2023 Form 5500 filing — Service Fitters Industry Educational 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 20250402131352NAL0004924035001) for Service Fitters Industry Educational Fund, reported by Service Fitters Industry Educational Fund under EIN 11-2892696 and plan number 501. It reports 3,243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402131352NAL0004924035001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Service Fitters Industry Educational Fund
- EIN
- 11-2892696
- Plan number
- 501
- Location
- Long Island City, NY
- Participants
- 3,243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,789,454
- Total liabilities (EOY)
- $1,645,924
- Net assets (EOY)
- $5,143,530
- Employer contributions
- $2,047,891
- Total income / additions
- $2,338,352
- Benefits paid
- $1,684,086
- Administrative expenses
- $1,009,487
- Total expenses
- $2,693,573
- Net increase / (decrease)
- -$355,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gregory Pulis | NONE | $149,798 | not reported in the loaded dataset |
| John Romano | NONE | $144,289 | not reported in the loaded dataset |
| Steve Cuadra | NONE | $117,355 | not reported in the loaded dataset |
| Keith D. Conklin | NONE | $87,981 | not reported in the loaded dataset |
| Margarita Velez | NONE | $77,321 | not reported in the loaded dataset |
| Haydee Medina | NONE | $67,741 | not reported in the loaded dataset |
| William J. Turnbull | NONE | $44,455 | not reported in the loaded dataset |
| Lapadula, Carlson & Co, Cpa | NONE | $17,000 | not reported in the loaded dataset |
| Vitech Systems Group | NONE | $9,965 | not reported in the loaded dataset |
| Chubb & Son | NONE | $5,255 | not reported in the loaded dataset |