Identifying the Plan

The full, official name of the Plan is "The Steamfitters’ Industry Vacation Plan," which will be referred to in this booklet as the "Vacation Plan" or the "Plan". The Plan is a welfare fund which provides vacation benefits to eligible employees.

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

Board of Trustees

The Steamfitters’ Industry Fund Office
5 Penn Plaza
New York, New York 10001-1887
(212)465-8888

The Trustees, as of the printing of this booklet, are John O'Connell, James Elder, Raymond W. Hopkins, John J. Torpey and William McMorrow, Sr.

Employer Identification Number of the Board of Trustees:

13-6149682

Name of Plan:

The Steamfitters’ Industry Vacation Plan

Plan Number:

503

Plan Year Ends:

December 31

Type of Administration:

Trustee Administration

Agent for Service of Legal Process:

Kevin J. Driscoll, Administrator

The Steamfitters’ Industry Vacation Plan 5 Penn Plaza New York, New York 10001-1887

(212)465-8888

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

Name and Address of Trustees:

Employee Trustees
John J. Torpey
John O'Connell
James Elder

Enterprise Association
Steamfitters’ Local Union 638
32-32 48th Avenue
Long Island City, New York 11101-2416

Employer Trustees
Raymond W. Hopkins
William McMorrow, Sr.

Mechanical Contractors Association of New York, Inc.
44 West 28th Street
New York, New York 10001-4212

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 Administrator and may be examined at the Fund Office and 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. Benefit disbursements are deducted from the employee’s account.