Form 990 for tax year 2022
Filed by SECURITY BENEFIT FUND OF THE UNIFORMED FIREMENS ASSOCIATION LOC.
Totals
- Total revenue
- $8,564,684
- Total expenses
- $13,357,549
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $7,772,775
- Investment income
- $758,892
- Other revenue
- $33,017
- Total assets, end of year
- $84,148,381
- Total liabilities, end of year
- $12,235,938
- Net assets or fund balances, end of year
- $71,912,443
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $5,530,560 · related or exempt $5,530,560
-
2b · Program service revenue: PRESCRIPTION DRUG REBATES & SUBSI
total $2,240,250 · related or exempt $2,240,250
-
2c · Program service revenue: COBRA CONTRIBUTIONS
total $1,965 · related or exempt $1,965
-
3 · Investment income
total $2,048,710 · excluded $2,048,710
-
7a · Gross sales of assets other than inventory
securities $47,797,306
-
7b · Less cost or other basis and sales expenses
securities $49,087,124
-
7c · Gain or loss
securities -$1,289,818
-
7d · Net gain or loss
total -$1,289,818 · excluded -$1,289,818
-
11a · Other revenue: ADMINISTRATIVE EXPENSE REIMBURSEM
total $30,486 · related or exempt $30,486
-
11b · Other revenue: SECURITIES LITIGATION SETTLEMENTS
total $2,531 · related or exempt $2,531
-
11e · Other revenue, total
$33,017
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $12,023,953
-
7 · Other salaries and wages
total $281,220
-
8 · Pension plan contributions
total $32,276
-
9 · Other employee benefits
total $76,646
-
10 · Payroll taxes
total $20,380
-
11b · Fees: legal
total $18,000
-
11c · Fees: accounting
total $16,000
-
11f · Fees: investment management
total $384,063
-
11g · Fees: other
total $284,839
-
13 · Office expenses
total $25,915
-
14 · Information technology
total $33,693
-
16 · Occupancy
total $59,660
-
22 · Depreciation, depletion and amortization
total $44,131
-
23 · Insurance
total $15,471
-
24a · Other expenses: AFFORDABLE CARE ACT TAX
total $41,302
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year -$372,463 · end of year -$515,928
-
2 · Savings and temporary cash investments
beginning of year $15,820,076 · end of year $11,651,381
-
4 · Accounts receivable
beginning of year $3,037,826 · end of year $1,617,166
-
9 · Prepaid expenses and deferred charges
beginning of year $26,780 · end of year $31,282
-
10a · Land, buildings and equipment: cost or other basis
$695,268
-
10b · Land, buildings and equipment: accumulated depreciation
$620,282
-
10c · Land, buildings and equipment, net
beginning of year $119,117 · end of year $74,986
-
11 · Investments: publicly traded securities
beginning of year $67,187,571 · end of year $71,289,494
-
17 · Accounts payable and accrued expenses
beginning of year $114,637 · end of year $63,073
-
25 · Other liabilities
beginning of year $12,172,865 · end of year $12,172,865
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $73,531,405 · end of year $71,912,443
Mission and programs · 2022
Mission
THE FUND PROVIDES CERTAIN HEALTH AND WELFARE BENEFITS TO ACTIVE MEMBERS OF THE UNIFORMED FIREFIGHTERS ASSOCIATION OF GREATER NEW YORK, LOCAL 94 I.A.F.F.
Activities or mission (Part I)
TO PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS.
-
THE SECURITY BENEFIT FUND OF THE UFA PROVIDED HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 8,100 MEMBERS OF THE UNIFORMED FIREFIGHTERS ASSOCIATION, AND THEIR COVERED DEPENDENTS.
As filed on the 2022 return.
Listed in Part VII
-
ANDREW ANSBRO
TRUSTEE
- Total calculated
- $149,845
- From this org
- $0
- From related orgs
- $146,845
- Other
- $3,000
- Hours/week
- 2 + 48 related
-
ROBERT EUSTACE
TRUSTEE
- Total calculated
- $87,188
- From this org
- $0
- From related orgs
- $83,188
- Other
- $4,000
- Hours/week
- 2 + 47 related
-
VINCENT SPECIALE
TRUSTEE
- Total calculated
- $86,007
- From this org
- $0
- From related orgs
- $81,007
- Other
- $5,000
- Hours/week
- 1 + 46 related
-
EDWARD BROWN
TRUSTEE
- Total calculated
- $88,074
- From this org
- $0
- From related orgs
- $83,074
- Other
- $5,000
- Hours/week
- 1 + 46 related
-
MICHAEL SCHREIBER
TRUSTEE
- Total calculated
- $70,739
- From this org
- $0
- From related orgs
- $66,739
- Other
- $4,000
- Hours/week
- 1 + 45 related
-
ERIC BISCHOFF
TRUSTEE
- Total calculated
- $68,910
- From this org
- $0
- From related orgs
- $63,910
- Other
- $5,000
- Hours/week
- 1 + 45 related
-
DOUGLAS CARROLL
TRUSTEE
- Total calculated
- $55,271
- From this org
- $0
- From related orgs
- $52,271
- Other
- $3,000
- Hours/week
- 1 + 45 related
-
WILLIAM GRECO
TRUSTEE
- Total calculated
- $63,424
- From this org
- $0
- From related orgs
- $58,424
- Other
- $5,000
- Hours/week
- 1 + 45 related
-
DENNIS TVETER
TRUSTEE
- Total calculated
- $55,291
- From this org
- $0
- From related orgs
- $52,291
- Other
- $3,000
- Hours/week
- 1 + 45 related
-
CHRISTOPHER VIOLA
TRUSTEE
- Total calculated
- $57,665
- From this org
- $0
- From related orgs
- $54,665
- Other
- $3,000
- Hours/week
- 1 + 45 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UNIFORMED FIREFIGHTERS ASSOCIATION OF GREATER NEW YORK
501(C)(5) · LABOR UNION · NY
-
RETIRED FIREFIGHTERS SECURITY BENEFIT FUND
501(C)(9) · BENEFIT PLAN · NY
-
STABILIZATION RESERVE FUND OF THE UFA
501(C)(9) · BENEFIT PLAN · NY
-
THE THOMAS R ELSASSER SCHOLARSHIP FUND
501(C)(3) · PUBLIC CHARITY · NY
-
501(C)(3) · PUBLIC CHARITY · NY
-
UNIFORMED FIREFIGHTERS ASSOCIATION SCHOLARSHIP FUND INC
501(C)(3) · PUBLIC CHARITY · NY
-
COMPENSATION ACCRUAL FUND OF THE UFA
501(A) · PENSION PLAN · NY
-
501(C)(2) · TITLE HOLDING CORPORATION · NY
-
MONEY PURCHASE PLAN FOR UFA MANAGEMENT EMPLOYEES
501(A) · PENSION PLAN · NY
-
MONEY PURCHASE PLAN FOR TRUSTEES OF UFA
501(A) · PENSION PLAN · NY
-
SECURITY BENEFIT FUND & UFA 401(K) SAVINGS PLAN
501(A) · PENSION PLAN · NY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431349349304913
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