Plan Snapshot
- Plan Sponsor: Board Of Trustees Steamfitters Industry Pension Fund
- Sponsor EIN: 136149680
- Sponsor Address: 27-08 40TH AVENUE, 2ND FLOOR, LONG ISLAND CITY, NY, 111013725
- Plan Type: DB
- Total Participants: 1,980
- Total Assets: $460.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,980 | $460.6M | $43.1M | $0 |
| 2023 | 1,981 | $430.0M | $41.8M | $0 |
| 2022 | 2,090 | $417.4M | $44.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS, INC | Other Service Provider | $543,568 | — | $543,568 |
| BOSTON PARTNERS GLOBAL INVESTORS, I | Other Service Provider | $289,227 | — | $289,227 |
| JP MORGAN INVESTMENT MANAGEMENT | Other Service Provider | $265,583 | — | $265,583 |
| VITECH SYSTEMS GROUP | Other Service Provider | $240,768 | — | $240,768 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $157,530 | — | $157,530 |
| ATALANTA SOSNOFF CAPITAL | Other Service Provider | $154,968 | — | $154,968 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $139,584 | — | $139,584 |
| WILLIAM J. TURNBULL | Other Service Provider | $92,835 | — | $92,835 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $80,486 | — | $80,486 |
| THE SEGAL COMPANY | Other Service Provider | $75,738 | — | $75,738 |
| JAMES J. IPPOLITO | Other Service Provider | $70,174 | — | $70,174 |
| SEGAL MARCO ADVISORS | Other Service Provider | $60,000 | — | $60,000 |
| BANK OF NEW YORK | Other Service Provider | $50,371 | — | $50,371 |
| DENNIS O'KANE | Other Service Provider | $48,196 | — | $48,196 |
| SEAN DRISCOLL | Other Service Provider | $46,919 | — | $46,919 |
| VALERIE VENTURA | Other Service Provider | $36,601 | — | $36,601 |
| ANNA FURIO | Other Service Provider | $35,097 | — | $35,097 |
| JOLANTA ZARKOWSKA | Other Service Provider | $34,487 | — | $34,487 |
| LAPADULA, CARLSON & CO. CPA | Other Service Provider | $33,000 | — | $33,000 |
| RITA MESSINA | Other Service Provider | $29,697 | — | $29,697 |
| ROBERT LUGONES | Other Service Provider | $25,365 | — | $25,365 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $20,778 | — | $20,778 |
| LINDABURY, MCCORMICK, ESTABROOK, CO | Other Service Provider | $20,048 | — | $20,048 |
| CHUBB & SON | Other Service Provider | $11,406 | — | $11,406 |
| COLLERAN, O'HARA & MILLS LLP | Other Service Provider | $9,812 | — | $9,812 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT — Other Service Provider
- LAPADULA, CARLSON & CO. CPA — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,572,238
- Estimated Expense Ratio: 0.558% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,129,525 | $3,255,884 | — | $33,000 | — |
| 2023 | $4,828,509 | $2,931,064 | — | $31,875 | — |
| 2022 | $5,151,652 | $3,278,206 | — | — | $130,108 |