Public Charity

NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF

Based in ASHBURN, VA, NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF operates as a Public Charity. The organization reported $16.3M in revenue, $13.0M in expenses, $15.8M in total assets for fiscal year 2024.

EIN: 541875242 ASHBURN, VA Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2024
Total Revenue$16.3M
Total Expenses$13.0M
Total Assets$15.8M
Grant Records0
Filing Years2019–2024

Mission

THE ORGANIZATION IS THE TRUST FOR A WELFARE BENEFIT PLAN THAT COVERS EMPLOYEES AND ANNUITANTS, AND THEIR ELIGIBLE DEPENDENTS AND SURVIVORS, OF THE NATIONAL ASSOCIATION OF LETTER CARRIERS, A TAX-EXEMPT ORGANIZATION, AND ITS RELATED ENTITIES. THE ORGANIZATION IS AN EMPLOYEE BENEFIT PLAN SUBJECT TO THE LAWS OF EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974.

Officers & Directors

ASSISTANT ADMINISTRATOR Bernard Perlmutter
ADMINISTRATOR Brian Renfroe
TRUSTEE Charles Heege
SUPERINTENDENT OF CLAIMS Jardine Bernita
Maintenance Manager Kenneth Tussing
TRUSTEE Lawrence D Brown Jr

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $16.3M $13.0M $15.8M
2023 $13.9M $14.6M $11.5M
2022 $11.4M $15.2M $11.5M
2020 $12.1M $11.3M $18.4M
2019 $11.2M $10.8M $17.1M

Between 2019 and 2024, reported annual revenue grew from $11.2M to $16.3M (+45%), with total assets most recently reported at $15.8M.

Interactive year-over-year charts and full filing details available with membership.

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