Form 990 for tax year 2023
Filed by RETIRED FIREFIGHTERS SECURITY BENE FUND OF UNIF FIREFIGHTERS ASSOC.
Totals
- Total revenue
- $41,861,487
- Total expenses
- $40,717,292
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $39,644,264
- Investment income
- $2,201,615
- Other revenue
- $15,608
- Total assets, end of year
- $90,334,922
- Total liabilities, end of year
- $173,806
- Net assets or fund balances, end of year
- $90,161,116
- 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: PRESCRIPTION DRUG REBATES & SUBSI
total $20,448,808 · related or exempt $20,448,808
-
2b · Program service revenue: EMPLOYER CONTRIBUTIONS
total $19,192,852 · related or exempt $19,192,852
-
2c · Program service revenue: COBRA CONTRIBUTIONS
total $2,604 · related or exempt $2,604
-
3 · Investment income
total $2,048,911 · excluded $2,048,911
-
7a · Gross sales of assets other than inventory
securities $34,593,674
-
7b · Less cost or other basis and sales expenses
securities $34,440,970
-
7c · Gain or loss
securities $152,704
-
7d · Net gain or loss
total $152,704 · excluded $152,704
-
11a · Other revenue: SECURITIES LITIGATION SETTLEMENTS
total $15,608 · related or exempt $15,608
-
11e · Other revenue, total
$15,608
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $39,360,905
-
7 · Other salaries and wages
total $287,599
-
8 · Pension plan contributions
total $27,403
-
9 · Other employee benefits
total $83,986
-
10 · Payroll taxes
total $18,232
-
11b · Fees: legal
total $13,458
-
11c · Fees: accounting
total $16,000
-
11f · Fees: investment management
total $315,100
-
11g · Fees: other
total $371,053
-
13 · Office expenses
total $28,216
-
14 · Information technology
total $48,059
-
16 · Occupancy
total $60,376
-
19 · Conferences, conventions and meetings
total $3,827
-
23 · Insurance
total $13,795
-
24a · Other expenses: AFFORDABLE CARE ACT TAX
total $57,471
-
24b · Other expenses: ALLOCATED DEPRECIATION
total $11,812
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year -$2,504,860 · end of year -$848,531
-
2 · Savings and temporary cash investments
beginning of year $28,225,494 · end of year $18,711,681
-
4 · Accounts receivable
beginning of year $4,514,663 · end of year $16,527,351
-
9 · Prepaid expenses and deferred charges
beginning of year $5,983 · end of year $8,662
-
11 · Investments: publicly traded securities
beginning of year $56,333,067 · end of year $55,935,759
-
17 · Accounts payable and accrued expenses
beginning of year $18,978 · end of year $150,854
-
25 · Other liabilities
beginning of year $1,354,543 · end of year $22,952
-
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 $85,200,826 · end of year $90,161,116
Mission and programs · 2023
Mission
THE FUND PROVIDES CERTAIN HEALTH AND WELFARE BENEFITS TO RETIRED 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 RETIRED FIREFIGHTERS SECURITY BENEFIT FUND OF THE UFA PROVIDED HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 10,500 RETIRED MEMBERS OF THE UNIFORMED FIREFIGHTERS ASSOCIATION, AND THEIR COVERED DEPENDENTS.
As filed on the 2023 return.
Listed in Part VII
-
Andrew AnsbroANDREW ANSBRO
TRUSTEE
- Total calculated
- $169,904
- From this org
- $0
- From related orgs
- $166,571
- Other
- $3,333
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $166,571 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $3,333 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $169,904 related
-
Robert EustaceROBERT EUSTACE
TRUSTEE
- Total calculated
- $88,460
- From this org
- $0
- From related orgs
- $84,127
- Other
- $4,333
- Hours/week
- 2 + 47 related
-
Eric Dio GuardiERIC DIO GUARDI
TRUSTEE
- Total calculated
- $31,576
- From this org
- $0
- From related orgs
- $31,576
- Other
- $0
- Hours/week
- 1 + 46 related
-
Christopher ViolaCHRISTOPHER VIOLA
TRUSTEE
- Total calculated
- $72,234
- From this org
- $0
- From related orgs
- $68,484
- Other
- $3,750
- Hours/week
- 1 + 46 related
-
Michael SchreiberMICHAEL SCHREIBER
TRUSTEE
- Total calculated
- $72,591
- From this org
- $0
- From related orgs
- $67,591
- Other
- $5,000
- Hours/week
- 1 + 45 related
-
Douglas CarrollDOUGLAS CARROLL
TRUSTEE
- Total calculated
- $62,489
- From this org
- $0
- From related orgs
- $59,156
- Other
- $3,333
- Hours/week
- 1 + 45 related
-
Marc DoreMARC DORE
TRUSTEE
- Total calculated
- $22,103
- From this org
- $0
- From related orgs
- $22,103
- Other
- $0
- Hours/week
- 1 + 45 related
-
Patrick FineganPATRICK FINEGAN
TRUSTEE
- Total calculated
- $22,268
- From this org
- $0
- From related orgs
- $22,268
- Other
- $0
- Hours/week
- 1 + 45 related
-
Dennis TveterDENNIS TVETER
TRUSTEE
- Total calculated
- $62,672
- From this org
- $0
- From related orgs
- $59,339
- Other
- $3,333
- Hours/week
- 1 + 45 related
-
Robert UngerROBERT UNGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 45 related
-
Vincent SpecialeVINCENT SPECIALE
TRUSTEE - PAST
- Total calculated
- $55,794
- From this org
- $0
- From related orgs
- $52,461
- Other
- $3,333
- Hours/week
- 1 + 46 related
-
Edward BrownEDWARD BROWN
TRUSTEE - PAST
- Total calculated
- $55,770
- From this org
- $0
- From related orgs
- $52,437
- Other
- $3,333
- Hours/week
- 1 + 46 related
-
Eric BischoffERIC BISCHOFF
TRUSTEE - PAST
- Total calculated
- $72,342
- From this org
- $0
- From related orgs
- $67,342
- Other
- $5,000
- Hours/week
- 1 + 45 related
-
William GrecoWILLIAM GRECO
TRUSTEE - PAST
- Total calculated
- $40,112
- From this org
- $0
- From related orgs
- $36,779
- Other
- $3,333
- 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
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
-
SECURITY BENEFIT FUND OF THE UFA
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
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541359349304884
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