2023 Form 5500 filing — Plumbers Local Union No. 200 Supplemental Vested Annuity Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250224094031NAL0007200723001) for Plumbers Local Union No. 200 Supplemental Vested Annuity Fund, reported by Plumbers Local Union No. 200 Supplemental Vested Annuity Fund under EIN 11-3124801 and plan number 002. It reports 1,677 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224094031NAL0007200723001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local Union No. 200 Supplemental Vested Annuity Fund
- EIN
- 11-3124801
- Plan number
- 002
- Location
- Ronkonkoma, NY
- Participants
- 1,677
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,452,767
- Net assets (EOY)
- $78,452,767
- Employer contributions
- $5,906,739
- Total income / additions
- $7,971,863
- Benefits paid
- $5,574,585
- Administrative expenses
- $238,822
- Total expenses
- $5,813,407
- Net increase / (decrease)
- $2,158,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | NONE | $66,435 | not reported in the loaded dataset |
| Plu No. 200 Welfare Fund | AFFILIATED BENEFIT PLAN | $48,786 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $47,005 | not reported in the loaded dataset |
| Invesco | NONE | $32,792 | $0 |
| Quan-Vest Consultants | NONE | $19,951 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | NONE | $11,063 | not reported in the loaded dataset |
| Kmr Systems Corp | NONE | $8,643 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $6,855 | not reported in the loaded dataset |