Service Fitters Industry Educational Fund — Form 5500 plan (Service Fitters Industry Educational Fund)
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, Service Fitters Industry Educational Fund is a benefit plan reported by Service Fitters Industry Educational Fund under EIN 11-2892696 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,243 participants and $6,789,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Fitters Industry Educational Fund
- EIN
- 11-2892696
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 3,243
- End-of-year plan assets
- $6,789,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,243 | H, C | 20250402131352NAL0004924035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,789,454
- Total liabilities (EOY)
- $1,645,924
- Net assets (EOY)
- $5,143,530
- Net assets (BOY)
- $5,498,751
Income & contributions
- Employer contributions
- $2,047,891
- Total contributions
- $2,072,365
- Total income / additions
- $2,338,352
Expenses & distributions
- Benefits paid
- $1,684,086
- Administrative expenses
- $1,009,487
- Total expenses
- $2,693,573
- Net increase / (decrease)
- -$355,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gregory Pulis | NONE | $149,798 | not reported in the loaded dataset | 2023 |
| John Romano | NONE | $144,289 | not reported in the loaded dataset | 2023 |
| Steve Cuadra | NONE | $117,355 | not reported in the loaded dataset | 2023 |
| Keith D. Conklin | NONE | $87,981 | not reported in the loaded dataset | 2023 |
| Margarita Velez | NONE | $77,321 | not reported in the loaded dataset | 2023 |
| Haydee Medina | NONE | $67,741 | not reported in the loaded dataset | 2023 |
| William J. Turnbull | NONE | $44,455 | not reported in the loaded dataset | 2023 |
| Lapadula, Carlson & Co, Cpa | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group | NONE | $9,965 | not reported in the loaded dataset | 2023 |
| Chubb & Son | NONE | $5,255 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Fitters Industry Educational Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Gregory Pulis — Schedule C compensation
- John Romano — Schedule C compensation
- Steve Cuadra — Schedule C compensation
- Keith D. Conklin — Schedule C compensation
- Margarita Velez — Schedule C compensation
- Haydee Medina — Schedule C compensation
- William J. Turnbull — Schedule C compensation
- Lapadula, Carlson & Co, Cpa — Schedule C compensation
- Vitech Systems Group — Schedule C compensation
- Chubb & Son — Schedule C compensation