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Original filing (PDF)20251014110131NAL0003732016001
STEAMFITTERS INDUSTRY EDUCATIONAL FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
STEAMFITTERS' INDUSTRY EDUCATIONAL FUND
Health & welfare plan
Signals · 3
~600 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
1,980
Accounts w/ balance
—
Plan assets (EOY)
$22.7M
Net assets (EOY)
$19.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 600 bps in Schedule C fees — 1968% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEAMFITTERS INDUSTRY EDUCATIONAL FUND BOARD OF TRUSTEES.
Plan sponsor
Name
STEAMFITTERS INDUSTRY EDUCATIONAL FUND BOARD OF TRUSTEES
EIN
13-1919703
Address
27-08 40TH AVENUE, 2ND FLOOR · LONG ISLAND CITY, NY · 111013725
Phone
(212) 465-8888
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
LAPADULA, CARLSON & CO., CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JASON GRECCO | 13-1919703 | — | — | $189K | — |
| NICHOLAS MAGNA | 13-1919703 | — | — | $187K | — |
| STEPHEN POWERS | 13-1919703 | — | — | $183K | — |
| MATTHEW PIZZO | 13-1919703 | — | — | $179K | — |
| JAMES COFFEY | 13-1919703 | — | — | $166K | — |
| DANIEL KNIGHTS | 13-1919703 | — | — | $115K | — |
| STEVE CUADRA | 13-1919703 | — | — | $86K | — |
| KATHLEEN HERTEL | 13-1919703 | — | — | $82K | — |
| WILLIAM J. TURNBULL | 13-1919703 | — | — | $46K | — |
| ROBERT GILPIN | 13-1919703 | — | — | $29K | — |
| RITA MESSINA | 13-1919703 | — | — | $26K | — |
| VITECH SYSTEMS GROUP | 13-3785492 | — | — | $20K | — |
| LAPADULA, CARLSON & CO., CPA | 65-0292391 | — | — | $20K | — |
| LINDABURY MCCORMICK ESTABROOK & COO | 22-1943351 | — | — | $10K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | — | $10K | — |
| CHUBB & SON | 13-1963496 | — | — | $7K | — |
| AUTOMATIC DATA PROCESSING | 22-1467904 | — | — | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.