2023 Form 5500 filing — Steamfitters Industry Pension 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 20241011121734NAL0012472307001) for Steamfitters Industry Pension Fund, reported by Board Of Trustees Steamfitters Industry Pension Fund under EIN 13-6149680 and plan number 001. It reports 3,881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121734NAL0012472307001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Steamfitters Industry Pension Fund
- EIN
- 13-6149680
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 3,881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $430,009,301
- Total liabilities (EOY)
- $333,634
- Net assets (EOY)
- $429,675,667
- Employer contributions
- $41,793,715
- Total income / additions
- $72,120,432
- Benefits paid
- $54,666,115
- Administrative expenses
- $4,828,509
- Total expenses
- $59,494,624
- Net increase / (decrease)
- $12,625,808
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Management | not reported in the loaded dataset | $718,258 | not reported in the loaded dataset |
| Ullico Investment Advisors | not reported in the loaded dataset | $505,686 | not reported in the loaded dataset |
| Boston Partners Global Investors | not reported in the loaded dataset | $267,027 | not reported in the loaded dataset |
| Wellington Trust | not reported in the loaded dataset | $199,477 | not reported in the loaded dataset |
| Vitech Systems Group | not reported in the loaded dataset | $191,886 | not reported in the loaded dataset |
| Foundry Partners LLC | not reported in the loaded dataset | $131,000 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital, LLC | not reported in the loaded dataset | $116,322 | not reported in the loaded dataset |
| William J. Turnbull | not reported in the loaded dataset | $88,909 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | not reported in the loaded dataset | $79,712 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $72,518 | 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 | $54,406 | not reported in the loaded dataset |
| The Bank Of New York Mellon | not reported in the loaded dataset | $49,569 | not reported in the loaded dataset |
| Dennis O'Kane | not reported in the loaded dataset | $47,004 | not reported in the loaded dataset |
| Sean Driscoll | not reported in the loaded dataset | $46,624 | not reported in the loaded dataset |
| Valerie Ventura | not reported in the loaded dataset | $35,194 | not reported in the loaded dataset |
| Jolanta Zarkowska | not reported in the loaded dataset | $33,907 | not reported in the loaded dataset |
| Anna Furio | not reported in the loaded dataset | $33,538 | not reported in the loaded dataset |
| Lapadula, Carlson & Co., Cpa | not reported in the loaded dataset | $31,875 | not reported in the loaded dataset |
| Joseph Caramante | not reported in the loaded dataset | $28,441 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $20,947 | not reported in the loaded dataset |
| Lindabury Mccormick Estabrook & Coo | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset |
| Chubb & Son | not reported in the loaded dataset | $11,123 | not reported in the loaded dataset |
| Colleran, O'Hara, Mills Llp | not reported in the loaded dataset | $6,494 | not reported in the loaded dataset |