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← NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF

Form 990 for tax year 2022

Filed by NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF.

Totals

Total revenue
$11,361,157
Total expenses
$15,166,667
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,529,682
Investment income
-$172,987
Other revenue
$4,462
Total assets, end of year
$11,517,966
Total liabilities, end of year
$801,858
Net assets or fund balances, end of year
$10,716,108
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • FREDERIC V ROLANDO

    ADMINISTRATOR thru 12/17/22

    Total calculated
    $290,416
    From this org
    $0
    From related orgs
    $272,984
    Other
    $17,432
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,354 related
    Bonus
    $0
    Other
    $0 + $30,630 related
    Deferred
    $0 + $17,282 related
    Nontaxable benefits
    $0 + $150 related
    Filer's total
    $0 + $290,416 related

  • BRIAN RENFROE

    ADMINISTRATOR

    Total calculated
    $262,991
    From this org
    $0
    From related orgs
    $220,990
    Other
    $42,001
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,681 related
    Bonus
    $0
    Other
    $0 + $21,309 related
    Deferred
    $0 + $29,781 related
    Nontaxable benefits
    $0 + $12,220 related
    Filer's total
    $0 + $262,991 related

  • STEPHANIE STEWART

    ASST ADMINISTRATOR

    Total calculated
    $253,148
    From this org
    $0
    From related orgs
    $210,958
    Other
    $42,190
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,740 related
    Bonus
    $0
    Other
    $0 + $28,218 related
    Deferred
    $0 + $42,190 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $253,148 related

  • RICK LAFOLLETE

    CONTROLLER

    Total calculated
    $242,321
    From this org
    $0
    From related orgs
    $125,776
    Other
    $116,545
    Hours/week
    2 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $125,776 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $96,643 related
    Nontaxable benefits
    $0 + $19,902 related
    Filer's total
    $0 + $242,321 related

  • BERNARD PERLMUTTER

    Assistant Administrator

    Total calculated
    $220,503
    From this org
    $0
    From related orgs
    $141,125
    Other
    $79,378
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,125 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $59,476 related
    Nontaxable benefits
    $0 + $19,902 related
    Filer's total
    $0 + $220,503 related

  • JARDINE BERNITA

    SUPERINTENDENT OF CLAIMS

    Total calculated
    $169,579
    From this org
    $0
    From related orgs
    $108,513
    Other
    $61,066
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $108,513 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,164 related
    Nontaxable benefits
    $0 + $19,902 related
    Filer's total
    $0 + $169,579 related

  • SHEWBRIDGE HOWARD

    ISS MANAGER

    Total calculated
    $147,039
    From this org
    $0
    From related orgs
    $104,362
    Other
    $42,677
    Hours/week
    1 + 34 related

  • ELHAM GHATRI

    ASSISTANT CONTROLLER

    Total calculated
    $139,762
    From this org
    $0
    From related orgs
    $104,691
    Other
    $35,071
    Hours/week
    2 + 33 related

  • MACK I JULION

    TRUSTEE thru 12/17/22

    Total calculated
    $115,003
    From this org
    $0
    From related orgs
    $46,798
    Other
    $68,205
    Hours/week
    1 + 39 related

  • SANDRA LAEMMEL

    TRUSTEE

    Total calculated
    $86,637
    From this org
    $0
    From related orgs
    $41,129
    Other
    $45,508
    Hours/week
    1 + 39 related

  • LAWRENCE D BROWN JR

    TRUSTEE

    Total calculated
    $54,434
    From this org
    $0
    From related orgs
    $42,309
    Other
    $12,125
    Hours/week
    1 + 39 related

  • CHARLES HEEGE

    TRUSTEE

    Total calculated
    $1,784
    From this org
    $0
    From related orgs
    $1,784
    Other
    $0
    Hours/week
    1 + 39 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART II, COLUMN C - DEFERRED COMPENSATION:
REPRESENTS THE ANNUAL CHANGE IN THE ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303209349301715

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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