2024-04-16T15:26:20-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990 2022-07-01 510199738 UNIFORMED FIRE OFFICERS ASSOC RET FIRE OFFS FAMILY PROTECTION PLAN UNIF 2123768400 125 MAIDEN LANE 6 FLOOR NEW YORK NY 10038 THOMAS REILLY TREASURER 2123768400 2024-03-21 1 THOMAS REILLY 999009999 0 EDMOND BRADY P00100199 9082726200 2024-03-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES BROSI-CHAIRMAN 125 MAIDEN LANE 6 FLOOR NEW YORK NY 10038 44508585 0 X UFOA.ORG X 1976 NY THE PLAN IS A DEFINED CONTRIBUTION PLAN ESTABLISHED BY THE CITY OF NEW YORK UNDER A COLLECTIVE BARGAINING AGREEMENT WITH THE UNIFORMED FIRE OFFICERS ASSOCIATTION TO PROVIDE PRESCRIPTION DRUG, DENTAL, OPTICAL, LIFE INSURANCE, HEARING AIDS AND DEATH BENEFITS TO RETIRED UNIFORMED FIRE OFFICERS. 9 0 0 0 0 0 0 0 17059462 19001835 86805 634312 0 0 17146267 19636147 0 0 13743746 13475162 223130 220187 0 0 0 784993 851877 14751869 14547226 2394398 5088921 31154966 36501408 1747019 1972046 29407947 34529362 X THE PLAN IS A DEFINED CONTRIBUTION PLAN ESTABLISHED BY THE CITY OF NEW YORK UNDER A COLLECTIVE BARGAINING AGREEMENT WITH THE UNIFORMED FIRE OFFICERS ASSOCIATTION TO PROVIDE PRESCRIPTION DRUG, DENTAL, OPTICAL, LIFE INSURANCE, HEARING AIDS AND DEATH BENEFITS TO RETIRED UNIFORMED FIRE OFFICERS. 0 0 TO PROVIDE PRESCIPTION DRUG, DENTAL, OPTICAL, HEARING AIDS, LIFE INSURANCE AND DEATH BENIFITS TO APPROXIMATELY 4800 RETIRED UNIFORMED FIRE OFFICERS OF THE NEW YORK CITY FIRE DEPARTMENT AND THEIR DEPENDANTS AND BENEFICIARIES. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 X 9 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 X X THOMAS REILLY TREASURER 2123768400 125 MAIDEN LANE 6 FLOOR NEW YORK NY 10038 JAMES MCCARTHY CHAIRMAN 2.50 51.50 X 0 105992 8479 GEORGE FARINACCI VICE-CHAIRMAN 2.50 51.50 X 0 88371 7070 SEAN MICHAEL RECORDING SECRETARY- START 9/22 2.50 51.50 X 0 32630 2610 THOMAS REILLY FINANCIAL SECRETARY 2.50 44.50 X 0 88371 7070 JAMES BROSI TRUSTEE 2.50 46.50 X 0 88371 7070 MICHAEL ZOFCHAK TREASURER 2.50 51.50 X 0 88371 7070 LIAM GUILFOYLE TRUSTEE 2.50 46.50 X 0 88371 7070 PAUL MANNIX TRUSTEE - END 8/22 2.50 46.50 X 0 58801 4704 JASON RIGOLI SERGEANT AT ARMS 2.50 44.50 X 0 88371 7070 CHRISTOPHER JENSEN TRUSTEE 2.50 46.50 X 0 88371 7070 BRIAN V HARVEY PLAN ADMINISTRATOR 20.00 20.00 X 0 130156 10412 0 946176 75695 0 0 0 0 0 CONTRIBUTIONS BY NYC 900099 7862249 7862249 MEDICARE PART D SUBSIDY 900099 7169215 7169215 EMPLOYEE PREMIUM CONTRIBUTIONS 900099 3617550 3617550 CONTRIBUTIONS FROM C.O.B.R.A. 900099 352821 352821 19001835 627714 627714 24879036 24872438 6598 6598 6598 19636147 19001835 0 634312 13475162 173178 12381 20262 14366 18000 23450 15000 12014 14767 38305 6071 7104 ADMINISTRATIVE EXPENSES 682980 AFFORDABLE CARE ACT FEE 34186 14547226 1989766 2500597 26412191 30437263 686758 651862 3192 0 2063059 2911686 31154966 36501408 74602 82300 299160 304335 1373257 1585411 1747019 1972046 X 29407947 34529362 29407947 34529362 31154966 36501408 5088921 32494 0 X 0 1 X 0 0 0 ACCRUED INTEREST 170930 REBATES AND OTHER RECEIVABLES 2740756 2911686 HEALTH CLAIMS INCURRED AND NOT REPORTED 1424630 DUE TO RELATED ENTITY 160781 1585411 X 19668641 32494 32494 19636147 0 19636147 14547226 0 14547226 0 14547226 PART X, LINE 2: THE PLAN RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE PLAN HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE PLAN IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2020. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE UNIFORMED FIRE OFFICERS ASSOCIATION, LOCAL 854 I.A.F.F.,AFL-CIO ("UFOA") VOTE FOR MEMBERS OF THE GOVERNING BOARD. TRUSTEES ARE MEMBERS OF THE EXECUTIVE BOARD OF THE UFOA. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION RECIEVES A ELECTRONIC COPY OF THE 990. THE TREASURER REVIEWS THE 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES MUST ANNUALLY ADHERE TO THE NYC ETHICS LAW AS ADMINISTERED BY THE NYC CONFLICT OF INTEREST BOARD, WHICH BINDS THEM AS PUBLIC SERVANTS. FORM 990, PART VI, SECTION B, LINE 15B TRUSTEES ARE NOT COMPENSATED BY THE FUND. ALL EMPLOYEE COMPENSATION IS APPROVED BY THE TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AND THE FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IT IS POSTED ON THE IRS WEBSITE, GUIDESTAR.ORG, AND OTHER SIMILIAR TYPES OF WEBSITES. IN ADDITION, INTERESTED PARTIES CAN ALSO CONTACT THE CHAIRMAN AT 125 MAIDEN LANE, 6TH FLOOR, NEW YORK, NY 10038. ANNUITY FUND - UFOA 125 MAIDEN LN NEW YORK NY 10038 112559669 BENEFIT NY 401A UFOA 0 INTERNATIONAL ASSOC OF FIREFIGHTERS (UFOA) 125 MAIDEN LN NEW YORK NY 10038 131921165 UNION NY C-5 N/A 0 NEW YORK CITY BRAVEST SCHOL FUND 125 MAIDEN LN NEW YORK NY 10038 134055458 CHARITY NY C-3 UFOA 0 UNIFORMED FIRE OFFICERS ASSN FPP 125 MAIDEN LN NEW YORK NY 10038 132545508 BENEFIT NY C-9 UFOA 0 UNIF FIRE OFFICERS ASSN PAC FUND 125 MAIDEN LN NEW YORK NY 10038 010686930 POLITICAL NY 527 UFOA 0 UFOA REALTY HOLDING INC 125 MAIDEN LN NEW YORK NY 10038 471346357 RE HOLDING NY C-2 UFOA 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0