The Steamfitters Industry Welfare Fund — 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 Welfare Fund is a benefit plan reported by Steamfitters Industry Welfare Fund Board Of Trustees under EIN 13-1545680 and plan number 502. The latest loaded filing year is 2023. The filing reports 4,641 participants and $91,726,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steamfitters Industry Welfare Fund Board Of Trustees
- EIN
- 13-1545680
- Plan number
- 502
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 4,641
- End-of-year plan assets
- $91,726,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,641 | H, C | 20241011085645NAL0022450705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,726,848
- Total liabilities (EOY)
- $39,592,658
- Net assets (EOY)
- $52,134,190
- Net assets (BOY)
- $54,105,827
Income & contributions
- Employer contributions
- $69,421,908
- Total contributions
- $69,421,908
- Total income / additions
- $80,562,502
Expenses & distributions
- Benefits paid
- $80,241,893
- Administrative expenses
- $2,292,246
- Total expenses
- $82,534,139
- Net increase / (decrease)
- -$1,971,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | not reported in the loaded dataset | $2,170,368 | not reported in the loaded dataset | 2023 |
| Express Scripts | not reported in the loaded dataset | $1,081,468 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group | not reported in the loaded dataset | $196,974 | not reported in the loaded dataset | 2023 |
| Integrity Pharmaceutical Advisors, | not reported in the loaded dataset | $120,000 | not reported in the loaded dataset | 2023 |
| Roger Ross | not reported in the loaded dataset | $101,929 | not reported in the loaded dataset | 2023 |
| Louise Furio | not reported in the loaded dataset | $88,461 | not reported in the loaded dataset | 2023 |
| James C. White | not reported in the loaded dataset | $60,515 | not reported in the loaded dataset | 2023 |
| Sean Driscoll | not reported in the loaded dataset | $55,948 | not reported in the loaded dataset | 2023 |
| Sabina Wright | not reported in the loaded dataset | $44,563 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $42,000 | not reported in the loaded dataset | 2023 |
| Frances Mccann | not reported in the loaded dataset | $38,925 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $35,000 | not reported in the loaded dataset | 2023 |
| Lapadula, Carlson & Co., Cpa | not reported in the loaded dataset | $33,750 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $31,272 | not reported in the loaded dataset | 2023 |
| Robert Lugones | not reported in the loaded dataset | $30,432 | not reported in the loaded dataset | 2023 |
| Tyler Wengert | not reported in the loaded dataset | $26,352 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Ins And Annui | not reported in the loaded dataset | $23,573 | not reported in the loaded dataset | 2023 |
| Lindabury Mccormick Estabrook & Coo | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset | 2023 |
| Chubb & Son | not reported in the loaded dataset | $19,776 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara, Mills Llp | not reported in the loaded dataset | $14,549 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | not reported in the loaded dataset | $10,692 | not reported in the loaded dataset | 2023 |
| Automatic Data Processing | not reported in the loaded dataset | $5,394 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steamfitters Industry Welfare Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Express Scripts — Schedule C compensation
- Vitech Systems Group — Schedule C compensation
- Integrity Pharmaceutical Advisors, — Schedule C compensation
- Roger Ross — Schedule C compensation
- Louise Furio — Schedule C compensation
- James C. White — Schedule C compensation
- Sean Driscoll — Schedule C compensation
- Sabina Wright — Schedule C compensation
- The Segal Company — Schedule C compensation
- Frances Mccann — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Lapadula, Carlson & Co., Cpa — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Robert Lugones — Schedule C compensation
- Tyler Wengert — Schedule C compensation
- Prudential Retirement Ins And Annui — Schedule C compensation
- Lindabury Mccormick Estabrook & Coo — Schedule C compensation
- Chubb & Son — Schedule C compensation
- Colleran, O'Hara, Mills Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Automatic Data Processing — Schedule C compensation