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1199SEIU NBF FOR HOME CARE EMPLOYEES

NEW YORK, NY · EIN 134129368 · Form 990 · FY2024 · NTEE Y43 · Mutual & Membership Benefit · Very Large (>$50M) · 1199seiubenefits.org
revenue
$131.5M
expenses
$157.5M
net assets
$96.4M
employees
0
volunteers
14
mission · from form 990

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT.

profile · synthesized from sources

1199SEIU NBF FOR HOME CARE EMPLOYEES provides health and welfare benefits to home care workers under a collective bargaining agreement. The organization offers wellness, financial education, and retirement support programs for eligible members and retirees. Services are primarily based in New York, with some outreach in Florida.

named programs · 6 · from sources

What they call their work

Arts and Enrichment for Retirees
Offers in-person creative activities such as photography, arts and crafts, sewing, choir, and Shakespeare readings for retirees.
Child Care Benefits Program
Administers child care benefits including registration, co-payment assistance, and access to cultural arts programming.
Citizenship Program
Offers immigration support, legal assessments, USCIS account setup, and application processing assistance for members seeking naturalization.
Financial Wellness and Homebuyer Education (FWHE) Program
Provides financial education, budgeting resources, and homebuyer assistance including down payment and closing cost support.
Pension Benefit Information Sessions
Provides pre-retiree education on pension eligibility, application process, and retiree health coverage options.
Retiree Wellness Classes
Offers virtual and in-person exercise, meditation, yoga, and dance classes for retirees to support physical and mental health.
activities · 12 groups

What they do

  • Union and Association Benefit Funds 2 activities
    • Administers health and welfare benefits for healthcare workers and families
      Provides comprehensive health and welfare benefits—including medical, prescription, dental, vision, and quality-of-life programs—to over 450,000 healthcare workers, retirees, and their families, as defined by collective bargaining agreements and trust documents. Manages $2.3 billion in healthcare costs annually.
    • Administers pension benefits for retirees
      Pays defined monthly pension benefits to over 133,000 retirees and beneficiaries through the National Benefit Fund.
  • Community Wellness Movement Classes 1 activity
    • Conducts virtual and in-person wellness and fitness programs
      Offers virtual fitness and mindfulness classes for members and retirees, including African dance, yoga, Pilates, Tai Chi, chair yoga, Latin cardio dance, Afro Cardio Jam, and meditation. Also provides a two-month virtual exercise series and hosts in-person events such as health and resource fairs.
  • Healthcare Workforce Training & Career Pathways 1 activity
    • Delivers education and job training for healthcare workers
      Provides education and job training programs to over 40,000 healthcare workers annually to support professional development and career advancement.
  • Community Blood Pressure Screening and Hypertension Education 1 activity
    • Delivers preventive health screenings and wellness services
      Provides no-cost preventive health screenings for hypertension, cholesterol, mammograms, and prostate cancer, and hosts health fairs offering screenings for hypertension, high cholesterol, and diabetes. Contracts with Worksite Medical Services P.C. to deliver clinical services through the Wellness Program.
  • Healthcare Provider Directories and Clinical Support Services 1 activity
    • Facilitates access to healthcare providers
      Operates a provider directory to help members locate healthcare providers affiliated with 1199SEIU benefits plans.
  • First-Time Homebuyer Support Services 1 activity
    • Offers financial wellness and homebuyer education
      Provides monthly virtual workshops and hosts in-person resource fairs to educate members on financial wellness and homebuyer education, including access to homebuying resources and support services.
  • Direct Mental Health Counseling and Support Services 1 activity
    • Offers mental health and social support services
      Provides immediate social and emotional support for personal crises such as job loss, marital problems, family illness, domestic or workplace violence, bereavement, and job jeopardy. Offers counseling referrals, connects members with professional social workers, and facilitates access to behavioral health and substance abuse treatment, including outpatient and inpatient care, with emergency hospitalization coordination through CareReview.
  • Retirement Benefits Education & Support 1 activity
    • Provides benefits education and orientation programs
      Conducts orientation and educational sessions for members and pre-retirees on health plan coverage (including the 1199SEIU Aetna Medicare Advantage Plan), pension benefits, child care benefits, and financial wellness. Offers workshops such as "Knowing Your Benefits" and pre-retirement information sessions through the National Benefit Fund.
  • Before and After School Childcare 1 activity
    • Provides child care benefits and educational programs for children
      Offers access to high-quality, affordable child care programs and services for children from birth to age 17, including day care, after-school programs, summer camps, holiday programs, cultural arts, teen academic programs, SAT prep, internships (WorkForce 2000), and preschool at the Future of America Learning Center. Serves over 18,000 children annually through vouchers and direct services.
  • Pro Bono Legal Representation and Support 1 activity
    • Provides legal assistance for workers’ compensation claims
      Offers free legal assistance through a law firm to help members file Workers’ Compensation claims and provides referral information for accessing the Workers’ Compensation Board to understand rights and benefits.
  • ESL and Citizenship Instruction 1 activity
    • Supports citizenship and immigration services
      Offers a Citizenship Program that provides education and support on naturalization, citizenship, Green Card eligibility, and family sponsorship through webinar series (Part A and Part B) and in-person resource fairs in New York City.
  • Uncategorized 2 activities
    • Engages members in child care program governance
      Operates a Child Care Advisory Committee composed of 1199SEIU members to shape child care programs, serve as liaisons between institutions and the Funds, provide feedback on program effectiveness, and assist with member registration.
    • Provides health education and online wellness resources
      Offers a regularly updated online hub with health-related content including facts, events, recipes, educational videos, fitness classes, and screening tools, organized into thematic sections such as mental health, nutrition, cardiovascular health, maternal and infant health, and patient-provider relationships.
financials · form 990 · fy2024
revenue
Total revenue$131.49M
Contributions & grants$00%
Program service revenue$128.29M98%
Investment income$3.04M2%
Other revenue$153K
expenses
Total expenses$157.50M
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$4.58M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$118.55M
Cash$12.87M
Investments$33.88M
Liabilities$22.13M
Net assets$96.42M
Liquid reserves3.6 mo
4 years on record · 2020–2024 · YoY revenue -25.4%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 4
NameTitleHours/wkCompensation
Lorraine Monchak Chief Investments Officer 1 $63K
Donna Rey Executive Director 1 $34K
Van H Dunn Chief Medical Officer 1 $23K
Mercedes Mambru Chief Financial Officer 1 $15K
board members · 14
  • ADRIA POWELL — EMPLOYER TRUSTEE
  • ANDREA THOMAS-RANDALL — EMPLOYER TRUSTEE
  • DANIEL RATNER — UNION TRUSTEE
  • GLADYS CONFIDENT — EMPLOYER TRUSTEE
  • GUADALUPE ASTACIO — UNION TRUSTEE
  • HAROLD FONG-SAM — UNION TRUSTEE (END 03/2024)
  • JAMES ROLLA — EMPLOYER TRUSTEE
  • KEITH JOSEPH — UNION TRUSTEE
  • KWAIDAVID HO — UNION TRUSTEE
  • LING MA — EMPLOYER TRUSTEE (END 11/2024)
  • MARC KRAMER — EMPLOYER TRUSTEE
  • RONA SHAPIRO — UNION TRUSTEE
  • VLADIMIR FORTUNNY — UNION TRUSTEE
  • YVONNE ARMSTRONG — UNION TRUSTEE
relationships · 11

Who they work with

  • 1199SEIU Network — Collaborates with 1199SEIU union members who serve on the Child Care Advisory Committee to shape and promote child care programs.
  • 1199SEIU CareReview Partner — Coordinates approval for emergency hospitalization for members requiring inpatient behavioral or substance abuse treatment.
  • 1199SEIU Funds Network — Member organization within the 1199SEIU Funds network providing benefits administration and provider network access.
  • 1199SEIU United Healthcare Workers East Network — Primary union representing beneficiaries of the funds
  • 1199SEIU/Employer Child Care Corporation Partner — Partner organization that administers child care programs and services for 1199SEIU members' families.
  • Mount Sinai Partner — Collaborates with Mount Sinai lactation consultants to provide clinical expertise in maternal health webinars.
  • NAMI-NYC Partner — Co-hosts mental health education events, including the 'Family and Friends' program, with 1199SEIU.
  • NAMI-NYC Partner — Collaborates to offer a "Family and Friends" mental health support program for members.
  • Pasternack, Tilker, Ziegler, Walsh, Stanton & Romano, LLP Partner — Provides free legal assistance to 1199SEIU members for filing Workers’ Compensation claims.
  • The Medicare Rights Center Partner — Collaborates to offer the “Seniors Out Speaking” webinar series for 1199SEIU retirees on Medicare topics.
  • Worksite Medical Services P.C. Partner — Provides clinical services for the 1199SEIU Wellness Program.
strategies · 5

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Culturally Responsive Crisis Support
    methodology: culturally-responsive-care
    By employing multilingual and multicultural staff, the organization delivers culturally responsive support during personal crises, preserving employment stability because trust and cultural understanding improve access and effectiveness of interventions.
  • Labor-Management Partnership for Workforce Stability
    methodology: labor-management partnership
    By collaborating with unions and employers, the organization strengthens healthcare workforce stability, which in turn improves patient care quality and service continuity. This shared governance model aligns labor interests with care outcomes.
  • Member-Led Program Design for Relevance and Uptake
    methodology: member-led_program_design
    By involving union members as advisors in co-developing child care programs, the organization ensures services meet real workforce needs, increasing engagement and effectiveness because programs reflect lived experience.
  • Preventive Health Through Lifestyle and Screening
    methodology: preventive_health
    By promoting healthy lifestyle habits and regular screenings, the organization prevents chronic conditions among members, reducing long-term health risks and healthcare costs because early intervention improves health trajectories.
  • Self-Care Enablement for Caregiver Sustainability
    methodology: self-care enablement
    By promoting self-care among home care workers, the organization improves their personal health, which enables higher-quality care for others because caregiver well-being is foundational to sustained, effective service delivery.