1199Seiu National Benefit Fund For Health And Human Service Employees

New York, NY · Founded 1949

Provides health and welfare benefits to healthcare and human service workers and their families through union-negotiated plans

Primary audience

Union members

Work area

Benefits administration

Topic

Health and welfare

Contact

Lorraine Monchak

Website Contact

About Organization

The 1199SEIU National Benefit Fund administers comprehensive health and welfare benefits to eligible union members and their dependents under collective bargaining agreements. Based in New York, NY, the organization manages over $2.1 billion in annual revenue and employs 1,202 staff members to serve its beneficiary population. Founded in 1949, it has grown into one of the largest benefit funds for healthcare and human service employees in the United States.

What They Focus On

Healthcare Benefits

Comprehensive medical, dental, and vision coverage for union members and families through collective bargaining trust agreements

Welfare Programs

Disability insurance, life insurance, and supplemental welfare benefits administered according to trust document specifications

Member Service

Dedicated support infrastructure with over 1,200 employees providing enrollment assistance and ongoing benefit administration

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2023)

$2.2B

+6.1% vs 2022

Expenses (2023)

$2.1B

+1.3% vs 2022

Assets (2023)

$1.4B

+16% vs 2022

Employees (2023)

1,202

+1.7% vs 2022

Year	Revenue	Expenses	Assets	Employees
2023	$2,193,313,152	$2,076,897,961	$1,363,364,432	1,202
2022	$2,066,688,647	$2,050,014,907	$1,175,258,857	1,182
2020	$1,874,023,277	$1,859,128,845	$592,440,350	1,270
2019	$1,745,371,487	$1,929,348,421	$589,191,076	1,398
2018	$1,565,102,819	$1,729,619,644	$709,556,249	1,396

Source: IRS Form 990 filings. All figures in USD.

01

Eligibility Verification

Confirm member eligibility through collective bargaining agreement terms and union membership status verification
02

Benefit Enrollment

Process enrollments for health and welfare benefits for qualified members and their eligible dependents
03

Claims Administration

Manage and process benefit claims through established protocols and trust document requirements
04

Ongoing Support

Provide continuous member services, benefit updates, and compliance with collective bargaining agreements

Programs and Initiatives

Services and programs offered by 1199Seiu National Benefit Fund For Health And Human Service Employees

Health Insurance Coverage

Comprehensive medical, dental, and vision insurance plans for eligible union members and their families under collective bargaining agreements

Welfare Benefits Administration

Management and distribution of welfare benefits including disability, life insurance, and supplemental coverage for eligible participants

Member Services Support

Dedicated support team providing enrollment assistance, claims processing, and benefit counseling to over 1,200 employees serving members

Dependent Coverage Programs

Extended health and welfare benefits for eligible family members and dependents of union members

Team & Leadership

Meet the people behind 1199Seiu National Benefit Fund For Health And Human Service Employees.

Lorraine Monchak

Chief Investments Officer

14 hrs/week

Compensation: $477,757

Brandy D Shiloh

Chief Administrative Officer

14 hrs/week

Compensation: $315,362

Van H Dunn

Chief Medical Officer

14 hrs/week

Compensation: $242,799

Stacey Millman

Chief Communications Officer

14 hrs/week

Compensation: $222,248

Angela L Scott

Chief Benefits Officer

14 hrs/week

Compensation: $195,121

Suzanne A Metzger

Chief General Counsel

14 hrs/week

Compensation: $155,534

Mercedes Mambru

Chief Financial Officer

11 hrs/week

Compensation: $120,978

Charles Ottomanelli

Chief Information Officer

11 hrs/week

Compensation: $113,185

Donna Rey

Executive Officer

14 hrs/week

Compensation: $334,182

Milestones

1949

Fund Established

1949

National Benefit Fund founded to provide health benefits to healthcare workers

2002

IRS Tax-Exempt Status

2002

Received official tax-exempt ruling from Internal Revenue Service

2018

Revenue Milestone

2018

Reached $1.5 billion in annual revenue managing member benefits

2023

Benefit Fund Expansion

2023

Administered over $2.1 billion in health and welfare benefits for members

Associated People

Board members, advisors, and key contributors

Board of Directors

Andrea Thomas-Randall Employer Trustee 1.0 hrs/week

Austin Bender Employer Trustee 1.0 hrs/week

Barbara Logan Employer Trustee 1.0 hrs/week

Christene Nation-Jumpp Employer Trustee 1.0 hrs/week

Dan Ratner Union Trustee 1.0 hrs/week

David Brodsky Employer Trustee 1.0 hrs/week

George Gresham Union Trustee 1.0 hrs/week

Guy Mennonna Employer Trustee 1.0 hrs/week

Helen Schaub Union Trustee 1.0 hrs/week

Ilene Arroyo Employer Trustee (BEG. 7/23) 1.0 hrs/week

Jacqueline Alleyne Union Trustee 1.0 hrs/week

Jason Limson Employer Trustee 1.0 hrs/week

Jeffery Cohen Employer Trustee 1.0 hrs/week

Joyce Neil Union Trustee 1.0 hrs/week

Keith Wolf Employer Trustee 1.0 hrs/week

Lisa Brown Union Trustee 1.0 hrs/week

Marc Kramer Employer Trustee 1.0 hrs/week

Marc Leff Employer Trustee 1.0 hrs/week

Maria Castaneda Union Trustee (End 12/23) 1.0 hrs/week

Mary DiGangi Employer Trustee (End 11/23) 1.0 hrs/week

Michael Ashby Union Trustee 1.0 hrs/week

Michael N Rosenblut Employer Trustee 1.0 hrs/week

Milly Silva Union Trustee 1.0 hrs/week

Nadine Ferguson Employer Trustee 1.0 hrs/week

Nadine Williamson Union Trustee 1.0 hrs/week

Neal Schelberg Employer Trustee 1.0 hrs/week

Nora Donoher Employer Trustee 1.0 hrs/week

Robert Oliver Jr Employer Trustee 1.0 hrs/week

Roger Cumberbatch Union Trustee 1.0 hrs/week

Stacie Williams Employer Trustee 1.0 hrs/week

Stephern Allison Employer Trustee (End 11/23) 1.0 hrs/week

Tanya Isaacs Employer Trustee (END 7/23) 1.0 hrs/week

Tracey Harrison Union Trustee 1.0 hrs/week

Veronica Turner Union Trustee 1.0 hrs/week

Victor Rivera Union Trustee 1.0 hrs/week

Yvonne Armstrong Union Trustee 1.0 hrs/week

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2023)

$4.8M

Highest Paid

$1.0M

Lorraine Monchak

Compensated Officers

Name	Title	Base	Other	Total	Hrs/Wk
Lorraine Monchak	Chief Investments Officer	$477,757	$571,863	$1,049,620	14.2
Donna Rey	Executive Officer	$334,182	$380,972	$715,154	14.2
Brandy D Shiloh	Chief Administrative Officer	$315,362	$354,846	$670,208	14.2
Van H Dunn	Chief Medical Officer	$242,799	$281,465	$524,264	14.2
Stacey Millman	Chief Communications Officer	$222,248	$247,665	$469,913	14.2
Angela L Scott	Chief Benefits Officer	$195,121	$223,624	$418,745	14.2
Suzanne A Metzger	Chief General Counsel	$155,534	$195,171	$350,705	14.2
Mercedes Mambru	Chief Financial Officer	$120,978	$200,468	$321,446	11.2
Charles Ottomanelli	Chief Information Officer	$113,185	$152,369	$265,554	11.2

Name	Title	Base	Other	Total	Hrs/Wk
Lorraine Monchak	Chief Investment Officer	$615,138	$690,175	$1,305,313	14
Donna S Rey	Executive Director	$324,768	$366,780	$691,548	14
Brandy D Shiloh	Chief Of Administration	$304,048	$339,823	$643,871	14
Van H Dunn	Chief Medical Officer	$235,446	$268,259	$503,705	14
Stacey Millman	Chief Communication Office	$215,097	$236,066	$451,163	14
Angela L Scott	Chief Benefits Officer	$184,340	$209,409	$393,749	14
Mercedes Mambru	Chief Financial Officer	$133,502	$172,120	$305,622	14
Ferdag Dilay Altiner	Nbf - Portfolio Manager	$847	$188,453	$189,300	1
Joshua Sorenson	Nbf - Portfolio Manager	$787	$174,646	$175,433	1

Name	Title	Base	Other	Total	Hrs/Wk
Lorraine Monchak	Chief Investments Officer	$422,766	$443,682	$866,448	14
Mitra Behroozi	Executive Officer	$330,294	$340,814	$671,108	14
Donna S Rey	Chief Operating Officer	$278,909	$289,185	$568,094	14
Van H Dunn	Chief Medical Officer	$256,394	$245,629	$502,023	14
Brandy D Shiloh	Special Advisor	$239,475	$262,302	$501,777	14
Jeffrey Stein	Fund Counsel	$235,499	$238,689	$474,188	14
Elizabeth Zappa	Nbf- Director	$312,340	$128,916	$441,256	29
Stacey Millman	Chief Communication Office	$199,846	$210,323	$410,169	14
Mercedes Mambru	Chief Financial Officer (Beg. 4/20)	$103,843	$90,967	$194,810	14
Dilay Altiner	Nbf - Portfolio Manager	$12,023	$148,279	$160,302	1

Name	Title	Base	Other	Total	Hrs/Wk
Lorraine Monchak	Chief Investments Officer	$458,202	$500,426	$958,628	14
Mitra Behroozi	Executive Officer	$289,588	$323,397	$612,985	14
Donna S Rey	Chief Operating Officer	$240,430	$264,544	$504,974	14
Brandy D Shiloh	Chief Of Staff - Strategic OPS	$205,464	$231,246	$436,710	14
Jeffrey Stein	Fund Counsel	$205,502	$223,978	$429,480	14
Stacey Millman	Chief Communication Officer	$181,438	$197,530	$378,968	14
Van H Dunn	Chief Medical Officer	$173,934	$200,825	$374,759	14
Samuel Heller	Chief Financial Officer	$109,177	$98,673	$207,850	14
Dilay Altiner	Nbf - Portfolio Manager	$11,324	$135,785	$147,109	1
Joshua Sorensen	Nbf-Investment Analyst	$11,088	$132,050	$143,138	1

Name	Title	Base	Other	Total	Hrs/Wk
Lorraine Monchak	Chief Investments Officer	$485,705	$460,163	$945,868	14
Mitra Behroozi	Executive Officer	$313,462	$310,296	$623,758	14
Donna S Rey	Chief Operating Officer	$249,149	$250,779	$499,928	15
Jeffrey Stein	Fund Counsel	$224,523	$220,392	$444,915	14
Brandy D Shiloh	Chief Of Staff - Strategic OPS	$208,344	$213,892	$422,236	14
Stacey Millman	Chief Communication Officer	$185,715	$173,311	$359,026	14
Van H Dunn	Chief Medical Officer	$166,690	$191,834	$358,524	14
Glenn L Di Biasi	Chief Technology Officer	$171,848	$133,575	$305,423	14
Samuel Heller	Chief Financial Officer	$108,873	$96,491	$205,364	14
Dilay Altiner	Nbf - Portfolio Manager	$11,354	$133,507	$144,861	1

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

Contact

Get in touch with 1199Seiu National Benefit Fund For Health And Human Service Employees

Phone

(646) 473-6336

Social

Visit Website

Po Box 842 New York, NY 10108

1199Seiu National Benefit Fund For Health And Human Service Employees

What They Focus On

Financial Information

How They Work

Eligibility Verification

Benefit Enrollment

Claims Administration

Ongoing Support

Programs and Initiatives

Health Insurance Coverage

Welfare Benefits Administration

Member Services Support

Dependent Coverage Programs

Team & Leadership

Lorraine Monchak

Brandy D Shiloh

Van H Dunn

Stacey Millman

Angela L Scott

Suzanne A Metzger

Mercedes Mambru

Charles Ottomanelli

Donna Rey

Milestones

Fund Established

IRS Tax-Exempt Status

Revenue Milestone

Benefit Fund Expansion

Associated People

Board of Directors

Executive Compensation

Related Organizations

Tax-Exempt Affiliates

Taxable Corp Trust

Contact

Phone

Social