2023-06-29T16:09:00-05:00 2022-09-30 131578842 BUCHBINDER TUNICK & CO LLP ONE PENN PLAZA - SUITE 3200 NEW YORK NY 101190002 990 2021-10-01 132547675 UNITED FEDERATION OF TEACHERS WELFARE FUND UNIT 2125390500 52 BROADWAY NEW YORK NY 10004 GEOFREY SORKIN EXECUTIVE DIRECTOR 2125390500 2023-06-06 1 GEOFREY SORKIN 999009999 P00293703 2126955003 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z GEOFREY SORKIN 52 BROADWAY NEW YORK NY 10004 546210949 0 X WWW.UFTWF.ORG X 1965 NY PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 5 0 166 0 0 0 0 0 412003608 414638260 13927099 16673172 8402235 8320067 434332942 439631499 0 0 306112903 320819303 17900080 17416315 0 0 0 11699922 11660762 335712905 349896380 98620037 89735119 830953037 842387577 78284349 42259877 752668688 800127700 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 1 183 0 166 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 MICHAEL MULGREW TRUSTEE 2.00 35.00 X 0 341368 58691 KAREN ALFORD TRUSTEE 1.00 35.00 X 0 209573 43831 LEO GORDON TRUSTEE 1.00 30.00 X 0 41094 0 RICHARD MANTELL TRUSTEE 1.00 30.00 X 0 75171 17929 THOMAS MURPHY TRUSTEE 1.00 20.00 X 0 70000 0 GEOFREY SORKIN EXECUTIVE DIRECTOR 35.00 1.00 X 220524 125 24737 GEORGE REIS FUND COMPTROLLER 35.00 X 214236 0 89017 MEI QING CHEN ASSOCIATE COMPTROLLER 35.00 X 184563 0 81559 FANI DEBNATH NETWORK MANAGER 35.00 X 177985 0 84989 JACQUELINE KEINER ASSISTANT DIRECTOR OF INFO 35.00 X 159811 0 52485 JOSEPH USATCH ASSISTANT DIRECTOR 33.00 1.00 X 172843 0 43111 MARK PEARSON DIRECTOR OF INFORMATION SY 35.00 X 174394 0 80682 STERLING ROBINSON FORMER TRUSTEE 1.00 5.00 X 0 62949 14723 1304356 800280 591754 38 1 1 0 CHLIC-CHATTANOOGA 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 DENTAL ADMINISTRATOR 5074948 GLOBAL EMPLOYMENT SOLUTIONS PO BOX 60070 CHARLOTTE NC 28260 TEMPORARY EMPLOYMENT ADMINISTRATION 446721 UMR 111 SCOTT STREET WAUSAU WI 54403 BENEFITS ADMINISTRATION 371115 GENERAL VISION SERVICE LLC 520 EIGHTH AVENUE 9TH FLOOR NEW YORK NY 10118 OPTICAL ADMINISTRATION 352845 STONEHENGE RESOURCES LLC 221 SOMERVILLE ROAD BEDMINSTER NJ 07921 INFORMATION TECHNOLOGY CONSULTANT 341085 9 CONTRIBUTIONS 900099 414217516 414217516 COBRA CONTRIBUTIONS 900099 420744 420744 414638260 18444940 18444940 104807682 106579450 -1771768 -1771768 -1771768 REIMBURSEMENT OF DATA PROCESSING 900099 8320067 8320067 8320067 439631499 421186559 0 18444940 320819303 549619 9807786 2795417 3378588 884905 223322 70550 539889 183920 409417 5926305 2802896 17685 613778 161649 TEMPORARY HELP 504212 COMPUTER MAINTENANCE AN 83494 BENEFIT INFORMATION BOO 74405 MAINTENANCE AND REPAIRS 43741 5499 349896380 4463076 -434270 98360798 118882460 67661537 67506065 1994560 1874842 27854144 23346607 3472601 4507537 655000465 650050943 830953037 842387577 2680555 2307201 4557465 611883 71046329 39340793 78284349 42259877 X 0 0 0 0 752668688 800127700 752668688 800127700 830953037 842387577 X 89735119 -71110268 28834161 X 0 1 X 0 0 9558944 8299987 1258957 18295200 15046620 3248580 4507537 POSTRETIREMENT BENEFITS OTHER THAN PENSION 25840200 DEFERRED RENT 756535 EMPLOYEE'S ACCUMULATED VACATION AND SICK PAY 3465697 POSTRETIREMENT BENEFITS - PENSION 1012242 DUE TO BROKER FOR SECURITIES PURCHASED 8227106 CAPITAL LEASE PAYABLE 39013 39340793 359661275 -71110268 -71110268 430771543 539889 8320067 8859956 439631499 341036424 0 341036424 539889 8320067 8859956 349896380 PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 8,320,067. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 8,320,067. X 0 0 0 MICHAEL MULGREW TRUSTEE 0 335139 0 0 0 6229 0 47694 0 10997 0 400059 0 0 GEOFREY SORKIN EXECUTIVE DIRECTOR 220524 125 0 0 0 0 0 24737 0 0 220524 24862 0 0 GEORGE REIS FUND COMPTROLLER 214236 0 0 0 0 0 0 51420 0 37596 214236 89016 0 0 KAREN ALFORD TRUSTEE 0 209573 0 0 0 0 0 17928 0 25903 0 253404 0 0 MEI QING CHEN ASSOCIATE COMPTROLLER 184563 0 0 0 0 0 0 43963 0 37596 184563 81559 0 0 FANI DEBNATH NETWORK MANAGER 177985 0 0 0 0 0 0 47393 0 37596 177985 84989 0 0 MARK PEARSON DIRECTOR OF INFORMATION SY 174394 0 0 0 0 0 0 43086 0 37597 174394 80683 0 0 JOSEPH USATCH ASSISTANT DIRECTOR 172843 0 0 0 0 0 0 43111 0 0 172843 43111 0 0 JACQUELINE KEINER ASSISTANT DIRECTOR OF INFO 159811 0 0 0 0 0 0 39953 0 12532 159811 52485 0 0 STERLING ROBINSON FORMER TRUSTEE 0 62949 0 0 0 0 0 0 0 0 0 62949 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 28,834,161. 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 EDUCTION THE RENAISSANCE CHARTER SCHOOL KIPP ACADEMY CHARTER SCHOOL JOHN V LINDSAY WILDCAT CHARTER SCHOOL THE CHARTER HIGH SCHOOL FOR LAW AND SOCIAL JUSTICE UNIVERSITY PREP PUBLIC CHARTER SCHOOLS 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 7301167 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 N 2090114 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 Q 4800000 CASH RECEIPTS