2023 Form 5500 filing — Steamfitters' Industry Vacation 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 20241011082141NAL0043667858001) for Steamfitters' Industry Vacation Plan, reported by Steamfitters Industry Vacation Plan Board Of Trustees under EIN 13-6149682 and plan number 503. It reports 2,154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082141NAL0043667858001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Steamfitters Industry Vacation Plan Board Of Trustees
- EIN
- 13-6149682
- Plan number
- 503
- Location
- Long Island City, NY
- Participants
- 2,154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,020,368
- Total liabilities (EOY)
- $7,713,796
- Net assets (EOY)
- $306,572
- Employer contributions
- $24,353,897
- Total income / additions
- $24,715,962
- Benefits paid
- $24,353,897
- Administrative expenses
- $270,720
- Total expenses
- $24,624,617
- Net increase / (decrease)
- $91,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vitech Systems Group | not reported in the loaded dataset | $19,478 | not reported in the loaded dataset |
| Lapadula, Carlson & Co. Cpa | not reported in the loaded dataset | $12,625 | not reported in the loaded dataset |
| Segal Select Insurance Services, In | not reported in the loaded dataset | $11,779 | not reported in the loaded dataset |
| Chubb & Son | not reported in the loaded dataset | $6,226 | not reported in the loaded dataset |