STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND (EIN 13-6149681)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-28
- IRS object ID
- 201311799349300301
- Schema version
- 2012v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-28T09:13:52-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136149681 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steamfitters' Industry Security Benefit Fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEA | NameControl |
| Phone | 2124658888 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Penn Plaza Room 21Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100011887 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Anthony Saporito | Name |
| Title | Employer Trustee | Title |
| Date Signed | 2013-06-28 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kevin J Driscoll Executive Administrator | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Penn Plaza 21st floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100011887 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 223510982 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.steamfitters.com | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | The Fund was established to accumulate funds to pay or provide supplemental benefits to participants. Participants become eligible to participate in the Plan beginning with the first day in which they work in covered employment for a contractor signed to a collective bargaining agreement. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28578253 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 35408019 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6496534 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9522142 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 48908 | OtherRevenuePriorYear |
| Other Revenue Current Year | 31636 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 35123695 | TotalRevenuePriorYear |
| Total Revenue Current Year | 44961797 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 30603101 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 26704001 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 189004 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 221099 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 795781 | OtherExpensePriorYear |
| Other Expenses Current Year | 889287 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31587886 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27814387 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3535809 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 17147410 | RevenuesLessExpensesCY |
| Total Assets BOY | 135823556 | TotalAssetsBOY |
| Total Assets EOY | 162257915 | TotalAssetsEOY |
| Total Liabilities BOY | 1574218 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2593251 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 134249338 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 159664664 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26704001 | Expense |
| Description | Benefits paid to or for participants | Description |
| Total Program Service Expense | 26704001 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kevin J Driscoll Executive Administ | NamePerson |
| Telephone Number | 2124658888 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Penn Plaza 21st floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100011887 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Patrick Dolan Jr | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Scott Roche | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Raymond Dean Jr | |||||||||
| 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 | ||||
| Kevin J Driscoll | |||||||||
| Executive Administrator | 001.00 | 3694 | 365700 | 42500 | 034.00 | X | |||
| William J Turnbull | |||||||||
| Controller | 001.00 | 2358 | 233403 | 40759 | 034.00 | X | |||
| Peter J Ruffner | |||||||||
| Assistant Administrator | 001.00 | 2103 | 208198 | 36139 | 034.00 | X | |||
| Thomas Goodwin | |||||||||
| Education Director | 0 | 166546 | 88201 | 037.50 | X | ||||
| Steven Cuadra | |||||||||
| Education Instructor | 0 | 129337 | 78305 | 035.00 | X | ||||
| Paul Hopkins | |||||||||
| Education Instructor | 0 | 124844 | 78305 | 035.00 | X | ||||
| Raymond Hereth | |||||||||
| Education Instructor | 0 | 123349 | 78305 | 035.00 | X | ||||
| Roger Ross | |||||||||
| SIAP Director | 0 | 116729 | 78305 | 035.00 | X | ||||
| Sean Driscoll | |||||||||
| IT Director | 005.00 | 16722 | 110926 | 21700 | 030.00 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 24877 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1579032 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 542519 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Employer contributions | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 35408019 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35408019 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 35408019 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4149524 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4149524 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 183921803 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 178549185 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5372618 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5372618 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5372618 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 31636 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31636 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 31636 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44961797 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44961797 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26704001 | Total |
| Program Services | 26704001 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8155 | Total |
| Management And General | 8155 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152639 | Total |
| Management And General | 152639 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40816 | Total |
| Management And General | 40816 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8616 | Total |
| Management And General | 8616 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10873 | Total |
| Management And General | 10873 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36933 | Total |
| Management And General | 36933 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13627 | Total |
| Management And General | 13627 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 682236 | Total |
| Management And General | 682236 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59825 | Total |
| Management And General | 59825 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44014 | Total |
| Management And General | 44014 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27151 | Total |
| Management And General | 27151 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1781 | Total |
| Management And General | 1781 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3811 | Total |
| Management And General | 3811 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19481 | Total |
| Management And General | 19481 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | General Expense | Description |
| Total | 428 | Total |
| Management And General | 428 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27814387 | Total |
| Program Services | 26704001 | ProgramServices |
| Management And General | 1110386 | ManagementAndGeneral |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 723456 | BOY |
| EOY | 924623 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1349920 | BOY |
| EOY | 2347770 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2326 | BOY |
| EOY | 2188 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118281526 | BOY |
| EOY | 141320920 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14927261 | BOY |
| EOY | 17184142 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 539067 | BOY |
| EOY | 478272 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135823556 | BOY |
| EOY | 162257915 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1574218 | BOY |
| EOY | 2593251 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1574218 | BOY |
| EOY | 2593251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134249338 | BOY |
| EOY | 159664664 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134249338 | BOY |
| EOY | 159664664 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135823556 | BOY |
| EOY | 162257915 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 17147410 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 8267916 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Financial derivatives and other financial products | ||
| Closely-held equity interests | ||
| Lord Abbett International Core Equity | 17184142 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17184142 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal income taxes | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Revenue Etc Audited Fincl Stmt | 52547477 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8267916 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 8267916 | RevenueNotRptdF990 |
| Revenue Subtotal | 44279561 | RevenueSubtotal |
| Investment Expenses Not Included | 682236 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 682236 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 44961797 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27132151 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 27132151 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 682236 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 682236 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27814387 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|
| Kevin J Driscoll | ||||||
| Executive Administrator | 3694 | 306804 | 58896 | 42500 | 3694 | 408200 |
| William J Turnbull | ||||||
| Controller | 2358 | 174160 | 59243 | 40759 | 2358 | 274162 |
| Peter J Ruffner | ||||||
| Assistant Administrator | 2103 | 170811 | 37387 | 36139 | 2103 | 244337 |
| Thomas Goodwin | ||||||
| Education Director | 156998 | 9548 | 88201 | 254747 | ||
| Steven Cuadra | ||||||
| Education Instructor | 129337 | 78305 | 207642 | |||
| Paul Hopkins | ||||||
| Education Instructor | 124844 | 78305 | 203149 | |||
| Raymond Hereth | ||||||
| Education Instructor | 123349 | 78305 | 201654 | |||
| Roger Ross | ||||||
| SIAP Director | 115000 | 1729 | 78305 | 195034 | ||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| ExplanationExplanation |
|---|
| 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 and counsel 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 Chariman and Co-Chairman of each Fund and agree to an increase in wages for all staff. |
| Form 990 Part VI Section B Line 12C 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 All of the organizations 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 requested to acquire all information needed from a third party to complete and file an accurate return. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| Steamfitters' Industry Welfare Fund | |||||||||
| 5 Penn Plaza 21st floor | New York | NY | 10001 | 131545680 | ERISA Plan | NY | 501 c5 | Not applicable | false |
| Steamfitters' Industry Pension Fund | |||||||||
| 5 Penn Plaza 21st floor | New York | NY | 10001 | 136149680 | ERISA Plan | NY | 401 a | Not applicable | false |
| Steamfitters Industry Vacation Plan | |||||||||
| 5 Penn Plaza 21st floor | New York | NY | 10001 | 136149682 | ERISA Plan | NY | 501 c 9 | Not applicable | false |
| Steamfitters' Industry Educational Fund | |||||||||
| 5 Penn Plaza 21st floor | New York | NY | 10001 | 131919703 | ERISA Plan | NY | 501 c5 | Not applicable | false |
| Steamfitters' Industry Supplemental Retirement Fund | |||||||||
| 5 Penn Plaza 21st floor | New York | NY | 10001 | 133917806 | ERISA Plan | NY | 401 a | Not applicable | false |
| The Metal Trades Branch Local 638 Welfare Fund | |||||||||
| 5 Penn Plaza 21st floor | New York | NY | 10001 | 136211854 | ERISA Plan | NY | 501 c 9 | Not applicable | false |
| The Metal Trades Branch Local 638 Pension Fund | |||||||||
| 5 Penn Plaza 21st floor | New York | NY | 10001 | 132541630 | ERISA Plan | NY | 401 a | Not applicable | false |
| The Service Fitters' Industry Educational Fund | |||||||||
| 5 Penn Plaza 21st floor | New York | NY | 10001 | 112892696 | ERISA Plan | NY | 501 c 3 | Not applicable | false |
| The Steamfitting Industry Labor Management Coop Committee | |||||||||
| 5 Penn Plaza 21st floor | New York | NY | 10001 | 367498676 | ERISA Plan | NY | 501 c 5 | Not applicable | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Steamfitters' Industry Welfare Fund | |
| n | 115755 |
| Steamfitters' Industry Welfare Fund | |
| o | 221099 |
| Steamfitters' Industry Welfare Fund | |
| p | 91296 |