2023 Form 5500 filing — Steamfitters' Industry Supplemental Retirement 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 20241011110150NAL0036729984001) for Steamfitters' Industry Supplemental Retirement Fund, reported by Board Of Trustees Steamfitters' Industry Supplemental Retirement under EIN 13-3917806 and plan number 001. It reports 4,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110150NAL0036729984001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Steamfitters' Industry Supplemental Retirement
- EIN
- 13-3917806
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 4,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $636,462,058
- Total liabilities (EOY)
- $21,751
- Net assets (EOY)
- $636,440,307
- Employer contributions
- $31,935,552
- Total income / additions
- $144,620,232
- Benefits paid
- $64,700,289
- Administrative expenses
- $1,301,649
- Total expenses
- $66,001,938
- Net increase / (decrease)
- $78,618,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alfred Freehill | not reported in the loaded dataset | $109,521 | not reported in the loaded dataset |
| Vitech Systems Group | not reported in the loaded dataset | $96,032 | not reported in the loaded dataset |
| William J. Turnbull | not reported in the loaded dataset | $88,909 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $60,000 | not reported in the loaded dataset |
| James Ippolito | not reported in the loaded dataset | $43,525 | not reported in the loaded dataset |
| Dennis O'Kane | not reported in the loaded dataset | $40,290 | not reported in the loaded dataset |
| Lapadula, Carlson & Co., Cpa | not reported in the loaded dataset | $14,550 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $13,443 | not reported in the loaded dataset |
| Lindabury Mccormick Estabrook & Coo | not reported in the loaded dataset | $10,000 | not reported in the loaded dataset |
| Chubb & Son | not reported in the loaded dataset | $7,136 | not reported in the loaded dataset |