Plan Snapshot
- Plan Sponsor: Plumbers Local Union No 200 Pension Fund Board Of Trustees
- Sponsor EIN: 113125387
- Sponsor Address: 2121 5TH AVE, RONKOMKOMA, NY, 11779
- Plan Type: DB
- Plan Number: 001
- Total Participants: 692
- Total Assets: $136.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 692 | $136.2M | $6.5M | $0 |
| 2023 | 708 | $123.3M | $6.0M | $0 |
| 2022 | 693 | $109.6M | $6.3M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PLU NO. 200 WELFARE FUND | Other Service Provider | $178,743 | — | $178,743 |
| COLUMBIA MANAGEMENT INVESTMENTS | Other Service Provider | $62,813 | $65,334 | $128,147 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $91,432 | — | $91,432 |
| KBA 74 | Other Service Provider | $55,675 | — | $55,675 |
| INTERCONTINENTAL REAL ESTATE | Other Service Provider | $37,488 | — | $37,488 |
| QUAN-VEST CONSULTANTS | Other Service Provider | $32,437 | — | $32,437 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $31,152 | — | $31,152 |
| ARCHER BYINGTON GLENNON & LEVINE | Other Service Provider | $28,453 | — | $28,453 |
| BANK OF AMERICA | Other Service Provider | $25,412 | — | $25,412 |
| CITRIN COOPERMAN & COMPANY LLP | Other Service Provider | $15,636 | — | $15,636 |
| KMR SYSTEMS CORP | Other Service Provider | $10,302 | — | $10,302 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $634,877
- Estimated Expense Ratio: 0.466% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $623,265 | $280,733 | — | $12,506 | — |
| 2023 | $630,948 | $308,700 | — | $17,422 | — |
| 2022 | $604,653 | $301,398 | — | — | $95,167 |