# Plumbers Local Union No. 200 Supplemental Vested Annuity Fund DC Plan
Source: https://planprovider.pro/companies/plumbers-local-union-no-200-supplemental-vested-annuity-fund-113124801-002

> Plumbers Local Union No. 200 Supplemental Vested Annuity Fund's DC plan: 712 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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|

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