Plumbers Local Union No. 200 Supplemental Vested Annuity Fund — Form 5500 plan (Plumbers Local Union No. 200 Supplemental Vested Annuity Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Plumbers Local Union No. 200 Supplemental Vested Annuity Fund is a benefit plan reported by Plumbers Local Union No. 200 Supplemental Vested Annuity Fund under EIN 11-3124801 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,677 participants and $78,452,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local Union No. 200 Supplemental Vested Annuity Fund
- EIN
- 11-3124801
- Plan number
- 002
- Plan type
- 1
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 1,677
- End-of-year plan assets
- $78,452,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,677 | H, C | 20250224094031NAL0007200723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,452,767
- Net assets (EOY)
- $78,452,767
- Net assets (BOY)
- $76,294,311
Income & contributions
- Employer contributions
- $5,906,739
- Total contributions
- $5,906,739
- Total income / additions
- $7,971,863
Expenses & distributions
- Benefits paid
- $5,574,585
- Administrative expenses
- $238,822
- Total expenses
- $5,813,407
- Net increase / (decrease)
- $2,158,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | NONE | $66,435 | not reported in the loaded dataset | 2023 |
| Plu No. 200 Welfare Fund | AFFILIATED BENEFIT PLAN | $48,786 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $47,005 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $32,792 | $0 | 2023 |
| Quan-Vest Consultants | NONE | $19,951 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company Llp | NONE | $11,063 | not reported in the loaded dataset | 2023 |
| Kmr Systems Corp | NONE | $8,643 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $6,855 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local Union No. 200 Supplemental Vested Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ronkonkoma, NY
- Prudential Retirement Insurance — Schedule C compensation
- Plu No. 200 Welfare Fund — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Invesco — Schedule C compensation
- Quan-Vest Consultants — Schedule C compensation
- Citrin Cooperman & Company Llp — Schedule C compensation
- Kmr Systems Corp — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation