2015-06-30T10:36:56-05:00 2014-09-30 131578842 BUCHBINDER TUNICK & CO LLP ONE PENN PLAZA - SUITE 5335 NEW YORK NY 101190219 990 2013-10-01 132547675 UNITED FEDERATION OF TEACHERS WELFARE FUND UNIT 2125390500 52 BROADWAY NEW YORK NY 10004 ARTHUR PEPPER EXEC DIRECTOR 2125390500 2015-06-10 1 P00293703 2126955003 2013 2016-03-07 17:11:31Z ARTHUR PEPPER 52 BROADWAY NEW YORK NY 10004 351451747 0 X WWW.UFTWF.ORG X 1965 NY PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 4 0 198 0 0 0 0 0 286335808 292020637 2616527 2621743 6702478 6791144 295654813 301433524 0 0 258923571 272578769 14521368 14354795 0 0 0 9112167 9610396 282557106 296543960 13097707 4889564 289507958 294665352 37119118 36615576 252388840 258049776 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 0 198 1 0 0 0 0 0 0 X 4 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 MONA ROMAIN FORMER TRUSTEE 1.00 30.00 X 0 61026 15384 KAREN ALFORD TRUSTEE 1.00 30.00 X 0 156414 32058 MICHAEL MULGREW TRUSTEE 2.00 35.00 X 0 252942 46823 STERLING ROBERSON TRUSTEE 1.00 30.00 X 0 56022 14392 THOMAS MURPHY TRUSTEE 1.00 20.00 X 0 50000 0 ARTHUR PEPPER EXECUTIVE DIRECTOR 35.00 X 209297 0 30760 JOSEPH VIGILANTE DIRECTOR OF INFORMATION SY 35.00 X 192159 0 62841 GEORGE REIS FUND COMPTROLLER 35.00 X 160660 0 63249 GRETA WARSHAVIAK ASST DIRECTOR OF INFORMATI 35.00 X 150604 0 58954 LORNA BAPTISITE ASST EXECUTIVE DIRECTOR 35.00 X 158230 0 58564 FANI DEBNATH NETWORK MANAGER 35.00 X 142219 0 63150 SOMASUNDERAM UDAYARAJ INFORMATION SYSTEMS MANAGE 35.00 X 136869 0 60797 JAMES BOTTA DEPUTY ASSISTANT DIRECTOR 35.00 X 123820 0 48061 1273858 576404 555033 25 0 1 0 CGLIC - CHATTANOOGA 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 DENTAL ADMINISTRATOR 4027522 GENERAL VISION SERVICES 520 EIGHT AVENUE - 9TH FLOOR NEW YORK NY 10118 OPTICAL ADMINISTRATOR 228425 MEDCO HEALTH SOLUTIONS INC 100 PARSON POND DR FRANKLIN LAKES NJ 07417 PHARMACY CLAIMS SYSTEM 161841 NEUBERGER BERMAN LLC 605 THIRD AVENUE - 2ND FLOOR NEW YORK NY 10158 INVESTMENT MANAGEMENT 146278 4 CONTRIBUTIONS 900099 291204833 291204833 COBRA CONTRIBUTIONS 900099 815804 815804 292020637 3084194 3084194 49555772 50018223 -462451 -462451 -462451 REIMBURSEMENT OF DATA PROCESSING 900099 6791144 6791144 6791144 301433524 298811781 0 2621743 272578769 716365 8933610 1289015 2619241 796564 104003 66713 329341 82138 575125 4642925 2113656 6259 1478581 83038 COMPUTER MAINTENACE AND 93477 MAINTENANCE AND REPAIRS 13836 BENEFIT INFORMATION BOO 9261 DUES AND SUBSCRIPTIONS 5823 6220 296543960 499354 241692 39904049 36996640 41290253 45222370 1650239 1592166 25436406 20624874 4834567 4811532 201329496 205800952 289507958 294665352 2215232 2654108 88377 65400 34815509 33896068 37119118 36615576 X 0 0 0 0 252388840 258049776 252388840 258049776 289507958 294665352 X 4889564 1943637 -1172265 X 0 1 X 0 0 8358609 6434576 1924033 17077797 14190298 2887499 4811532 POSTRETIREMENT BENEFITS OTHER THAN PENSION 15591792 DEFERRED RENT 3763420 EMPLOYEE'S ACCUMULATED VACATION AND SICK PAY 2395184 POSTRETIREMENT BENEFITS-PENSION 9456119 DUE TO BROKER FOR SECURITIES PURCHASED 2689553 33896068 296256676 1943637 1943637 294313039 329341 6791144 7120485 301433524 289423475 0 289423475 329341 6791144 7120485 296543960 PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 6,791,144. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 6,791,144. X 0 0 0 KAREN ALFORD TRUSTEE 0 156414 0 0 0 0 0 16007 0 16051 0 188472 0 0 MICHAEL MULGREW TRUSTEE 0 250000 0 0 0 2942 0 39587 0 7236 0 299765 0 0 ARTHUR PEPPER EXECUTIVE DIRECTOR 209297 0 0 0 0 0 30760 0 0 0 240057 0 0 0 JOSEPH VIGILANTE DIRECTOR OF INFORMATION SY 180849 0 0 0 11310 0 49272 0 13569 0 255000 0 0 0 GEORGE REIS FUND COMPTROLLER 157060 0 0 0 3600 0 42895 0 20354 0 223909 0 0 0 GRETA WARSHAVIAK ASST DIRECTOR OF INFORMATI 150604 0 0 0 0 0 45385 0 13569 0 209558 0 0 0 LORNA BAPTISITE ASST EXECUTIVE DIRECTOR 146526 0 0 0 11704 0 44995 0 13569 0 216794 0 0 0 FANI DEBNATH NETWORK MANAGER 137269 0 0 0 4950 0 42796 0 20354 0 205369 0 0 0 SOMASUNDERAM UDAYARAJ INFORMATION SYSTEMS MANAGE 124819 0 0 0 12050 0 39066 0 21731 0 197666 0 0 0 JAMES BOTTA DEPUTY ASSISTANT DIRECTOR 118005 0 0 0 5815 0 35848 0 12213 0 171881 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 -1,172,265. 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 6202843 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 N 1725574 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 Q 6500000 CASH RECEIPTS