2023-11-06T16:55:37-06:00 2022-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP 1 PENN PLAZA - SUITE 3200 NEW YORK NY 10119 990 2022-01-01 132892895 UFTRTC SUPPLEMENTAL HEALTH INSURANCE PROGRAM UFTR 2122289060 52 BROADWAY - 17TH FLOOR NEW YORK NY 100040390 DEBRA PENNY TRUSTEE 2122289060 2023-11-03 1 DEBRA PENNY 999009999 0 P00293703 2126955003 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIA ROJAS 52 BROADWAY - 17TH FLOOR NEW YORK NY 100040390 10704696 0 X N/A X 1977 NY TO PROVIDE RETIRED TEACHERS AND RETIRED EMPLOYEES OF THE UFT, UFT WELFARE FUND OR AFFILIATED ORGANIZATIONS WITH BENEFITS. 7 1 0 0 0 0 0 0 10257500 10548626 56838 156070 0 0 10314338 10704696 0 0 7699536 8074466 0 0 0 0 0 2636598 2582553 10336134 10657019 -21796 47677 18871693 18250366 713144 392080 18158549 17858286 TO PROVIDE RETIRED TEACHERS WITH SUPPLEMENTAL HEALTH CARE BENEFITS. 0 0 THE SUPPLEMENTAL HEALTH INSURANCE PROGRAM IS A UNIQUE PACKAGE OF BENEFITS DEVELOPED BY THE RETIRED TEACHERS' CHAPTER OF THE UNITED FEDERATION OF TEACHERS EXCLUSIVELY FOR ITS MEMBERS AND THEIR ELIGIBLE SPOUSE/DOMESTIC PARTNER. IT PROVIDES A SUPPLEMENT TO THE PRIMARY HEALTH COVERAGE THE MEMBER AND/OR HIS/HER ELIGIBLE SPOUSE/DOMESTIC PARTNER MAINTAINS AND IS ACTIVATED ONLY AFTER THOSE PLANS HAVE PAID THEIR BENEFITS. ESTIMATED NUMBER OF PARTICIPANTS 89,200. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 2 0 0 0 0 0 0 0 0 0 0 X 7 1 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 X MS PATRICIA ROJAS 2122289060 52 BROADWAY - 17TH FLOOR NEW YORK NY 100040390 THOMAS MURPHY CHAIRMAN 4.00 20.00 X 0 70000 0 JOHN SOLDINI TRUSTEE 1.00 X 0 0 0 LEROY BARR TRUSTEE 1.00 35.00 X 0 225870 55324 KAREN ALFORD TRUSTEE 1.00 35.00 X 0 201006 47214 DEBRA PENNY TRUSTEE 1.00 35.00 X 0 114240 28506 THOMAS BROWN TRUSTEE 1.00 35.00 X 0 78150 20102 NANCY BARTH MILLER TRUSTEE 1.00 7.00 X 0 16701 0 PATRICIA ROJAS DIRECTOR 35.00 X 0 146132 75535 0 852099 226681 0 0 1 0 0 CONTRIBUTIONS FROM PARTICIPANTS F 900099 10548626 10548626 10548626 156070 156070 10704696 10548626 0 156070 8074466 15000 20000 23630 159422 976423 24084 ALLOCATED SALARIES, PAY 1363994 10657019 2945489 2483719 9785603 9839688 810010 833600 3096 2957 505816 505816 0 0 5327495 5081540 0 8862 18871693 18250366 20913 21364 692231 370716 713144 392080 X 0 0 0 0 18158549 17858286 18158549 17858286 18871693 18250366 47677 -347940 0 X X 0 1 X 1 0 505816 505816 0 0 DUE TO RELATED ENTITIES 370716 370716 X 10356756 -347940 -347940 10704696 0 10704696 10657019 0 10657019 0 10657019 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PROGRAM AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PROGRAM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PROGRAM, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X 0 0 0 LEROY BARR TRUSTEE 0 225870 0 0 0 0 0 26231 0 29093 0 281194 0 0 KAREN ALFORD TRUSTEE 0 201006 0 0 0 0 0 18121 0 29093 0 248220 0 0 PATRICIA ROJAS DIRECTOR 0 146132 0 0 0 0 0 36923 0 38612 0 221667 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE FUND CONSISTS OF APPROXIMATELY 89,200 RETIRED TEACHERS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY SUBCOMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL VERSION OF FORM 990 IS REVIEWED BY THE DIRECTOR, THE ASSISTANT TO THE DIRECTOR AND THE TRUSTEES PRIOR TO THE FORM 990 BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE PUBLIC. THE ORGANIZATION DOESN'T HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FROM OVERSIGHT OF THE AUDIT, ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. UNITED FEDERATION OF TEACHERS LOCAL 2 AFT 52 BROADWAY NEW YORK NY 10004 135582895 LABOR UNION ORGANIZATION ACTIVITIES NY 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 UNITED FEDERATION OF TEACHERS LOCAL 2 AFT N 711966 ACTUAL EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 AFT O 810204 ACTUAL EXPENSES UNITED FEDERATION OF TEACHERS LOCAL 2 AFT P 1284925 CASH DISBURSEMENTS