401k Plan data: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN plan

UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 401k Plan overview

Plan Name	UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN
Plan identification number	004

UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED FEDERATION OF TEACHERS AND UFT WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: UNITED FEDERATION OF TEACHERS AND UFT WELFARE FUND

Employer identification number (EIN): 133545716

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01 DAVID HICKEY 2023-10-11 CHARLES BAKER 2023-10-12
004 2021-01-01 KURT SUNG 2022-10-14 CHARLES BAKER 2022-10-14
004 2020-01-01 DAVID HICKEY 2021-10-15 CHARLES BAKER 2021-10-15
004 2019-01-01 DAVID HICKEY 2020-10-15 CHARLES BAKER 2020-10-15
004 2018-01-01 DAVID HICKEY 2019-10-11 CHARLES BAKER 2019-10-11
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01
004 2012-01-01 JEFFREY GOLDSTEIN
004 2011-01-01 JEFFREY GOLDSTEIN
004 2010-01-01 JEFFREY GOLDSTEIN
004 2009-01-01 JEFFREY GOLDSTEIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01	DAVID HICKEY	2023-10-11	CHARLES BAKER	2023-10-12
004	2021-01-01	KURT SUNG	2022-10-14	CHARLES BAKER	2022-10-14
004	2020-01-01	DAVID HICKEY	2021-10-15	CHARLES BAKER	2021-10-15
004	2019-01-01	DAVID HICKEY	2020-10-15	CHARLES BAKER	2020-10-15
004	2018-01-01	DAVID HICKEY	2019-10-11	CHARLES BAKER	2019-10-11
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01
004	2012-01-01	JEFFREY GOLDSTEIN
004	2011-01-01	JEFFREY GOLDSTEIN
004	2010-01-01	JEFFREY GOLDSTEIN
004	2009-01-01	JEFFREY GOLDSTEIN

Plan Statistics for UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN

401k plan membership statisitcs for UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN

Measure Date Value
2022: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 208
Number of retired or separated participants receiving benefits 2022-01-01 49
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 296
Number of participants with account balances 2022-01-01 222
2021: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 214
Number of retired or separated participants receiving benefits 2021-01-01 45
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 294
Number of participants with account balances 2021-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 215
Number of retired or separated participants receiving benefits 2020-01-01 34
Number of other retired or separated participants entitled to future benefits 2020-01-01 47
Total of all active and inactive participants 2020-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 299
Number of participants with account balances 2020-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 199
Number of retired or separated participants receiving benefits 2019-01-01 56
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 286
Number of participants with account balances 2019-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 203
Number of retired or separated participants receiving benefits 2018-01-01 56
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 293
Number of participants with account balances 2018-01-01 229
2017: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 206
Number of retired or separated participants receiving benefits 2017-01-01 56
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 300
Number of participants with account balances 2017-01-01 231
2016: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 202
Number of retired or separated participants receiving benefits 2016-01-01 50
Number of other retired or separated participants entitled to future benefits 2016-01-01 41
Total of all active and inactive participants 2016-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 295
Number of participants with account balances 2016-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 193
Number of retired or separated participants receiving benefits 2015-01-01 42
Number of other retired or separated participants entitled to future benefits 2015-01-01 47
Total of all active and inactive participants 2015-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 284
Number of participants with account balances 2015-01-01 224
2014: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 193
Number of retired or separated participants receiving benefits 2014-01-01 39
Number of other retired or separated participants entitled to future benefits 2014-01-01 44
Total of all active and inactive participants 2014-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 279
Number of participants with account balances 2014-01-01 219
2013: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 182
Number of retired or separated participants receiving benefits 2013-01-01 37
Number of other retired or separated participants entitled to future benefits 2013-01-01 47
Total of all active and inactive participants 2013-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 269
Number of participants with account balances 2013-01-01 213
2012: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 187
Number of retired or separated participants receiving benefits 2012-01-01 35
Number of other retired or separated participants entitled to future benefits 2012-01-01 48
Total of all active and inactive participants 2012-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 272
Number of participants with account balances 2012-01-01 220
2011: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 186
Number of retired or separated participants receiving benefits 2011-01-01 30
Number of other retired or separated participants entitled to future benefits 2011-01-01 56
Total of all active and inactive participants 2011-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 274
Number of participants with account balances 2011-01-01 221
2010: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 180
Number of retired or separated participants receiving benefits 2010-01-01 31
Number of other retired or separated participants entitled to future benefits 2010-01-01 43
Total of all active and inactive participants 2010-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 256
Number of participants with account balances 2010-01-01 222
2009: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 193
Number of retired or separated participants receiving benefits 2009-01-01 31
Number of other retired or separated participants entitled to future benefits 2009-01-01 51
Total of all active and inactive participants 2009-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 278
Number of participants with account balances 2009-01-01 226

Measure	Date	Value
2022: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	208
Number of retired or separated participants receiving benefits	2022-01-01	49
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	296
Number of participants with account balances	2022-01-01	222
2021: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	214
Number of retired or separated participants receiving benefits	2021-01-01	45
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	294
Number of participants with account balances	2021-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	215
Number of retired or separated participants receiving benefits	2020-01-01	34
Number of other retired or separated participants entitled to future benefits	2020-01-01	47
Total of all active and inactive participants	2020-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	299
Number of participants with account balances	2020-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	199
Number of retired or separated participants receiving benefits	2019-01-01	56
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	286
Number of participants with account balances	2019-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	203
Number of retired or separated participants receiving benefits	2018-01-01	56
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	293
Number of participants with account balances	2018-01-01	229
2017: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	206
Number of retired or separated participants receiving benefits	2017-01-01	56
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	300
Number of participants with account balances	2017-01-01	231
2016: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	202
Number of retired or separated participants receiving benefits	2016-01-01	50
Number of other retired or separated participants entitled to future benefits	2016-01-01	41
Total of all active and inactive participants	2016-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	295
Number of participants with account balances	2016-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	193
Number of retired or separated participants receiving benefits	2015-01-01	42
Number of other retired or separated participants entitled to future benefits	2015-01-01	47
Total of all active and inactive participants	2015-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	284
Number of participants with account balances	2015-01-01	224
2014: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	193
Number of retired or separated participants receiving benefits	2014-01-01	39
Number of other retired or separated participants entitled to future benefits	2014-01-01	44
Total of all active and inactive participants	2014-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	279
Number of participants with account balances	2014-01-01	219
2013: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	182
Number of retired or separated participants receiving benefits	2013-01-01	37
Number of other retired or separated participants entitled to future benefits	2013-01-01	47
Total of all active and inactive participants	2013-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	269
Number of participants with account balances	2013-01-01	213
2012: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	187
Number of retired or separated participants receiving benefits	2012-01-01	35
Number of other retired or separated participants entitled to future benefits	2012-01-01	48
Total of all active and inactive participants	2012-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	272
Number of participants with account balances	2012-01-01	220
2011: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	186
Number of retired or separated participants receiving benefits	2011-01-01	30
Number of other retired or separated participants entitled to future benefits	2011-01-01	56
Total of all active and inactive participants	2011-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	274
Number of participants with account balances	2011-01-01	221
2010: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	180
Number of retired or separated participants receiving benefits	2010-01-01	31
Number of other retired or separated participants entitled to future benefits	2010-01-01	43
Total of all active and inactive participants	2010-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	256
Number of participants with account balances	2010-01-01	222
2009: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	193
Number of retired or separated participants receiving benefits	2009-01-01	31
Number of other retired or separated participants entitled to future benefits	2009-01-01	51
Total of all active and inactive participants	2009-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	278
Number of participants with account balances	2009-01-01	226

Financial Data on UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN

Measure	Date	Value
2022 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-4,144,147
Total of all expenses incurred	2022-12-31	$1,515,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,448,033
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,417,254
Value of total assets at end of year	2022-12-31	$32,343,629
Value of total assets at beginning of year	2022-12-31	$38,003,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$64,745
Total interest from all sources	2022-12-31	$7,840
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$851,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$851,424
Was this plan covered by a fidelity bond	2022-12-31	No
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,417,254
Participant contributions at end of year	2022-12-31	$187,465
Participant contributions at beginning of year	2022-12-31	$153,475
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$29
Other income not declared elsewhere	2022-12-31	$93,468
Administrative expenses (other) incurred	2022-12-31	$64,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,659,477
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$32,343,629
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$38,003,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$25,185,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,723,004
Interest on participant loans	2022-12-31	$7,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,970,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,126,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,514,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,448,033
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2022-12-31	131578842
2021 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$7,497,463
Total of all expenses incurred	2021-12-31	$3,863,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,834,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,434,451
Value of total assets at end of year	2021-12-31	$38,003,106
Value of total assets at beginning of year	2021-12-31	$34,369,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,654
Total interest from all sources	2021-12-31	$6,911
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,214,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,214,823
Was this plan covered by a fidelity bond	2021-12-31	No
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,434,451
Participant contributions at end of year	2021-12-31	$153,475
Participant contributions at beginning of year	2021-12-31	$104,950
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$21,086
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$29
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$32
Other income not declared elsewhere	2021-12-31	$97,404
Administrative expenses (other) incurred	2021-12-31	$28,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,633,915
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,003,106
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,369,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$30,723,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,051,906
Interest on participant loans	2021-12-31	$6,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,126,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,191,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,743,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,834,894
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2021-12-31	131578842
2020 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,983,563
Total of all expenses incurred	2020-12-31	$2,170,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,121,569
Expenses. Certain deemed distributions of participant loans	2020-12-31	$22,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,412,392
Value of total assets at end of year	2020-12-31	$34,369,191
Value of total assets at beginning of year	2020-12-31	$31,556,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,224
Total interest from all sources	2020-12-31	$8,374
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,190,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,190,678
Administrative expenses professional fees incurred	2020-12-31	$7,039
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,412,392
Participant contributions at end of year	2020-12-31	$104,950
Participant contributions at beginning of year	2020-12-31	$179,322
Participant contributions at end of year	2020-12-31	$21,086
Participant contributions at beginning of year	2020-12-31	$20,023
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$204
Other income not declared elsewhere	2020-12-31	$111,463
Administrative expenses (other) incurred	2020-12-31	$20,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,812,730
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,369,191
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$31,556,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,051,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,436,180
Interest on participant loans	2020-12-31	$8,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,191,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,920,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,260,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,121,569
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2020-12-31	131578842
2019 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$7,238,650
Total income from all sources (including contributions)	2019-12-31	$7,238,650
Total of all expenses incurred	2019-12-31	$5,637,868
Total of all expenses incurred	2019-12-31	$5,637,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,605,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,605,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,445,189
Value of total assets at end of year	2019-12-31	$31,556,461
Value of total assets at end of year	2019-12-31	$31,556,461
Value of total assets at beginning of year	2019-12-31	$29,955,679
Value of total assets at beginning of year	2019-12-31	$29,955,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,505
Total interest from all sources	2019-12-31	$8,862
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,628,933
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,628,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,628,933
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,628,933
Administrative expenses professional fees incurred	2019-12-31	$16,200
Administrative expenses professional fees incurred	2019-12-31	$16,200
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,445,189
Contributions received from participants	2019-12-31	$1,445,189
Participant contributions at end of year	2019-12-31	$179,322
Participant contributions at beginning of year	2019-12-31	$175,680
Participant contributions at beginning of year	2019-12-31	$175,680
Participant contributions at end of year	2019-12-31	$20,023
Participant contributions at beginning of year	2019-12-31	$19,545
Participant contributions at beginning of year	2019-12-31	$19,545
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$285
Other income not declared elsewhere	2019-12-31	$139,727
Other income not declared elsewhere	2019-12-31	$139,727
Administrative expenses (other) incurred	2019-12-31	$16,305
Administrative expenses (other) incurred	2019-12-31	$16,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,600,782
Value of net income/loss	2019-12-31	$1,600,782
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$31,556,461
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$29,955,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,436,180
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,436,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,342,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,342,706
Income. Interest from loans (other than to participants)	2019-12-31	$8,862
Income. Interest from loans (other than to participants)	2019-12-31	$8,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,920,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$8,417,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$8,417,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,015,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,015,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,605,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,605,363
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm name	2019-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2019-12-31	131578842
Accountancy firm EIN	2019-12-31	131578842
2018 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-158,323
Total of all expenses incurred	2018-12-31	$5,010,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,962,131
Expenses. Certain deemed distributions of participant loans	2018-12-31	$18,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,853,770
Value of total assets at end of year	2018-12-31	$29,955,679
Value of total assets at beginning of year	2018-12-31	$35,124,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,159
Total interest from all sources	2018-12-31	$9,197
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,243,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,243,412
Administrative expenses professional fees incurred	2018-12-31	$15,600
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,387,793
Participant contributions at end of year	2018-12-31	$175,680
Participant contributions at beginning of year	2018-12-31	$199,914
Participant contributions at end of year	2018-12-31	$19,545
Participant contributions at beginning of year	2018-12-31	$38,503
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$465,977
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$354
Other income not declared elsewhere	2018-12-31	$128,461
Administrative expenses (other) incurred	2018-12-31	$13,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,168,462
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$29,955,679
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$35,124,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,342,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$26,223,713
Interest on participant loans	2018-12-31	$9,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$8,417,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$8,661,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,393,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,962,131
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2018-12-31	131578842
2017 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$5,988,800
Total of all expenses incurred	2017-12-31	$2,560,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,529,513
Expenses. Certain deemed distributions of participant loans	2017-12-31	$5,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,323,116
Value of total assets at end of year	2017-12-31	$35,124,141
Value of total assets at beginning of year	2017-12-31	$31,695,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24,707
Total interest from all sources	2017-12-31	$9,260
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,689,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,689,243
Administrative expenses professional fees incurred	2017-12-31	$14,600
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,323,116
Participant contributions at end of year	2017-12-31	$199,914
Participant contributions at beginning of year	2017-12-31	$227,124
Participant contributions at end of year	2017-12-31	$38,503
Participant contributions at beginning of year	2017-12-31	$23,954
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$198
Other income not declared elsewhere	2017-12-31	$133,771
Administrative expenses (other) incurred	2017-12-31	$10,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,428,721
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$35,124,141
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$31,695,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$26,223,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$22,335,210
Interest on participant loans	2017-12-31	$9,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$8,661,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$9,108,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,833,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,529,513
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2017-12-31	131578842
2016 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,604,007
Total of all expenses incurred	2016-12-31	$2,558,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,552,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,254,833
Value of total assets at end of year	2016-12-31	$31,695,420
Value of total assets at beginning of year	2016-12-31	$30,649,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,797
Total interest from all sources	2016-12-31	$8,501
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$979,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$979,326
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,254,833
Participant contributions at end of year	2016-12-31	$227,124
Participant contributions at beginning of year	2016-12-31	$213,176
Participant contributions at end of year	2016-12-31	$23,954
Participant contributions at beginning of year	2016-12-31	$40,249
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$230
Other income not declared elsewhere	2016-12-31	$138,915
Administrative expenses (other) incurred	2016-12-31	$5,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,045,984
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$31,695,420
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$30,649,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$22,335,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$21,554,736
Interest on participant loans	2016-12-31	$8,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$9,108,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$8,841,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,222,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,552,226
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2016-12-31	131578842
2015 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,162,835
Total of all expenses incurred	2015-12-31	$2,094,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,072,749
Expenses. Certain deemed distributions of participant loans	2015-12-31	$15,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,246,577
Value of total assets at end of year	2015-12-31	$30,649,436
Value of total assets at beginning of year	2015-12-31	$31,581,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,237
Total interest from all sources	2015-12-31	$8,233
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,283,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,283,805
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,246,577
Participant contributions at end of year	2015-12-31	$213,176
Participant contributions at beginning of year	2015-12-31	$229,961
Participant contributions at end of year	2015-12-31	$40,249
Participant contributions at beginning of year	2015-12-31	$92,178
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$732
Other income not declared elsewhere	2015-12-31	$137,158
Administrative expenses (other) incurred	2015-12-31	$6,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-932,085
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$30,649,436
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$31,581,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$21,554,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,230,818
Interest on participant loans	2015-12-31	$8,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$8,841,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$9,027,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,512,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,072,749
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2015-12-31	131578842
2014 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,126,354
Total of all expenses incurred	2014-12-31	$1,009,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,006,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,172,732
Value of total assets at end of year	2014-12-31	$31,581,521
Value of total assets at beginning of year	2014-12-31	$29,465,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,881
Total interest from all sources	2014-12-31	$10,599
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,379,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,379,666
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,172,732
Participant contributions at end of year	2014-12-31	$229,961
Participant contributions at beginning of year	2014-12-31	$302,232
Participant contributions at end of year	2014-12-31	$92,178
Participant contributions at beginning of year	2014-12-31	$72,908
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,009
Other income not declared elsewhere	2014-12-31	$128,792
Administrative expenses (other) incurred	2014-12-31	$3,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,116,455
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$31,581,521
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$29,465,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,230,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$19,888,077
Interest on participant loans	2014-12-31	$10,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$9,027,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,200,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$434,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,006,018
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2014-12-31	131578842
2013 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$6,080,299
Total of all expenses incurred	2013-12-31	$2,307,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,289,596
Expenses. Certain deemed distributions of participant loans	2013-12-31	$14,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,247,258
Value of total assets at end of year	2013-12-31	$29,465,066
Value of total assets at beginning of year	2013-12-31	$25,692,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,325
Total interest from all sources	2013-12-31	$12,064
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$770,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$770,044
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,201,083
Participant contributions at end of year	2013-12-31	$302,232
Participant contributions at beginning of year	2013-12-31	$297,169
Participant contributions at end of year	2013-12-31	$72,908
Participant contributions at beginning of year	2013-12-31	$81,465
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$46,175
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$984
Other income not declared elsewhere	2013-12-31	$135,828
Administrative expenses (other) incurred	2013-12-31	$3,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,772,469
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$29,465,066
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,692,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$19,888,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,534,402
Interest on participant loans	2013-12-31	$12,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,200,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$9,778,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,915,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,289,596
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2013-12-31	131578842
2012 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$3,513,611
Total of all expenses incurred	2012-12-31	$717,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$715,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,161,016
Value of total assets at end of year	2012-12-31	$25,692,597
Value of total assets at beginning of year	2012-12-31	$22,896,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,457
Total interest from all sources	2012-12-31	$11,239
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$301,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$301,880
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,161,016
Participant contributions at end of year	2012-12-31	$297,169
Participant contributions at beginning of year	2012-12-31	$261,704
Participant contributions at end of year	2012-12-31	$81,465
Participant contributions at beginning of year	2012-12-31	$101,368
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,052
Other income not declared elsewhere	2012-12-31	$152,781
Administrative expenses (other) incurred	2012-12-31	$2,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,795,692
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,692,597
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,896,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,534,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,658,818
Interest on participant loans	2012-12-31	$11,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$9,778,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$9,873,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,886,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$715,462
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN	2012-12-31	131578842
2011 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,053,497
Total of all expenses incurred	2011-12-31	$683,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$682,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,200,743
Value of total assets at end of year	2011-12-31	$22,896,905
Value of total assets at beginning of year	2011-12-31	$22,526,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$857
Total interest from all sources	2011-12-31	$11,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,200,743
Participant contributions at end of year	2011-12-31	$261,704
Participant contributions at beginning of year	2011-12-31	$280,731
Participant contributions at end of year	2011-12-31	$101,368
Participant contributions at beginning of year	2011-12-31	$107,368
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,052
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,364
Other income not declared elsewhere	2011-12-31	$190,700
Administrative expenses (other) incurred	2011-12-31	$857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$369,972
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,896,905
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,526,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$12,658,818
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$13,354,609
Interest on participant loans	2011-12-31	$11,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$9,873,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,782,861
Net investment gain/loss from pooled separate accounts	2011-12-31	$-349,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$682,668
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN	2011-12-31	131578842
2010 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$3,399,023
Total of all expenses incurred	2010-12-31	$971,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$952,301
Expenses. Certain deemed distributions of participant loans	2010-12-31	$18,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,265,083
Value of total assets at end of year	2010-12-31	$22,526,933
Value of total assets at beginning of year	2010-12-31	$20,099,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$621
Total interest from all sources	2010-12-31	$13,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,265,083
Participant contributions at end of year	2010-12-31	$280,731
Participant contributions at beginning of year	2010-12-31	$197,665
Participant contributions at end of year	2010-12-31	$107,368
Participant contributions at beginning of year	2010-12-31	$105,950
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,086
Other income not declared elsewhere	2010-12-31	$233,942
Administrative expenses (other) incurred	2010-12-31	$621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,427,745
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,526,933
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$20,099,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$13,354,609
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$11,372,040
Interest on participant loans	2010-12-31	$13,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,782,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,422,447
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,886,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$952,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN	2010-12-31	131578842
2009 : UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN

2022: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: UNITED FEDERATION OF TEACHERS AND THE UFT WELFARE FUND DEFERRED COMPENSATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

456053-01

Policy instance

Insurance contract or identification number	456053-01
Number of Individuals Covered	157
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

456053-01

Policy instance

Insurance contract or identification number	456053-01
Number of Individuals Covered	152
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

456053-01

Policy instance

Insurance contract or identification number	456053-01
Number of Individuals Covered	148
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

456053-01

Policy instance

Insurance contract or identification number	456053-01
Number of Individuals Covered	153
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

456053-01

Policy instance

Insurance contract or identification number	456053-01
Number of Individuals Covered	158
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

456053-01

Policy instance

Insurance contract or identification number	456053-01
Number of Individuals Covered	157
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UNITED FEDERATION OF TEACHERS AND UFT WELFARE FUND
Employer identification number (EIN):	133545716
NAIC Classification:	611000