2019-07-22T11:48:18-00:00 2018-12-31 990 2018-01-01 136149681 Steamfitters' Industry Security Benefit Fund STEA 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 Patrick Dolan Jr Employee Trustee 2019-07-22 false 207.223.46.196 2019-07-22 15:31:56 ED P AE7A48F608629DE6206D439144C333981208DB22 433E12344F328F3CAC2B899CE7CEFA07B0CC3FC7 2018 2019-02-21 02:37:17Z Kevin J Driscoll Executive Administrator 27-08 40th Avenue 2nd floor Long Island City NY 111013725 456883069 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 47159019 48635987 15705566 13897423 100026 87077 62964611 62620487 0 35646112 35756871 379270 393772 0 0 1326473 1502055 37351855 37652698 25612756 24967789 268904337 271200452 3279704 4618473 265624633 266581979 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 35756871 Benefits paid to or for participants 35756871 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 Patrick Dolan Jr Trustee 002.00 X 0 0 0 Robert Egan 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 Ralph Montuoro Jr Trustee 002.00 X 0 0 0 Peter C Vrankovic Trustee 002.00 X 0 0 0 Shane McMorrow Trustee 002.00 X 0 0 0 Kevin J Driscoll Executive Administrator 001.00 034.00 X 4382 433741 22440 William J Turnbull Controller 001.00 034.00 X 1423 283208 22856 Peter J Ruffner Assistant Administrator 035.00 X 0 250255 21028 Thomas Goodwin Education Director 040.00 X 0 203895 61143 Sean Driscoll IT Director 006.00 029.00 X 21780 136042 21028 Steven Cuadra Education Instructor 035.00 X 0 154133 50505 Daniel Knights Education Instructor 035.00 X 0 152987 50505 Paul Hopkins Education Instructor 035.00 X 0 149326 50505 James Coffey Education Instructor 035.00 X 0 137982 50505 27585 1901569 350515 false true false Employer contributions 525100 48635987 48635987 48635987 6455266 6455266 401704739 394262582 7442157 7442157 7442157 Miscellaneous Income 900099 87077 87077 87077 62620487 62620487 0 0 0 35756871 35756871 5804 5804 0 246539 246539 71447 71447 53368 53368 16614 16614 0 9009 9009 19116 19116 0 1260330 1260330 0 0 158008 158008 10613 10613 0 16400 16400 1359 1359 0 1755 1755 0 0 0 25465 25465 0 37652698 35756871 1895827 1139211 1760405 3650274 3099431 22586 23237 190105331 153454627 73986935 112862752 268904337 271200452 220462 198299 3059242 4420174 3279704 4618473 X 265624633 266581979 265624633 266581979 268904337 271200452 24967789 -24010443 X false true X true false false Financial derivatives and other financial products Closely-held equity interests Lord Abbett International Core Fixed Income 39458402 F Janus Institutional Intl Equity Fund 31140638 F ULLICO Infrastructure Fund LP 30000000 F Kennedy Wilson Real Estate Fund VI, LP 12263712 F 112862752 Federal income taxes Due to/from other funds 34759 Securities Purchases 4385415 4420174 X 37349714 -24010443 -24010443 61360157 1260330 1260330 62620487 36392368 36392368 1260330 1260330 37652698 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2018, there was 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 4381 402540 31202 22440 4381 456182 William J Turnbull Controller 1423 246494 36714 22856 1423 306064 Peter J Ruffner Assistant Administrator 237539 12716 21028 271283 Thomas Goodwin Education Director 194915 8980 61143 265038 Sean Driscoll IT Director 21779 127695 8348 21028 21779 157071 Steven Cuadra Education Instructor 154133 50505 204638 Daniel Knights Education Instructor 152987 50505 203492 Paul Hopkins Education Instructor 149326 50505 199831 James Coffey Education Instructor 137982 50505 188487 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 15AB 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 understand 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 because more time was needed to acquire all information needed to file and complete 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 174106 Steamfitters' Industry Welfare Fund o 393772 Steamfitters' Industry Welfare Fund p 67619