2021-06-23T15:12:46-05:00 2020-09-30 131578842 BUCHBINDER TUNICK & CO LLP ONE PENN PLAZA - SUITE 3500 NEW YORK NY 101193601 990 2019-10-01 132547675 UNITED FEDERATION OF TEACHERS WELFARE FUND UNIT 2125390500 52 BROADWAY NEW YORK NY 10004 GEOFREY SORKIN EXEC. DIRECTOR 2125390500 2021-06-18 1 P00293703 2126955003 2019 2022-09-23 18:48:47Z GEOFREY SORKIN 52 BROADWAY NEW YORK NY 10004 502981789 0 X WWW.UFTWF.ORG X 1965 NY PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 5 0 207 0 0 0 0 0 424990363 410305698 12260877 10856274 7772647 8098610 445023887 429260582 0 0 319237998 296748188 17170971 20219093 0 0 0 10088417 10761093 346497386 327728374 98526501 101532208 590588011 721382820 66774559 86799574 523813452 634583246 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 1 218 0 207 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 RICHARD MANTELL TRUSTEE 1.00 31.00 X 0 75390 12997 KAREN ALFORD TRUSTEE 1.00 35.00 X 0 211306 37987 MICHAEL MULGREW TRUSTEE 2.00 36.00 X 0 344229 45218 STERLING ROBERSON TRUSTEE 1.00 31.00 X 0 83756 14357 THOMAS MURPHY TRUSTEE 1.00 20.00 X 0 70000 0 GEOFREY SORKIN EXECUTIVE DIRECTOR 35.00 X 216602 0 22395 JOSEPH VIGILANTE FORMER DIRECTOR OF INFORMATION SY 35.00 X 255486 0 31763 GEORGE REIS FUND COMPTROLLER 35.00 X 213001 0 67835 FANI DEBNATH NETWORK MANAGER 35.00 X 185376 0 66702 SOMASUNDERAM UDAYARAJ DEPUTY ASST. OF INFORMATION SYSTEMS 35.00 X 160054 0 63143 MEI QING CHEN ASSOCIATE COMPTROLLER 35.00 X 187537 0 62244 MARK PEARSON DIRECTOR OF INFORMATION TECHNOLOGY 35.00 X 162314 0 60971 UMESH PADHYE NETWORK MANAGER 35.00 X 158513 0 60807 1538883 784681 546419 38 0 1 0 CGLIC - CHATTANOOGA 5089 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 DENTAL ADMINISTRATOR 5041378 UMR RISK MANAGEMENT 11 SCOTT STREET WAUSAU WI 54403 BENEFITS ADMINISTRATION 549585 GENERAL VISION SERVICES 520 EIGHT AVENUE - 9TH FLOOR NEW YORK NY 10118 OPTICAL ADMINISTRATOR 285520 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 BENEFITS CONSULTANT 236964 MIRKIN & GORDON PC 98 CUTTERMILL ROAD GREAT NECK NY 11021 LEGAL SERVICES 168269 7 CONTRIBUTIONS 900099 409814298 409814298 COBRA CONTRIBUTIONS 900099 491400 491400 410305698 9586475 9586475 74991006 73721207 1269799 1269799 1269799 REIMBURSEMENT OF DATA PROCESSING 900099 8098610 8098610 8098610 429260582 419674107 0 9586475 296748188 555033 10062053 2818652 5933160 850195 158832 58000 352099 73788 529038 5360782 2806299 6975 494136 124016 LOSS ON DISPOSAL OF PRO 493382 TEMPORARY HELP 158544 COMPUTER MAINTENACE AND 84418 BENEFIT INFORMATION BOO 22785 37999 327728374 -4450 199054 165354671 67885141 58942069 85422865 1171570 1831255 24128547 22278651 1433046 1849896 363691105 564194609 590588011 721382820 2426804 3120525 53212 33913 64294543 83645136 66774559 86799574 X 0 0 0 0 523813452 634583246 523813452 634583246 590588011 721382820 X 101532208 20585456 -11347870 X 0 1 X 0 0 8961711 8095034 866677 15166836 14183617 983219 1849896 POSTRETIREMENT BENEFITS OTHER THAN PENSION 44164379 DEFERRED RENT 531265 EMPLOYEE'S ACCUMULATED VACATION AND SICK PAY 3014862 POSTRETIREMENT BENEFITS-PENSION 28156730 DUE TO BROKER FOR SECURITIES PURCHASED 7512697 CAPITAL LEASE PAYABLE 265203 83645136 441395329 20585456 20585456 420809873 352099 8098610 8450709 429260582 319277665 0 319277665 352099 8098610 8450709 327728374 PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 8,098,610. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF DATA PROCESSING COSTS 8,098,610. X 0 0 0 KAREN ALFORD TRUSTEE 0 211306 0 0 0 0 0 12997 0 24990 0 249293 0 0 MICHAEL MULGREW TRUSTEE 0 337915 0 0 0 6314 0 34576 0 10642 0 389447 0 0 GEOFREY SORKIN EXECUTIVE DIRECTOR 216602 0 0 0 0 0 22395 0 0 0 238997 0 0 0 JOSEPH VIGILANTE FORMER DIRECTOR OF INFORMATION SY 255486 0 0 0 0 0 20207 0 11556 0 287249 0 0 0 GEORGE REIS FUND COMPTROLLER 213001 0 0 0 0 0 37278 0 30557 0 280836 0 0 0 FANI DEBNATH NETWORK MANAGER 161196 0 0 0 24180 0 36145 0 30557 0 252078 0 0 0 SOMASUNDERAM UDAYARAJ DEPUTY ASST. OF INFORMATION SYSTEMS 152431 0 0 0 7623 0 30489 0 32654 0 223197 0 0 0 MEI QING CHEN ASSOCIATE COMPTROLLER 183684 0 0 0 3853 0 31687 0 30557 0 249781 0 0 0 MARK PEARSON DIRECTOR OF INFORMATION TECHNOLOGY 162314 0 0 0 0 0 30414 0 30557 0 223285 0 0 0 UMESH PADHYE NETWORK MANAGER 138363 0 0 0 20150 0 30250 0 30557 0 219320 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 -11,347,870. 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 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 7340140 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 N 2071341 ALLOCATED EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 Q 4800000 CASH RECEIPTS