2011-07-06T13:48:28-05:00 2010-09-30 Buchbinder Tunick & Co LLP One Penn Plaza New York NY 101190219 990 2009-10-01 132547675 UNITED FEDERATION OF TEACHERS WELFARE FUND UNIT 2125390500 52 BROADWAY NEW YORK NY 10004 arthur pepper 2125390500 2011-07-06 1 2126955003 2009 2016-02-24 21:20:13Z arthur Pepper 52 BROADWAY NEW YORK NY 10004 397161701 0 X N/A X 1965 NY PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 5 0 190 0 0 0 0 275515034 311056159 7205048 5755370 5620975 6078371 288341057 322889900 0 259407381 271348620 14090572 15331847 0 0 8372475 8618546 281870428 295299013 6470629 27590887 258149766 292697664 46800700 47731950 211349066 244965714 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 1 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 1 215 0 0 190 1 0 0 0 0 0 5 0 0 0 1 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 X bernie ellison 2125390500 52 BROADWAY NEW YORK NY 10004 MONA ROMAIN 1.00 X 0 61146 14062 THOMAS PAPPAS 1.00 X 0 40141 4831 MICHAEL MENDEL 2.00 X 0 210281 27034 karen alford 1.00 X 0 156814 29889 michael mulgrew 2.00 X 0 173117 37435 THOMAS Murphy 1.00 X 0 11538 4404 ARTHUR PEPPER 35.00 X 210277 0 27495 BERNIE ELLISON 35.00 X 171249 0 58630 joseph vigilante 35.00 X 178602 0 50984 greta warshaviak 35.00 X 154486 0 50254 lorna baptisite 35.00 X 151942 0 56969 robert burwick 35.00 X 152556 0 13410 pamela wood 35.00 X 137091 0 43678 fani debnath 35.00 X 133628 0 49028 1289831 653037 468103 8 0 1 0 cigna 5089 collections center drive chicago IL 60693 dental benefits manager 5274123 general vision services 520 eight avenue - 9th floor new york NY 10118 optical claims processor 246206 amalgamated bank 275 7th avenue new york NY 10001 investment and custodial services 108976 express scripts 21653 network place chicago IL 60673 pharmacy benefit manager 101503 4 contributions 900099 310312879 310312879 cobra contributions 900099 743280 743280 311056159 5938207 5938207 74088964 74271801 -182837 -182837 -182837 rEIMBURSEMENT OF DATA 900099 6078371 6078371 6078371 322889900 317134530 0 5755370 271348620 697992 8473960 2601643 2824159 734093 68865 60228 297374 62282 559239 4018286 1840037 7635 1172805 92926 BENEFIT INFORMATION BOO 308485 temporary help 54102 COMPUTER MAINTENACE AND 44564 MAINTENANCE AND REPAIRS 14671 dues and subscriptions 10060 6987 295299013 -65175 -809447 31202225 36239966 41480491 34869214 1079261 1084929 22564644 16556524 6283216 6008120 178169748 215304882 258149766 292697664 2301823 3066613 44498877 44665337 46800700 47731950 X 0 0 0 0 211349066 244965714 211349066 244965714 258149766 292697664 X 0 1 0 X 0 8246495 4062507 4183988 14318149 12494017 1824132 6008120 postretirement benefits OTHER THAN PENSION 17578746 deferred rent 5191864 employee's accumulated vacation and sick pay 2491821 POSTRETIREMENT BENEFITS-PENSION 14065969 due to broker for securities purchased 5336937 44665337 322889900 295299013 27590887 4000877 2024884 6025761 33616648 320515032 4000877 4000877 316514155 297374 6078371 6375745 322889900 288923268 0 288923268 297374 6078371 6375745 295299013 Part XI, Line 8 - Other Adjustments: pension and benefit related changes other than net periodic pension and bene: 2024884. Part XII, Line 4b - Other Adjustments: REIMBURSEMENT OF DATA PROCESSING COSTS: 6078371. Part XIII, Line 4b - Other Adjustments: REIMBURSEMENT OF DATA PROCESSING COSTS: 6078371. X 0 0 0 MICHAEL MENDEL 0 210281 0 0 0 0 0 25142 0 1892 0 237315 0 0 karen alford 0 156814 0 0 0 0 0 15965 0 13924 0 186703 0 0 michael mulgrew 0 171932 0 0 0 1185 0 32386 0 5049 0 210552 0 0 ARTHUR PEPPER 210277 0 0 0 0 0 25804 0 1691 0 237772 0 0 0 BERNIE ELLISON 171249 0 0 0 0 0 39685 0 18945 0 229879 0 0 0 joseph vigilante 171249 0 0 0 7353 0 39085 0 11899 0 229586 0 0 0 greta warshaviak 150944 0 0 0 3542 0 38355 0 11899 0 204740 0 0 0 lorna baptisite 149016 0 0 0 2926 0 38024 0 18945 0 208911 0 0 0 robert burwick 152556 0 0 0 0 0 11719 0 1691 0 165966 0 0 0 pamela wood 136004 0 0 0 1087 0 31780 0 11898 0 180769 0 0 0 fani debnath 128464 0 0 0 5164 0 30083 0 18945 0 182656 0 0 0 Form 990, Part VI, Section A, line 4 THE FUND ADOPTED AN AMENDED AND RESTATED DECLARATION OF TRUST. THE UNION AND TRUSTEES ENTERED INTO A FULLY INTERGRATED AND UPDATED AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST, WHICH INCORPORATES ALL PRIOR AMENDMENTS AND REFLECTS THE PRESENT AGREEMENT OF THE PARTIES. Form 990, Part VI, Section B, line 11 THE FORM 990 IS REVIEWED BY THE COMPTROLLER AND DEPUTY 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. united federation of teachers local 2 52 broadway new york NY 10004 135582895 labor union NY 501(c)(5) 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 united federation of teachers local 2 I 5390965 united federation of teachers local 2 M 1411425 united federation of teachers local 2 P 5957000