2022-11-10T01:38:54-00:00 2021-12-31 990 2021-01-01 131919703 Steamfitters' Industry Educational Fund STEA 2124658888 27-08 40th Avenue 2nd Fl 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 3704991 false X www.steamfitters.com X 1960 NY The Fund is an employee welfare benefit fund established to accumulate funds to pay or provide for the pmt of the cost of maintenance and supervision of the apprentice and post-apprentice training programs. 8 8 15 0 0 2632787 2760944 721759 611185 62822 332862 3417368 3704991 0 2382061 2436605 539457 474992 0 0 1158303 1156927 4079821 4068524 -662453 -363533 25592488 24707289 266162 46540 25326326 24660749 The Fund is an employee welfare benefit fund established to accumulate funds to pay or provide for the payment of the cost of maintenance and supervision of the apprentice and post-apprentice training programs for members. false false 2545454 Benefits paid to or for members 2545454 false false false false false false false false false true 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 0 0 15 true 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 Executive Administrator 004.00 031.00 X 47883 430948 46117 William J Turnbull Executive Administrator 004.00 031.00 X 39293 353639 46655 Steve Cuadra Education Director 020.00 020.00 X 108849 108849 63975 Peter J Ruffner Assistant Administrator 002.00 033.00 X 11257 213879 16773 Daniel Knights Education Instructor 035.00 X 168231 0 54600 Stephen Powers Education Instructor 035.00 X 166411 0 54600 James Ippolito Assistant Administrator 035.00 X 0 181469 35432 James C White Assistant Administrator 000.70 034.30 X 3343 163784 35432 Sean Driscoll IT Director 000.70 034.30 X 3504 171673 25500 Patrick Dolan Jr Trustee 002.00 X 0 0 0 Janet Powers Trustee 002.00 X 0 0 0 Scott Roche Trustee 002.00 X 0 0 0 Christopher Kraft Trustee 002.00 X 0 0 0 Anthony Saporito Trustee 002.00 X 0 0 0 Robert McMorrow Trustee 002.00 X 0 0 0 Richard Thompson Trustee 002.00 X 0 0 0 Timothy Bowe Trustee 002.00 X 0 0 0 Michael Mulvaney 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 548771 1624241 379084 3 false true false Employer Contributions 525100 2760944 2760944 2760944 611185 611185 Grant Income 900099 65152 65152 Loan forgiveness 900099 220800 220800 46910 46910 332862 3704991 3704991 0 0 0 2436605 2436605 207282 108849 98433 0 111224 111224 74910 74910 63054 63054 18522 18522 0 10395 10395 15669 15669 0 77399 77399 0 0 980058 980058 43679 43679 0 12611 12611 0 0 0 0 0 0 8549 8549 General Expense 8567 8567 0 4068524 2545454 1523070 12141 83278 3579 3580 149482 143085 5121 4929 6786762 3321219 4307031 3465543 21115134 21006874 25592488 24707289 19544 17435 246618 29105 266162 46540 X 25326326 24660749 25326326 24660749 25592488 24707289 -363533 -302044 X false true X true false false 5989051 2870931 3118120 797711 450288 347423 3465543 Financial derivatives and other financial products Closely-held equity interests Lord Abbett Short Duration 21006874 F 21006874 Federal income taxes Due to/from related funds 29105 Paycheck Protection Program Loan 29105 X 3325548 -302044 -302044 3627592 77399 77399 3704991 3991125 3991125 77399 77399 4068524 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 39293 294507 59132 46655 39293 400294 Steve Cuadra Education Director 104474 104474 4375 4375 31988 31987 140837 140836 Peter J Ruffner Assistant Administrator 11257 190218 23661 16773 11257 230652 Daniel Knights Education Instructor 168231 54600 222831 Stephen Powers Education Instructor 166411 54600 221011 James Ippolito Assistant Administrator 164028 17441 35432 216901 James C White Assistant Administrator 3343 142768 21016 35432 3343 199216 Sean Driscoll IT Director 3504 149080 22593 25500 3504 197173 Form 990, Part VI, Section B, Line 11A This tax return was prepared by staff and reviewing 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 in 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 Pension Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149680 ERISA Plan NY 501a Not applicable false Steamfitters' Industry Security Benefit Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149681 ERISA Plan NY 501c5 Not applicable false Steamfitters' Industry Welfare Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 131545680 ERISA Plan NY 501c5 Not applicable false Steamfitters' Industry Vacation Plan 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149682 ERISA Plan NY 501c9 Not applicable false Steamfitters' Industry Supplemental Retirement Plan 27-08 40th Avenue 2nd floor Long Island City NY 11101 133917806 ERISA Plan NY 401a Not applicable false The Steamfitting Industry Labor Mgt Coop Comm 27-08 40th Avenue 2nd floor Long Island City NY 11101 367498676 ERISA Plan NY 501c5 Not applicable 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 Not applicable 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 Not applicable false The Service Fitters' Industry Educational Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 112892696 ERISA Plan NY 501c3 Not applicable false false false false false false false false false false false false false false true true true false false false Steamfitters' Industry Welfare Fund n 1030226 Steamfitters' Industry Welfare Fund o 366143 Steamfitters' Industry Welfare Fund p 49302