The Steamfitters Industry Fund Office Money Purchase Pension Plan — Form 5500 plan (Steamfitters Industry Welfare Fund Board Of Trustees)
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, The Steamfitters Industry Fund Office Money Purchase Pension Plan is a benefit plan reported by Steamfitters Industry Welfare Fund Board Of Trustees under EIN 13-1545680 and plan number 001. The latest loaded filing year is 2023. The filing reports 43 participants and $16,281,171 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.3MPlan net assets, end of year$16,281,171
Participants43Covered participants reported
Assets / participant$378.6KComputed: assets ÷ participants$378,632 (computed)
Provider compensation$5K1 Schedule C provider row(s)$5,000
- Plan sponsor
- Steamfitters Industry Welfare Fund Board Of Trustees
- EIN
- 13-1545680
- Plan number
- 001
- Plan type
- 2
- Location
- Long Island City, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43 | I, C | 20241011082140NAL0043054898001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.3M total assets
Net assets$16.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $16,281,171
- Net assets (EOY)
- $16,281,171
- Net assets (BOY)
- $13,725,434
Income & contributions
- Employer contributions
- $585,327
- Total income / additions
- $3,146,150
Expenses & distributions
- Benefits paid
- $560,182
- Administrative expenses
- $30,231
- Total expenses
- $590,413
- Net increase / (decrease)
- $2,555,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset | 2023 |