2021-09-29T10:01:27-00:00 2020-12-31 990 2020-01-01 131919703 Steamfitters' Industry Educational Fund STEA 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 Anthony Saporito Employer Trustee 2021-09-29 false Anthony Saporito XXX-XX-XXXX 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z Kevin J Driscoll Executive Administrator 27-08 40th Avenue 2nd floor Long Island City NY 111013725 3417368 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 17 0 0 5205308 2632787 798744 721759 73296 62822 6077348 3417368 0 2308363 2382061 488998 539457 0 0 1131073 1158303 3928434 4079821 2148914 -662453 26095826 25592488 118170 266162 25977656 25326326 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 2487698 Benefits paid to or for members 2487698 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 17 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 Kevin J Driscoll Executive Administ 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 Kevin J Driscoll Executive Administrator 004.00 031.00 X 50314 452828 40116 William J Turnbull Controller 004.00 031.00 X 35265 317381 40333 Peter J Ruffner Assistant Administrator 002.00 033.00 X 14608 277556 39000 Steve Cuadra Education Director 020.00 020.00 X 105637 105636 63105 Sean Driscoll IT Director 001.00 034.00 X 3623 177539 23680 Daniel Knights Education Instructor 035.00 X 150729 0 54054 Stephen Powers Education Instructor 035.00 X 150339 0 54054 Anthony Colangelo Accounting Supervisor 002.00 033.00 X 8137 154607 23680 James Ippolito Pension Supervisor 035.00 X 0 155464 23680 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 Patrick Daly Trustee 002.00 X 0 0 0 518652 1641011 361702 3 false true false Employer Contributions 525100 2632787 2632787 2632787 721759 721759 Grant Income 900099 59455 59455 3367 3367 62822 3417368 3417368 0 0 0 2382061 2382061 205824 105637 100187 0 170714 170714 78114 78114 61579 61579 23226 23226 0 8582 8582 15679 15679 0 79882 79882 0 0 989783 989783 32524 32524 0 14122 14122 211 211 0 571 571 0 0 0 9842 9842 General Expense 7107 7107 0 4079821 2487698 1592123 236352 12141 4273 3579 261663 149482 7349 5121 6676410 2369379 5124049 4307031 20462140 21115134 26095826 25592488 63809 19544 54361 246618 118170 266162 X 25977656 25326326 25977656 25326326 26095826 25592488 -662453 11123 X false true X true false false 5897958 2015460 3882498 778452 353919 424533 4307031 Financial derivatives and other financial products Closely-held equity interests Lord Abbett Short Duration 21115134 F 21115134 Federal income taxes Due to/from related funds 25818 Paycheck Protection Program Loan 220800 246618 X 3348609 11123 11123 3337486 79882 79882 3417368 3999939 3999939 79882 79882 4079821 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2020, 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 statue of limitations expires however, there are currently no audits for any tax periods in progress. X false false false Kevin J Driscoll Executive Administrator 50314 381548 71280 40116 50314 492944 William J Turnbull Controller 35265 227554 89827 40333 35265 357714 Peter J Ruffner Assistant Administrator 14608 240155 37401 39000 14608 316556 Steve Cuadra Education Director 101744 101743 3893 3893 31553 31552 137190 137188 Sean Driscoll IT Director 3623 154955 22584 23680 3623 201219 Anthony Colangelo Accounting Supervisor 8137 131075 23533 23680 8137 178288 James Ippolito Pension Supervisor 138043 17421 23680 179144 Daniel Knights Education Instructor 150729 54054 204783 Stephen Powers Education Instructor 150339 54054 204393 Form 990, Part VI, Section B, Line 11A This tax return was prepared by staff and reviewed by the Funds Controller, 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 Pension Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149680 ERISA Plan NY 401a 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 401a 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 1024919 Steamfitters' Industry Welfare Fund o 433820 Steamfitters' Industry Welfare Fund p 53502