2023 Form 5500 filing — United Federation Of Teachers And Uft Welfare Deferred Compensation Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241016164536NAL0017914083001) for United Federation Of Teachers And Uft Welfare Deferred Compensation Plan, reported by United Federation Of Teachers And The Uft Welfare Fund under EIN 13-3545716 and plan number 004. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$37.7MReported net assets$37,706,162

Participants222

Provider compensation$46.5K2 Schedule C row(s)$46,454

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241016164536NAL0017914083001
Plan sponsor: United Federation Of Teachers And The Uft Welfare Fund
EIN: 13-3545716
Plan number: 004
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$37.7M total assets

Net assets$37.7MLiabilities—

Money in vs. money out

Total income / additions$6.8M

Total expenses$1.5M

Benefits paid / distributions$1.4M

Contributions

EmployerNot reported

Participant$1.5M

Full reported line items

Total assets (EOY): $37,706,162
Net assets (EOY): $37,706,162
Participant contributions: $1,509,455
Total income / additions: $6,823,748
Benefits paid: $1,412,740
Administrative expenses: $48,475
Total expenses: $1,461,215
Net increase / (decrease): $5,362,533

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Advisory Group, LLC$32.5K
INVESTMENT MANAGEMENT · Direct $32.5K
2
Buchbinder Tunick & Company Llp$14K
AUDITOR · Direct $14K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016164536NAL0017914083001 cover?: It is the 2023 Form 5500 filing for United Federation Of Teachers And Uft Welfare Deferred Compensation Plan, reported by United Federation Of Teachers And The Uft Welfare Fund (EIN 13-3545716).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).