Plan Snapshot
- Plan Sponsor: Plumbers Local Union No. 200 Supplemental Vested Annuity Fund
- Sponsor EIN: 113124801
- Sponsor Address: 2121 FIFTH AVENUE, RONKONKOMA, NY, 11779
- Plan Type: DC
- Plan Number: 002
- Total Participants: 712
- Total Assets: $81.3M
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 | 712 | $81.3M | $5.8M | $0 |
| 2023 | 758 | $78.5M | $5.9M | $0 |
| 2022 | 769 | $76.3M | $6.6M | $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 | $56,912 | — | $56,912 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $55,324 | — | $55,324 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $48,237 | — | $48,237 |
| INVESCO | Other Service Provider | $34,816 | — | $34,816 |
| ARCHER, BYINGTON, GLENNON & LEVINE | Other Service Provider | $19,050 | — | $19,050 |
| QUAN-VEST CONSULTANTS | Other Service Provider | $18,720 | — | $18,720 |
| CITRIN COOPERMAN & COMPANY LLP | Other Service Provider | $9,021 | — | $9,021 |
| KMR SYSTEMS CORP | Other Service Provider | $8,642 | — | $8,642 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $250,722
- Estimated Expense Ratio: 0.308% 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 | $238,104 | $157,096 | — | $7,215 | — |
| 2023 | $238,822 | $166,184 | — | $11,063 | — |
| 2022 | $218,503 | $128,429 | — | — | $36,602 |