Steamfitters' Industry Vacation Plan — Form 5500 plan (Steamfitters Industry Vacation Plan 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, Steamfitters' Industry Vacation Plan is a benefit plan reported by Steamfitters Industry Vacation Plan Board Of Trustees under EIN 13-6149682 and plan number 503. The latest loaded filing year is 2023. The filing reports 2,154 participants and $8,020,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steamfitters Industry Vacation Plan Board Of Trustees
- EIN
- 13-6149682
- Plan number
- 503
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 2,154
- End-of-year plan assets
- $8,020,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,154 | H, C | 20241011082141NAL0043667858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,020,368
- Total liabilities (EOY)
- $7,713,796
- Net assets (EOY)
- $306,572
- Net assets (BOY)
- $215,227
Income & contributions
- Employer contributions
- $24,353,897
- Total contributions
- $24,353,897
- Total income / additions
- $24,715,962
Expenses & distributions
- Benefits paid
- $24,353,897
- Administrative expenses
- $270,720
- Total expenses
- $24,624,617
- Net increase / (decrease)
- $91,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vitech Systems Group | not reported in the loaded dataset | $19,478 | not reported in the loaded dataset | 2023 |
| Lapadula, Carlson & Co. Cpa | not reported in the loaded dataset | $12,625 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services, In | not reported in the loaded dataset | $11,779 | not reported in the loaded dataset | 2023 |
| Chubb & Son | not reported in the loaded dataset | $6,226 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steamfitters Industry Vacation Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Vitech Systems Group — Schedule C compensation
- Lapadula, Carlson & Co. Cpa — Schedule C compensation
- Segal Select Insurance Services, In — Schedule C compensation
- Chubb & Son — Schedule C compensation