# Plumbers Local Union No. 200 Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-local-union-no-200-vacation-fund-113124072-502

> Plumbers Local Union No. 200 Vacation Fund's Health & Welfare plan: 627 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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