Board Of Trustees Steamfitters' Industry Supplemental Retirement Fund

Form 5500 Data

Board Of Trustees Steamfitters' Industry Supplemental Retirement Fund

80
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
80
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (14)
Average in Peer Group (69)
Highest in Peer Group (84)

Plan Description

Steamfitters' Industry Supplemental Retirement Fund is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 80, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances and Company Generosity. Steamfitters' Industry Supplemental Retirement Fund currently has over 4,200 active participants and over $519.9M in plan assets.

Did you know?

For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (80) and the top rated plan (84) could equate to:
2
Additional years of work
60,897
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 27-08 40th Avenue, 2nd Floor
  • Location
    Long Island City , NY
  • 11101-3725
  • Industry
    Plumbing, Heating, and Air-Conditioning Contractors
  • Administrator
    Kevin J. Driscoll
  • Net Plan Assets
    $520,000,000
  • Total Participants
    4,300
  • Avg Account Balance
    $130,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Poor
Account Balance:
Great

Design

Total Plan Cost:
Highest
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Poor
Account Balance:
Average

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 37%
64%
New York Life Guaranteed Investment Contract 11%
N/A
Alger Capital Appreciation 10%
18%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
New York Life
Investment Adviser
The Segal Company (Rogerscasey)
Recordkeeper
Vitech
Insurance Advisor/Broker
Chubb Asset Managers Inc
Legal Counsel
Colleran, O'Hara Mills LLP
Auditor
Lapadula, Carlson, & Co.

Articles and Questions

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