2023 Form 5500 filing — Plumbers Local Union No. 200 Additional Security Benefits 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 20250224094031NAL0007200723002) for Plumbers Local Union No. 200 Additional Security Benefits Fund, reported by Plumbers Local Union No. 200 Additional Secutity Benefits Fund under EIN 11-6037700 and plan number 503. It reports 1,698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224094031NAL0007200723002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local Union No. 200 Additional Secutity Benefits Fund
- EIN
- 11-6037700
- Plan number
- 503
- Location
- Ronkonkoma, NY
- Participants
- 1,698
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,741,121
- Net assets (EOY)
- $4,741,121
- Employer contributions
- $593,078
- Total income / additions
- $903,112
- Benefits paid
- $420,625
- Administrative expenses
- $98,955
- Total expenses
- $519,580
- Net increase / (decrease)
- $383,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plu No. 200 Welfare Fund | AFFILIATED BENEFIT FUND | $54,934 | not reported in the loaded dataset |
| Columbia Management | NONE | $7,705 | $7,818 |
| Kmr Systems | NONE | $9,467 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | NONE | $8,266 | not reported in the loaded dataset |
| Bank Of America | NONE | $6,489 | $589 |