# Board Of Trustees Steamfitters Industry Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-industry-pension-fund-plan

> Board Of Trustees Steamfitters Industry Pension Fund's DB plan: 1,980 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Other Service Provider

- [LAPADULA, CARLSON & CO. CPA](https://planprovider.pro/provider/lapadula-carlson-co) — 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|

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