2020-08-10T11:15:25-00:00 2019-12-31 990 2019-01-01 136149681 Steamfitters' Industry Security Benefit Fund STEA 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 Patrick Dolan Jr Employee Trustee 2020-08-10 false 192.184.119.196 2020-08-12 11:48:38 ED P FD27A1E063FD5E60FB809301B6B4F7A04A78230B FD27A1E063FD5E60FB809301B6B4F7A04A78230B 2019 2020-09-23 17:36:50Z Kevin J Driscoll Executive Administrator 27-08 40th Avenue 2nd floor Long Island City NY 111013725 576881982 false X www.steamfitters.com X 1961 NY The Fund was established to accumulate funds to provide supplemental benefits to partic. They become eligible to part in the Plan beg with the first day in which they work in covered employ for a signed contractor. 6 6 0 0 0 48635987 49223556 13897423 13030436 87077 85234 62620487 62339226 0 35756871 45747897 393772 427048 0 0 1502055 2000881 37652698 48175826 24967789 14163400 271200452 310081021 4618473 1127324 266581979 308953697 The Fund was established to accumulate funds to pay or provide supplemental benefits to participants. The Fund is a multi- employer plan and is funded by employer contributions determined in accordance with the collective bargaining agreement. false false 45747897 Benefits paid to or for participants 45747897 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 false false true 0 0 0 false false false false false false false false X 6 6 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 001.00 034.00 X 4471 442659 23334 William J Turnbull Controller 001.00 034.00 X 1493 297081 23739 Peter J Ruffner Assistant Administrator 035.00 X 0 263327 21964 Thomas Goodwin Education Director 040.00 X 0 193068 62208 Steven Cuadra Education Instructor 040.00 X 0 178201 60322 Daniel Knights Education Instructor 035.00 X 0 160940 52325 James Coffey Education Instructor 035.00 X 0 159213 52325 Paul Hopkins Education Instructor 035.00 X 0 156325 52325 Sean Driscoll IT Director 005.00 030.00 X 22259 143853 21964 Patrick Dolan Jr Trustee 002.00 X 0 0 0 Robert Egan Trustee 002.00 X 0 0 0 Matthew Norton Trustee 002.00 X 0 0 0 Anthony Saporito Trustee 002.00 X 0 0 0 Ralph Montuoro Jr Trustee 002.00 X 0 0 0 Shane McMorrow Trustee 002.00 X 0 0 0 28223 1994667 370506 false true true Employer contributions 525100 49223556 49223556 49223556 6759395 6759395 520813797 514542756 6271041 6271041 Miscellaneous Income 900099 85234 85234 85234 62339226 56068185 0 0 0 45747897 45747897 5964 5964 0 264733 264733 77184 77184 61173 61173 17994 17994 0 21376 21376 15000 15000 0 1579250 1579250 0 0 189078 189078 142170 142170 0 15897 15897 6370 6370 0 5526 5526 0 0 0 26214 26214 0 48175826 45747897 2427929 1760405 424560 3099431 3139177 23237 23817 153454627 169870329 112862752 136623138 271200452 310081021 198299 208862 4420174 918462 4618473 1127324 X 266581979 308953697 266581979 308953697 271200452 310081021 14163400 28208318 X false true X true false false Financial derivatives and other financial products Closely-held equity interests Lord Abbett International Core Fixed Income 38175080 F Janus Institutional Intl Equity Fund 40086292 F ULLICO Infrastructure Fund LP 31969957 F Kennedy Wilson Real Estate Fund VI, LP 19693866 F JP Morgan US Real Estate Mezz Debt Fund 6697943 F 136623138 Federal income taxes Due to/from other funds 44547 Securities Purchases 873915 918462 X 88968294 28208318 28208318 60759976 1579250 1579250 62339226 46596576 46596576 1579250 1579250 48175826 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2019, 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 4471 414005 28654 23334 4471 465993 William J Turnbull Controller 1493 252983 44098 23739 1493 320820 Peter J Ruffner Assistant Administrator 248300 15027 21964 285291 Thomas Goodwin Education Director 184046 9022 62208 255276 Sean Driscoll IT Director 22259 131700 12153 21964 22259 165817 Steven Cuadra Education Instructor 173544 4657 60322 238523 Daniel Knights Education Instructor 160940 52325 213265 Paul Hopkins Education Instructor 156325 52325 208650 James Coffey Education Instructor 159213 52325 211538 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 Welfare Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 131545680 ERISA Plan NY 501 c5 Not applicable false Steamfitters' Industry Pension Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149680 ERISA Plan NY 401 a Not applicable false Steamfitters Industry Vacation Plan 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149682 ERISA Plan NY 501 c 9 Not applicable false Steamfitters' Industry Educational Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 131919703 ERISA Plan NY 501 c5 Not applicable false Steamfitters' Industry Supplemental Retirement Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 133917806 ERISA Plan NY 401 a 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 501 c 9 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 401 a Not applicable false The Service Fitters' Industry Educational Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 112892696 ERISA Plan NY 501 c 3 Not applicable 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 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 336659 Steamfitters' Industry Welfare Fund o 427048 Steamfitters' Industry Welfare Fund p 84972