Steamfitters' Industry Supplemental Retirement Fund — Form 5500 plan (Board Of Trustees Steamfitters' Industry Supplemental Retirement)
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 Supplemental Retirement Fund is a benefit plan reported by Board Of Trustees Steamfitters' Industry Supplemental Retirement under EIN 13-3917806 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,201 participants and $636,462,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Steamfitters' Industry Supplemental Retirement
- EIN
- 13-3917806
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 4,201
- End-of-year plan assets
- $636,462,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,201 | H, C | 20241011110150NAL0036729984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $636,462,058
- Total liabilities (EOY)
- $21,751
- Net assets (EOY)
- $636,440,307
- Net assets (BOY)
- $557,822,013
Income & contributions
- Employer contributions
- $31,935,552
- Total contributions
- $38,502,216
- Total income / additions
- $144,620,232
Expenses & distributions
- Benefits paid
- $64,700,289
- Administrative expenses
- $1,301,649
- Total expenses
- $66,001,938
- Net increase / (decrease)
- $78,618,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alfred Freehill | not reported in the loaded dataset | $109,521 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group | not reported in the loaded dataset | $96,032 | not reported in the loaded dataset | 2023 |
| William J. Turnbull | not reported in the loaded dataset | $88,909 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $60,000 | not reported in the loaded dataset | 2023 |
| James Ippolito | not reported in the loaded dataset | $43,525 | not reported in the loaded dataset | 2023 |
| Dennis O'Kane | not reported in the loaded dataset | $40,290 | not reported in the loaded dataset | 2023 |
| Lapadula, Carlson & Co., Cpa | not reported in the loaded dataset | $14,550 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $13,443 | not reported in the loaded dataset | 2023 |
| Lindabury Mccormick Estabrook & Coo | not reported in the loaded dataset | $10,000 | not reported in the loaded dataset | 2023 |
| Chubb & Son | not reported in the loaded dataset | $7,136 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Steamfitters' Industry Supplemental Retirement
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Alfred Freehill — Schedule C compensation
- Vitech Systems Group — Schedule C compensation
- William J. Turnbull — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- James Ippolito — Schedule C compensation
- Dennis O'Kane — Schedule C compensation
- Lapadula, Carlson & Co., Cpa — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Lindabury Mccormick Estabrook & Coo — Schedule C compensation
- Chubb & Son — Schedule C compensation