2014-06-05T10:56:36-05:00 2013-09-30 131578842 BUCHBINDER TUNICK & CO LLP ONE PENN PLAZA - SUITE 5335 NEW YORK NY 101190219 990 2012-10-01 132547675 UNITED FEDERATION OF TEACHERS WELFARE FUND UNIT 2125390500 52 BROADWAY NEW YORK NY 10004 ARTHUR PEPPER 2125390500 2014-05-27 1 P00293703 2126955003 2012 2015-11-30 17:44:51Z ARTHUR PEPPER 52 BROADWAY NEW YORK NY 10004 377230599 0 X WWW.UFTWF.ORG X 1965 NY PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 5 0 196 0 0 0 0 0 280657380 286335808 5793009 2616527 6502444 6702478 292952833 295654813 0 0 270146723 258923571 15137089 14521368 0 0 0 8796005 9112167 294079817 282557106 -1126984 13097707 273769005 289507958 45794671 37119118 227974334 252388840 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 1 223 0 0 196 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 MONA ROMAIN 1.00 X 0 61029 15836 MICHAEL MENDEL 2.00 X 0 210281 30033 KAREN ALFORD 1.00 X 0 156814 33420 MICHAEL MULGREW 2.00 X 0 253333 48503 STERLING ROBERSON 1.00 X 0 54333 14120 THOMAS MURPHY 1.00 X 0 50000 60 ARTHUR PEPPER 35.00 X 210737 0 29059 JOSEPH VIGILANTE 35.00 X 187540 0 59710 GEORGE REIS 35.00 X 158500 0 20478 GRETA WARSHAVIAK 35.00 X 156470 0 56762 LORNA BAPTISITE 35.00 X 155030 0 60989 FANI DEBNATH 35.00 X 142557 0 60611 SOMASUNDERAM UDAYARAJ 35.00 X 141585 0 57593 JAMES BOTTA 35.00 X 124350 0 46043 1276769 785790 533217 23 0 1 0 CGLIC - CHATTANOOGA 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 DENTAL ADMINISTRATOR 4313910 GENERAL VISION SERVICES 520 EIGHT AVENUE - 9TH FLOOR NEW YORK NY 10118 OPTICAL ADMINISTRATOR 244916 NEUBERGER BERMAN LLC 605 THIRD AVENUE - 2ND FLOOR NEW YORK NY 10158 INVESTMENT MANAGEMENT 189325 MEDCO HEALTH SOLUTIONS INC 100 PARSON POND DR FRANKLIN LAKES NJ 07417 PHARMACY CLAIMS SYSTEM 146240 RALPH CLARK ASSOCIATES INC 215 GORDONS CORNER RD STE 2D MANALAPAN NJ 07726 COMPUTER CONSULTANT 125928 6 CONTRIBUTIONS 900099 285519581 285519581 COBRA CONTRIBUTIONS 900099 816227 816227 286335808 2681925 2681925 81510388 81575786 -65398 -65398 -65398 REIMBURSEMENT OF DATA PROCESSING 900099 6702478 6702478 6702478 295654813 293038286 0 2616527 258923571 721449 8548952 1388328 3123502 739137 98126 62215 327822 88591 610227 4195633 1998226 11247 1220425 82098 BENEFIT INFORMATION BOO 334589 COMPUTER MAINTENACE AND 46409 MAINTENANCE AND REPAIRS 14825 DUES AND SUBSCRIPTIONS 13848 7886 282557106 520725 499354 40062462 39904049 32870198 41290253 1144507 1650239 24034992 19200425 4966543 4834567 194204570 201329496 273769005 289507958 1918104 2215232 74967 88377 43801600 34815509 45794671 37119118 X 0 0 0 0 227974334 252388840 227974334 252388840 273769005 289507958 X 13097707 1088604 10228195 X 0 1 X 0 0 8246495 5708885 2537610 15788497 13491540 2296957 4834567 POSTRETIREMENT BENEFITS OTHER THAN PENSION 16997675 DEFERRED RENT 4539050 EMPLOYEE'S ACCUMULATED VACATION AND SICK PAY 2460888 POSTRETIREMENT BENEFITS-PENSION 6951183 DUE TO BROKER FOR SECURITIES PURCHASED 3866713 34815509 289713117 1088604 1088604 288624513 327822 6702478 7030300 295654813 275526806 0 275526806 327822 6702478 7030300 282557106 PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 6,702,478. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 6,702,478. X 0 0 0 MICHAEL MENDEL 0 210281 0 0 0 0 0 28313 0 1720 0 240314 0 0 KAREN ALFORD 0 156814 0 0 0 0 0 17684 0 15736 0 190234 0 0 MICHAEL MULGREW 0 250400 0 0 0 2933 0 41386 0 7117 0 301836 0 0 ARTHUR PEPPER 210737 0 0 0 0 0 29059 0 0 0 239796 0 0 0 JOSEPH VIGILANTE 181904 0 0 0 5636 0 46058 0 13652 0 247250 0 0 0 GEORGE REIS 158500 0 0 0 0 0 0 0 20478 0 178978 0 0 0 GRETA WARSHAVIAK 151983 0 0 0 4487 0 43110 0 13652 0 213232 0 0 0 LORNA BAPTISITE 150056 0 0 0 4974 0 42740 0 18249 0 216019 0 0 0 FANI DEBNATH 137674 0 0 0 4883 0 40133 0 20478 0 203168 0 0 0 SOMASUNDERAM UDAYARAJ 125338 0 0 0 16247 0 36779 0 20814 0 199178 0 0 0 JAMES BOTTA 118195 0 0 0 6155 0 33756 0 12287 0 170393 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: PENSION AND BENEFIT RELATED CHANGES OTHER THAN NET PERIODIC PENSION AND BEN 10,228,195. 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 GREENDOT NEW YORK CHARTER SCHOOL 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 6146869 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 N 1714498 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 Q 5500000 CASH RECEIPTS