2022-03-10T11:43:18-00:00 2021-06-30 990 2020-07-01 112892696 Service Fitters' Industry Educational Fund SERV 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 Daniel Mulligan Employee Trustee 2022-03-10 false Daniel Mulligan XXX-XX-XXXX 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Kevin J Driscoll Executive Administ 27-08 40th Avenue 2nd floor Long Island City NY 111013725 2322181 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 2016440 2002396 161358 133746 18595 186039 2196393 2322181 0 0 1505920 1415171 0 0 1054953 1154505 2560873 2569676 -364480 -247495 6875796 6509980 217548 38056 6658248 6471924 Provide training for all employees in the service fitting industry to become proficient mechanics and develop and expand their abilities. false false 1616954 Educational Expenses 1616954 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 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 Kevin J Driscoll Executive Administ 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 Kevin J Driscoll Exec. Administrator 004.00 031.00 X 50314 452828 40116 William J Turnbull Controller 004.00 031.00 X 35264 317381 40334 Peter J Ruffner Assist. Administrator 002.00 033.00 X 14608 277556 39000 Steven Cuadra Education Director 020.00 020.00 X 105636 105637 63105 Sean Driscoll IT Director 000.45 034.15 X 1812 179350 23680 Daniel Knights Instructor 035.00 X 0 150729 54054 Stephen Powers Instructor 035.00 X 0 150339 54054 Anthony Colangelo Accounting Supervisor 004.00 031.00 X 16275 146470 23680 James Ippolito Pension Supervisor 035.00 X 0 155464 23680 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 James Moriarty Trustee 002.00 X 0 0 0 223909 1935754 361703 1 false true false Employer Contributions 525100 2002396 2002396 2002396 133746 133746 Other income 900099 239 239 Loan Forgiveness 900099 185800 185800 186039 2322181 2322181 0 0 0 0 205822 105636 100186 0 644202 519714 124488 181606 118869 62737 322328 270998 51330 61213 46985 14228 0 8808 8808 15200 15200 0 15089 15089 0 0 44974 44974 7034 5688 1346 0 361355 351126 10229 0 0 396 396 0 0 498792 4720 494072 7924 7924 Auto Rental 3952 3952 Graduation Expense 10580 10580 Continuing Education/General Expense 10803 9088 1715 Materials and School Equipment 96830 96830 72768 72768 2569676 1616954 952722 0 3996 5497 100209 10257 152475 167070 2450 2178 3438661 1413517 2422613 2025144 4194053 4299834 6875796 6509980 18909 15551 198639 22505 217548 38056 X 6658248 6471924 6658248 6471924 6875796 6509980 -247495 61171 X false true X true false X 1957992 2020635 2098768 2016440 2002396 10096231 1957992 2020635 2098768 2016440 2002396 10096231 10096231 233799 231315 192861 179953 133985 971913 11068144 0.91220 0.90520 X false 3199111 1304392 1894719 54017 20115 33902 185533 89010 96523 2025144 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Due to/from related funds 22505 Paycheck Protection Program Loan 22505 X 2368263 61171 61171 2307092 15089 15089 2322181 2554587 2554587 15089 15089 2569676 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2021, 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 50314 381548 71280 40116 50314 492944 William J Turnbull Controller 35265 227554 89827 40333 35265 357714 Peter J Ruffner Assist. Administrator 14608 240155 37401 39000 14608 316556 Steven Cuadra Education Director 105636 97851 7786 63105 105636 168742 Sean Driscoll IT Director 1812 156766 22584 23680 1812 203030 Anthony Colangelo Accounting Supervisor 16274 122938 23533 23680 16274 170151 James Ippolito Pension Supervisor 138043 17421 23680 179144 Daniel Knights Instructor 150729 54054 204783 Stephen Powers Instructor 150339 54054 204393 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 Trustess 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 Trustess 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 531105 Steamfitters' Industry Welfare Fund and MTB Local 638 Pension Fund o 352969 Steamfitters' Industry Welfare Fund and MTB Local 638 Pension Fund p 53559