Identify the Plan

The full, official name of the Plan is "The Steamfitters’ Industry Security Benefit Fund," which will be referred to in this booklet as the Security Benefit Fund or the Fund.

Name, Address and Telephone Number of the Board of Trustees and the Fund Executive Administrator:

Board of Trustees

The Steamfitters’ Industry Security Benefit Fund
27-08 40th Ave, 2nd Floor
Long Island City, New York 11101-3725
(212) 465-8888

The Trustees as of this date are, Robert J. Bartels, Jr., Brian Kearney, Jr., Mike Koebel, Shane McMorrow, Joseph Furelli and Marcel Ramalho.

Employer Identification Number of the Board of Trustees:

13-6149681

Name of Plan:

The Steamfitters’ Industry Security Benefit Fund

Plan Number:

504

Plan Year Ends:

December 31

Type of Administration:

Trustee Administration

Agent for Service of Legal Process:

William J. Turnbull, Executive Administrator

The Steamfitters’ Industry Security Benefit Fund
27-08 40th Ave, 2nd Floor
Long Island City, New York 11101-3725
(212) 465-8888

Service of legal process may also be made on any of the Trustees.

Name and Address of Trustees:

Union Trustees
Robert J. Bartels, Jr.
Brian Kearney, Jr.
Mike Koebel

Enterprise Association Steamfitters’ Local Union 638
27-08 40th Ave, 4th Fl
Long Island City, NY 11101  
(718) 392-3420

Employer Trustees 
Shane McMorrow
Joseph Furelli
Marcel Ramalho

Mechanical Contractors Association of New York, Inc.
535 Eighth Ave, 17th Fl 
New York,  NY 10018
(212) 481-1490

Collective Bargaining Agreement:

The Fund is maintained pursuant to collective bargaining agreements between the Enterprise Association of Steam, Hot Water, Hydraulic, Sprinkler, Pneumatic Tube, Compressed Air, Ice Machine, Air Conditioning and General Pipe Fitters of New York and Vicinity, Local Union 638 of the United Association of Journeymen and Apprentices of the Plumbing and Pipefitting Industry of the United States and Canada and the Mechanical Contractors Association of New York, Inc. and other employers. Copies of these agreements may be obtained upon written request to the Fund Executive Administrator and may be examined at the Fund Office or the Union Office. The Fund will provide information as to whether a particular employer is a contributing employer and, if it is, its address, if a written request for this information is made to the Fund Administrator.

Source of Financing:

The Plan is funded by contributions received from employers in accordance with the applicable collective bargaining agreement.

Employee Accounts:

An account is established for each employee under the Plan and is credited with contributions received in accordance with the collective bargaining agreement, and with his allocable share of the Plan’s investment income. Benefit disbursements and his allocable share of Plan expenses will be deducted from his account.