# Steamfitters Industry Security Benefit Fund Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/steamfitters-industry-security-benefit-fund-board-of-trustees-136149681-504

> Steamfitters Industry Security Benefit Fund Board Of Trustees's Health & Welfare plan: 3,281 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steamfitters Industry Security Benefit Fund Board Of Trustees

- **Sponsor EIN:** 136149681

- **Sponsor Address:** 2708 40TH AVENUE, 2ND FLOOR, LONG ISLAND CITY, NY, 111013725

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 3,281

- **Total Assets:** $319.0M

## 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|3,281|$319.0M|$40.1M|$0|

| 2023|3,267|$306.3M|$37.8M|$0|

| 2022|3,303|$294.8M|$38.4M|$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|Other Service Provider|$511,250|—|$511,250|

| BOSTON PARTNERS GLOBAL INVESTORS, I|Other Service Provider|$254,592|—|$254,592|

| JANUS HENDERSON INVESTORS US LLC|Other Service Provider|$211,772|—|$211,772|

| BOYD WATTERSON ASSET MANAGEMENT, LL|Other Service Provider|$157,991|—|$157,991|

| VITECH SYSTEMS GROUP|Other Service Provider|$139,814|—|$139,814|

| THE BANK OF NEW YORK|Other Service Provider|$104,362|—|$104,362|

| HIGHLAND CAPITAL MANAGEMENT, LLC|Other Service Provider|$77,590|—|$77,590|

| MORGAN STANLEY INVESTMENT MANAGEMEN|Other Service Provider|$69,259|—|$69,259|

| CS MCKEE|Other Service Provider|$44,892|—|$44,892|

| MARIA SENA|Other Service Provider|$39,031|—|$39,031|

| SEGAL MARCO ADVISORS|Other Service Provider|$35,000|—|$35,000|

| MICHELLE BAUTISTA|Other Service Provider|$33,117|—|$33,117|

| NANA WILMARIA MOMOH|Other Service Provider|$28,103|—|$28,103|

| STANLEY TALOUIS|Other Service Provider|$26,263|—|$26,263|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$18,534|—|$18,534|

| LAPADULA, CARLSON & CO CPA|Auditor|$17,000|—|$17,000|

| CHUBB & SON|Other Service Provider|$9,891|—|$9,891|

| COLLERAN O'HARA & MILLS LLP|Other Service Provider|$9,001|—|$9,001|

| LINDABURY, MCCORMICK, ESTABROOK & C|Other Service Provider|$7,535|—|$7,535|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,794,997

- **Estimated Expense Ratio:** 0.563% 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|$3,375,669|$2,578,831|—|$17,000|—|

| 2023|$2,956,075|$2,058,225|—|$16,500|—|

| 2022|$3,010,929|$2,211,133|—|—|$27,744|

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