Steamfitters Industry Pension Fund — Form 5500 plan (Board Of Trustees Steamfitters Industry Pension 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, Steamfitters Industry Pension Fund is a benefit plan reported by Board Of Trustees Steamfitters Industry Pension Fund under EIN 13-6149680 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,881 participants and $430,009,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Steamfitters Industry Pension Fund
- EIN
- 13-6149680
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 3,881
- End-of-year plan assets
- $430,009,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,881 | H, C | 20241011121734NAL0012472307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $430,009,301
- Total liabilities (EOY)
- $333,634
- Net assets (EOY)
- $429,675,667
- Net assets (BOY)
- $417,049,859
Income & contributions
- Employer contributions
- $41,793,715
- Total contributions
- $41,793,715
- Total income / additions
- $72,120,432
Expenses & distributions
- Benefits paid
- $54,666,115
- Administrative expenses
- $4,828,509
- Total expenses
- $59,494,624
- Net increase / (decrease)
- $12,625,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management | not reported in the loaded dataset | $718,258 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors | not reported in the loaded dataset | $505,686 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Investors | not reported in the loaded dataset | $267,027 | not reported in the loaded dataset | 2023 |
| Wellington Trust | not reported in the loaded dataset | $199,477 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group | not reported in the loaded dataset | $191,886 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | not reported in the loaded dataset | $131,000 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital, LLC | not reported in the loaded dataset | $116,322 | not reported in the loaded dataset | 2023 |
| William J. Turnbull | not reported in the loaded dataset | $88,909 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | not reported in the loaded dataset | $79,712 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $72,518 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $60,000 | not reported in the loaded dataset | 2023 |
| James Ippolito | not reported in the loaded dataset | $54,406 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | not reported in the loaded dataset | $49,569 | not reported in the loaded dataset | 2023 |
| Dennis O'Kane | not reported in the loaded dataset | $47,004 | not reported in the loaded dataset | 2023 |
| Sean Driscoll | not reported in the loaded dataset | $46,624 | not reported in the loaded dataset | 2023 |
| Valerie Ventura | not reported in the loaded dataset | $35,194 | not reported in the loaded dataset | 2023 |
| Jolanta Zarkowska | not reported in the loaded dataset | $33,907 | not reported in the loaded dataset | 2023 |
| Anna Furio | not reported in the loaded dataset | $33,538 | not reported in the loaded dataset | 2023 |
| Lapadula, Carlson & Co., Cpa | not reported in the loaded dataset | $31,875 | not reported in the loaded dataset | 2023 |
| Joseph Caramante | not reported in the loaded dataset | $28,441 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $20,947 | 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 | $11,123 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara, Mills Llp | not reported in the loaded dataset | $6,494 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Steamfitters Industry Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Jp Morgan Investment Management — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- Boston Partners Global Investors — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Vitech Systems Group — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Atalanta Sosnoff Capital, LLC — Schedule C compensation
- William J. Turnbull — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- The Segal Company — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- James Ippolito — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Dennis O'Kane — Schedule C compensation
- Sean Driscoll — Schedule C compensation
- Valerie Ventura — Schedule C compensation
- Jolanta Zarkowska — Schedule C compensation
- Anna Furio — Schedule C compensation
- Lapadula, Carlson & Co., Cpa — Schedule C compensation
- Joseph Caramante — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Lindabury Mccormick Estabrook & Coo — Schedule C compensation
- Chubb & Son — Schedule C compensation
- Colleran, O'Hara, Mills Llp — Schedule C compensation