2016-06-28T10:14:06-05:00 2015-09-30 131578842 BUCHBINDER TUNICK & CO LLP ONE PENN PLAZA - SUITE 5335 NEW YORK NY 101190219 990 2014-10-01 132547675 UNITED FEDERATION OF TEACHERS WELFARE FUND UNIT 2125390500 52 BROADWAY NEW YORK NY 10004 ARTHUR PEPPER EXEC DIRECTOR 2125390500 2016-06-15 1 P00293703 2126955003 2014 2016-09-27 15:27:22Z ARTHUR PEPPER 52 BROADWAY NEW YORK NY 10004 372220299 0 X WWW.UFTWF.ORG X 1965 NY PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 5 0 199 0 0 0 0 0 292020637 307599893 2621743 5126544 6791144 7382313 301433524 320108750 0 0 272578769 276743139 14354795 14353671 0 0 0 9610396 9355471 296543960 300452281 4889564 19656469 294665352 311885981 36615576 43861137 258049776 268024844 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 1 230 0 0 199 1 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 58772 12930 KAREN ALFORD TRUSTEE 1.00 30.00 X 0 164563 31474 MICHAEL MULGREW TRUSTEE 2.00 36.00 X 0 267962 43656 STERLING ROBERSON TRUSTEE 1.00 31.00 X 0 64709 14285 THOMAS MURPHY TRUSTEE 1.00 20.00 X 0 51887 0 ARTHUR PEPPER EXECUTIVE DIRECTOR 35.00 X 209899 0 33697 JOSEPH VIGILANTE DIRECTOR OF INFORMATION SY 35.00 X 205665 0 56413 GEORGE REIS FUND COMPTROLLER 35.00 X 171806 0 58179 GRETA WARSHAVIAK ASST DIRECTOR OF INFORMATI 35.00 X 163560 0 13320 LORNA BAPTISITE ASST EXECUTIVE DIRECTOR 35.00 X 166969 0 53538 FANI DEBNATH NETWORK MANAGER 35.00 X 153390 0 58349 SOMASUNDERAM UDAYARAJ INFORMATION SYSTEMS MANAGE 35.00 X 138716 0 56610 JAMES BOTTA DEPUTY ASSISTANT DIRECTOR 35.00 X 133947 0 44142 1343952 607893 476593 33 0 1 0 CGLIC - CHATTANOOGA 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 DENTAL ADMINISTRATOR 4879497 GENERAL VISION SERVICES 520 EIGHT AVENUE - 9TH FLOOR NEW YORK NY 10118 OPTICAL ADMINISTRATOR 273868 TALON PROFESSIONAL SERVICESLLC 202 CARNEGIE CENTER - SUITE 304 PRINCETON NJ 08540 COMPUTER CONSULTANT 251651 NEUBERGER BERMAN LLC 605 THIRD AVENUE - 2ND FLOOR NEW YORK NY 10158 INVESTMENT MANAGEMENT 146404 MEDCO HEALTH SOLUTIONS INC 100 PARSON POND DR FRANKLIN LAKES NJ 07417 PHARMACY CLAIMS SYSTEM 143733 5 CONTRIBUTIONS 900099 306892407 306892407 COBRA CONTRIBUTIONS 900099 707486 707486 307599893 3581593 3581593 53656500 52111549 1544951 1544951 1544951 REIMBURSEMENT OF DATA PROCESSING 900099 7382313 7382313 7382313 320108750 316527157 0 3581593 276743139 752856 9049857 1009484 2723999 817475 128593 189596 334997 81324 532923 4414047 2061430 6628 1378876 151746 COMPUTER MAINTENACE AND 25594 DUES AND SUBSCRIPTIONS 16481 BENEFIT INFORMATION BOO 15874 MAINTENANCE AND REPAIRS 12366 4996 300452281 241692 199022 36996640 53303588 45222370 52457827 1592166 1168078 25414369 21924500 4811532 3489869 205800952 201267597 294665352 311885981 2654108 2796389 65400 57726 33896068 41007022 36615576 43861137 X 0 0 0 0 258049776 268024844 258049776 268024844 294665352 311885981 X 19656469 -2612238 -7069163 X 0 1 X 0 0 9022563 7111071 1911492 16391806 14813429 1578377 3489869 POSTRETIREMENT BENEFITS OTHER THAN PENSION 17433333 DEFERRED RENT 2849592 EMPLOYEE'S ACCUMULATED VACATION AND SICK PAY 2530078 POSTRETIREMENT BENEFITS-PENSION 14528765 DUE TO BROKER FOR SECURITIES PURCHASED 3665254 41007022 309779202 -2612238 -2612238 312391440 334997 7382313 7717310 320108750 292734971 0 292734971 334997 7382313 7717310 300452281 PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 7,382,313. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 7,382,313. X 0 0 0 KAREN ALFORD TRUSTEE 0 164563 0 0 0 0 0 14670 0 16804 0 196037 0 0 MICHAEL MULGREW TRUSTEE 0 262187 0 0 0 5775 0 36132 0 7524 0 311618 0 0 ARTHUR PEPPER EXECUTIVE DIRECTOR 209899 0 0 0 0 0 33697 0 0 0 243596 0 0 0 JOSEPH VIGILANTE DIRECTOR OF INFORMATION SY 191471 0 0 0 14194 0 42467 0 13946 0 262078 0 0 0 GEORGE REIS FUND COMPTROLLER 167806 0 0 0 4000 0 37260 0 20919 0 229985 0 0 0 GRETA WARSHAVIAK ASST DIRECTOR OF INFORMATI 163560 0 0 0 0 0 9679 0 3641 0 176880 0 0 0 LORNA BAPTISITE ASST EXECUTIVE DIRECTOR 158167 0 0 0 8802 0 39592 0 13946 0 220507 0 0 0 FANI DEBNATH NETWORK MANAGER 147173 0 0 0 6217 0 37430 0 20919 0 211739 0 0 0 SOMASUNDERAM UDAYARAJ INFORMATION SYSTEMS MANAGE 134076 0 0 0 4640 0 34276 0 22334 0 195326 0 0 0 JAMES BOTTA DEPUTY ASSISTANT DIRECTOR 125750 0 0 0 8197 0 31591 0 12551 0 178089 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 -7,069,163. 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 BEGINNING WITH CHILDREN CHARTER SCHOOL THE RENAISSANCE CHARTER SCHOOL KIPP ACADEMY CHARTER SCHOOL JOHN V LINDSAY WILDCAT CHARTER SCHOOL THE UFT CHARTER SCHOOL UNIVERSITY PREP CHARTER HIGH SCHOOL(FORMERLY GREENDOT NEW YORK CHARTER SCH) FUTURE LEADERS INSTITUTE CHARTER SCHOOL FAHARI ACADEMY CHARTER SCHOOL NEW YORK FRENCH AMERICAN CHARTER ACADEMY OF THE CITY CHARTER SCHOOL 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 6846175 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 N 1738546 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 Q 4000000 CASH RECEIPTS