $275,355,012 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,509,519,162
- Investment income
- $18,044,488
- Net gain from sales of assets
- $1,789,946
- Other revenue
- $408,771
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,139,585,104
- Compensation of officers, directors and key employees
- $2,686,860
- Other salaries and wages
- $53,288,288
- Salaries, compensation and benefits (total)
- $85,476,652
- Professional fundraising fees
- $0
- Legal fees
- $2,106,627
- Accounting fees
- $463,420
- Occupancy
- $767,316
- Depreciation
- $7,534,838
Balance sheet and other
- Total assets, start of year
- $1,363,364,432
- Total assets, end of year
- $1,586,856,702
- Total liabilities, end of year
- $1,095,627,292
- Net assets, end of year
- $491,229,410
- Land, buildings and equipment
- $18,323,470
- Net assets without donor restrictions
- $491,229,410
- Gross receipts
- $3,188,323,057
- Employees
- 1,218
- Volunteers
- 38
- Year formed
- 1949
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lorraine Monchak | Chief Investments Officer Officer | 14.8 | $750,106 | $812,026 | $808,993 |
| Donna Rey | Chief Executive Officer Officer | 14.8 | $459,813 | $497,769 | $525,066 |
| Brandy D Shiloh | Chief Administrative Officer Highest-paid employee | 14.8 | $382,504 | $414,078 | $439,275 |
| Stacey Millman | Chief Member Experience Officer Highest-paid employee | 14.8 | $299,660 | $324,396 | $340,310 |
| Van H Dunn | Chief Medical Officer Officer | 14.8 | $282,789 | $306,133 | $360,567 |
| Angela L Scott | Chief Benefits Officer Highest-paid employee | 14.8 | $261,866 | $283,482 | $305,864 |
| Mercedes Mambru | Chief Financial Officer Officer | 11.6 | $191,696 | $318,155 | $299,534 |
| Suzanne A Metzger | Chief General Counsel Highest-paid employee | 14.8 | $213,805 | $231,454 | $274,318 |
| Ferdag Dilay Altiner | Portfolio Manager Highest-paid employee | 0.1 | $914 | $414,649 | $203,052 |
| Adekemi Gray | Union Trustee (Beg. 02/2024) Trustee or director | 1 | $0 | $0 | $0 |
| Andrea Thomas-Randall | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Austin Bender | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Barbara Logan | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Christene Nation-Jumpp | Employer Trustee (END 12/2024) Trustee or director | 1 | $0 | $0 | $0 |
| Daine Williams | Union Trustee (Beg. 02/2024) Trustee or director | 1 | $0 | $0 | $0 |
32 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Ratner | Union Trustee Trustee or director | 1 | $0 |
| David Brodsky | Employer Trustee Trustee or director | 1 | $0 |
| Eunia Destine-Latinwo | Union Trustee (Beg. 02/2024) Trustee or director | 1 | $0 |
| George Gresham | Union Trustee Trustee or director | 1 | $0 |
| Guy Mennonna | Employer Trustee Trustee or director | 1 | $0 |
| Helen Schaub | Union Trustee Trustee or director | 1 | $0 |
| Hugo Pizarro | Employer Trustee (Beg 05/2024) Trustee or director | 1 | $0 |
| Ilene Arroyo | Employer Trustee Trustee or director | 1 | $0 |
| Jacqueline Alleyne | Union Trustee Trustee or director | 1 | $0 |
| Jason Limson | Employer Trustee Trustee or director | 1 | $0 |
| Jeffery Cohen | Employer Trustee Trustee or director | 1 | $0 |
| Joseph Chinea | Union Trustee (Beg. 07/2024) Trustee or director | 1 | $0 |
| Joyce Neil | Union Trustee (End 07/2024) Trustee or director | 1 | $0 |
| Keith Wolf | Employer Trustee Trustee or director | 1 | $0 |
| Lisa Brown | Union Trustee Trustee or director | 1 | $0 |
| Marc Kramer | Employer Trustee Trustee or director | 1 | $0 |
| Marc Leff | Employer Trustee (End 05/2024) Trustee or director | 1 | $0 |
| Michael Ashby | Union Trustee Trustee or director | 1 | $0 |
| Michael N Rosenblut | Employer Trustee Trustee or director | 1 | $0 |
| Milly Silva | Union Trustee Trustee or director | 1 | $0 |
| Nadine Ferguson | Employer Trustee Trustee or director | 1 | $0 |
| Nadine Williamson | Union Trustee Trustee or director | 1 | $0 |
| Neal Schelberg | Employer Trustee Trustee or director | 1 | $0 |
| Nora Donoher | Employer Trustee Trustee or director | 1 | $0 |
| Robert Oliver Jr | Employer Trustee Trustee or director | 1 | $0 |
| Roger Cumberbatch | Union Trustee Trustee or director | 1 | $0 |
| Stacie Williams | Employer Trustee Trustee or director | 1 | $0 |
| Sui Ling | Union Trustee (Beg. 02/2024) Trustee or director | 1 | $0 |
| Tracey Harrison | Union Trustee Trustee or director | 1 | $0 |
| Veronica Turner | Union Trustee Trustee or director | 1 | $0 |
| Victor Rivera | Union Trustee (End 02/2024) Trustee or director | 1 | $0 |
| Yvonne Armstrong | Union Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 45 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lorraine Monchak | Chief Investments Officer Officer | 14.2 | $477,757 | $483,626 | $571,863 |
| Donna Rey | Executive Officer Officer | 14.2 | $334,182 | $338,287 | $380,972 |
| Brandy D Shiloh | Chief Administrative Officer Highest-paid employee | 14.2 | $315,362 | $319,236 | $354,846 |
| Van H Dunn | Chief Medical Officer Officer | 14.2 | $242,799 | $245,782 | $281,465 |
| Stacey Millman | Chief Communications Officer Highest-paid employee | 14.2 | $222,248 | $224,979 | $247,665 |
| Angela L Scott | Chief Benefits Officer Highest-paid employee | 14.2 | $195,121 | $197,518 | $223,624 |
| Mercedes Mambru | Chief Financial Officer Officer | 11.2 | $120,978 | $194,547 | $200,468 |
| Suzanne A Metzger | Chief General Counsel Highest-paid employee | 14.2 | $155,534 | $157,445 | $195,171 |
| Charles Ottomanelli | Chief Information Officer Highest-paid employee | 11.2 | $113,185 | $182,015 | $152,369 |
| Andrea Thomas-Randall | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Austin Bender | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Barbara Logan | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Christene Nation-Jumpp | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Dan Ratner | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| David Brodsky | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| George Gresham | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Guy Mennonna | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Helen Schaub | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Ilene Arroyo | Employer Trustee (BEG. 7/23) Trustee or director | 1 | $0 | $0 | $0 |
| Jacqueline Alleyne | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jason Limson | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jeffery Cohen | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Joyce Neil | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Keith Wolf | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Lisa Brown | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Marc Kramer | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Marc Leff | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Maria Castaneda | Union Trustee (End 12/23) Trustee or director | 1 | $0 | $0 | $0 |
| Mary DiGangi | Employer Trustee (End 11/23) Trustee or director | 1 | $0 | $0 | $0 |
| Michael Ashby | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Michael N Rosenblut | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Milly Silva | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Nadine Ferguson | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Nadine Williamson | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Neal Schelberg | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Nora Donoher | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Robert Oliver Jr | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Roger Cumberbatch | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Stacie Williams | Employer Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Stephern Allison | Employer Trustee (End 11/23) Trustee or director | 1 | $0 | $0 | $0 |
| Tanya Isaacs | Employer Trustee (END 7/23) Trustee or director | 1 | $0 | $0 | $0 |
| Tracey Harrison | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Veronica Turner | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Victor Rivera | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Yvonne Armstrong | Union Trustee Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 842, NEW YORK, NY 10108-0842
- In care of
- % MERCEDES MAMBRU
- Principal officer (990 for 2024)
- Donna Rey, PO BOX 842, NEW YORK, NY 10108
- Signed the 990
- MERCEDES MAMBRU, CHIEF FINANCIAL OFFICER
- Phone
- (646) 473-6336
- Website
- HTTP://1199SEIUBENEFITS.ORG
- Return prepared by
- KPMG LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT.
Program accomplishments
- THOUGH THE FUND DOES NOT UNDERTAKE PROGRAM SERVICES AND DOES NOT REPORT ANY EXPENSES ON FORM 990, PART IX, COL (B), THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT. IN 2024, 160,501 MEMBERS/PARTICIPANTS RECEIVED HEALTH AND WELFARE BENEFITS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-1628401
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,586,856,702
- Income (IRS master file)
- $3,188,323,057
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,527,972,421 | $2,268,368,542 | $1,586,856,702 | IRS |
| 990 | December 2023 | $2,193,313,152 | $2,076,897,961 | $1,363,364,432 | XML |
| 990 | December 2022 | $2,066,688,647 | $2,050,014,907 | $1,175,258,857 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-1628401).
Questions about 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES
- What is the EIN of 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES?
- The employer identification number (EIN) of 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES is 13-1628401.
- Is 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
- Are donations to 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES?
- The 990 for the year ended December 31, 2024 names Donna Rey.
- Who are the officers and directors of 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES?
- The 990 for the year ended December 31, 2024 lists 47 people; 9 received compensation from the organization, the highest $750,106 (Lorraine Monchak, Chief Investments Officer).
- How much revenue does 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,527,972,421, expenses of $2,268,368,542 and total assets of $1,586,856,702 at year end.
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