2025-11-07T12:00:58-00:00 2024-12-31 990 2024-01-01 136149681 Steamfitters Industry Security Benefit Fund STEA 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 Robert Bartels Employee Trustee 2124658888 2025-11-07 false 2024 2025-03-06 01:10:19Z Robert Bartels 27-08 40th Avenue 2nd Fl Long Island City NY 111013725 70198451 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 37764803 40116539 9681143 14211352 85418 94397 47531364 54422288 0 47059980 42821253 362349 400560 0 0 2593726 2975109 50016055 46196922 -2484691 8225366 306310129 318983360 4113275 3700948 302196854 315282412 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 42821253 Benefits paid to or for participants 42821253 false false false false false false false false false false true false false true true 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 William J Turnbull Executive Admini 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 William J Turnbull Executive Administrator 001.00 034.00 X 11604 452571 41320 Daniel Knights Education Director 040.00 X 0 230081 65552 James Ippolito Assistant Administrator 001.00 034.00 X 9357 224556 41320 Jason Grecco Education Instructor 040.00 X 0 188675 84731 Nicholas Magna Education Instructor 040.00 X 0 186870 83917 James C White Assistant Administrator 002.00 033.00 X 11367 215981 41320 Stephen Powers Education Instructor 040.00 X 0 183226 82341 Matthew Pizzo Education Instructor 040.00 X 0 179445 80716 Ralph Montuoro Jr Trustee 002.00 X 0 0 0 Joseph Furelli Trustee 002.00 X 0 0 0 Marcel Ramalho Trustee 002.00 X 0 0 0 Anthony Saporito Trustee 002.00 X 0 0 0 Brian Kearney Jr Trustee 002.00 X 0 0 0 Shane McMorrow Trustee 002.00 X 0 0 0 Robert Bartels Jr Trustee 002.00 X 0 0 0 Mike Koebel Trustee 002.00 X 0 0 0 32328 1861405 521217 false true false Employer contributions 525100 40116539 40116539 40116539 8535228 8535228 21452287 15776163 5676124 5676124 5676124 Miscellaneous Income 900099 94397 94397 94397 54422288 54422288 0 0 0 42821253 42821253 32328 32328 0 212476 212476 74221 74221 64219 64219 17316 17316 0 16536 16536 17000 17000 0 2683193 2683193 0 0 14218 14218 162249 162249 0 24407 24407 5316 5316 0 2289 2289 0 0 20677 20677 29224 29224 0 46196922 42821253 3375669 2794835 2598950 2522270 2857651 7713 7691 148636438 154064795 152348873 159454273 306310129 318983360 230628 219301 3882647 3481647 4113275 3700948 X 302196854 315282412 302196854 315282412 306310129 318983360 8225366 4860192 X false true X true false false Financial derivatives and other financial products Closely-held equity interests Lord Abbett International Core Fixed Income 21785419 F Janus Institutional Intl Equity Fund 46923699 F ULLICO Infrastructure Fund LP 34740943 F Kennedy Wilson Real Estate Fund VI, LP 15814382 F JP Morgan US Real Estate Mezz Debt Fund 19642103 F Boyd Watterson GSA Fund LP 12349361 F Kennedy Wilson Real Estate Fund VII, LP 8198366 F 159454273 Federal income taxes Due to/from other funds 9412 Securities Purchases 3472235 3481647 X 56599287 4860192 4860192 51739095 2683193 2683193 54422288 43513729 43513729 2683193 2683193 46196922 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2024, 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 jursidictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress. X false false false William J Turnbull Executive Administrator 11604 424453 28118 41320 11604 493891 Nicholas Magna Education Instructor 186870 83917 270787 James Ippolito Assistant Administrator 9357 206403 18153 41320 9357 265876 James C White Assistant Administrator 11367 198715 17266 41320 11367 257301 Jason Grecco Education Instructor 188675 84732 273407 Stephen Powers Education Instructor 183226 82341 265567 Daniel Knights Education Director 205215 24866 65552 295633 Matthew Pizzo Education Instructor 179445 80716 260161 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 was provided to a member of the Board of Directors for review and signature. Form 990, Part VI, Section B, Line 15 AB 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 confirm 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 to acquire all the 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 501 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 501 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 194022 Steamfitters' Industry Welfare Fund o 400560 Steamfitters' Industry Welfare Fund p 97894