AUMdb

New York State United Teachers Member Benefits Catastrophe Major

EIN 477358956 · 501(c)(5) · Public charity · Latham, NY · recognized 2016

Assets
$212M
Revenue
$51.3M
Expenses
$29.2M
Investment income
$13.8M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Stacey Braun Associates Inc CRD 105056 deterministic · 100% 12/31/2024

Highest-paid contractors

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

Contractor Services Compensation
Healthsmart Benefit Solutions Third party claims processor/administrat $2,681,584
Amba Administrators Inc Third party claims processor, recordkeep $2,600,699
Stacey Braun Associates Inc Investment advisory/management $660,297

Officers & directors

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

Name Title Compensation Other
Lockwood Jeffrey J Cfo, director of finance $222,424 $122,950
Ferrucci Jaclyn L Deputy director finance $196,064 $113,453
Mccrea Gregory J Secretary $189,026 $106,971
Clement Derek S Asst in member benefits $168,311 $105,314
Abraham J Philippe Chairperson/trustee $165,584 $99,570
Jacobsen Margaret Director of member benefit $144,297 $57,403
Kennedy Michelle Member benefit specialist $123,355 $83,344
Franz Laura Trustee $32,274 $0
Bushey Michele Trustee $16,747 $0
Sill Michael Trustee $16,747 $0
Carner Shafran Sandra Trustee $3,195 $0
Sherman Roderick Trustee $2,875 $0