Plumbers Local Union No. 200 Additional Security Benefits Fund — Form 5500 plan (Plumbers Local Union No. 200 Additional Secutity Benefits 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 Additional Security Benefits Fund is a benefit plan reported by Plumbers Local Union No. 200 Additional Secutity Benefits Fund under EIN 11-6037700 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,698 participants and $4,741,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local Union No. 200 Additional Secutity Benefits Fund
- EIN
- 11-6037700
- Plan number
- 503
- Plan type
- 1
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 1,698
- End-of-year plan assets
- $4,741,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,698 | H, C | 20250224094031NAL0007200723002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,741,121
- Net assets (EOY)
- $4,741,121
- Net assets (BOY)
- $4,357,589
Income & contributions
- Employer contributions
- $593,078
- Total contributions
- $593,078
- Total income / additions
- $903,112
Expenses & distributions
- Benefits paid
- $420,625
- Administrative expenses
- $98,955
- Total expenses
- $519,580
- Net increase / (decrease)
- $383,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plu No. 200 Welfare Fund | AFFILIATED BENEFIT FUND | $54,934 | not reported in the loaded dataset | 2023 |
| Columbia Management | NONE | $7,705 | $7,818 | 2023 |
| Kmr Systems | NONE | $9,467 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company Llp | NONE | $8,266 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $6,489 | $589 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local Union No. 200 Additional Secutity Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ronkonkoma, NY
- Plu No. 200 Welfare Fund — Schedule C compensation
- Columbia Management — Schedule C compensation
- Kmr Systems — Schedule C compensation
- Citrin Cooperman & Company Llp — Schedule C compensation
- Bank Of America — Schedule C compensation