2019-07-01T13:44:09-05:00 2018-09-30 131578842 BUCHBINDER TUNICK & CO LLP ONE PENN PLAZA - SUITE 3500 NEW YORK NY 101193601 990 2017-10-01 132547675 UNITED FEDERATION OF TEACHERS WELFARE FUND UNIT 2125390500 52 BROADWAY NEW YORK NY 10004 GEOFREY SORKIN EXEC. DIRECTOR 2125390500 2019-06-17 1 P00293703 2126955003 38.142.119.26 2019-06-17 14:43:50 ED P CB1B2FB39D6A6939E61CD7340A99359109BD00D2 CB1B2FB39D6A6939E61CD7340A99359109BD00D2 2017 2019-02-21 02:37:17Z GEOFREY SORKIN 52 BROADWAY NEW YORK NY 10004 435123785 0 X WWW.UFTWF.ORG X 1965 NY PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 5 0 195 0 0 115416 0 0 336013058 368016597 4346021 8480714 7923765 8030259 348282844 384527570 0 0 274431404 272014811 16347941 17601050 0 0 0 9638992 10248249 300418337 299864110 47864507 84663460 399577009 484162288 48779678 49935250 350797331 434227038 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 1 212 0 0 195 1 1 1 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 64830 14263 KAREN ALFORD TRUSTEE 1.00 35.00 X 0 180345 34978 MICHAEL MULGREW TRUSTEE 2.00 36.00 X 0 292617 47361 STERLING ROBERSON TRUSTEE 1.00 31.00 X 0 71610 15754 THOMAS MURPHY TRUSTEE 1.00 20.00 X 0 65000 0 ARTHUR PEPPER FORMER EXECUTIVE DIRECTOR 35.00 X 178777 0 39331 GEOFREY SORKIN EXECUTIVE DIRECTOR 35.00 X 155632 0 13813 JOSEPH VIGILANTE DIRECTOR OF INFORMATION SY 35.00 X 206021 0 62432 GEORGE REIS FUND COMPTROLLER 35.00 X 185937 0 68594 MARK PEARSON ASST. DIRECTOR OF INFORMATION SYSTEMS 35.00 X 144759 0 58696 FANI DEBNATH NETWORK MANAGER 35.00 X 170047 0 67181 SOMASUNDERAM UDAYARAJ INFORMATION SYSTEMS MANAGE 35.00 X 167003 0 66976 MEI QING CHEN ASSOCIATE COMPTROLLER 35.00 X 152855 0 60314 GLENN ERLICH PHARMACIST 35.00 X 140814 0 60217 1501845 674402 609910 34 0 1 0 CGLIC - CHATTANOOGA 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 DENTAL ADMINISTRATOR 4954271 GENERAL VISION SERVICES 520 EIGHT AVENUE - 9TH FLOOR NEW YORK NY 10118 OPTICAL ADMINISTRATOR 280692 NEUBERGER BERMAN LLC 605 THIRD AVENUE - 2ND FLOOR NEW YORK NY 10158 INVESTMENT MANAGEMENT 163337 MIRKIN & GORDON PC 98 CUTTERMILL ROAD GREAT NECK NY 11021 LEGAL SERVICES 161052 STONEHENGE RESOURCES LLC 221 SOMERVILLE ROAD BEDMINSTER NJ 07921 COMPUTER CONSULTANT 141102 6 CONTRIBUTIONS 900099 367410913 367410913 COBRA CONTRIBUTIONS 900099 605684 605684 368016597 8849443 8849443 50227486 50596215 -368729 -368729 -368729 REIMBURSEMENT OF DATA PROCESSING 900099 8030259 8030259 8030259 384527570 375678127 0 8849443 272014811 869510 9433396 1834894 4607667 855583 204534 59075 394673 116784 782504 5026947 2605393 6480 909184 60527 COMPUTER MAINTENACE AND 31775 BENEFIT INFORMATION BOO 15020 EDUCATION COURSES 13892 MAINTENANCE AND REPAIRS 12138 9323 299864110 13287 792594 98111670 160756959 55777533 74367751 1870239 1755111 24283157 22917772 1754029 1365385 242050251 245124488 399577009 484162288 2963816 2968619 58483 64626 45757379 46902005 48779678 49935250 X 0 0 0 0 350797331 434227038 350797331 434227038 399577009 484162288 X 84663460 -2878171 1644418 X 0 1 X 0 0 9042725 8770193 272532 15240432 14147579 1092853 1365385 POSTRETIREMENT BENEFITS OTHER THAN PENSION 27802715 DEFERRED RENT 280573 EMPLOYEE'S ACCUMULATED VACATION AND SICK PAY 2672838 POSTRETIREMENT BENEFITS-PENSION 11906556 DUE TO BROKER FOR SECURITIES PURCHASED 3735763 CAPITAL LEASE PAYABLE 503560 46902005 373224467 -2878171 -2878171 376102638 394673 8030259 8424932 384527570 291439178 0 291439178 394673 8030259 8424932 299864110 PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 8,030,259. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 8,030,259. X 0 0 0 KAREN ALFORD TRUSTEE 0 180345 0 0 0 0 0 14905 0 20073 0 215323 0 0 MICHAEL MULGREW TRUSTEE 0 287530 0 0 0 5087 0 38585 0 8776 0 339978 0 0 ARTHUR PEPPER FORMER EXECUTIVE DIRECTOR 178777 0 0 0 0 0 39331 0 0 0 218108 0 0 0 GEOFREY SORKIN EXECUTIVE DIRECTOR 155632 0 0 0 0 0 13813 0 0 0 169445 0 0 0 JOSEPH VIGILANTE DIRECTOR OF INFORMATION SY 199878 0 0 0 6143 0 43973 0 18459 0 268453 0 0 0 GEORGE REIS FUND COMPTROLLER 185937 0 0 0 0 0 40906 0 27688 0 254531 0 0 0 MARK PEARSON ASST. DIRECTOR OF INFORMATION SYSTEM 140947 0 0 0 3812 0 31008 0 27688 0 203455 0 0 0 FANI DEBNATH NETWORK MANAGER 156360 0 0 0 13687 0 39493 0 27688 0 237228 0 0 0 SOMASUNDERAM UDAYARAJ INFORMATION SYSTEMS MANAGE 147480 0 0 0 19523 0 37388 0 29588 0 233979 0 0 0 MEI QING CHEN ASSOCIATE COMPTROLLER 148297 0 0 0 4558 0 32626 0 27688 0 213169 0 0 0 GLENN ERLICH PHARMACIST 128889 0 0 0 11925 0 32529 0 27688 0 201031 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 1,644,418. 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 7245444 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 N 1966422 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 Q 7977323 CASH RECEIPTS