Steamfitters Industry Security Benefit Fund — Form 5500 plan (Steamfitters Industry Security Benefit 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 Security Benefit Fund is a benefit plan reported by Steamfitters Industry Security Benefit Fund Board Of Trustees under EIN 13-6149681 and plan number 504. The latest loaded filing year is 2023. The filing reports 5,357 participants and $306,310,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steamfitters Industry Security Benefit Fund Board Of Trustees
- EIN
- 13-6149681
- Plan number
- 504
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 5,357
- End-of-year plan assets
- $306,310,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,357 | H, C | 20241015081018NAL0048448240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $306,310,129
- Total liabilities (EOY)
- $4,113,275
- Net assets (EOY)
- $302,196,854
- Net assets (BOY)
- $290,199,610
Income & contributions
- Employer contributions
- $37,764,803
- Total contributions
- $37,764,803
- Total income / additions
- $62,013,299
Expenses & distributions
- Benefits paid
- $47,059,980
- Administrative expenses
- $2,956,075
- Total expenses
- $50,016,055
- Net increase / (decrease)
- $11,997,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors | not reported in the loaded dataset | $487,708 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Investors In | not reported in the loaded dataset | $241,835 | not reported in the loaded dataset | 2023 |
| Janus Capital Management | not reported in the loaded dataset | $189,918 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management, Ll | not reported in the loaded dataset | $176,652 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group | not reported in the loaded dataset | $146,821 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | not reported in the loaded dataset | $97,294 | not reported in the loaded dataset | 2023 |
| Highland Capital Management | not reported in the loaded dataset | $74,712 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgmt Inc | not reported in the loaded dataset | $70,797 | not reported in the loaded dataset | 2023 |
| Cs Mckee | not reported in the loaded dataset | $44,143 | not reported in the loaded dataset | 2023 |
| Maria Sena | not reported in the loaded dataset | $36,966 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $35,000 | not reported in the loaded dataset | 2023 |
| Michelle Bautista | not reported in the loaded dataset | $32,299 | not reported in the loaded dataset | 2023 |
| Nana Momoh | not reported in the loaded dataset | $28,125 | not reported in the loaded dataset | 2023 |
| Stanley Talouis | not reported in the loaded dataset | $25,286 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $18,701 | 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 |
| 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 | $9,934 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steamfitters Industry Security Benefit Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Ullico Investment Advisors — Schedule C compensation
- Boston Partners Global Investors In — Schedule C compensation
- Janus Capital Management — Schedule C compensation
- Boyd Watterson Asset Management, Ll — Schedule C compensation
- Vitech Systems Group — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- Morgan Stanley Investment Mgmt Inc — Schedule C compensation
- Cs Mckee — Schedule C compensation
- Maria Sena — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Michelle Bautista — Schedule C compensation
- Nana Momoh — Schedule C compensation
- Stanley Talouis — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Lapadula, Carlson & Co., Cpa — Schedule C compensation
- Lindabury Mccormick Estabrook & Coo — Schedule C compensation
- Chubb & Son — Schedule C compensation