Plumbers Local Union No. 200 Pension Fund — Form 5500 plan (Plumbers Local Union No 200 Pension Fund Board Of Trustees)
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 Pension Fund is a benefit plan reported by Plumbers Local Union No 200 Pension Fund Board Of Trustees under EIN 11-3125387 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,638 participants and $123,333,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local Union No 200 Pension Fund Board Of Trustees
- EIN
- 11-3125387
- Plan number
- 001
- Plan type
- 1
- Location
- Ronkomkoma, NY
- Latest filing year
- 2023
- Participants
- 1,638
- End-of-year plan assets
- $123,333,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,638 | H, C | 20250224095537NAL0022321010002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,333,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,333,930
- Net assets (BOY)
- $109,598,311
Income & contributions
- Employer contributions
- $6,001,568
- Total contributions
- $6,001,568
- Total income / additions
- $20,794,077
Expenses & distributions
- Benefits paid
- $6,427,510
- Administrative expenses
- $630,948
- Total expenses
- $7,058,458
- Net increase / (decrease)
- $13,735,619
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plu No. 200 Welfare Fund | NONE | $161,653 | not reported in the loaded dataset | 2023 |
| Columbia Management Investments | NONE | $59,357 | $52,808 | 2023 |
| American Realty Advisors | NONE | $93,412 | not reported in the loaded dataset | 2023 |
| Cbiz, Inc. | NONE | $81,975 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $53,969 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate | NONE | $36,893 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants | NONE | $32,962 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $24,021 | $0 | 2023 |
| Citrin Cooperman & Company Llp | NONE | $17,422 | not reported in the loaded dataset | 2023 |
| Archer Byington Glennon & Levine | NONE | $12,462 | not reported in the loaded dataset | 2023 |
| Kmr Systems Corp | NONE | $10,302 | not reported in the loaded dataset | 2023 |
| Janus Capital Group Company | NONE | $8,085 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local Union No 200 Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ronkomkoma, NY
- Plu No. 200 Welfare Fund — Schedule C compensation
- Columbia Management Investments — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Cbiz, Inc. — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Intercontinental Real Estate — Schedule C compensation
- Quan-Vest Consultants — Schedule C compensation
- Bank Of America — Schedule C compensation
- Citrin Cooperman & Company Llp — Schedule C compensation
- Archer Byington Glennon & Levine — Schedule C compensation
- Kmr Systems Corp — Schedule C compensation
- Janus Capital Group Company — Schedule C compensation