2023-04-06T02:43:13-00:00 2022-06-30 990 2021-07-01 112892696 Service Fitters' Industry Educational Fund SERV 2124658888 27-08 40th Ave 2nd fl Long Island City NY 111013725 Daniel Mulligan Employee Trustee 2124658888 2023-04-03 false Daniel Mulligan XXX-XX-XXXX 2 AAL1 IAL1 2021 2023-04-26 12:10:37Z Daniel Mulligan 27-08 40th Ave 2nd fl Long Island City NY 111013725 2140980 false X www.steamfitters.com X 1987 NY Provide training for all employees in the service fitting industry to become proficient mechanics and develop and expand their abilities. 8 8 0 0 0 2002396 2005035 133746 128678 186039 7267 2322181 2140980 0 0 1415171 1357397 0 0 1154505 1110568 2569676 2467965 -247495 -326985 6509980 5885244 38056 34924 6471924 5850320 Provide training for all employees in the service fitting industry to become proficient mechanics and develop and expand their abilities. false false 1492225 Educational Expenses 1492225 true false false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false true false true 0 0 0 false false false false false false false false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false NY X William J Turnbull Executive Admini 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 Kevin J Driscoll Exec. Administrator 004.00 031.00 X 47883 430948 46117 William J Turnbull Exec. Administrator 004.00 031.00 X 39293 353639 46655 Steven Cuadra Education Director 020.00 020.00 X 108849 108849 63975 Peter J Ruffner Assist. Administrator 002.00 032.00 X 11257 213879 16773 Daniel Knights Instructor 035.00 X 0 168231 54600 Stephen Powers Instructor 035.00 X 0 166411 54600 James Ippolito Assist. Administrator 035.00 X 0 181469 35432 James C White Assist. Administrator 000.20 034.80 X 836 166291 35432 Sean Driscoll IT Director 000.20 034.80 X 876 174301 25500 Michael Mulvaney Trustee 002.00 X 0 0 0 Jerome Morreale Trustee 002.00 X 0 0 0 Daniel Steffen Trustee 002.00 X 0 0 0 Stanley Berger Trustee 002.00 X 0 0 0 Patrick Dolan Jr Trustee 002.00 X 0 0 0 Anthony Saporito Trustee 002.00 X 0 0 0 Daniel Mulligan Trustee 002.00 X 0 0 0 Clifford Ryder Trustee 002.00 X 0 0 0 James Sheeran Trustee 002.00 X 0 0 0 208994 1964018 379084 1 false true false Employer Contributions 525100 2005035 2005035 2005035 128678 128678 Other income 900099 284 Grant Income 900099 6983 7267 2140980 2133713 0 0 0 0 207282 108849 98433 0 605862 471023 134839 172382 100226 72156 313645 252802 60843 58226 43202 15024 0 4484 4484 15775 15775 0 14618 14618 0 0 34898 34898 5340 4602 738 0 354937 340328 14609 0 0 0 0 0 509769 8397 501372 7951 7951 Auto Rental 4488 4488 Graduation Expense 11177 11177 Continuing Education/General Expense 29664 29664 Materials and School Equipment 109531 109531 7936 7936 2467965 1492225 975740 0 5497 12650 10257 764 167070 209167 2178 1697 3457695 1906997 2025144 1550698 4299834 4110268 6509980 5885244 15551 18983 22505 15941 38056 34924 X 6471924 5850320 6471924 5850320 6509980 5885244 -326985 -294619 X false true X true false X 2020635 2098768 2016440 2002396 2005035 10143274 2020635 2098768 2016440 2002396 2005035 10143274 10143274 231315 192861 179953 133985 135945 874059 11017333 0.92070 0.91220 X false 3199921 1761524 1438397 68996 32431 36565 188778 113042 75736 1550698 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Due to/from related funds 15941 Paycheck Protection Program Loan 15941 X 1831743 -294619 -294619 2126362 14618 14618 2140980 2453347 2453347 14618 14618 2467965 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2022, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statue of limitations expires however, there are currently no audits for any tax periods in progress. X false false false false false false false false false Kevin J Driscoll Exec. Administrator 47883 397359 33589 46117 47883 477065 William J Turnbull Exec. Administrator 39293 294507 59132 46655 39293 400294 Peter J Ruffner Assist. Administrator 11267 190208 23661 16773 11267 230642 Steven Cuadra Education Director 108849 100099 8750 63975 108849 172824 Sean Driscoll IT Director 876 151708 22593 25500 876 199801 James C White Assist. Administrator 836 145275 21016 35432 836 201723 James Ippolito Assist. Administrator 164028 17441 35432 216901 Daniel Knights Instructor 168231 54600 222831 Stephen Powers Instructor 166411 54600 221011 Form 990, Part VI, Section B, Line 11A This return was prepared by staff and reviewed by the Funds Administrator, who is a CPA. Then it was provided to the Funds auditors for review and approval. Lastly, it is provided to a member of the Board of Directors for review and signature. Form 990, Part VI, Section B, Line 15 AB The Administrator of the Trust Funds negotiates with the Chairman and Co-Chairman of each Fund and agree to an increase in wages for all staff within the parameters set by the collective bargaining agreement. Form 990, Part VI, Section B, Line 12C The Fund is subject to ERISA and the Trustees conform to its regulations. Each year, Trustees sign a statement which affirms that such person has received a copy of the Conflict of Interest Policy and has read and understands the Policy. Also, the Trustees agree to comply with the Policy and understands that the Plan is a tax-exempt organization. Form 990, Part VI, Section C, Line 19 As required by ERISA, the Funds governing documents, policies, financial statements and tax returns are available upon request by writing to the Fund Office and requesting a copy. This return was not filed on time and granted an extension to acquire all information needed to complete and file an accurate return. Steamfitters' Industry Welfare Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 131545680 ERISA Plan NY 501 c 5 N/A false Steamfitters' Industry Security Benefit Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149681 ERISA Plan NY 501 c 5 N/A false Steamfitters' Industry Pension Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149680 ERISA Plan NY 501 a N/A false Steamfitters' Industry Vacation Plan 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149682 ERISA Plan NY 501 c 9 N/A false Steamfitters' Industry Educational Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 131919703 ERISA Plan NY 501 c 5 N/A false Steamfitters' Industry Supplemental Retirement Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 133917806 ERISA Plan NY 401 a N/A false Metal Trades Branch Local 638 Welfare Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136211854 ERISA Plan NY 501 c 9 N/A false Metal Trades Branch Local 638 Pension Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 132541630 ERISA Plan NY 501 a N/A false The Steamfitting Industry Labor Management Coop Committee 27-08 40th Avenue 2nd floor Long Island City NY 11101 367498676 ERISA Plan NY 501 c 5 N/A false false false false false false false false false false false false false false true true true false false false Steamfitters' Industry Welfare Fund and MTB Local 638 Pension Fund n 549229 Steamfitters' Industry Welfare Fund and MTB Local 638 Pension Fund o 381295 Steamfitters' Industry Welfare Fund and MTB Local 638 Pension Fund p 30598