STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND (EIN 13-6149681)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-14
IRS object ID: 201211359349300231
Schema version: 2011v1.2
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
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-14T09:02:42-00:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	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 No 21Floor	AddressLine1
City	New York	City
State	NY	State
ZIP Code	100011887	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Patrick Dolan Jr	Name
Title	Employee Trustee	Title
Date Signed	2012-05-10	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Field	Value	IRS element (for citing)
Tax Year	2011	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	217934953	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	24940464	ProgramServiceRevenuePriorYear
Program Service Revenue CY	28578253	ProgramServiceRevenueCY
Investment Income Prior Year	5498790	InvestmentIncomePriorYear
Investment Income Current Year	6496534	InvestmentIncomeCurrentYear
Other Revenue Prior Year	29001	OtherRevenuePriorYear
Other Revenue Current Year	48908	OtherRevenueCurrentYear
Total Revenue Prior Year	30468255	TotalRevenuePriorYear
Total Revenue Current Year	35123695	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	32767814	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	30603101	BenefitsPaidToMembersCY
Salaries Etc Prior Year	182204	SalariesEtcPriorYear
Salaries Etc Current Year	189004	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	670693	OtherExpensePriorYear
Other Expenses Current Year	795781	OtherExpensesCurrentYear
Total Expenses Prior Year	33620711	TotalExpensesPriorYear
Total Expenses Current Year	31587886	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-3152456	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	3535809	RevenuesLessExpensesCY
Total Assets BOY	139889603	TotalAssetsBOY
Total Assets EOY	135823556	TotalAssetsEOY
Total Liabilities BOY	4274414	TotalLiabilitiesBOY
Total Liabilities EOY	1574218	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	135615189	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	134249338	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	30603101	Expense
Description	Benefits paid to or for participants	Description
Total Program Service Expense	30603101	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	true	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	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	035.00		3745	370725	39200	X
William J Turnbull
Controller	035.00		2319	229598	37872		X
Peter J Ruffner
Assistant Administrator	035.00		2110	208938	34412		X
Thomas Goodwin
Education Director	037.50		0	176523	132233		X
Sean Driscoll
IT Director	035.00		17022	113919	20951			X
Steven Cuadra
Education Instructor	035.00		0	129081	103376			X
Paul Hopkins
Education Instructor	035.00		0	125207	103376			X
Raymond Hereth
Education Instructor	035.00		0	123245	103376			X
Roger Ross
SIAP Director	035.00		0	116434	110303			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	25196	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	1593670	TotalReportableCompFrmRltdOrgs
Total Other Compensation	685099	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	28578253	TotalRevenueColumn
Related Or Exempt Function Income	28578253	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	28578253	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	3927002	TotalRevenueColumn
Related Or Exempt Function Income	3927002	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	185380790	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	182811258	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	2569532	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	2569532	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Miscellaneous Income	Description
Business Code	900099	BusinessCode
Total Revenue Column	48908	TotalRevenueColumn
Related Or Exempt Function Income	48908	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	48908	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	35123695	TotalRevenueColumn
Related Or Exempt Function Income	32554163	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	30603101	Total
Program Services	30603101	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	8174	Total
Management And General	8174	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	130109	Total
Management And General	130109	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	33719	Total
Management And General	33719	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	7515	Total
Management And General	7515	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	9487	Total
Management And General	9487	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	26097	Total
Management And General	26097	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	30364	Total
Management And General	30364	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	601090	Total
Management And General	601090	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	59377	Total
Management And General	59377	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	22040	Total
Management And General	22040	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	24248	Total
Management And General	24248	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	6193	Total
Management And General	6193	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	1459	Total
Management And General	1459	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	19506	Total
Management And General	19506	ManagementAndGeneral

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	General Expense	Description
Total	5407	Total
Management And General	5407	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	31587886	Total
Program Services	30603101	ProgramServices
Management And General	984785	ManagementAndGeneral

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	949184	BOY
EOY	723456	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1326848	BOY
EOY	1349920	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	13326	BOY
EOY	2326	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	118799288	BOY
EOY	118281526	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	16918648	BOY
EOY	14927261	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1882309	BOY
EOY	539067	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	139889603	BOY
EOY	135823556	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	4220757	BOY
EOY	1574218	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	53657	BOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	4274414	BOY
EOY	1574218	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	135615189	BOY
EOY	134249338	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	135615189	BOY
EOY	134249338	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	139889603	BOY
EOY	135823556	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	3535809	ReconcilationRevenueExpenses
Reconcilation Other Changes	-4901660	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Included On FS	false	IncludedOnFS

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	Lord Abbett International Core Equity	Description
Book Value	14927261	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	14927261	TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescription	Book ValueBookValue
Accrued Income	488826
Securities Sold	50241

Field	Value	IRS element (for citing)
Total Book Value Other Assets	539067	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Due to/from other funds	Description

Field	Value	IRS element (for citing)
Total Revenue	35123695	TotalRevenue
Total Expenses	31587886	TotalExpenses
Excess Or Deficit For Year	3535809	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-4901660	NetUnrealizedGLOnInvestments
Total Adjustments	-4901660	TotalAdjustments
Excess Or Deficit Per FS	-1365851	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	29620945	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-4901660	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	-4901660	RevenueNotRptdF990
Revenue Subtotal	34522605	RevenueSubtotal
Investment Expenses Not Included	601090	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	601090	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	35123695	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	30986796	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	30986796	ExpensesSubtotal
Investment Expenses Not Included2	601090	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	601090	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	31587886	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 (9 entries)

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
3745	290466	80259	39200	3745	409925
William J Turnbull
2319	174086	55512	37872	2319	267470
Peter J Ruffner
2110	168376	40562	34412	2110	243350
Thomas Goodwin
	161971	14552	132233		308756
Sean Driscoll
17022	111492	2427	20951	17022	134870
Steven Cuadra
	129081		103376		232457
Paul Hopkins
	125207		103376		228583
Raymond Hereth
	123245		103376		226621
Roger Ross
	106456	9978	110303		226737

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990 Part VI	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	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.
Form 990 Part VI	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	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.
Form 990 Part XI	5	The amount represents the unrealized gain on investments carried at fair market value.
		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 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. 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. Form 990 Part XI Line 5 The amount represents the unrealized gain on investments carried at fair market value.

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
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
m	81902
Steamfitters' Industry Welfare Fund
n	189004
Steamfitters' Industry Welfare Fund
o	112789