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Original filing (PDF)20251014124849NAL0002803137001
STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND
Health & welfare plan
Signals · 3
100% in single holdingNo recordkeeper disclosed19 service providers
Active participants
3,281
Accounts w/ balance
—
Plan assets (EOY)
$319.0M
Net assets (EOY)
$315.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: JANUS HENDERSON INTERNATIONAL RESEARCH EQUITY PORTFOLIO (extraction pending)]" is 100% of plan.
- 56 bps in Schedule C fees — 463% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND BOARD OF TRUSTEES.
Plan sponsor
Name
STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND BOARD OF TRUSTEES
EIN
13-6149681
Address
2708 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
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4B · Life Insurance
4C · Supplemental Unemployment
4F · Temporary Disability (accident and sickness)
4I · Severance Pay
4K · Scholarship (Funded)
4L · Death Benefits (other than life insurance)
4P · Taft-Hartley Training
4Q · Other
Audit & trust (Schedule H)
Auditor
LAPADULA, CARLSON & CO., CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS | 52-6435649 | — | — | $511K | — |
| BOSTON PARTNERS GLOBAL INVESTORS, I | 98-0202744 | — | — | $255K | — |
| JANUS HENDERSON INVESTORS US LLC | 75-3019302 | — | — | $212K | — |
| BOYD WATTERSON ASSET MANAGEMENT, LL | 34-1922005 | — | — | $158K | — |
| VITECH SYSTEMS GROUP | 13-3785492 | — | — | $140K | — |
| THE BANK OF NEW YORK | 13-5160382 | — | — | $104K | — |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 27-5440911 | — | — | $78K | — |
| MORGAN STANLEY INVESTMENT MANAGEMEN | 13-3040307 | — | — | $69K | — |
| CS MCKEE | 84-3346426 | — | — | $45K | — |
| MARIA SENA | 13-6149681 | — | — | $39K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | — | $35K | — |
| MICHELLE BAUTISTA | 13-6149681 | — | — | $33K | — |
| NANA WILMARIA MOMOH | 13-6149681 | — | — | $28K | — |
| STANLEY TALOUIS | 13-6149681 | — | — | $26K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | — | $19K | — |
| LAPADULA, CARLSON & CO CPA | 65-0292391 | — | — | $17K | — |
| CHUBB & SON | 13-1963496 | — | — | $10K | — |
| COLLERAN O'HARA & MILLS LLP | 11-2940050 | — | — | $9K | — |
| LINDABURY, MCCORMICK, ESTABROOK & C | 22-7943351 | — | — | $8K | — |
Investments
1 pooled fund· $46.9M(15% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JANUS INSTITUTIONAL INTL EQUITY FND JANUS · EIN 04-3377381 / PN 001 | 103-12 Investment Entity | — | — | $46.9M | 14.7% |