Steamfitters' Industry Educational Fund — Form 5500 plan (Steamfitters Industry Educational 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, Steamfitters' Industry Educational Fund is a benefit plan reported by Steamfitters Industry Educational Fund Board Of Trustees under EIN 13-1919703 and plan number 505. The latest loaded filing year is 2023. The filing reports 2,090 participants and $24,071,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steamfitters Industry Educational Fund Board Of Trustees
- EIN
- 13-1919703
- Plan number
- 505
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 2,090
- End-of-year plan assets
- $24,071,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,090 | H, C | 20241011083313NAL0038206048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,071,568
- Total liabilities (EOY)
- $3,353,776
- Net assets (EOY)
- $20,717,792
- Net assets (BOY)
- $21,764,185
Income & contributions
- Employer contributions
- $2,614,838
- Total contributions
- $2,667,840
- Total income / additions
- $3,792,194
Expenses & distributions
- Benefits paid
- $3,207,390
- Administrative expenses
- $1,631,197
- Total expenses
- $4,838,587
- Net increase / (decrease)
- -$1,046,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stephen Powers | not reported in the loaded dataset | $186,250 | not reported in the loaded dataset | 2023 |
| Daniel Knights | not reported in the loaded dataset | $183,947 | not reported in the loaded dataset | 2023 |
| Jason Grecco | not reported in the loaded dataset | $183,879 | not reported in the loaded dataset | 2023 |
| Matthew Pizzo | not reported in the loaded dataset | $176,818 | not reported in the loaded dataset | 2023 |
| James Coffey | not reported in the loaded dataset | $162,365 | not reported in the loaded dataset | 2023 |
| Steve Cuadra | not reported in the loaded dataset | $117,355 | not reported in the loaded dataset | 2023 |
| Cecile Caldarise | not reported in the loaded dataset | $64,775 | not reported in the loaded dataset | 2023 |
| Kathleen Hertel | not reported in the loaded dataset | $63,911 | not reported in the loaded dataset | 2023 |
| William J. Turnbull | not reported in the loaded dataset | $44,455 | not reported in the loaded dataset | 2023 |
| Anderson Thompson | not reported in the loaded dataset | $31,720 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group | not reported in the loaded dataset | $20,410 | not reported in the loaded dataset | 2023 |
| Lapadula, Carlson & Co., Cpa | not reported in the loaded dataset | $16,500 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $10,000 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills L.L.P | not reported in the loaded dataset | $6,191 | not reported in the loaded dataset | 2023 |
| Automatic Data Processing | not reported in the loaded dataset | $5,638 | not reported in the loaded dataset | 2023 |
| Lindabury Mccormick Estabrook & Coo | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steamfitters Industry Educational Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Stephen Powers — Schedule C compensation
- Daniel Knights — Schedule C compensation
- Jason Grecco — Schedule C compensation
- Matthew Pizzo — Schedule C compensation
- James Coffey — Schedule C compensation
- Steve Cuadra — Schedule C compensation
- Cecile Caldarise — Schedule C compensation
- Kathleen Hertel — Schedule C compensation
- William J. Turnbull — Schedule C compensation
- Anderson Thompson — Schedule C compensation
- Vitech Systems Group — Schedule C compensation
- Lapadula, Carlson & Co., Cpa — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Colleran, O'Hara & Mills L.L.P — Schedule C compensation
- Automatic Data Processing — Schedule C compensation
- Lindabury Mccormick Estabrook & Coo — Schedule C compensation