2024-01-22T10:36:52-06:00 2023-08-31 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2022-09-01 146204878 NYSUT RETIREE VEBA HEALTH FUND NYSU 5182136000 800 TROY-SCHENECTADY ROAD LATHAM NY 12110 J PHILIPPE ABRAHAM SECRETARY-TREASURER 5182136000 2024-01-15 1 J PHILIPPE ABRAHAM XXX-XX-XXXX 1 JUDITH J SORO P00743262 5184644080 2024-01-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z J PHILIPPE ABRAHAM 800 TROY-SCHENECTADY ROAD LATHAM NY 12110 14598283 0 X N/A X 2000 NY EMPLOYEE BENEFIT FUND 7 0 0 0 0 0 0 0 9050764 10440507 1994546 1474187 0 0 11045310 11914694 0 0 9453042 10895640 0 0 0 0 0 193392 187389 9646434 11083029 1398876 831665 37420085 40013232 85550 84724 37334535 39928508 TO PROVIDE FOR FUNDING AND PAYMENT OF RETIREE MEDICAL BENEFITS FORRETIRED STAFF OF NEW YORK STATE UNITED TEACHERS 0 0 TO PROVIDE FOR FUNDING AND PAYMENT OF RETIREE MEDICAL BENEFITS FORRETIRED STAFF OF NEW YORK STATE UNITED TEACHERS. 0 0 0 0 0 0 0 0 0 0 1 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 0 0 1 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JACLYN FERRUCCI 5182136000 800 TROY-SCHENECTADY ROAD LATHAM NY 12110 X J PHILIPPE ABRAHAM TRUSTEE 1.00 X 0 162574 95419 JEFFREY J LOCKWOOD TRUSTEE/CHAIRPERSON 1.00 X X 0 209804 117042 EMILY B SAMUELS TRUSTEE 1.00 X 0 152775 98119 ELIZABETH VIGNAUX TRUSTEE/SECRETARY 1.00 X X 0 179809 104839 LAUREN RYBA TRUSTEE 1.00 X 0 213833 92322 GREGORY AINSLEY TRUSTEE 1.00 X 0 165106 80907 KATIE A BORDWELL TRUSTEE 1.00 X 0 52119 73212 0 1136020 661860 0 0 1 1 0 SPONSOR CONTRIBUTIONS 900099 10069902 10069902 PARTICIPANT CONTRIBUTIONS 900099 370605 370605 10440507 795505 795505 3362271 2683589 678682 678682 678682 11914694 11914694 0 0 10895640 14700 102665 70024 11083029 787 1106 487192 563271 23008 30633 18452069 26845398 18457029 12572824 37420085 40013232 85550 84724 85550 84724 X 0 0 0 0 37334535 39928508 37334535 39928508 37420085 40013232 831665 1762308 0 X 0 1 X 0 0 0 ISHARES CORE S&P 500 ETF 6009460 F ISHARES RUSSELL 1000 VALUE FUND 4324415 F STARWOOD REAL ESTATE TRUST CLASS I 2238949 F 12572824 DUE TO NEW YORK STATE UNITED TEACHERS 84724 84724 13574337 1762308 1762308 11812029 102665 102665 11914694 10980364 0 10980364 102665 102665 11083029 0 0 0 JEFFREY J LOCKWOOD TRUSTEE/CHAIRPERSON 0 209804 0 0 0 0 0 55469 0 61573 0 326846 0 0 LAUREN RYBA TRUSTEE 0 213833 0 0 0 0 0 54902 0 37420 0 306155 0 0 ELIZABETH VIGNAUX TRUSTEE/SECRETARY 0 178146 0 0 0 1663 0 46698 0 58141 0 284648 0 0 J PHILIPPE ABRAHAM TRUSTEE 0 142074 0 0 0 20500 0 42454 0 52965 0 257993 0 0 EMILY B SAMUELS TRUSTEE 0 152775 0 0 0 0 0 40046 0 58073 0 250894 0 0 GREGORY AINSLEY TRUSTEE 0 165106 0 0 0 0 0 42527 0 38380 0 246013 0 0 990 SCHEDULE J, PART II, J. PHILIPPE ABRAHAM THIS OFFICER WAS UNDER A COMPENSATION ARRANGEMENT FOR 2022 WHERE A RELATED ORGANIZATION TO THE FILING ORGANIZATION PAYS SOME OF THIS OFFICER'S COMPENSATION AND AN UNRELATED ORGANIZATION (UNITED UNIVERSITY PROFESSIONS) PAYS THE REMAINDER OF THE COMPENSATION. FOR 2022, THE AMOUNT PAID TO J. PHILIPPE ABRAHAM BY UNITED UNIVERSITY PROFESSIONS TOTALED $165,466 WHICH INCLUDES WAGES, RETIREMENT, AND NONTAXABLE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS SUBJECT TO THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROHIBITED TRANSACTION PROVISIONS, CONSTITUTE THE FUND'S CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA AND WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION B, LINE 15 THIS ORGANIZATION AND ALL ITS RELATED ORGANIZATIONS, DETERMINES COMPENSATION OF ALL ITS OFFICERS AND KEY EMPLOYEES ANNUALLY EITHER BY A) COMPLIANCE WITH COLLECTIVE BARGAINING AGREEMENTS FOR INDIVIDUALS COVERED BY THE CBA'S OR B) THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: HOURS FOR RELATED ORGANIZATIONS - SOME OF THE OFFICERS AND DIRECTORS LISTED IN PART VII, SECTION A, LINE 1A ALSO SERVE IN SIMILAR ROLES FOR RELATED ORGANIZATIONS. THE HOURS LISTED IN PART VII COLUMN B REFLECT THE AVERAGE HOURS PER WEEK FOR THIS ORGANIZATION ONLY. THE HOURS WORKED FOR RELATED ORGANIZATIONS ARE REFLECTED ON THE RESPECTIVE ORGANIZATIONS' FORM 990. CERTAIN KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII, SECTION A, LINE 1A ALSO PERFORM WORK IN VARYING CAPACITIES FOR RELATED ORGANIZATIONS. THE TOTAL HOURS THAT THESE EMPLOYEES WORK ON AVERAGE IS BETWEEN 35 AND 40 HOURS PER WEEK FOR THIS AND RELATED ORGANIZATIONS. MARY MULDOON FUND 800 TROY SCHENECTADY ROAD LATHAM NY 12110 146030191 PRIVATE FOUNDATION NY 501(C)(3) PF N/A 0 NEW YORK STATE UNITED TEACHERS 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141584772 LABOR ORGANIZATION NY 501(C)(5) N/A 0 NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TRUST 800 TROY SCHENECTADY ROAD LATHAM NY 12110 222480854 BENEFIT PLAN NY 501(C)(5) N/A 0 NYSUT BUILIDING CORP 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141700200 BUILDING CORPORATION NY 501(C)(2) NEW YORK STATE UNITED TEACHERS 0 NYSUT DISASTER RELIEF AND SCHOLARSHIP TRUST 800 TROY SCHENECTADY ROAD LATHAM NY 12110 113761261 PROVIDES DISASTER RELIEF AND SCHOLARSHIPS NY 501(C)(3) LINE 7 N/A 0 NYSUT EMPLOYEES RETIREMENT PLAN 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141584772 NYSUT EMPLOYEE BENEFIT FUND NY 501(A) N/A 0 NYSUT EDUCATION AND LEARNING TRUST 800 TROY SCHENECTADY ROAD LATHAM NY 12110 166460576 OFFERS COURSES TO PROMOTE EFFECTIVE TEACHING NY 501(C)(3) LINE 7 N/A 0 NYSUT STAFF 401(K) PLAN 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141584772 NYSUT EMPLOYEE BENEFIT FUND NY 501(A) N/A 0 VOICE OF TEACHERS FOR EDUCATION COMMITTEE ON POLITICAL ED 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141565672 POLITICAL COMMITTEE NY 527 N/A 0 VOTECOPE (FEDERAL) 800 TROY SCHENECTADY ROAD LATHAM NY 12110 264047277 POLITICAL COMMITTEE NY 527 N/A 0 NYSUT MB CATASTROPHE MAJOR MEDICAL INSURANCE TRUST 800 TROY SCHENECTADY ROAD LATHAM NY 12110 477358956 PROVIDES MAJOR MEDICAL INSURANCE NY 501(C)(5) N/A 0 NYSUT MEMBER BENEFITS CORPORATION 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 263989358 MEMBER BENEFIT DISCOUNTS NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0