TY 2018 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)
(1) David Brodsky...................................................................... EMPLOYER TRUSTEE	1.0 ................. 4.0	X
(2) Jeffrey Cohen...................................................................... EMPLOYER TRUSTEE	1.0 ................. 6.0	X
(3) Thomas Doherty...................................................................... EMPLOYER TRUSTEE (END 7/2018)	1.0 ................. 0.0	X
(4) Rebecca Gordon...................................................................... EMPLOYER TRUSTEE	1.0 ................. 7.0	X
(5) Howard Green...................................................................... EMPLOYER TRUSTEE	1.0 ................. 1.0	X
(6) Marc Leff...................................................................... EMPLOYER TRUSTEE	1.0 ................. 0.0	X
(7) Bruce McIver...................................................................... EMPLOYER TRUSTEE	1.0 ................. 6.0	X
(8) Michael N Rosenblut...................................................................... EMPLOYER TRUSTEE	1.0 ................. 1.0	X
(9) Frank Scheets...................................................................... EMPLOYER TRUSTEE (END 4/2018)	1.0 ................. 0.0	X
(10) Carmen Suardy...................................................................... EMPLOYER TRUSTEE	1.0 ................. 3.0	X
(11) Audrey Wathen...................................................................... EMPLOYER TRUSTEE	1.0 ................. 3.0	X
(12) Stacie Williams...................................................................... EMPLOYER TRUSTEE	1.0 ................. 4.0	X
(13) Keith Wolf...................................................................... EMPLOYER TRUSTEE	1.0 ................. 0.0	X
(14) JAMES CAREY...................................................................... Employer Trustee	1.0 ................. 0.0	X
(15) Guy Mennonna...................................................................... Employer Trustee	1.0 ................. 3.0	X
(16) Susan Bornstein...................................................................... Employer Trustee	1.0 ................. 0.0	X
(17) Jordy Rabinowitz...................................................................... Employer Trustee	1.0 ................. 0.0	X

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(18) Norma Amsterdam........................................................................ UNION TRUSTEE	1.0 .......................7.0	X			0	0	0
(19) Yvonne Armstrong........................................................................ UNION TRUSTEE	1.0 .......................4.0	X			0	0	0
(20) Lisa Brown........................................................................ UNION TRUSTEE	1.0 .......................2.0	X			0	0	0
(21) Maria Castaneda........................................................................ UNION TRUSTEE	1.0 .......................8.0	X			0	0	0
(22) George Gresham........................................................................ UNION TRUSTEE	1.0 .......................6.0	X			0	0	0
(23) Steve Kramer........................................................................ UNION TRUSTEE	1.0 .......................4.0	X			0	0	0
(24) Dalton Mayfield........................................................................ UNION TRUSTEE (END 3/2018)	1.0 .......................0.0	X			0	0	0
(25) Joyce Neil........................................................................ UNION TRUSTEE	1.0 .......................6.0	X			0	0	0
(26) Bruce Popper........................................................................ UNION TRUSTEE	1.0 .......................0.0	X			0	0	0
(27) Helen Schaub........................................................................ UNION TRUSTEE	1.0 .......................0.0	X			0	0	0
(28) Laurie Vallone........................................................................ UNION TRUSTEE	1.0 .......................3.0	X			0	0	0
(29) Estela Vazquez........................................................................ UNION TRUSTEE	1.0 .......................3.0	X			0	0	0
(30) Gladys Wrenick........................................................................ UNION TRUSTEE (END 1/2018)	1.0 .......................0.0	X			0	0	0
(31) Jacqueline alleyne........................................................................ union trustee	1.0 .......................6.0	X			0	0	0
(32) Michael Ashby........................................................................ UNION TRUSTEE	1.0 .......................1.0	X			0	0	0
(33) Veronica Turner........................................................................ Union Trustee	1.0 .......................5.0	X			0	0	0
(34) Victor Rivera........................................................................ Union Trustee	1.0 .......................0.0	X			0	0	0
(35) Nadine Williamson........................................................................ Union Trustee	1.0 .......................0.0	X			0	0	0
(36) Carmen Aldahondo........................................................................ Employer Trustee (7/18-12/18)	1.0 .......................1.0	X			0	0	0
(37) Mary DiGangi........................................................................ Employer Trustee (BEG 3/2018)	1.0 .......................1.0	X			0	0	0
(38) Brian P Mitchell........................................................................ Employer Trustee (BEG 12/2018)	1.0 .......................0.0	X			0	0	0
(39) Paul Stuart........................................................................ Employer Trustee (BEG 7/2018)	1.0 .......................2.0	X			0	0	0
(40) Patrick Forde........................................................................ Union Trustee (BEG 6/2018)	1.0 .......................0.0	X			0	0	0
(41) MITRA BEHROOZI........................................................................ EXECUTIVE OFFICER	14.0 .......................14.0		X		313,462	317,323	310,296
(42) VAN H DUNN........................................................................ CHIEF MEDICAL OFFICER	14.0 .......................14.0		X		166,690	168,742	191,834
(43) LORRAINE MONCHAK........................................................................ CHIEF INVESTMENTS OFFICER	14.0 .......................14.0		X		485,705	491,687	460,163
(44) DONNA S REY........................................................................ CHIEF OPERATING OFFICER	15.0 .......................15.0		X		249,149	246,836	250,779
(45) SAMUEL HELLER........................................................................ CHIEF FINANCIAL OFFICER	14.0 .......................14.0		X		108,873	107,862	96,491
(46) GLENN L DI BIASI........................................................................ CHIEF TECHNOLOGY OFFICER	14.0 .......................14.0			X	171,848	170,253	133,575
(47) BRANDY D SHILOH........................................................................ CHIEF OF STAFF - STRATEGIC OPS	14.0 .......................14.0			X	208,344	206,410	213,892
(48) STACEY MILLMAN........................................................................ CHIEF COMMUNICATION OFFICER	14.0 .......................14.0			X	185,715	188,002	173,311
(49) JEFFREY STEIN........................................................................ FUND COUNSEL	14.0 .......................14.0			X	224,523	227,289	220,392
(50) DILAY ALTINER........................................................................ NBF - Portfolio Manager	1.0 .......................30.0			X	11,354	288,525	133,507

(A) Name and business address	(B) Description of services	(C) Compensation
CUSHMAN WAKEFIELD INC, 1290 AVENUE OF THE AMERICAS NEW YORK,NY10104	REAL ESTATE	31,414,507
MEDCO HEALTH SOLUTIONS, 100 PARSONS POND DRIVE FRANKLIN LAKES,NJ07047	CLAIMS PROCESSING	5,708,127
vitech system group INC, 401 park ave south 12th fl NEW YORK,NY10016	IT Solutions	3,597,191
CAREALLIES, CIGNA BEHAVIORAL HEALTH PO BOX 145 MINNEAPOLIS,MN554857307	CLAIMS PROCESSING	2,731,280
SHI-INTERNATIONAL CORP, 1111 OLD EAGLE SCHOOL ROAD WAYNE,PA19087	IT SOLUTIONS	2,555,110
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 110

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

1199SEIU NATIONAL BENEFIT FUND FOR
HEALTH AND HUMAN SERVICE EMPLOYEES

Employer identification number

13-1628401

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	68,060,382	57,399,521	10,660,861
d	Equipment ....	103,825,429	77,908,657	25,916,772
e	Other .....	5,291,160	4,849,392	441,768
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				37,019,401

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) CASH AND CASH EQUIVALENTS	88,040,067	F
(B) GOVERNMENT BONDS	351,024	F
(C) SHORT-TERM SECURITIES	521,922	F
(D) GOVERNMENT AGENCY SECURITIES	87,365,495
(E) CORPORATE DEBT	64,482,744
(F) MUTUAL FUNDS	3,110,653
(G) HEDGE FUND	91,990,386
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	335,862,291

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1) ACCRUED INVESTMENT INCOME				1,127,036
(2) DUE FROM PHARMACY & OTHER				49,308,173
(3) DUE FROM BROKERS				958,195
(4) DUE FROM RELATED ENTITIES				7,934,111
(5) ADVANCE TRAINING INITIATIVE				441,978
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				59,769,493

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
SECURITY LENDING AGREEMENT	521,922
DUE TO BROKERS	5,655,246
DUE TO RELATED ENTITIES	38,464,352
BENEFIT OBLIGATIONS	254,238,119
DUE TO EMPLOYER	62,413,892
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	361,293,531
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2018

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	1,543,119,744
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-20,977,681
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-20,977,681
3	Subtract line 2e from line 1..................			3	1,564,097,425
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	1,005,394
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	1,005,394
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	1,565,102,819

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	1,728,614,250
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e
3	Subtract line 2e from line 1...................			3	1,728,614,250
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	1,005,394
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	1,005,394
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	1,729,619,644

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
FIN 48 FOOTNOTE	FORM 990, SCHEDULE D, PART X, LINE 2 U.S. GAAP require Plan management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the organization 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 analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of liability (or asset) or disclosure in financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to federal income tax examinations for years prior to 2015.

Return Reference

Explanation

FIN 48 FOOTNOTE

FORM 990, SCHEDULE D, PART X, LINE 2 U.S. GAAP require Plan management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the organization 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 analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of liability (or asset) or disclosure in financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to federal income tax examinations for years prior to 2015.

Schedule D (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

1199SEIU NATIONAL BENEFIT FUND FOR
HEALTH AND HUMAN SERVICE EMPLOYEES

Employer identification number

13-1628401

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2018

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MITRA BEHROOZI EXECUTIVE OFFICER	(i) (ii)	265,908 ------------- 269,183	0 ------------- 0	47,554 ------------- 48,140	101,909 ------------- 30,202	88,547 ------------- 89,638	503,918 ------------- 437,163	0 ------------- 0
2VAN H DUNN CHIEF MEDICAL OFFICER	(i) (ii)	159,519 ------------- 161,483	0 ------------- 0	7,171 ------------- 7,259	66,822 ------------- 18,118	53,120 ------------- 53,774	286,632 ------------- 240,634	0 ------------- 0
3LORRAINE MONCHAK CHIEF INVESTMENTS OFFICER	(i) (ii)	430,781 ------------- 436,086	0 ------------- 0	54,924 ------------- 55,601	122,567 ------------- 48,929	143,450 ------------- 145,217	751,722 ------------- 685,833	0 ------------- 0
4DONNA S REY CHIEF OPERATING OFFICER	(i) (ii)	215,967 ------------- 213,962	0 ------------- 0	33,182 ------------- 32,874	83,606 ------------- 24,007	71,917 ------------- 71,249	404,672 ------------- 342,092	0 ------------- 0
5GLENN L DI BIASI CHIEF TECHNOLOGY OFFICER	(i) (ii)	150,717 ------------- 149,318	-------------	21,131 ------------- 20,935	16,910 ------------- 16,753	50,189 ------------- 49,723	238,947 ------------- 236,729	0 ------------- 0
6BRANDY D SHILOH CHIEF OF STAFF - STRATEGIC OPS	(i) (ii)	186,306 ------------- 184,577	-------------	22,038 ------------- 21,833	69,678 ------------- 20,710	62,040 ------------- 61,464	340,062 ------------- 288,584	0 ------------- 0
7STACEY MILLMAN CHIEF COMMUNICATION OFFICER	(i) (ii)	158,178 ------------- 160,126	-------------	27,537 ------------- 27,876	59,945 ------------- 17,966	42,078 ------------- 53,322	287,738 ------------- 259,290	0 ------------- 0
8JEFFREY STEIN FUND COUNSEL	(i) (ii)	188,256 ------------- 190,575	-------------	36,267 ------------- 36,714	72,859 ------------- 21,383	62,689 ------------- 63,461	360,071 ------------- 312,133	0 ------------- 0
9SAMUEL HELLER CHIEF FINANCIAL OFFICER	(i) (ii)	108,873 ------------- 107,862	-------------	-------------	12,216 ------------- 12,102	36,255 ------------- 35,918	157,344 ------------- 155,882	0 ------------- 0
10DILAY ALTINER NBF - Portfolio Manager	(i) (ii)	11,354 ------------- 288,525	-------------	-------------	1,274 ------------- 32,373	3,781 ------------- 96,079	16,409 ------------- 416,977	0 ------------- 0

Schedule J (Form 990) 2018

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
COMPENSATION ALLOCATION	FORM 990, SCHEDULE J, PART II ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY THE 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES (NBF) FOR THEIR SERVICES PERFORMED FOR ALL 1199SEIU FUNDS. THEIR SALARY IS THEN ALLOCATED TO EACH FUND BASED AN ALLOCATION STUDY AND IS REPORTED AS IF PAID BY THE FILING ORGANIZATION. THE AMOUNT REPORTED IN SCHEDULE J, PART II, LINE (I) REPRESENTS THE AMOUNT ALLOCATED TO NBF AND THE AMOUNTS REPORTED ON LINE (II) REPRESENT THE TOTAL SALARY AND BENEFITS RECEIVED FOR SERVICES PROVIDED TO ALL 1199SEIU FUNDS.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN	FORM 990, SCHEDULE J, PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED TAXABLE DISTRIBUTIONS DURING 2018: MITRA BEHROOZI $76,129 LORRAINE MONCHAK $94,281 DONNA S REY $45,208 JEFFREY STEIN $48,328 BRANDY D SHILOH $38,649 STACEY MILLMAN $37,040 GLENN L DI BIASI $36,002 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COL B(III). THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED DEFERRED CONTRIBUTIONS DURING 2018: MITRA BEHROOZI $72,074 LORRAINE MONCHAK $74,233 VAN H DUNN $48,924 DONNA S REY $59,375 JEFFREY STEIN $51,737 BRANDY D SHILOH $48,774 STACEY MILLMAN $44,613 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COL C.

Return Reference

Explanation

COMPENSATION ALLOCATION

FORM 990, SCHEDULE J, PART II ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY THE 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES (NBF) FOR THEIR SERVICES PERFORMED FOR ALL 1199SEIU FUNDS. THEIR SALARY IS THEN ALLOCATED TO EACH FUND BASED AN ALLOCATION STUDY AND IS REPORTED AS IF PAID BY THE FILING ORGANIZATION. THE AMOUNT REPORTED IN SCHEDULE J, PART II, LINE (I) REPRESENTS THE AMOUNT ALLOCATED TO NBF AND THE AMOUNTS REPORTED ON LINE (II) REPRESENT THE TOTAL SALARY AND BENEFITS RECEIVED FOR SERVICES PROVIDED TO ALL 1199SEIU FUNDS.

SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN

FORM 990, SCHEDULE J, PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED TAXABLE DISTRIBUTIONS DURING 2018: MITRA BEHROOZI $76,129 LORRAINE MONCHAK $94,281 DONNA S REY $45,208 JEFFREY STEIN $48,328 BRANDY D SHILOH $38,649 STACEY MILLMAN $37,040 GLENN L DI BIASI $36,002 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COL B(III). THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED DEFERRED CONTRIBUTIONS DURING 2018: MITRA BEHROOZI $72,074 LORRAINE MONCHAK $74,233 VAN H DUNN $48,924 DONNA S REY $59,375 JEFFREY STEIN $51,737 BRANDY D SHILOH $48,774 STACEY MILLMAN $44,613 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COL C.

Schedule J (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

1199SEIU NATIONAL BENEFIT FUND FOR
HEALTH AND HUMAN SERVICE EMPLOYEES

Employer identification number

13-1628401

Return Reference	Explanation
PROGRAM SERVICE ACCOMPLISHMENTS	FORM 990, PART III, LINE 4A THOUGH THE FUND DOES NOT UNDERTAKE PROGRAM SERVICES AND DOES NOT REPORT ANY EXPENSES ON FORM 990, PART IX, COL (B), IT PROVIDES HEALTH & WELFARE BENEFITS TO APPROXIMATELY 152,409 MEMBERS AND THEIR ELIGIBLE DEPENDENTS. UNRELATED BUSINESS INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 419A(F)(5)(A), COLLECTIVE BARGAINING AGREEMENTS ARE EXEMPT FROM ACCOUNT LIMIT REQUIREMENTS SET UNDER IRC SECTION 419A(C), AND ARE THEREFORE NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX UNDER IRC SECTION 512(A)(3) ON ITS EXEMPT FUNCTION INCOME. THE FUND DOES NOT HAVE UNRELATED BUSINESS INCOME.
BUSINESS RELATIONSHIP	FORM 990, PART VI, LINE 2 ALL OF THE UNION TRUSTEES ARE ALSO EMPLOYEES OF 1199SEIU (THE UNION) AND THEREFORE HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER.
POWER TO ELECT	FORM 990, PART VI, LINES 7A THE UNION TRUSTEES ARE APPOINTED BY 1199SEIU UNITED HEALTHCARE WORKERS EAST, AND THE EMPLOYER TRUSTEES ARE APPOINTED BY THE LEAGUE OF VOLUNTARY HOSPITALS AND HOMES OF NEW YORK.
REVIEW OF FORM 990	FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND FINANCE TEAM REVIEW THE DRAFT FORM 990 AND CONFER WITH THE ACCOUNTANTS AND LEGAL COUNSEL TO ENSURE THE ACCURACY OF THE RETURN. ANY CONCERNS ARE NOTED AND ADDRESSED AND MANAGEMENT ENSURES THAT THE CHANGES ARE INCORPORATED IN THE FORM 990. THE COMPLETED FORM 990 IS THEN SIGNED BY ON OFFICER.
CONFLICT OF INTEREST POLICY	FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE OR UPDATE TO THE EXECUTIVE DIRECTOR, OR DESIGNEE, THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTERESTS. FOR EACH INTEREST DISCLOSED BY A TRUSTEE, THE EXECUTIVE DIRECTOR OR DESIGNEE WILL DETERMINE WHETHER TO (A) TAKE NO ACTION (B) ASSURE FULL DISCLOSURE TO THE TRUSTEES (C) ASK THE TRUSTEE TO BE RECUSED FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS; AND/OR (D) ASK THE TRUSTEE TO RESIGN. REGARDING EMPLOYEES, COMPLETED CONFLICTS OF INTEREST DISCLOSURE FORMS WILL BE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT AND DISCLOSED CONFLICTS WILL BE REVIEWED BY HUMAN RESOURCES management.
COMPENSATION REVIEW	FORM 990, PART VI, SECTION B, LINE 15A AND 15B COMPENSATION FOR ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE FUND IS DETERMINED BY THE CROSS FUNDS COMPENSATION COMMITTEE (THE "COMMITTEE"), COMPRISED OF INDEPENDENT MEMBERS. THE COMMITTEE UTILIZES APPROPRIATE DATA AS TO COMPARABILITY IN ITS DETERMINATIONS, INCLUDING INFORMATION PROVIDED BY INDEPENDENT COMPENSATION CONSULTANTS. THE COMMITTEE DOCUMENTS THE BASIS FOR ANY COMPENSATION DETERMINATIONS CONTEMPORANEOUSLY IN THE MINUTES OF THE COMMITTEE. THE COMMITTEE DETERMINES COMPENSATION PERIODICALLY AS IT DEEMS APPROPRIATE.
PUBLIC DISCLOSURE	FORM 990, PART VI, SECTION C, LINE 19 SUMMARY PLAN DESCRIPTIONS AND FINANCIAL REPORTS ARE MADE PUBLIC PURSUANT TO IRS REQUIREMENTS. WRITTEN REQUESTS FOR OTHER INFORMATION WILL BE FORWARDED TO GENERAL COUNSEL'S OFFICE FOR CONSIDERATION.
RELATED ORGANIZATION COMPENSATION	FORM 990, PART VII, SECTION A, LINE 1 THE EMPLOYER TRUSTEES REPORTED ON PART VII MAY HAVE RECEIVED COMPENSATION FROM A RELATED TAX-EXEMPT ORGANIZATION REPORTED IN SCHEDULE R, PART II. WITH VERY LIMITED EXCEPTION, NO ONE RESPONDED TO THE REQUEST MADE FOR COMPENSATION INFORMATION. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 CHANGE IN BENEFITS REPORTED & PAID $(43,988,794)

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

1199SEIU NATIONAL BENEFIT FUND FOR
HEALTH AND HUMAN SERVICE EMPLOYEES

Employer identification number

13-1628401

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)1199SEIU HEALTH CARE EMPL PENSION FUND 330 WEST 42ND STREET NEW YORK,NY10036 13-3604862	PENSION FUND	NY	401(A)		NA		No
(2)1199SEIU TRAINING AND UPGRADING FUND 330 WEST 42ND STREET NEW YORK,NY10036 13-2637580	EDUC TRAINING	NY	501(C)(3)	9	NA		No
(3)1199SEIU JOB SECURITY FUND 330 WEST 42ND STREET NEW YORK,NY10036 13-3712851	BENEFIT FUND	NY	501(C)(9)		NA		No
(4)1199SEIU LEAGUE RN TRAINING & JSF 330 WEST 42ND STREET NEW YORK,NY10036 13-3946135	EDUC TRAINING	NY	501(C)(9)		NA		No
(5)1199SEIU LABOR MANAGEMENT INITIATIVES 330 WEST 42ND STREET NEW YORK,NY10036 13-3800331	LABOR MNGT	NY	501(C)(5)		NA		No
(6)1199SEIU LOCAL EMPLOYER CHILD CARE FUND 330 WEST 42ND STREET 2 FL NEW YORK,NY10036 13-3641466	CHILDCARE	NY	501(C)(9)		NA		No
(7)1199SEIU HEALTHCARE INDUSTRY GRANT CORP 330 WEST 42ND STREET NEW YORK,NY10036 14-4197609	HEALTHCARE	NY	501(C)(3)	9	NA		No
(8)1199SEIU LICENSED PRACTICAL NURSE WF 330 WEST 42ND STREET NEW YORK,NY10036 13-2623987	BENEFIT FUND	NY	501(C)(9)		NA		No
(9)1199SEIU EMPLOYER CHILD CARE CORP 330 WEST 42ND STREET NEW YORK,NY10036 13-4063281	DAY CARE CNTR	NY	501(C)(3)	7	NA		No
(10)1199SEIU UNITED HEALTHCARE WORKERS EAST 330 WEST 42ND STREET NEW YORK,NY10036 13-1510821	LABOR UNION	NY	501(C)(5)		NA		No
(11)Amsterdam Nursing Home Corp					N/A
(12)Andrus on Hudson (Ward Clerks)					N/A
(13)Andrus Pavilion Riverside Healthcare					N/A
(14)Andrus-on-Hudson (LPN)					N/A
(15)Angelo J Melillo Center					N/A
(16)Anthony L Jordan					N/A
(17)Augustana Lutheran (144)					N/A
(18)Bay Park Center For Nursing And Rehabili					N/A
(19)Bethel Home - Croton-on-Hudson					N/A
(20)Bethel Home - Ossining					N/A
(21)Block Institute					N/A
(22)Bon Secours Community					N/A
(23)Bon Secours Community (RN)					N/A
(24)Bridge Incorporated					N/A
(25)Brookdale (Midwives)					N/A
(26)Brookdale Hospital					N/A
(27)Brookdale Hospital (RN)					N/A
(28)Brooklyn Gardens					N/A
(29)Brooklyn Hospital Center					N/A
(30)Brooklyn Hospital Center (144)					N/A
(31)Brooklyn United Methodist Home					N/A
(32)Brownsville Multiservice					N/A
(33)Buena Vida Continuing Care					N/A
(34)Cabrini of Westchester					N/A
(35)Carmel Richmond Nursing And Rehab Ctr					N/A
(36)Catskill Regional Medical					N/A
(37)CenterLight Health System fka Beth Abrah					N/A
(38)Central Nassau Guidance					N/A
(39)Cerebral Palsy Associations					N/A
(40)Chapin Home For The Aging					N/A
(41)Children'S Rehabilitation Cntr					N/A
(42)Cnr Health Care Network (RN)					N/A
(43)Cnr Health Care Network Inc					N/A
(44)Columbia University Cafeteria					N/A
(45)Columbia University Clericals					N/A
(46)Community Agency For Senior Citizens					N/A
(47)Community Health Center Of Richmond					N/A
(48)Comm Resource Ctr for Dev Disabled					N/A
(49)Community Service Society					N/A
(50)Corizon Health					N/A
(51)District 1199 Rochester					N/A
(52)Dobbs Ferry Pavilion FKA Community Hospi					N/A
(53)Door The					N/A
(54)East Harlem Council For Human svcs-prof					N/A
(55)E Harlem Council For Human svcs-school					N/A
(56)Eastern Long Island					N/A
(57)Eastern Long Island (RN)					N/A
(58)Eger Health Care (RN)					N/A
(59)Eger Health Care Center					N/A
(60)Elizabeth Seton Pediatric Center					N/A
(61)Faculty Student Associates at Stony Broo					N/A
(62)Federal Defenders of New York					N/A
(63)Ferncliff Nursing Home					N/A
(64)Ferncliff Nursing Home(RN)					N/A
(65)Field Home - Holy Comforter					N/A
(66)Findlay House					N/A
(67)Flushing Hospital Medical Cntr					N/A
(68)Flushing House					N/A
(69)Fordham Tremont Community					N/A
(70)Glen Arden Inc					N/A
(71)Glen Cove Center					N/A
(72)Glen Island Care Center					N/A
(73)Good Samaritan Hospital					N/A
(74)Good Samaritan Hospital (RN)					N/A
(75)Graham-Windham Services					N/A
(76)Greater Harlem Nursing Home					N/A
(77)Greenwich House Inc					N/A
(78)Guidance Center of Brooklyn					N/A
(79)H-CAP					N/A
(80)Hebrew Home-Riverdale					N/A
(81)Hebrew Home-Riverdale (RN)					N/A
(82)Helen Keller National Center for Deaf-Bl					N/A
(83)Hempstead Park Nursing Home					N/A
(84)Hudson River Healthcare					N/A
(85)Incarnation Children's Center					N/A
(86)Independent Living Association					N/A
(87)Institute for Family Health					N/A
(88)Interfaith Medical Center					N/A
(89)Isabella Geriatric Center					N/A
(90)Isabella Geriatric Center (RN)					N/A
(91)Jack D Weiler Hospital					N/A
(92)Jamaica Hos Nursing Home (RN)					N/A
(93)Jamaica Hospital					N/A
(94)Jamaica Hospital (RN)					N/A
(95)Jamaica Hospital Nursing Home					N/A
(96)JASA Senior Housing					N/A
(97)Jewish Home Lifecare Manhattan (Aged)					N/A
(98)Jewish Home Lifecare Sarah Neuman CTR					N/A
(99)Jewish Home LifecareSarah Neuman CTR RN					N/A
(100)John A Coleman School					N/A
(101)Joseph P Addabbo Health Center					N/A
(102)Kingsbrook Jewish					N/A
(103)Lawrence Hospital Center					N/A
(104)Legal Aid Society					N/A
(105)Lenox Hill Neighborhood House					N/A
(106)Long Island Jewish					N/A
(107)Lutheran Care Center					N/A
(108)Lutheran Medical Center					N/A
(109)Maimonides Medical Center					N/A
(110)Margaret Tietz Center					N/A
(111)Marist College					N/A
(112)BRONXCARE MLK JR HEALTH CENTER					N/A
(113)Mary Manning Walsh					N/A
(114)Mary Manning Walsh (RN)					N/A
(115)Maternity Infant Care					N/A
(116)Medical Arts Hospital					N/A
(117)MediSys Ambulance Service Inc					N/A
(118)Menorah Home-Manhattan Beach					N/A
(119)Mercy Home For Children					N/A
(120)Montefiore - Mount Vernon					N/A
(121)Montefiore - New Rochelle					N/A
(122)Montefiore Medical Center					N/A
(123)Montefiore Medical Center-School Hlth Pr					N/A
(124)Montefiore North					N/A
(125)Montefiore North (RN)					N/A
(126)Montefiore Schaffer Extended Care Center					N/A
(127)Montefiore-New Rochelle (Pro)					N/A
(128)Morrison Senior Living Terence Cardinal					N/A
(129)Mount Sinai Beth Israel					N/A
(130)Mount Sinai Beth Israel (RN)					N/A
(131)Mount Sinai Beth Israel Brooklyn					N/A
(132)Mount Sinai Beth Israel Brooklyn					N/A
(133)Mount Sinai Beth Israel Brooklyn (RN)					N/A
(134)Mount Sinai Beth Israel-DOCS					N/A
(135)Mount Sinai Hospital Of Queens (RN)					N/A
(136)Mount Sinai Hospital Of Queens					N/A
(137)Mount Sinai Medical Center					N/A
(138)Mount Sinai Roosevelt (LPN)					N/A
(139)Mount Sinai Roosevelt Hospital					N/A
(140)Mount Sinai Saint Luke's					N/A
(141)Mt Sinai Beth Israel Comprehensive Canc					N/A
(142)Nathan Littauer Hospital					N/A
(143)New York Blood Center					N/A
(144)New York City Criminal Justice					N/A
(145)New York Community Hospital					N/A
(146)New York Community Hospital Rn					N/A
(147)New York Gracie Square					N/A
(148)New York Medical College					N/A
(149)New York Methodist Hospital					N/A
(150)New York Presbyterian - Queens					N/A
(151)New York Presbyterian Hospital					N/A
(152)New York Presbyterian Lower Manhattan					N/A
(153)New York UniversityAffiliates					N/A
(154)New York UniversityTisch-Rusk					N/A
(155)Northern Manor					N/A
(156)Northern Manor (RN)					N/A
(157)Northern Westchester Hospital					N/A
(158)Northside Center For Child					N/A
(159)NYU - Hospital for Joint Diseases (RN)					N/A
(160)Nyu Residual And Lab Research Unit					N/A
(161)NYU-Hospital for Joint Diseases					N/A
(162)Orange Regional Medical Center					N/A
(163)Park Care Pavilion					N/A
(164)Park Care Pavilion (RN)					N/A
(165)Parker Jewish Institute for Health Care					N/A
(166)Peconic Bay Medical Center					N/A
(167)Physician Affiliate Group of New York					N/A
(168)Physicians Affiliate Group of New York-H					N/A
(169)Physicians Affiliate Group of NY - Metro					N/A
(170)Project CareerSebnc					N/A
(171)Providence Rest Nursing Home					N/A
(172)Puerto Rican Family Institute					N/A
(173)Putnam Hospital Center					N/A
(174)React					N/A
(175)Rebekah Rehab & Extended Care Center					N/A
(176)Richmond Center for Rehabilitation					N/A
(177)Richmond U Med Ctr					N/A
(178)Richmond U Med Ctr (Pro)					N/A
(179)Richmond U Med Ctr (Pt)					N/A
(180)Rogosin Institute FKA Nephrology Foundat					N/A
(181)Rutland Nursing Home dba David Minkin Re					N/A
(182)RyanChelsea - Clinton					N/A
(183)Ryan-Nena Community Health Ctr					N/A
(184)Saint Barnabas Hospital					N/A
(185)Saint Barnabas Hospital (RN)					N/A
(186)Saint John'S Episcopal					N/A
(187)Saint John'S Episcopal (RN)					N/A
(188)Saint Joseph Hospital					N/A
(189)Saint Joseph's Hospital Nursing Home					N/A
(190)Saint Joseph's Medical Center					N/A
(191)Saint Joseph's Medical Center - Yonkers					N/A
(192)Saint Luke'S Cornwall Hospital					N/A
(193)Saint Mary'S Episcopal Center					N/A
(194)Saint Patrick'S Home					N/A
(195)Saint Vincent De Paul					N/A
(196)Saint Vincent's - USFHP Health Centers					N/A
(197)Saint Vincent's-Manhattan					N/A
(198)Saints Joachim And Anne					N/A
(199)Sayville Nursing and Rehabilitation Cent					N/A
(200)Schulman Institute (RN) For					N/A
(201)Schulman Institute For Nursing & Rehab					N/A
(202)Seabury At Field Home					N/A
(203)Seagate Nursing and Rehab Ctr FKA Shor					N/A
(204)SEIU Communications Center LLC					N/A
(205)Service Employees Pension Fund					N/A
(206)Services For The Underserved					N/A
(207)Shield Institute					N/A
(208)Silvercrest Center for Nursing and Rehab					N/A
(209)Somers Manor Nursing Home					N/A
(210)South Oaks Hospital					N/A
(211)South Shore Child Guidance					N/A
(212)STONY BROOK SOUTHAMPTON HOSPITAL					N/A
(213)STONY BROOK SOUTHAMPTON HOSPITAL (RN)					N/A
(214)Southeast Nassau Guidance					N/A
(215)Southside Hospital					N/A
(216)Staten Island Mental Health					N/A
(217)Strong Memorial Hospital					N/A
(218)Suffolk Center For Rehab (Fka Patchogue					N/A
(219)Terence Cardinal Cooke					N/A
(220)The Child Center Of NY					N/A
(221)The Grove at Valhalla Rehab & Nursing					N/A
(222)Union Community Health Center					N/A
(223)United Cerebral Palsy-Suffolk					N/A
(224)United Hebrew Geriatric Center					N/A
(225)University Consultation Center					N/A
(226)University of Rochester					N/A
(227)Vassar Brothers Medical center					N/A
(228)Vassar College					N/A
(229)Village Center For Care					N/A
(230)Vip Community Services Inc					N/A
(231)Visiting Nurse Service Of Ny					N/A
(232)Wartburg Adult Care Center					N/A
(233)Wartburg Lutheran - Mt Vernon					N/A
(234)White Plains Hospital					N/A
(235)William F Ryan Community					N/A
(236)Willow Towers					N/A
(237)Woodhull Medical Group Pc					N/A
(238)Worksite Wellness Program Pc					N/A
(239)Wyckoff Heights Hospital					N/A
(240)Wyckoff Heights Hospital (144)					N/A
(241)Wyckoff Heights Hospital (Wic)					N/A
(242)COM AFFILIATIONINC fka Albert Einstein					N/A
(243)MONTEFIORE-NYACK HOSPITAL					N/A
(244)NORTH SHORE CHILD & FAMILY CTR					N/A
(245)YESHIVA UNIVERSITY					N/A
(246)LONG ISLAND JEWISH- FOREST HILL HOSPITAL					N/A

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2018

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) 150 Riverside LLP
(2) A & S Pharmacy
(3) Advance Center For Psycho-Therapy
(4) Apex Rehabilitation And Care Center
(5) Aramark Healthcare Services
(6) ARAMark Valet Services-Maimonides
(7) Ardeon Realty Corporation
(8) Arrow Pharmacy Incorporated
(9) Avalon Gardens
(10) Avalon Gardens (RN)
(11) Belair Care Center Inc
(12) Bensonhurst Center
(13) Boro Park Center for Rehabilitation
(14) Brooklyn-Queens Nursing Home
(15) Bushwick Center for Nursing and Rehabili
(16) Cardiff Bay Center LLC
(17) Cir-Kort Pharmacy Incorporated
(18) Cold Spring Hills Center
(19) Cold Spring Hills Center (RN)
(20) Community Rx Inc
(21) Concourse Rehabilitation And
(22) Confidence Management Systems
(23) Confidence Management-Garden Care Center
(24) Ditmas Park Care Center
(25) Dry Harbor Nursing Home
(26) Evans Fine Drug Store
(27) Franhill Drugs Inc
(28) Gallery Drugs
(29) Garden Care Center
(30) Grace Plaza Of Great Neck Inc
(31) Hamilton Park Multicare Center
(32) Haven Manor Health Care Center
(33) Haym Solomon Home For The Aged
(34) Health Insurance Plan Pharmacy Employe
(35) Health Point Drugs Inc
(36) Healthport Technologies Llc
(37) Hendon Gardens Center LLC
(38) Highland Care Center Inc
(39) Highland Rehab & Nursing fka Saint Tere
(40) Hillaire Farm Skilled Living and Rehabil
(41) Holliswood Care Center
(42) Hopkins Center for Rehabilitation
(43) Hudson Pointe At Riverdale Center
(44) Kala Pharmacy
(45) King David Center for Nursing and Rehabi
(46) King David CTR for Nursing & Rehabi(RN)
(47) Kings Harbor Care Center
(48) Linden Gardens Nursing and Rehabilitatio
(49) Lynbrook Rehabilitation and Nursing Home
(50) M & M Pharmacy
(51) Marquis Care Center
(52) MMC Holding INC
(53) Mmc Pharmacy Inc
(54) Momentum at South Bay
(55) Morrison Senior Dining Silvercrest Ctr
(56) Mount Sinai Services At Elmhurst HospCt
(57) Mount Sinai Services At Queens Hospital
(58) N&W Agency
(59) Neighborhood Pharmacy Inc
(60) Nephro Care Inc
(61) Nesconset Center for Nursing and Rehabil
(62) New London Pharmacy
(63) New York Dialysis Management
(64) Nutrition Mgt Services Company Buena
(65) Parkchester Pharmacy Parkchester Health
(66) Raees Pharmacy
(67) Ramapo Manor Nursing Home
(68) Regal Heights Rehabilitation &
(69) Ross Health Care Center Inc
(70) Safety Building Cleaning Corp
(71) Scarpa Pharmacy
(72) Smithtown Health Care Facility
(73) Sodexho-University Hospital Of Brooklyn
(74) Square Pharmacy
(75) Staffco of Brooklyn LLC
(76) Sunrise Manor Nursing Home
(77) Temco Industry Services
(78) Total Maintenance Solutions LLC
(79) Variety Mart Inc
(80) Vernon Boulevard Pharmacy
(81) West Lawrence Care Center
(82) White Oaks Nursing Home
(83) White Plains Road Pharmacy
(84) Woodhaven Nursing Home
(85) Wyandanch Drugs
(86) ADIRA AT RIVERSIDE REHAB
(87) EXCEL AT WOODBURY
(88) KENWOOD MANOR
(89) TRIBORO CENTER FOR REHAB AND NURSING
(90) TRIBORO CENTER FOR REHAB & NURSING (RN)

Schedule R (Form 990) 2018

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2018

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2018

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS AND THEIR ELIGIBLE DEPENDENTS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	36
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	36
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	1,396
6	Total number of volunteers (estimate if necessary) .............	6	36
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-49,104
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	1,268,177

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	1,626,902,280	1,551,579,666
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	15,804,290	13,523,153
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,642,706,570	1,565,102,819
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	1,482,303,242	1,612,620,609
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	69,177,124	68,170,778
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	45,737,763	48,828,257
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,597,218,129	1,729,619,644
19	Revenue less expenses. Subtract line 18 from line 12.......	45,488,441	-164,516,825
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	859,037,937	709,556,249
21	Total liabilities (Part X, line 26).............	301,569,148	381,570,760
22	Net assets or fund balances. Subtract line 21 from line 20.....	557,468,789	327,985,489

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	SEE SCHEDULE O.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	2,125,663	2,412,929	2,184,240

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$
h Total. Add lines 1a-1f.......		0

		Business Code
2a	EMPLOYER PLAN CONTRIBUTIONS	900099	1,543,172,524	1,543,172,524
b	COBRA CONTRIBUTIONS	900099	2,781,400	2,781,400
c	ADVANCE TRAINING INITIATIVE	900099	1,620,546	1,620,546
d	INTEREST/CHARGES EMPLOYER DELINQUECE	900099	4,005,196	4,005,196
e
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		1,551,579,666

3 Investment income (including dividends, interest, and othersimilar amounts) ......			9,675,483		-49,104	9,724,587
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)	0	0
d	Net rental income or (loss)......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	3,847,670
b	Less: cost or other basis and sales expenses
c	Gain or (loss)	3,847,670
d	Net gain or (loss).....			3,847,670			3,847,670
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a		0
b	Less: direct expenses ...b		0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a		0
b	Less: direct expenses ...b		0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
	a		0
b	Less: cost of goods sold ..b		0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See Instructions......			1,565,102,819	1,551,579,666	-49,104	13,572,257

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.	0
4	Benefits paid to or for members	1,612,620,609	0
5	Compensation of current officers, directors, trustees, and key employees ....	2,104,287
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	43,065,093
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	4,953,776
9	Other employee benefits .......	14,581,403
10	Payroll taxes ...........	3,466,219
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	750,810
c	Accounting ...........	412,401
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	1,005,394
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,334,736
12	Advertising and promotion ....	0
13	Office expenses .......	5,260,303
14	Information technology ......	3,087,138
15	Royalties ..	0
16	Occupancy ...........	15,312,050
17	Travel ............	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	136,600
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	9,393,378
23	Insurance ...	895,479
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PRESCRIPTION ADMIN CHARGES	5,828,716
b	MANAGED CARE - PRECERT	2,742,286
c	MVP ADMIN CHARGES	920,433
d	OTHER EXPENSES	748,533
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	1,729,619,644	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			47,054,042	1	46,024,746
2	Savings and temporary cash investments .........			0	2	0
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			215,820,915	4	192,429,147
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
				0	6	0
7	Notes and loans receivable, net ....			0	7	0
8	Inventories for sale or use ........			0	8	0
9	Prepaid expenses and deferred charges ......			9,557,690	9	10,110,601
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	177,176,971
b	Less: accumulated depreciation	10b	140,157,570	45,035,416	10c	37,019,401
11	Investments—publicly traded securities .			253,138,856	11	28,340,570
12	Investments—other securities. See Part IV, line 11 .....			202,523,358	12	335,862,291
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			85,907,660	15	59,769,493
16	Total assets. Add lines 1 through 15 (must equal line 34)...			859,037,937	16	709,556,249

17	Accounts payable and accrued expenses .....	31,169,906	17	20,277,229
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..	0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	270,399,242	25	361,293,531
26	Total liabilities. Add lines 17 through 25..	301,569,148	26	381,570,760

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	557,468,789	27	327,985,489
28	Temporarily restricted net assets ...........	0	28	0
29	Permanently restricted net assets	0	29	0
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	557,468,789	33	327,985,489
34	Total liabilities and net assets/fund balances ........	859,037,937	34	709,556,249