AUMdb

New York State United Teachers Member Benefits Tr

EIN 222480854 · 501(c)(5) · Public charity · Latham, NY · recognized 1984

Assets
$102M
Revenue
$18.5M
Expenses
$11.7M
Investment income
$4.3M

Form 990 fiscal year ended 08/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Stacey Braun Associates Inc CRD 105056 deterministic · 100% 08/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Rutgers Health University Behavioral Hea Consultant $719,559
Benchemark Printing Inc Printing $404,101
Calm Benefits provider $330,000
Davis Vision Claims & premium processing $207,521
Stacey Braun Associates Inc Investment advisor $206,212

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jeffrey Lockwood Director of finance $229,683 $132,096
Michael Travinski Assoc general counsel $211,012 $132,295
Jaclyn L Ferrucci Deputy director finance $191,252 $119,379
Betsy L Porter Manager, member benefits $175,792 $114,581
Derek Clement linked Asst in member benefits $168,758 $109,952
J Philippe Abraham Trustee-chair $163,978 $101,726
Ginger Lachapelle Director of member benefits $157,936 $90,644
Debra Fellows Asst mgr member benefits $140,371 $75,626
Loretta Donlon Trustee $16,418 $0
Michael Sill Trustee $16,418 $0
Amber Chandler Trustee $16,418 $0
Angelina Rivera Trustee $16,418 $0
Natalie Mckay Trustee $13,310 $0
Anthony Nicodemo Trustee $11,542 $0
Kevin Peterman Trustee $2,705 $0
Roderick Sherman Trustee-secretary $2,705 $0
Carolyn Kube Trustee $0 $0