2023 Form 5500 filing — Steamfitters Industry Security Benefit 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 20241015081018NAL0048448240001) for Steamfitters Industry Security Benefit Fund, reported by Steamfitters Industry Security Benefit Fund Board Of Trustees under EIN 13-6149681 and plan number 504. It reports 5,357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081018NAL0048448240001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Steamfitters Industry Security Benefit Fund Board Of Trustees
- EIN
- 13-6149681
- Plan number
- 504
- Location
- Long Island City, NY
- Participants
- 5,357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $306,310,129
- Total liabilities (EOY)
- $4,113,275
- Net assets (EOY)
- $302,196,854
- Employer contributions
- $37,764,803
- Total income / additions
- $62,013,299
- Benefits paid
- $47,059,980
- Administrative expenses
- $2,956,075
- Total expenses
- $50,016,055
- Net increase / (decrease)
- $11,997,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors | not reported in the loaded dataset | $487,708 | not reported in the loaded dataset |
| Boston Partners Global Investors In | not reported in the loaded dataset | $241,835 | not reported in the loaded dataset |
| Janus Capital Management | not reported in the loaded dataset | $189,918 | not reported in the loaded dataset |
| Boyd Watterson Asset Management, Ll | not reported in the loaded dataset | $176,652 | not reported in the loaded dataset |
| Vitech Systems Group | not reported in the loaded dataset | $146,821 | not reported in the loaded dataset |
| The Bank Of New York Mellon | not reported in the loaded dataset | $97,294 | not reported in the loaded dataset |
| Highland Capital Management | not reported in the loaded dataset | $74,712 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt Inc | not reported in the loaded dataset | $70,797 | not reported in the loaded dataset |
| Cs Mckee | not reported in the loaded dataset | $44,143 | not reported in the loaded dataset |
| Maria Sena | not reported in the loaded dataset | $36,966 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $35,000 | not reported in the loaded dataset |
| Michelle Bautista | not reported in the loaded dataset | $32,299 | not reported in the loaded dataset |
| Nana Momoh | not reported in the loaded dataset | $28,125 | not reported in the loaded dataset |
| Stanley Talouis | not reported in the loaded dataset | $25,286 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $18,701 | not reported in the loaded dataset |
| Lapadula, Carlson & Co., Cpa | not reported in the loaded dataset | $16,500 | not reported in the loaded dataset |
| Lindabury Mccormick Estabrook & Coo | not reported in the loaded dataset | $10,000 | not reported in the loaded dataset |
| Chubb & Son | not reported in the loaded dataset | $9,934 | not reported in the loaded dataset |