TY 2024 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) Adekemi Gray...................................................................... Union Trustee (Beg. 02/2024)	1.0 ................. 3.0	X
(2) Andrea Thomas-Randall...................................................................... Employer Trustee	1.0 ................. 0.0	X
(3) Austin Bender...................................................................... Employer Trustee	1.0 ................. 2.0	X
(4) Barbara Logan...................................................................... Employer Trustee	1.0 ................. 6.0	X
(5) Christene Nation-Jumpp...................................................................... Employer Trustee (END 12/2024)	1.0 ................. 3.0	X
(6) Daine Williams...................................................................... Union Trustee (Beg. 02/2024)	1.0 ................. 1.0	X
(7) Dan Ratner...................................................................... Union Trustee	1.0 ................. 8.0	X
(8) David Brodsky...................................................................... Employer Trustee	1.0 ................. 4.0	X
(9) Eunia Destine-Latinwo...................................................................... Union Trustee (Beg. 02/2024)	1.0 ................. 0.0	X
(10) George Gresham...................................................................... Union Trustee	1.0 ................. 6.0	X
(11) Guy Mennonna...................................................................... Employer Trustee	1.0 ................. 3.0	X
(12) Helen Schaub...................................................................... Union Trustee	1.0 ................. 0.0	X
(13) Hugo Pizarro...................................................................... Employer Trustee (Beg 05/2024)	1.0 ................. 1.0	X
(14) Ilene Arroyo...................................................................... Employer Trustee	1.0 ................. 1.0	X
(15) Jacqueline Alleyne...................................................................... Union Trustee	1.0 ................. 6.0	X
(16) Jason Limson...................................................................... Employer Trustee	1.0 ................. 5.0	X
(17) Jeffery Cohen...................................................................... Employer Trustee	1.0 ................. 7.0	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/1099-NEC)
(18) Joseph Chinea........................................................................ Union Trustee (Beg. 07/2024)	1.0 .......................3.0	X			0	0	0
(19) Joyce Neil........................................................................ Union Trustee (End 07/2024)	1.0 .......................6.0	X			0	0	0
(20) Keith Wolf........................................................................ Employer Trustee	1.0 .......................0.0	X			0	0	0
(21) Lisa Brown........................................................................ Union Trustee	1.0 .......................3.0	X			0	0	0
(22) Marc Kramer........................................................................ Employer Trustee	1.0 .......................8.0	X			0	0	0
(23) Marc Leff........................................................................ Employer Trustee (End 05/2024)	1.0 .......................5.0	X			0	0	0
(24) Michael Ashby........................................................................ Union Trustee	1.0 .......................2.0	X			0	0	0
(25) Michael N Rosenblut........................................................................ Employer Trustee	1.0 .......................1.0	X			0	0	0
(26) Milly Silva........................................................................ Union Trustee	1.0 .......................3.0	X			0	0	0
(27) Nadine Ferguson........................................................................ Employer Trustee	1.0 .......................0.0	X			0	0	0
(28) Nadine Williamson........................................................................ Union Trustee	1.0 .......................7.0	X			0	0	0
(29) Neal Schelberg........................................................................ Employer Trustee	1.0 .......................4.0	X			0	0	0
(30) Nora Donoher........................................................................ Employer Trustee	1.0 .......................1.0	X			0	0	0
(31) Robert Oliver Jr........................................................................ Employer Trustee	1.0 .......................5.0	X			0	0	0
(32) Roger Cumberbatch........................................................................ Union Trustee	1.0 .......................4.0	X			0	0	0
(33) Stacie Williams........................................................................ Employer Trustee	1.0 .......................2.0	X			0	0	0
(34) Sui Ling........................................................................ Union Trustee (Beg. 02/2024)	1.0 .......................2.0	X			0	0	0
(35) Tracey Harrison........................................................................ Union Trustee	1.0 .......................3.0	X			0	0	0
(36) Veronica Turner........................................................................ Union Trustee	1.0 .......................6.0	X			0	0	0
(37) Victor Rivera........................................................................ Union Trustee (End 02/2024)	1.0 .......................0.0	X			0	0	0
(38) Yvonne Armstrong........................................................................ Union Trustee	1.0 .......................4.0	X			0	0	0
(39) Donna Rey........................................................................ Chief Executive Officer	14.8 .......................16.1		X		459,813	497,769	525,066
(40) Lorraine Monchak........................................................................ Chief Investments Officer	14.8 .......................16.1		X		750,106	812,026	808,993
(41) Mercedes Mambru........................................................................ Chief Financial Officer	11.6 .......................19.3		X		191,696	318,155	299,534
(42) Van H Dunn........................................................................ Chief Medical Officer	14.8 .......................16.1		X		282,789	306,133	360,567
(43) Angela L Scott........................................................................ Chief Benefits Officer	14.8 .......................16.1			X	261,866	283,482	305,864
(44) Brandy D Shiloh........................................................................ Chief Administrative Officer	14.8 .......................16.1			X	382,504	414,078	439,275
(45) Ferdag Dilay Altiner........................................................................ Portfolio Manager	0.1 .......................31.7			X	914	414,649	203,052
(46) Stacey Millman........................................................................ Chief Member Experience Officer	14.8 .......................16.1			X	299,660	324,396	340,310
(47) Suzanne A Metzger........................................................................ Chief General Counsel	14.8 .......................16.1			X	213,805	231,454	274,318

(A) Name and business address	(B) Description of services	(C) Compensation
VITECH SYSTEMS GROUP INC 401 Park Avenue South New York,NY10016	RECORDKEEPING AND INFORMATION MANAGEMENT	4,248,578
EVICORE HEALTHCARE MSI LLC 730 Cool Springs Blvd Franklin,TN37067	CLAIMS REVIEW	3,948,089
EVERNORTH BEHAVIORAL HEALTH INC PO BOX 1450 MINNEAPOLIS,MN55485	CLAIMS PROCESSING	3,561,012
COMPUTER DESIGN & INTEGRATION LLC 444 W Lake St Ste 3000 Chicago,IL60606	COMPUTER SERVICES	3,398,510
MEDCO HEALTH SOLUTIONS INC 100 PARSONS POND DRIVE FRANKLIN LAKES,NJ07417	CLAIMS REVIEW	3,171,242
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 101

- 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.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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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 FASB 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 FASB 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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

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 right arrow

Permanent endowment right arrow

Term endowment right arrow

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	403,891	83,321	320,570
d	Equipment ....	136,056,089	118,138,519	17,917,570
e	Other .....	85,330		85,330
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				18,323,470

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other 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) Closely-held equity interests
(B) Financial derivatives
(C) Investments - other securities
(D) GOVERNMENT AGENCY SECURITIES	113,706,386	F
(E) Government Bonds	58,815,966	F
(F) NOTES, DEPOSITS AND COMMERCIAL PAPER	14,300,365	F
(G) Cash collateral received and reinvested in short-term securities	4,730,066	F
(H) Investment Bonds	190,601	F
(I) Hedge fund	23,808	F
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	191,767,192

Part VIII

Investments - Program 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)OPERATING RIGHT OF USE ASSET				526,537,218
(2)DUE FROM PHARMACY BENEFIT MANAGER AND OTHERS				132,624,034
(3)3BF, NET				59,219,430
(4)DUES FROM RELATED ENTITIES				10,695,934
(5)LEASE INCENTIVE RECEIVABLE				8,914,209
(6)ACCRUED INVESTMENT INCOME				698,112
(7)RENT DEPOSIT				52,500
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				738,741,437

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
Federal Income Taxes
OPERATING LEASE LIABILITY	609,787,741
BENEFIT OBLIGATIONS	353,429,657
DUE TO RELATED ENTITIES	74,102,583
DUE TO EMPLOYER	16,317,068
DUE TO BROKERS
Obligation under security lending agreement	4,730,066


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,058,367,115
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) (Rev. 1-2025)

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	2,528,541,891
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	645,656
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	0
e	Add lines 2a through 2d .....................			2e	645,656
3	Subtract line 2e from line 1..................			3	2,527,896,235
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	76,186
b	Other (Describe in Part XIII.) ...........	4b	0
c	Add lines 4a and 4b....................			4c	76,186
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,527,972,421

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	2,268,292,356
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	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	2,268,292,356
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	76,186
b	Other (Describe in Part XIII.) ...........	4b	0
c	Add lines 4a and 4b.....................			4c	76,186
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	2,268,368,542

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
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	U.S. GAAP REQUIRES 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, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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 2021.

Return Reference

Explanation

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

U.S. GAAP REQUIRES 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, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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 2021.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

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 on 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 on 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) (Rev. 1-2025)

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, 1099-MISC compensation, and/or 1099-NEC			(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)
1Donna Rey Chief Executive Officer	(i) (ii)	371,876 ------------- 402,573	0 ------------- 0	87,937 ------------- 95,196	125,447 ------------- 83,783	151,659 ------------- 164,178	736,919 ------------- 745,730	68,433 ------------- 74,082
2Lorraine Monchak Chief Investments Officer	(i) (ii)	683,319 ------------- 739,726	0 ------------- 0	66,787 ------------- 72,300	122,183 ------------- 104,229	279,745 ------------- 302,837	1,152,034 ------------- 1,219,092	44,229 ------------- 47,880
3Van H Dunn Chief Medical Officer	(i) (ii)	244,316 ------------- 264,484	0 ------------- 0	38,473 ------------- 41,649	86,868 ------------- 57,087	104,013 ------------- 112,599	473,670 ------------- 475,819	25,541 ------------- 27,650
4Mercedes Mambru Chief Financial Officer	(i) (ii)	161,756 ------------- 268,463	0 ------------- 0	29,940 ------------- 49,692	66,128 ------------- 56,769	66,413 ------------- 110,224	324,237 ------------- 485,148	25,867 ------------- 42,930
5Brandy D Shiloh Chief Administrative Officer	(i) (ii)	320,705 ------------- 347,178	0 ------------- 0	61,799 ------------- 66,900	100,056 ------------- 68,523	129,983 ------------- 140,713	612,543 ------------- 623,314	53,213 ------------- 57,606
6Stacey Millman Chief Member Experience Officer	(i) (ii)	240,968 ------------- 260,859	0 ------------- 0	58,692 ------------- 63,537	81,267 ------------- 54,281	98,323 ------------- 106,439	479,250 ------------- 485,116	45,474 ------------- 49,228
7Angela L Scott Chief Benefits Officer	(i) (ii)	214,542 ------------- 232,252	0 ------------- 0	47,324 ------------- 51,230	73,161 ------------- 48,698	88,356 ------------- 95,649	423,383 ------------- 427,829	37,572 ------------- 40,673
8Suzanne A Metzger Chief General Counsel	(i) (ii)	189,858 ------------- 205,531	0 ------------- 0	23,947 ------------- 25,923	69,304 ------------- 45,188	76,746 ------------- 83,081	359,855 ------------- 359,723	16,633 ------------- 18,006
9Ferdag Dilay Altiner Portfolio Manager	(i) (ii)	853 ------------- 386,986	0 ------------- 0	61 ------------- 27,664	96 ------------- 43,729	350 ------------- 158,875	1,360 ------------- 617,254	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY THE 1199SEIU NATIONAL 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 ON AN ALLOCATION STUDY AND IS REPORTED AS IF PAID BY THE FILING ORGANIZATION. THE AMOUNT REPORTED ON SCHEDULE J, PART II, LINE (I) REPRESENTS THE AMOUNT ALLOCATED TO 1199SEIU NATIONAL FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES(NBF) AND THE AMOUNTS REPORTED ON LINE (II) REPRESENT THE TOTAL SALARY AND BENEFITS RECEIVED FOR SERVICES PROVIDED TO NBF'S RELATED ENTITIES.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED DEFERRED CONTRIBUTIONS DURING 2024: DONNA REY $83,425 BRANDY D. SHILOH $63,816 VAN H. DUNN $59,260 STACEY MILLMAN $54,038 ANGELA L. SCOTT $48,918 MERCEDES MAMBRU $47,850 SUZANNE A. METZGER $47,850 LORRAINE MONCHAK $44,968 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COL C. SCHEDULE J, PART II, COL F REPORTS AMOUNTS DISTRIBUTED DURING THE YEAR UNDER THIS PLAN.

Return Reference

Explanation

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation

ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY THE 1199SEIU NATIONAL 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 ON AN ALLOCATION STUDY AND IS REPORTED AS IF PAID BY THE FILING ORGANIZATION. THE AMOUNT REPORTED ON SCHEDULE J, PART II, LINE (I) REPRESENTS THE AMOUNT ALLOCATED TO 1199SEIU NATIONAL FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES(NBF) AND THE AMOUNTS REPORTED ON LINE (II) REPRESENT THE TOTAL SALARY AND BENEFITS RECEIVED FOR SERVICES PROVIDED TO NBF'S RELATED ENTITIES.

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan

THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED DEFERRED CONTRIBUTIONS DURING 2024: DONNA REY $83,425 BRANDY D. SHILOH $63,816 VAN H. DUNN $59,260 STACEY MILLMAN $54,038 ANGELA L. SCOTT $48,918 MERCEDES MAMBRU $47,850 SUZANNE A. METZGER $47,850 LORRAINE MONCHAK $44,968 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COL C. SCHEDULE J, PART II, COL F REPORTS AMOUNTS DISTRIBUTED DURING THE YEAR UNDER THIS PLAN.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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
Form 990, Part V, Line 3b 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.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	ALL OF THE UNION TRUSTEES ARE ALSO EMPLOYEES OF 1199SEIU (THE UNION) AND THEREFORE HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. - Business relationship
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	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.
Form 990, Part VI, Line 11b Review of form 990 by governing body	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 AN OFFICER BEFORE BEING SUBMITTED TO THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy	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.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	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.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	REFER TO NARRATIVE FOR PART VI, LINE 15A ABOVE.
Form 990, Part VI, Line 19 Required documents available to the public	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.
Form 990, Part VII, Section A, Line 1a EMPLOYER TRUSTEE COMPENSATION	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.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Other Revenue - Total Revenue: 4936, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 4936;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	CHANGE IN BENEFIT OBLIGATION - -44375137; Total - -44375137;

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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 EMPLOYER CHILD CARE CORP 498 SEVENTH AVENUE NEW YORK,NY10018 13-4063281	DAY CARE CNTR	NY	501(c)(3)	7	NA		No
(2)1199SEIU HEALTH CARE EMPL PENSION FUND 498 SEVENTH AVENUE NEW YORK,NY10018 13-3604862	PENSION FUND	NY	501(a)		NA		No
(3)1199SEIU HEALTHCARE INDUSTRY GRANT CORP 498 SEVENTH AVENUE NEW YORK,NY10018 13-4197609	HEALTHCARE	NY	501(c)(3)	7	NA		No
(4)1199SEIU JOB SECURITY FUND 498 SEVENTH AVENUE NEW YORK,NY10018 13-3712851	BENEFIT FUND	NY	501(c)(9)		NA		No
(5)1199SEIU LABOR MANAGEMENT INITIATIVES 498 SEVENTH AVENUE NEW YORK,NY10018 13-3800331	LABOR MNGT	NY	501(c)(5)		NA		No
(6)1199SEIU LEAGUE RN TRAINING & JSF 498 SEVENTH AVENUE NEW YORK,NY10018 13-3946135	EDUC TRAINING	NY	501(c)(9)		NA		No
(7)1199SEIU LICENSED PRACTICAL NURSE WF 498 SEVENTH AVENUE NEW YORK,NY10018 13-2623987	BENEFIT FUND	NY	501(c)(9)		NA		No
(8)1199SEIU TRAINING AND UPGRADING FUND 498 SEVENTH AVENUE NEW YORK,NY10018 13-2637580	EDUC TRAINING	NY	501(c)(3)	10	NA		No
(9)1199SEIU UNITED HEALTHCARE WORKERS EAST 498 SEVENTH AVENUE NEW YORK,NY10018 13-1510821	LABOR UNION	NY	501(c)(5)		NA		No
(10)CENTER FOR WORKFORCE DEVELOPMENT INC 498 SEVENTH AVENUE NEW YORK,NY10018 85-3129842	LABOR MNGT	NY	501(c)(5)		NA		No
(11)1199SEIU LOCAL EMPLOYER CHILD CARE FUND 498 SEVENTH AVENUE NEW YORK,NY10018 13-3641466	CHILDCARE	NY	501(c)(9)		NA		No
(12)1199 SEIU CREDIT UNION					NA
(13)ADVANTAGECARE PHYSICIANS - CENTRAL BROOKLYN					NA
(14)ADVANTAGECARE PHYSICIANS - KINGS HIGHWAY CENTER					NA
(15)ADVANTAGECARE PHYSICIANS - MANHATTAN PHYSICIANS GROUP					NA
(16)ALBERT EINSTEIN COLLEGE OF MEDICINE					NA
(17)AMSTERDAM NURSING HOME CORP					NA
(18)ANDRUS ON HUDSON					NA
(19)ANDRUS PAVILION RIVERSIDE HEALTHCARE					NA
(20)ANTHONY L JORDAN					NA
(21)ARAMARK HEALTHCARE SERVICES					NA
(22)ARCHCARE - CARMEL RICHMOND NURSING AND REHAB CTR					NA
(23)ARCHCARE - FERNCLIFF NURSING HOME					NA
(24)ARCHCARE - MARY MANNING WALSH					NA
(25)ARCHCARE - SAINT VINCENT DE PAUL					NA
(26)ARCHCARE - TERENCE CARDINAL COOKE					NA
(27)BETHEL HOME - CROTON-ON-HUDSON					NA
(28)BETHEL HOME - OSSINING					NA
(29)BETHEL METHODIST DBA THE KNOLLS					NA
(30)BETHEL METHODIST DBA THE KNOLLS					NA
(31)BLOCK INSTITUTE					NA
(32)BLYTHEDALE CHILDREN'S HOSPITAL					NA
(33)BON SECOURS COMMUNITY					NA
(34)BRIDGE INCORPORATED					NA
(35)BRONXCARE					NA
(36)BRONXCARE DR MARTIN LUTHER KING JR HEALTH CENTER					NA
(37)BRONXCARE SPECIAL CARE CENTER					NA
(38)BROOKLYN HOSPITAL CENTER					NA
(39)BROOKLYN HOSPITAL CENTER (144)					NA
(40)BROOKLYN UNITED METHODIST HOME					NA
(41)BROWNSVILLE MULTISERVICE					NA
(42)CABRINI OF WESTCHESTER					NA
(43)CENTER LIGHT HEALTH SYSTEM DBA BETH ABRAHAM HOSPITAL					NA
(44)CENTRAL NASSAU GUIDANCE					NA
(45)CEREBRAL PALSY ASSOCIATIONS					NA
(46)CHAPIN HOME FOR THE AGING					NA
(47)CHILDREN'S REHABILITATION CNTR					NA
(48)COLUMBIA UNIVERSITY CAFETERIA					NA
(49)COLUMBIA UNIVERSITY CLERICALS					NA
(50)COMMUNITY AGENCY FOR SENIOR					NA
(51)COMMUNITY HEALTH CENTER OF RICHMOND					NA
(52)COMMUNITY RESOURCE CENTER					NA
(53)COMMUNITY SERVICE SOCIETY					NA
(54)COMPREHENSIVE CANCER CARE CNTR					NA
(55)CONFIDENCE MANAGEMENT SYSTEMS					NA
(56)CORNERSTONE MEDICAL ARTS HOSPITAL					NA
(57)CORRECTIONAL DENTAL ASSOCIATES PC					NA
(58)DISTRICT 1199 ROCHESTER					NA
(59)DOBBS FERRY PAVILION					NA
(60)DOOR THE					NA
(61)EAST HARLEM COUNCIL FOR HUMAN SERVICES -SCHOOL					NA
(62)EGER HEALTH CARE CENTER					NA
(63)ELIZABETH SETON PEDIATRIC CENTER					NA
(64)FACULTY STUDENT ASSOCIATES AT STONY BROOK UNIVERSITY					NA
(65)FEDERAL DEFENDERS OF NEW YORK					NA
(66)FLUSHING HOSPITAL MEDICAL CNTR					NA
(67)FLUSHING HOUSE					NA
(68)FORDHAM TREMONT COMMUNITY					NA
(69)GARNET HEALTH					NA
(70)GARNET HEALTH MEDICAL CENTER - CATSKILLS					NA
(71)GLEN ARDEN INC					NA
(72)GLEN COVE CENTER					NA
(73)GOOD SAMARITAN HOSPITAL					NA
(74)GRAHAM-WINDHAM SERVICES					NA
(75)GREENWICH HOUSE INC					NA
(76)HEALTH ALLIANCE OF THE HUDSON VALLEY					NA
(77)HEBREW HOME-RIVERDALE					NA
(78)HEBREW HOME-RIVERDALE (144)					NA
(79)HELEN KELLER NATIONAL CENTER					NA
(80)HOSPITAL LEAGUELOCAL 1199 TRA & UPG FUND					NA
(81)HUDSON RIVER HEALTHCARE					NA
(82)INDEPENDENT LIVING ASSOCIATION					NA
(83)INSTITUTE FOR FAMILY HEALTH					NA
(84)ISABELLA GERIATRIC CENTER					NA
(85)JACK D WEILER HOSPITAL					NA
(86)JAMAICA HOSPITAL					NA
(87)JAMAICA HOSPITAL NURSING HOME					NA
(88)JEWISH HOME LIFECARE MANHATTAN					NA
(89)JEWISH HOME LIFECARE SARAH NEUMAN CENTER WESTCHESTER					NA
(90)JOHN A COLEMAN SCHOOL					NA
(91)JOSEPH P ADDABBO HEALTH CENTER					NA
(92)LAWRENCE HOSPITAL CENTER					NA
(93)LEAGUE1199 SEIU TRAINING &					NA
(94)LEGAL AID SOCIETY					NA
(95)LENOX HILL HEALTH NETWORK					NA
(96)LENOX HILL HEALTHPLEX EMERGENCY DEPARTMENT					NA
(97)LENOX HILL HOSPITAL					NA
(98)LENOX HILL NEIGHBORHOOD HOUSE					NA
(99)LIJ - VALLEY STREAM FKA FRANKLIN HOSP - EVS (FORMER 32BJ)					NA
(100)LONG ISLAND COMMUNITY HOSPITAL					NA
(101)LONG ISLAND JEWISH- FOREST HILLS					NA
(102)LONG ISLAND JEWISH- VALLEY STREAM FKA FRANKLIN HOSPITAL					NA
(103)LUTHERAN CARE CENTER					NA
(104)LUTHERAN MEDICAL CENTER					NA
(105)MAIMONIDES MEDICAL CENTER					NA
(106)MARIST COLLEGE					NA
(107)MEDISYS AMBULANCE SERVICE INC					NA
(108)MENORAH HOME-MANHATTAN BEACH					NA
(109)MERCY HOME FOR CHILDREN					NA
(110)MID-HUDSON VALLEY STAFFCO LLC					NA
(111)MMC HOLDINGS AT BAY PARKWAY PEDIATRIC CENTER (DSS)					NA
(112)MMC HOLDINGS PA					NA
(113)MMC PHARMACY INC					NA
(114)MONTEFIORE - MOUNT VERNON					NA
(115)MONTEFIORE - NEW ROCHELLE					NA
(116)MONTEFIORE - NYACK HOSPITAL FKA NYACK HOSPITAL					NA
(117)MONTEFIORE MEDICAL CENTER					NA
(118)MONTEFIORE MEDICAL CENTER-SCHOOL HLTH PROGRAM					NA
(119)MONTEFIORE NORTH					NA
(120)MONTEFIORE SCHAFFER EXTENDED CARE CENTER					NA
(121)MORRISON SENIOR LIVING TERENCE CARDINAL COOKE HCC					NA
(122)MOUNT SINAI BETH ISRAEL					NA
(123)MOUNT SINAI BETH ISRAEL BROOKLYN					NA
(124)MOUNT SINAI BETH ISRAEL-DOCS					NA
(125)MOUNT SINAI HOSPITAL OF QUEENS					NA
(126)MOUNT SINAI MEDICAL CENTER					NA
(127)MOUNT SINAI ROOSEVELT HOSPITAL					NA
(128)MOUNT SINAI SAINT LUKE'S					NA
(129)MOUNT SINAI SERVICES AT ELMHURST HOSPCTR					NA
(130)MOUNT SINAI SERVICES AT QUEENS HOSPITAL CENTER					NA
(131)NATHAN LITTAUER HOSPITAL					NA
(132)NATHAN LITTAUER NURSING HOME					NA
(133)NEPHRO CARE INC					NA
(134)NEW YORK BLOOD CENTER					NA
(135)NEW YORK CITY CRIMINAL JUSTICE					NA
(136)NEW YORK COMMUNITY HOSPITAL					NA
(137)NEW YORK COMMUNITY HOSPITAL RN					NA
(138)NEW YORK DIALYSIS MANAGMENT					NA
(139)NEW YORK EYE AND EAR OF MOUNT SINAI (NYEE)					NA
(140)NEW YORK GRACIE SQUARE					NA
(141)NEW YORK MEDICAL COLLEGE					NA
(142)NEW YORK METHODIST HOSPITAL					NA
(143)NEW YORK PRESBYTERIAN - QUEENS					NA
(144)NEW YORK PRESBYTERIAN HOSPITAL					NA
(145)NEW YORK PRESBYTERIAN LOWER MANHATTAN					NA
(146)NEW YORK UNIVERSITYAFFILIATES					NA
(147)NEW YORK UNIVERSITYTISCH-RUSK					NA
(148)NORTH SHORE CHILD & FAMILY GUIDANCE CENTER					NA
(149)NORTH SHORE-LIJ-PLAINVIEW					NA
(150)NORTH SHORE-LIJ-SYOSSET					NA
(151)NORTHERN DUTCHESS HOSPITAL					NA
(152)NORTHERN MANOR					NA
(153)NORTHERN WESTCHESTER HOSPITAL					NA
(154)NORTHSIDE CENTER FOR CHILD					NA
(155)NORTHWELL BETHPAGE ORSC					NA
(156)NORTHWELL HEALTH AT LONG ISLAND JEWISH HOSPITAL					NA
(157)NUVANCE HEALTH - BIOMEDICAL ENGINEERS & RADIATION					NA
(158)NYU RESIDUAL AND LAB RESEARCH UNIT					NA
(159)NYU WINTHROP HOSPITAL					NA
(160)NYU-HOSPITAL FOR JOINT DISEASES					NA
(161)ONE BROOKLYN HEALTH - BROOKDALE HOSPITAL					NA
(162)ONE BROOKLYN HEALTH - BROOKDALE HOSPITAL (RN)					NA
(163)ONE BROOKLYN HEALTH - INTERFAITH MEDICAL CENTER					NA
(164)ONE BROOKLYN HEALTH - KINGSBROOK JEWISH					NA
(165)ONE BROOKLYN HEALTH - RUTLAND NURSING HOME DBA DAVID MINKIN REHAB INST					NA
(166)ONE BROOKLYN HEALTH - SCHULMAN INSTITUTE FOR NURSING & REHAB					NA
(167)PAGNY - JACOBI MEDICAL CENTER					NA
(168)PAGNY - LINCOLN HOSPITAL					NA
(169)PAGNY - RIKERS					NA
(170)PARK CARE PAVILION					NA
(171)PARKER JEWISH INSTITUTE FOR HEALTH CARE & REHABILITATION					NA
(172)PECONIC BAY MEDICAL CENTER					NA
(173)PHYSICIAN AFFILIATE GROUP OF NEW YORK					NA
(174)PHYSICIANS AFFILIATE GROUP OF NEW YORK-HARLEM					NA
(175)PHYSICIANS AFFILIATE GROUP OF NY - METROPOLITAN					NA
(176)PROJECT CAREERSEBNC					NA
(177)PROVIDENCE CARE INC					NA
(178)PROVIDENCE REST NURSING HOME					NA
(179)PUBLIC HEALTH SOLUTIONS SEXUAL AND REPRODUCTIVE HEALTH CENTERS					NA
(180)PUERTO RICAN FAMILY INSTITUTE					NA
(181)PUTNAM HOSPITAL CENTER					NA
(182)REBEKAH REHAB & EXTENDED CARE CENTER					NA
(183)RICHMOND U MED CTR					NA
(184)ROGOSIN INSTITUTE FKA NEPHROLOGY FOUNDATION OF BROOKLYN					NA
(185)RYANCHELSEA - CLINTON					NA
(186)RYAN-NENA COMMUNITY HEALTH CTR					NA
(187)SAINT BARNABAS HOSPITAL					NA
(188)SAINT JOHN'S EPISCOPAL					NA
(189)SAINT JOSEPH HOSPITAL					NA
(190)SAINT JOSEPH'S MEDICAL CENTER - YONKERS					NA
(191)SAINT JOSEPH'S MEDICAL CENTER - YONKERS					NA
(192)SAINT LUKE'S CORNWALL HOSPITAL					NA
(193)SAINT MARY'S EPISCOPAL CENTER					NA
(194)SAINT PATRICK'S HOME					NA
(195)SAINT VINCENT'S - USFHP HEALTH CENTERS					NA
(196)SAINT VINCENT'S-MANHATTAN					NA
(197)SAINTS JOACHIM AND ANNE					NA
(198)SAYVILLE NURSING AND REHABILITATION CENTER					NA
(199)SEIU COMMUNICATIONS CENTER LLC					NA
(200)SERVICES FOR THE UNDERSERVED					NA
(201)SHIELD INSTITUTE					NA
(202)SILVERCREST CENTER FOR NURSING AND REHABILITATION					NA
(203)SODEXHO-SUNY HEALTH SCIENCES					NA
(204)SOUTH OAKS HOSPITAL					NA
(205)SOUTH SHORE CHILD GUIDANCE					NA
(206)SOUTH SHORE UNIVERSITY HOSPITAL					NA
(207)SOUTHEAST NASSAU GUIDANCE					NA
(208)STAFFCO DBA EASTERN LONG ISLAND HOSPITAL PEO					NA
(209)STATEN ISLAND UNIVERSITY NORTH					NA
(210)STATEN ISLAND UNIVERSITY SOUTH					NA
(211)STONY BROOK SOUTHAMPTON PEO					NA
(212)STRONG MEMORIAL HOSPITAL					NA
(213)SWAN LAKE REHABILITATION					NA
(214)TEMCO INDUSTRY SERVICES					NA
(215)THE CHARLES EVANS CENTER AT GLEN COVE					NA
(216)UNION COMMUNITY HEALTH CENTER					NA
(217)UNITED CEREBRAL PALSY-SUFFOLK					NA
(218)UNITED HEBREW GERIATRIC CENTER					NA
(219)UNIVERISTY OF ROCHESTER					NA
(220)UNIVERSITY CONSULTATION CENTER					NA
(221)VASSAR BROTHERS HOSPITAL					NA
(222)VASSAR COLLEGE					NA
(223)VILLAGE CENTER FOR CARE					NA
(224)VIP COMMUNITY SERVICES INC					NA
(225)VNS HEALTH					NA
(226)WARTBURG ADULT CARE CENTER					NA
(227)WARTBURG LUTHERAN - MT VERNON					NA
(228)WHITE PLAINS HOSPITAL CENTER					NA
(229)WILLIAM F RYAN COMMUNITY					NA
(230)WOODHULL MEDICAL GROUP PC					NA
(231)WORKSITE WELLNESS PROGRAM PC					NA
(232)WYCKOFF HEIGHTS HOSPITAL					NA
(233)YESHIVA UNIVERSITY					NA

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

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?		(k) Percentage ownership
(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	(k) Percentage ownership

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	(h) Percentage ownership	(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	(h) Percentage ownership	Yes	No
(1) 150 RIVERSIDE LLP			NA
(2) ABRAHAM OPERATIONS FKA BETH ABRAHAM			NA
(3) ADIRA AT RIVERSIDE REHAB			NA
(4) ADVANCE CENTER FOR PSYCHO-THERAPY			NA
(5) ADVANTAGECARE PHYSICIANS			NA
(6) ADVANTAGECARE PHYSICIANS-NASSAU			NA
(7) APEX REHABILITATION AND CARE CENTER			NA
(8) BAY PARK CENTER FOR NURSING AND REHABILITATION			NA
(9) BELAIR CARE CENTER INC			NA
(10) BENSONHURST CENTER			NA
(11) BORO PARK CENTER FOR REHABILITATION			NA
(12) BRONX GARDENS REHABILITATION AND NURSING CENTER			NA
(13) BROOKLYN-QUEENS NURSING HOME			NA
(14) BROOKSIDE MULTICARE NURSING CENTER FKA AVALON GARDENS			NA
(15) BUENA VIDA CONTINUING CARE			NA
(16) BUSHWICK CENTER FOR NURSING AND REHABILITATION			NA
(17) CARDIFF BAY CENTER LLC			NA
(18) CEDAR MANOR NURSING AND REHAB INC			NA
(19) CIOX HEALTH			NA
(20) CIR-KORT PHARMACY INCORPORATED			NA
(21) COLD SPRING HILLS CENTER			NA
(22) CONCOURSE REHABILITATION AND NURSING CENTER			NA
(23) CONFIDENCE MANAGEMENT-GARDEN CARE CENTER			NA
(24) DITMAS PARK CARE CENTER			NA
(25) DOJ OPERATIONS ASSOCIATES LLC			NA
(26) DOWNTOWN BROOKLYN NURSING AND REHAB CENTER			NA
(27) DRY HARBOR NURSING HOME			NA
(28) EMERGE NURSING AND REHABILITATION AT GLEN COVE			NA
(29) EXCEL AT WOODBURY			NA
(30) FINDLAY HOUSE			NA
(31) FISHKILL CENTER FOR NURSING AND REHABILITATION			NA
(32) FRANHILL DRUGS INC			NA
(33) GALLERY DRUGS			NA
(34) GARDEN CARE CENTER			NA
(35) GLEN ISLAND CARE CENTER			NA
(36) GREATER HARLEM NURSING HOME			NA
(37) HAMILTON PARK MULTICARE CENTER			NA
(38) HAVEN MANOR HEALTH CARE CENTER			NA
(39) HAYM SALOMON HOME FOR THE AGED			NA
(40) HEALTH POINT DRUGS INC			NA
(41) HEALTHCARE SERVICES AT CHAPIN HOME			NA
(42) HEMPSTEAD PARK NURSING HOME			NA
(43) HENDON GARDENS CENTER LLC			NA
(44) HIGHBRIDGE WOODYCREST CENTER LLC (FORMER 001058 BRONX-LEBANON HIGHBRIDGE-WO ODCREST CARE CENTER)			NA
(45) HIGHLAND CARE CENTER INC			NA
(46) HIGHLAND REHAB & NURSING FKA SAINT TERESA NH			NA
(47) HOLLISWOOD CARE CENTER			NA
(48) HOPKINS CENTER FOR REHABILITATION			NA
(49) HUDSON POINTE AT RIVERDALE CENTER			NA
(50) HUNTINGTON VILLAGE REHAB & NURSING CTR DBA HILLAIRE			NA
(51) ISRAEL SENIOR CITIZENS			NA
(52) KINGS HARBOR CARE CENTER			NA
(53) LINDEN GARDENS NURSING AND REHABILITATION CENTER			NA
(54) LYNBROOK REHABILITATION AND NURSING HOME			NA
(55) MARGARET TEITZ CENTER			NA
(56) MARTINE CENTER FOR REHABILITATION AND NURSING			NA
(57) MASSAPEQUA CENTER FOR REHABILITATION AND NURSING (SERVICE MAINTENANCE TECHN ICAL LPNS AND PROFESSIONALS)			NA
(58) MOMENTUM AT SOUTH BAY			NA
(59) MORNINGSIDE HOUSE NURSING HOME			NA
(60) MORRISON SENIOR DINING SILVERCREST CTR			NA
(61) MRO CORPORATION			NA
(62) N&W AGENCY			NA
(63) NEIGHBORHOOD PHARMACY INC			NA
(64) NESCONSET CENTER FOR NURSING AND REHABILITATION			NA
(65) NEW LONDON PHARMACY			NA
(66) NEXDINE AT HEBREW HOME RIVERDALE (DIETARY)			NA
(67) RAEES PHARMACY			NA
(68) RAMAPO MANOR NURSING HOME			NA
(69) REGAL HEIGHTS REHABILITATION & CARE CENTER			NA
(70) RICHMOND CENTER FOR REHABILITATION			NA
(71) ROSS HEALTH CARE CENTER INC			NA
(72) SAFETY BUILDING CLEANING CORP			NA
(73) SAPPHIRE NURSING AND REHAB AT GOSHEN			NA
(74) SAPPHIRE NURSING AT MEADOW HILL			NA
(75) SAPPHIRE NURSING AT WAPPINGERS			NA
(76) SCHERVIER REHABILITATION & NURSING CENTER			NA
(77) SEAGATE NURSING & REHABILITATION FKA SHOREFRONT GERIATRIC			NA
(78) SEPHARDIC HOME FOR THE AGED DBA KING DAVID			NA
(79) SMITHTOWN HEALTH CARE FACILITY			NA
(80) SQUARE PHARMACY			NA
(81) SUNRISE MANOR NURSING HOME			NA
(82) THE EMERALD PEEK REHABILITATION & NURSING CENTER			NA
(83) THE GRAND REHABILITATION AND NURSING AT GREAT NECK			NA
(84) THE GROVE AT VALHALLA REHABILITATION AND NURSING CENTER			NA
(85) THE PARAMOUNT AT SOMERS REHABILITATION & NURSING CENTER			NA
(86) THE PLAZA REHABILITATION AND NURSING CENTER			NA
(87) TOTAL MAINTENANCE SOLUTIONS LLC			NA
(88) VERNON BOULEVARD PHARMACY			NA
(89) WEST LAWRENCE CARE CENTER			NA
(90) WHITE OAKS NURSING HOME			NA
(91) WILLOW TOWERS			NA
(92) WOODHAVEN NURSING HOME			NA
(93) YONKERS GARDENS			NA
(94) YRNC OPERATING LLC DBA YORKTOWN REHABILITATION AND NURSING CENTER (ASSISTED LIVING FACILITY)			NA
(95) YRNC OPERATING LLC DBA YORKTOWN REHABILITATION AND NURSING CENTER (NURSING HOME)			NA

Schedule R (Form 990) (Rev. 1-2025)

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) ............................

Yes

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) (Rev. 1-2025)

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH AND 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	34
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	34
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	1,218
6	Total number of volunteers (estimate if necessary) .............	6	38
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	2,182,620,550	2,509,519,162
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	10,545,479	18,044,488
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	147,123	408,771
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	2,193,313,152	2,527,972,421
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).....	1,948,405,654	2,139,585,104
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	79,905,470	85,476,652
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)....	48,586,837	43,306,786
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,076,897,961	2,268,368,542
19	Revenue less expenses. Subtract line 18 from line 12.......	116,415,191	259,603,879
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,363,364,432	1,586,856,702
21	Total liabilities (Part X, line 26).............	1,088,009,420	1,095,627,292
22	Net assets or fund balances. Subtract line 21 from line 20.....	275,355,012	491,229,410

Sign Here

	Signature of officer	Date

	Type or print name and title


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

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 expenses0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	2,843,153	3,602,142	3,556,979

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:$		1g

h Total. Add lines 1a-1f.......		0

		Business Code
2a	EMPLOYER PLAN CONTRIBUTIONS	900099	2,495,148,526	2,495,148,526
b	ENHANCED TRAINING INITIATIVE	900099	11,323,028	11,323,028
c	COBRA CONTRIBUTIONS	900099	3,047,608	3,047,608
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		2,509,519,162

3 Investment income (including dividends, interest, and othersimilar amounts) ......			16,254,542			16,254,542
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	662,140,582
b	Less: cost or other basis and sales expenses	7b	660,350,636
c	Gain or (loss)	7c	1,789,946	0
d	Net gain or (loss).........			1,789,946			1,789,946
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	EMPLOYER INTEREST		900099	297,718			297,718
b	COLLECTION COSTS - ACH		900099	99,643			99,643
c	EMPLOYER LEGAL COST		900099	6,474			6,474
d	All other revenue ....			4,936	0	0	4,936
e	Total. Add lines 11a–11d ......			408,771
12	Total revenue. See instructions.....			2,527,972,421	2,509,519,162	0	18,453,259

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	2,139,585,104
5	Compensation of current officers, directors, trustees, and key employees ...........	2,686,860
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	53,288,288
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	5,584,311
9	Other employee benefits .......	19,526,773
10	Payroll taxes ...........	4,390,420
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	2,106,627
c	Accounting ...........	463,420
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	76,186
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,369,502
12	Advertising and promotion ....
13	Office expenses .......	3,299,177
14	Information technology ......	5,211,966
15	Royalties ..
16	Occupancy ...........	767,316
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........	359,796
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	7,534,838
23	Insurance ...	1,146,946
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	STRAIGHT-LINE LEASE	14,899,589
b	PRESCRIPTION ADMIN CHARGES	5,434,586
c	MANAGED CARE - PRECERTIFICATION	3,368,384
d	MVP ADMIN CHARGES	1,507,459
e	All other expenses	-5,239,006
25	Total functional expenses. Add lines 1 through 24e	2,268,368,542
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 ........			264,201,969	1	212,452,294
2	Savings and temporary cash investments .........			546,241	2	86,653,924
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			282,296,626	4	320,656,417
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			447,777	8	447,777
9	Prepaid expenses and deferred charges ......			12,741,468	9	17,814,191
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	136,545,310
b	Less: accumulated depreciation	10b	118,221,840	15,972,914	10c	18,323,470
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			32,606,915	12	191,767,192
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			754,550,522	15	738,741,437
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,363,364,432	16	1,586,856,702

17	Accounts payable and accrued expenses .....	33,719,470	17	26,356,790
18	Grants payable ...		18
19	Deferred revenue .........	7,394,201	19	10,903,387
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
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	1,046,895,749	25	1,058,367,115
26	Total liabilities. Add lines 17 through 25..	1,088,009,420	26	1,095,627,292

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	275,355,012	27	491,229,410
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	275,355,012	32	491,229,410
33	Total liabilities and net assets/fund balances ........	1,363,364,432	33	1,586,856,702