2020-06-18T15:20:39-05:00 2019-09-30 131578842 BUCHBINDER TUNICK & CO LLP ONE PENN PLAZA - SUITE 3500 NEW YORK NY 101193601 990 2018-10-01 132547675 UNITED FEDERATION OF TEACHERS WELFARE FUND UNIT 2125390500 52 BROADWAY NEW YORK NY 10004 GEOFREY SORKIN EXEC. DIRECTOR 2125390500 2020-06-18 1 P00293703 2126955003 207.99.80.132 2020-06-18 09:04:08 ED P AD4264F58F9739F1100B8491B6806B29181FCDFB 81D33504B53BA3082261EFB319CDE7FC38FE9D39 2018 2020-09-23 17:36:50Z GEOFREY SORKIN 52 BROADWAY NEW YORK NY 10004 567990062 0 X WWW.UFTWF.ORG X 1965 NY PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 5 0 204 0 0 0 0 0 368016597 424990363 8480714 12260877 8030259 7772647 384527570 445023887 0 0 272014811 319237998 17601050 17170971 0 0 0 10248249 10088417 299864110 346497386 84663460 98526501 484162288 590588011 49935250 66774559 434227038 523813452 THE FUND'S PRIMARY MISSION IS TO PROVIDE SUPPLEMENTARY WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND RETIREES AND FOR THE ADDITIONAL PURPOSE OF MAKING AVAILABLE COLLEGE SCHOLARSHIPS FOR CHILDREN FROM LOW INCOME FAMILIES WHO HAVE GRADUATED FROM THE CITY'S PUBLIC SCHOOLS. 0 0 PROVIDE SUPPLEMENTARY WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND RETIREES. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 217 0 204 1 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X GEORGE REIS 2125390500 52 BROADWAY NEW YORK NY 10004 RICHARD MANTELL TRUSTEE 1.00 31.00 X 0 73320 12694 KAREN ALFORD TRUSTEE 1.00 35.00 X 0 206113 34280 MICHAEL MULGREW TRUSTEE 2.00 36.00 X 0 334444 43245 STERLING ROBERSON TRUSTEE 1.00 31.00 X 0 81469 14021 THOMAS MURPHY TRUSTEE 1.00 20.00 X 0 70000 0 GEOFREY SORKIN EXECUTIVE DIRECTOR 35.00 X 210533 0 20849 JOSEPH VIGILANTE DIRECTOR OF INFORMATION SY 35.00 X 235073 0 60237 GEORGE REIS FUND COMPTROLLER 35.00 X 207065 0 68059 FANI DEBNATH NETWORK MANAGER 35.00 X 162315 0 67003 SOMASUNDERAM UDAYARAJ INFORMATION SYSTEMS MANAGE 35.00 X 170195 0 67628 MEI QING CHEN ASSOCIATE COMPTROLLER 35.00 X 179260 0 61747 JOSEPH WOHL DENTAL SUPERVISOR 35.00 X 151452 0 46487 JACQUELINE KIENER ASSISTANT DIRECTOR OF INFORMATION TECHNOLOGY 35.00 X 147959 0 37671 1463852 765346 533921 36 0 1 0 CGLIC - CHATTANOOGA 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 DENTAL ADMINISTRATOR 5011214 GENERAL VISION SERVICES 520 EIGHT AVENUE - 9TH FLOOR NEW YORK NY 10118 OPTICAL ADMINISTRATOR 283864 NEUBERGER BERMAN LLC 605 THIRD AVENUE - 2ND FLOOR NEW YORK NY 10158 INVESTMENT MANAGEMENT 167517 MIRKIN & GORDON PC 98 CUTTERMILL ROAD GREAT NECK NY 11021 LEGAL SERVICES 167298 4 CONTRIBUTIONS 900099 424421663 424421663 COBRA CONTRIBUTIONS 900099 568700 568700 424990363 12782922 12782922 122444130 122966175 -522045 -522045 -522045 REIMBURSEMENT OF DATA PROCESSING 900099 7772647 7772647 7772647 445023887 432240965 0 12782922 319237998 872037 9950027 1638966 3826717 883224 153892 59075 334174 175242 837127 4999060 2728968 5862 585605 102400 BENEFIT INFORMATION BOO 41157 COMPUTER MAINTENACE AND 29033 DUES AND SUBSCRIPTIONS 15592 MAINTENANCE AND REPAIRS 10084 11146 346497386 792594 -4450 160756959 165354671 74367751 58942069 1755111 1171570 24936423 23503377 1365385 1433046 245124488 363691105 484162288 590588011 2968619 2426804 64626 53212 46902005 64294543 49935250 66774559 X 0 0 0 0 434227038 523813452 434227038 523813452 484162288 590588011 X 98526501 8915278 -17855365 X 0 1 X 0 0 9022441 8887690 134751 15913982 14615687 1298295 1433046 POSTRETIREMENT BENEFITS OTHER THAN PENSION 34540605 DEFERRED RENT 382944 EMPLOYEE'S ACCUMULATED VACATION AND SICK PAY 2551483 POSTRETIREMENT BENEFITS-PENSION 24137317 DUE TO BROKER FOR SECURITIES PURCHASED 2416083 CAPITAL LEASE PAYABLE 266111 64294543 445832344 8915278 8915278 436917066 334174 7772647 8106821 445023887 338390565 0 338390565 334174 7772647 8106821 346497386 PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 7,772,647. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 7,772,647. X 0 0 0 KAREN ALFORD TRUSTEE 0 206113 0 0 0 0 0 12856 0 21424 0 240393 0 0 MICHAEL MULGREW TRUSTEE 0 329194 0 0 0 5250 0 33946 0 9299 0 377689 0 0 GEOFREY SORKIN EXECUTIVE DIRECTOR 210533 0 0 0 0 0 20849 0 0 0 231382 0 0 0 JOSEPH VIGILANTE DIRECTOR OF INFORMATION SY 235073 0 0 0 0 0 39135 0 21102 0 295310 0 0 0 GEORGE REIS FUND COMPTROLLER 207065 0 0 0 0 0 36406 0 31653 0 275124 0 0 0 FANI DEBNATH NETWORK MANAGER 162315 0 0 0 0 0 35350 0 31653 0 229318 0 0 0 SOMASUNDERAM UDAYARAJ INFORMATION SYSTEMS MANAGE 170195 0 0 0 0 0 33802 0 33826 0 237823 0 0 0 MEI QING CHEN ASSOCIATE COMPTROLLER 179260 0 0 0 0 0 30094 0 31653 0 241007 0 0 0 JOSEPH WOHL DENTAL SUPERVISOR 151452 0 0 0 0 0 25385 0 21102 0 197939 0 0 0 JACQUELINE KIENER ASSISTANT DIRECTOR OF INFORMATION TE 147959 0 0 0 0 0 27120 0 10551 0 185630 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE COMPTROLLER AND ASSOCIATE COMPTROLLER PRIOR TO FILING AND WAS APPROVED BY THE BOARD OF TRUSTEES FOR FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: PENSION AND BENEFIT RELATED CHANGES OTHER THAN NET PERIODIC PENSION AND BEN -17,855,365. UNITED FEDERATION OF TEACHERS LOCAL 2 52 BROADWAY NEW YORK NY 10004 135582895 LABOR UNION NY 501(C)(5) 0 ALBERT SHANKER COLLEGE SCHOLARSHIP FUND 52 BROADWAY NEW YORK NY 10004 132675671 TO PROVIDE SCHOLARSHIPS FOR STUDENTS OF LOW INCOME FAMILIES NY 501(C)(3) 0 NYC DEPARTMENT OF EDUCATION THE RENAISSANCE CHARTER SCHOOL KIPP ACADEMY CHARTER SCHOOL JOHN V LINDSAY WILDCAT CHARTER SCHOOL THE UFT CHARTER SCHOOL UNIVERSITY PREP CHARTER HIGH SCHOOL FUTURE LEADERS INSTITUTE CHARTER SCHOOL NEW YORK FRENCH AMERICAN CHARTER ACADEMY OF THE CITY CHARTER SCHOOL CITY OF NEW YORK 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 UNITED FEDERATION OF TEACHERS LOCAL 2 J 7190675 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 N 1968482 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 Q 7245444 CASH RECEIPTS