STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND (EIN 13-6149681)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-07-20
IRS object ID: 201112019349300011
Schema version: 2010v3.2
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	2011-07-20T11:48:30-00:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	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	2011-07-20	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Field	Value	IRS element (for citing)
Tax Year	2010	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	186556632	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. 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	24058489	ProgramServiceRevenuePriorYear
Program Service Revenue CY	24940464	ProgramServiceRevenueCY
Investment Income Prior Year	-1969221	InvestmentIncomePriorYear
Investment Income Current Year	5498790	InvestmentIncomeCurrentYear
Other Revenue Prior Year	14560	OtherRevenuePriorYear
Other Revenue Current Year	29001	OtherRevenueCurrentYear
Total Revenue Prior Year	22103828	TotalRevenuePriorYear
Total Revenue Current Year	30468255	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	28546004	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	32767814	BenefitsPaidToMembersCY
Salaries Etc Prior Year	149249	SalariesEtcPriorYear
Salaries Etc Current Year	182204	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	717820	OtherExpensePriorYear
Other Expenses Current Year	670693	OtherExpensesCurrentYear
Total Expenses Prior Year	29413073	TotalExpensesPriorYear
Total Expenses Current Year	33620711	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-7309245	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-3152456	RevenuesLessExpensesCY
Total Assets BOY	135651318	TotalAssetsBOY
Total Assets EOY	139889603	TotalAssetsEOY
Total Liabilities BOY	4761893	TotalLiabilitiesBOY
Total Liabilities EOY	4274414	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	130889425	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	135615189	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	32767814	Expense
Description	Benefits paid to or for participants	Description
Total Program Service Expense	32767814	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	true	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	1	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 (16 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
John J Torpey
Trustee	002.00	X	0	0	0
William Wangerman
Trustee	002.00	X	0	0	0
Raymond Dean Jr
Trustee	002.00	X	0	0	0
Alexander E Gettler
Trustee	002.00	X	0	0	0
Anthony Saporito
Trustee	002.00	X	0	0	0
Peter C Vrankovic
Trustee	002.00	X	0	0	0
Ralph Montuoro Jr
Trustee	002.00	X	0	0	0
Kevin J Driscoll
Exec. Administrator	035.00		3565	352939	36750	X
William J Turnbull
Controller	035.00		2211	218886	33995		X
Peter J Ruffner
Assistant Administrator	035.00		2078	205707	31892		X
Thomas Goodwin
Educ. Director	040.00		0	174909	111850		X
Steven Cuadra
Educ. Instructor	035.00		0	127579	87979			X
Paul Hopkins
Educ. Instructor	035.00		0	121449	87979			X
Raymond Hereth
Educ. Instructor	035.00		0	120683	87979			X
Sean Driscoll
IT Director	035.00		14972	101092	17447			X
Roger Ross
SIAP Director	035.00		0	115650	91983			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	22826	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	1538894	TotalReportableCompFrmRltdOrgs
Total Other Compensation	587854	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	24940464	TotalRevenueColumn
Related Or Exempt Function Income	24940464	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	24940464	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	3016288	TotalRevenueColumn
Related Or Exempt Function Income	3016288	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	158570879	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	156088377	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	2482502	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	2482502	TotalRevenueColumn
Related Or Exempt Function Income	2482502	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Miscellaneous Income	Description
Business Code	900099	BusinessCode
Total Revenue Column	29001	TotalRevenueColumn
Related Or Exempt Function Income	29001	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	29001	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	30468255	TotalRevenueColumn
Related Or Exempt Function Income	30468255	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	32767814	Total
Program Services	32767814	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	7854	Total
Management And General	7854	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	115962	Total
Management And General	115962	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	36915	Total
Management And General	36915	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	12534	Total
Management And General	12534	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	8939	Total
Management And General	8939	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	-2860	Total
Management And General	-2860	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	12600	Total
Management And General	12600	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	548902	Total
Management And General	548902	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	60600	Total
Management And General	60600	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	4923	Total
Management And General	4923	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	25015	Total
Management And General	25015	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	3167	Total
Management And General	3167	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	2961	Total
Management And General	2961	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	14618	Total
Management And General	14618	ManagementAndGeneral

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	General Expense	Description
Total	767	Total
Management And General	767	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	33620711	Total
Program Services	32767814	ProgramServices
Management And General	852897	ManagementAndGeneral

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	138535	BOY
EOY	949184	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	992284	BOY
EOY	1326848	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2420	BOY
EOY	13326	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	118169670	BOY
EOY	118799288	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	15709557	BOY
EOY	16918648	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	638852	BOY
EOY	1882309	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	135651318	BOY
EOY	139889603	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	4732724	BOY
EOY	4220757	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	29169	BOY
EOY	53657	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	4761893	BOY
EOY	4274414	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	130889425	BOY
EOY	135615189	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	130889425	BOY
EOY	135615189	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	135651318	BOY
EOY	139889603	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-3152456	ReconcilationRevenueExpenses
Reconcilation Other Changes	7878220	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	Lord Abbett International Core Equity	Description
Book Value	16918648	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	16918648	TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescription	Book ValueBookValue
Accrued Income	263587
Securities Sold	1618722

Field	Value	IRS element (for citing)
Total Book Value Other Assets	1882309	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Due to affiliated funds	Description
Amount	$53,657	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	53657	TotalOfAmounts
Total Revenue	30468255	TotalRevenue
Total Expenses	33620711	TotalExpenses
Excess Or Deficit For Year	-3152456	ExcessOrDeficitForYear
Net Unrealized GL On Investments	7878220	NetUnrealizedGLOnInvestments
Total Adjustments	7878220	TotalAdjustments
Excess Or Deficit Per FS	4725764	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	37797573	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	7878220	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	7878220	RevenueNotRptdF990
Revenue Subtotal	29919353	RevenueSubtotal
Investment Expenses Not Included	548902	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	548902	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	30468255	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	33071809	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	33071809	ExpensesSubtotal
Investment Expenses Not Included2	548902	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	548902	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	33620711	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)

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	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Kevin J Driscoll
3565	284465	68474	36750	3565	389689	3483	381536
William J Turnbull
2211	167533	51353	33995	2211	252881	2130	243145
Peter J Ruffner
2078	165133	40574	31892	2078	237599	2034	232122
Thomas Goodwin
	161338	13571	111850		286759		255327
Steven Cuadra
	127579		87979		215558		199724
Paul Hopkins
	121449		87979		209428		193047
Raymond Hereth
	120683		87979		208662		192751
Roger Ross
	107900	7750	91983		207633		200253

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 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. 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.
Form 990 Part XI	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	68028
Steamfitters' Industry Welfare Fund
n	182204
Steamfitters' Industry Welfare Fund
o	53763