Plan5500

The Steamfitters Industry Fund Office Money Purchase Pension Plan — Form 5500 plan (Steamfitters Industry Welfare Fund Board Of Trustees)

Plain-English plan 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, The Steamfitters Industry Fund Office Money Purchase Pension Plan is a benefit plan reported by Steamfitters Industry Welfare Fund Board Of Trustees under EIN 13-1545680 and plan number 001. The latest loaded filing year is 2023. The filing reports 43 participants and $16,281,171 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steamfitters Industry Welfare Fund Board Of Trustees
EIN
13-1545680
Plan number
001
Plan type
2
Location
Long Island City, NY
Latest filing year
2023
Participants
43
End-of-year plan assets
$16,281,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202343I, C20241011082140NAL0043054898001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$16,281,171
Net assets (EOY)
$16,281,171
Net assets (BOY)
$13,725,434

Income & contributions

Employer contributions
$585,327
Total income / additions
$3,146,150

Expenses & distributions

Benefits paid
$560,182
Administrative expenses
$30,231
Total expenses
$590,413
Net increase / (decrease)
$2,555,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Segal Marco Advisorsnot reported in the loaded dataset$5,000not reported in the loaded dataset2023

Related Form 5500 pages