2023 Form 5500 filing — Steamfitters' Industry Educational Fund
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 20241011083313NAL0038206048001) for Steamfitters' Industry Educational Fund, reported by Steamfitters Industry Educational Fund Board Of Trustees under EIN 13-1919703 and plan number 505. It reports 2,090 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083313NAL0038206048001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Steamfitters Industry Educational Fund Board Of Trustees
- EIN
- 13-1919703
- Plan number
- 505
- Location
- Long Island City, NY
- Participants
- 2,090
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,071,568
- Total liabilities (EOY)
- $3,353,776
- Net assets (EOY)
- $20,717,792
- Employer contributions
- $2,614,838
- Total income / additions
- $3,792,194
- Benefits paid
- $3,207,390
- Administrative expenses
- $1,631,197
- Total expenses
- $4,838,587
- Net increase / (decrease)
- -$1,046,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephen Powers | not reported in the loaded dataset | $186,250 | not reported in the loaded dataset |
| Daniel Knights | not reported in the loaded dataset | $183,947 | not reported in the loaded dataset |
| Jason Grecco | not reported in the loaded dataset | $183,879 | not reported in the loaded dataset |
| Matthew Pizzo | not reported in the loaded dataset | $176,818 | not reported in the loaded dataset |
| James Coffey | not reported in the loaded dataset | $162,365 | not reported in the loaded dataset |
| Steve Cuadra | not reported in the loaded dataset | $117,355 | not reported in the loaded dataset |
| Cecile Caldarise | not reported in the loaded dataset | $64,775 | not reported in the loaded dataset |
| Kathleen Hertel | not reported in the loaded dataset | $63,911 | not reported in the loaded dataset |
| William J. Turnbull | not reported in the loaded dataset | $44,455 | not reported in the loaded dataset |
| Anderson Thompson | not reported in the loaded dataset | $31,720 | not reported in the loaded dataset |
| Vitech Systems Group | not reported in the loaded dataset | $20,410 | not reported in the loaded dataset |
| Lapadula, Carlson & Co., Cpa | not reported in the loaded dataset | $16,500 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $10,000 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills L.L.P | not reported in the loaded dataset | $6,191 | not reported in the loaded dataset |
| Automatic Data Processing | not reported in the loaded dataset | $5,638 | not reported in the loaded dataset |
| Lindabury Mccormick Estabrook & Coo | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset |