# Plumbers Local Union No. 200 Welfare Fund Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-local-union-no-200-welfare-fund-board-of-trustees-113124836-501

> Plumbers Local Union No. 200 Welfare Fund Board Of Trustees's Health & Welfare plan: 584 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers Local Union No. 200 Welfare Fund Board Of Trustees

- **Sponsor EIN:** 113124836

- **Sponsor Address:** 2121 5TH AVENUE, RONKONKOMA, NY, 11779

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 584

- **Total Assets:** $70.3M

## 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|584|$70.3M|$19.8M|$276,203|

| 2023|583|$57.9M|$17.9M|$278,137|

| 2022|629|$48.1M|$19.1M|$324,395|

## 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|

| MAGNACARE|Other Service Provider|$177,775|$15,893|$193,668|

| MATTHEW PARSON|Other Service Provider|$158,719|—|$158,719|

| ARCHER, BYINGTON, GLENNON & LEVINE|Other Service Provider|$150,699|—|$150,699|

| ROBERT SIACHITANO|Other Service Provider|$137,258|—|$137,258|

| DOLORES BLAKE|Other Service Provider|$132,423|—|$132,423|

| VALERIE ZABIELSKI|Other Service Provider|$59,386|—|$59,386|

| MICHELE BUSA|Other Service Provider|$59,339|—|$59,339|

| KMR SYSTEMS CORP|Other Service Provider|$49,398|—|$49,398|

| ATALANTA SOSNOFF|Other Service Provider|$46,438|—|$46,438|

| GUARDIAN LIFE|Recordkeeper|$27,812|—|$27,812|

| SUMMIT ACTUARIAL SERVICES, LLC|Other Service Provider|$25,750|—|$25,750|

| EXPRESS SCRIPTS|Other Service Provider|$23,636|—|$23,636|

| CITRIN COOPERMAN & COMPANY LLP|Other Service Provider|$17,439|—|$17,439|

| QUAN-VEST CONSULTING|Other Service Provider|$15,491|—|$15,491|

| RICHARD SCHAFFER|Other Service Provider|$6,316|—|$6,316|

| BANK OF AMERICA|Other Service Provider|$5,817|—|$5,817|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GUARDIAN LIFE](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,109,589

- **Estimated Expense Ratio:** 1.579% 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|$697,364|$67,746|—|$13,953|—|

| 2023|$616,702|$45,830|—|$21,031|—|

| 2022|$640,530|$42,074|—|—|$175,416|

## Similar Plans

- [Steamfitters Industry Vacation Plan Board Of Trustees](https://planprovider.pro/companies/steamfitters-industry-vacation-plan-board-of-trustees-136149682-503) — 2,067 participants

- [Board Of Trustees Steamfitters Industry Pension Fund](https://planprovider.pro/companies/board-of-trustees-steamfitters-industry-pension-fund-plan) — 1,980 participants

- [Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12](https://planprovider.pro/companies/board-of-trustees-pension-fund-of-heat-and-frost-insulators-local-12-plan) — 920 participants

- [United Associated Pension Fund Local 13](https://planprovider.pro/companies/united-associated-pension-fund-local-13-plan) — 582 participants

- [Board Of Trustees, Iuoe Local 295 & 295c Employees Annuity](https://planprovider.pro/companies/board-of-trustees-iuoe-local-295-295c-employees-annuity-plan-plan) — 532 participants

- [Dave Vanauken, Plan Administrator Local No. 112 Annuity Fund](https://planprovider.pro/companies/dave-vanauken-plan-administrator-local-no-112-annuity-fund-plan) — 482 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-local-union-no-200-welfare-fund-board-of-trustees-113124836-501)

© 2026 PlanProvider.Pro