2023 Form 5500 filing — The Steamfitters Industry Welfare Fund
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 20241011085645NAL0022450705001) for The Steamfitters Industry Welfare Fund, reported by Steamfitters Industry Welfare Fund Board Of Trustees under EIN 13-1545680 and plan number 502. It reports 4,641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085645NAL0022450705001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Steamfitters Industry Welfare Fund Board Of Trustees
- EIN
- 13-1545680
- Plan number
- 502
- Location
- Long Island City, NY
- Participants
- 4,641
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,726,848
- Total liabilities (EOY)
- $39,592,658
- Net assets (EOY)
- $52,134,190
- Employer contributions
- $69,421,908
- Total income / additions
- $80,562,502
- Benefits paid
- $80,241,893
- Administrative expenses
- $2,292,246
- Total expenses
- $82,534,139
- Net increase / (decrease)
- -$1,971,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | not reported in the loaded dataset | $2,170,368 | not reported in the loaded dataset |
| Express Scripts | not reported in the loaded dataset | $1,081,468 | not reported in the loaded dataset |
| Vitech Systems Group | not reported in the loaded dataset | $196,974 | not reported in the loaded dataset |
| Integrity Pharmaceutical Advisors, | not reported in the loaded dataset | $120,000 | not reported in the loaded dataset |
| Roger Ross | not reported in the loaded dataset | $101,929 | not reported in the loaded dataset |
| Louise Furio | not reported in the loaded dataset | $88,461 | not reported in the loaded dataset |
| James C. White | not reported in the loaded dataset | $60,515 | not reported in the loaded dataset |
| Sean Driscoll | not reported in the loaded dataset | $55,948 | not reported in the loaded dataset |
| Sabina Wright | not reported in the loaded dataset | $44,563 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $42,000 | not reported in the loaded dataset |
| Frances Mccann | not reported in the loaded dataset | $38,925 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $35,000 | not reported in the loaded dataset |
| Lapadula, Carlson & Co., Cpa | not reported in the loaded dataset | $33,750 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $31,272 | not reported in the loaded dataset |
| Robert Lugones | not reported in the loaded dataset | $30,432 | not reported in the loaded dataset |
| Tyler Wengert | not reported in the loaded dataset | $26,352 | not reported in the loaded dataset |
| Prudential Retirement Ins And Annui | not reported in the loaded dataset | $23,573 | not reported in the loaded dataset |
| Lindabury Mccormick Estabrook & Coo | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset |
| Chubb & Son | not reported in the loaded dataset | $19,776 | not reported in the loaded dataset |
| Colleran, O'Hara, Mills Llp | not reported in the loaded dataset | $14,549 | not reported in the loaded dataset |
| The Bank Of New York Mellon | not reported in the loaded dataset | $10,692 | not reported in the loaded dataset |
| Automatic Data Processing | not reported in the loaded dataset | $5,394 | not reported in the loaded dataset |