Plan Snapshot
- Plan Sponsor: Plumbers Local Union No. 200 Vacation Fund
- Sponsor EIN: 113124072
- Sponsor Address: 2121 5TH AVENUE, RONKONKOMA, NY, 11779
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 627
- Total Assets: $1.7M
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 | 627 | $1.7M | $3.5M | $0 |
| 2023 | 643 | $1.5M | $3.6M | $0 |
| 2022 | 638 | $1.3M | $3.1M | $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 | $62,936 | — | $62,936 |
| KMR SYSTEMS CORPORATION | Other Service Provider | $9,276 | — | $9,276 |
| CITRIN COOPERMAN & COMPANY, LLP | Other Service Provider | $8,419 | — | $8,419 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,631
- Estimated Expense Ratio: 4.824% 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 | $89,339 | — | — | $6,739 | — |
| 2023 | $80,658 | — | — | $9,512 | — |
| 2022 | $70,216 | — | — | — | $15,923 |