2023 Form 5500 filing — The Steamfitters Industry Fund Office Money Purchase Pension Plan
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 20241011082140NAL0043054898001) for The Steamfitters Industry Fund Office Money Purchase Pension Plan, reported by Steamfitters Industry Welfare Fund Board Of Trustees under EIN 13-1545680 and plan number 001. It reports 43 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16.3MReported net assets$16,281,171
Participants43
Provider compensation$5K1 Schedule C row(s)$5,000
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011082140NAL0043054898001
- Plan sponsor
- Steamfitters Industry Welfare Fund Board Of Trustees
- EIN
- 13-1545680
- Plan number
- 001
- Location
- Long Island City, NY
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16.3M total assets
Net assets$16.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $16,281,171
- Net assets (EOY)
- $16,281,171
- Employer contributions
- $585,327
- Total income / additions
- $3,146,150
- Benefits paid
- $560,182
- Administrative expenses
- $30,231
- Total expenses
- $590,413
- Net increase / (decrease)
- $2,555,737
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset |