2022-11-10T02:03:01-00:00 2021-12-31 990 2021-01-01 131545680 Steamfitters Industry Welfare Fund STEA 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 Daniel Mulligan Employee Trustee 2124658888 2022-11-10 false Daniel Mulligan XXX-XX-XXXX 2 AAL1 IAL1 2021 2022-09-23 18:48:47Z Daniel Mulligan 27-08 40th Avenue 2nd Fl Long Island City NY 111013725 121859595 false X www.steamfitters.com X 1946 NY The Fund provides health coverage and other benefits to eligible participants in accordance with the rules and regulations of the Fund. 7 7 43 0 0 68234633 70875902 5928011 9207665 103962 4051561 74266606 84135128 0 81996948 88542706 1307153 1298901 0 0 1365406 1350422 84669507 91192029 -10402901 -7056901 142425475 135023453 2480944 2173932 139944531 132849521 The Fund provides health coverage and other benefits to eligible participants in accordance with the rules and regulations of the Fund. false false 88542706 Welfare benefits paid to or for participants 88542706 false false false false false false false false false false true 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 true true true false true 3 0 43 true false false false false false false false false X 7 7 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 Executive Administrator 004.00 031.00 X 47883 430948 46117 William J Turnbull Executive Administrator 002.00 033.00 X 19647 373285 46655 Steve Cuadra Education Director 040.00 X 0 217698 63975 Peter Ruffner Assistant Administrator 014.00 021.00 X 90054 135082 16773 Daniel Knights Education Instructor 035.00 X 0 168231 54600 Stephen Powers Education Instructor 035.00 X 0 166411 54600 James Ippolito Assistant Administrator 035.00 X 0 181469 35432 James C White Assistant Administrator 009.00 026.00 X 40445 126682 35432 Sean Driscoll IT Director 009.00 026.00 X 42393 132784 25500 Patrick Dolan Jr 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 Anthony Saporito Trustee 002.00 X 0 0 0 Edward English Trustee 002.00 X 0 0 0 Shane McMorrow Trustee 002.00 X 0 0 0 James Sheeran Trustee 002.00 X X 0 0 0 Michael Mulvaney Trustee 002.00 X 0 0 0 240422 1932590 379084 false true false Employer Contributions 525100 70875902 70875902 70875902 3397317 3397317 43534815 37724467 5810348 5810348 5810348 Miscellaneous Income 900099 102509 102509 Cobra Subsidy Income 900099 3949052 3949052 4051561 84135128 84135128 0 0 0 88542706 88542706 157584 157584 0 604664 604664 243898 243898 220376 220376 72379 72379 0 73434 73434 35441 35441 0 513920 513920 0 0 373285 373285 244994 244994 0 42127 42127 1539 1539 0 3587 3587 0 0 0 51306 51306 General Expense 10789 10789 0 91192029 88542706 2649323 2595809 1388511 3915020 3492736 16556 14938 62231332 28154276 73576513 101913719 90245 59273 142425475 135023453 81245 42612 2399699 2131320 2480944 2173932 X 139944531 132849521 139944531 132849521 142425475 135023453 -7056901 -38109 X false true X true false false Financial derivatives and other financial products Closely-held equity interests Lord Abbett Short Duration Fund 25999679 F Lord Abbett Floating Rate Fund 11474790 F Lord Abbett Bond Debenture Fund 13700185 F Janus Institutional Intl Equity 23358766 F BNY Mellon AFL-CIO SL Stock Index Fund 27380299 F 101913719 Federal income taxes Employer Security Deposit 2051295 Unapplied Employers Contributions 80025 Securities Purchased Due to/from related funds 2131320 X 83583099 -38109 -38109 83621208 513920 513920 84135128 90678109 90678109 513920 513920 91192029 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2021, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress. X false false false Kevin J Driscoll Executive Administrator 47883 397359 33589 46117 47883 477065 William J Turnbull Executive Administrator 19647 314153 59132 46655 19647 419940 Steve Cuadra Education Director 208948 8750 63975 281673 Peter Ruffner Assistant Administrator 90054 111421 23661 16773 90054 151855 Daniel Knights Education Instructor Stephen Powers Education Instructor James Ippolito Assistant Administrator James C White Assistant Administrator 40445 105666 21016 35432 40445 162114 Sean Driscoll IT Director 42393 110191 22593 25500 42393 158284 Form 990, Part VI, Section B, Line 11A This tax return was prepared by staff and reviewed by the Funds Executive 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 15AB The Executive 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 the information needed to complete and file an accurate return. Steamfitters' Industry Pension Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149680 ERISA Plan NY 501a N/A false Steamfitters' Industry Security Benefit Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149681 ERISA Plan NY 501c5 N/A false Steamfitters' Industry Educational Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 131919703 ERISA Plan NY 501c5 N/A false Steamfitters' Industry Vacation Plan 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149682 ERISA Plan NY 501c9 N/A false Steamfitters' Industry Supplemental Retirement Plan 27-08 40th Avenue 2nd floor Long Island City NY 11101 133917806 ERISA Plan NY 401a N/A false The Steamfitting Industry Labor Managment Coop Comm 27-08 40th Avenue 2nd floor Long Island City NY 11101 367498676 ERISA Plan NY 501c5 N/A false The Metal Trades Branch Local 638 Pension Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 132541630 ERISA Plan NY 501a N/A false The Metal Trades Branch Local 638 Welfare Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136211854 ERISA Plan NY 501c9 N/A false The Service Fitters' Industry Educational Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 112892696 ERISA Plan NY 501c3 N/A false false false false false false false false false false false false false false true true false true false false Steamfitter's Industry Security Benefit Fund n 405984 Steamfitters' Industry Pension Fund n 551384 Steamfitters' Industry Vacation Plan n 165592 Steamfitters' Industry Educational Fund n 1030226 Steamfitters' Industry Supplemental Retirement Plan n 321712 The Metal Trades Local 638 Pension Fund n 288157 The Metal Trades Local 638 Welfare Fund n 379315 The Service Fitters' Industry Educational Fund n 531105 Steamfitters' Industry Security Benefit Fund o 377500 Steamfitters' Industry Pension Fund o 1033444 Steamfitters' Industry Vacation Plan o 146873 Steamfitters' Industry Educational Fund o 366143 Steamfitters' Industry Supplemental Retirement Plan o 886916 The Metal Trades Local 638 Pension Fund o 935193 The Metal Trades Local 638 Welfare Fund o 943806 The Service Fitters' Industry Educational Fund o 352969 Steamfitters' Industry Security Benefit q 98828 Steamfitters' Industry Pension Fund q 332610 Steamfitters' Industry Vacation Plan q 35977 Steamfitters' Industry Educational Fund q 49302 Steamfitters' Industry Supplemental Retirement Plan q 117855 The Metal Trades Local 638 Pension Fund q 345773 The Metal Trades Local 638 Welfare Fund q 149614 The Service Fitters' Industry Educational Fund q 53559 The Steamfitting Industy Labor Management Cooperation Committee n 39417 The Steamfitting Industy Labor Management Cooperation Committee o 34121 The Steamfitting Industy Labor Management Cooperation Committee q 18672