2023 Form 5500 filing — Plumbers Local Union No. 200 Pension 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 20250224095537NAL0022321010002) for Plumbers Local Union No. 200 Pension Fund, reported by Plumbers Local Union No 200 Pension Fund Board Of Trustees under EIN 11-3125387 and plan number 001. It reports 1,638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224095537NAL0022321010002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local Union No 200 Pension Fund Board Of Trustees
- EIN
- 11-3125387
- Plan number
- 001
- Location
- Ronkomkoma, NY
- Participants
- 1,638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,333,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,333,930
- Employer contributions
- $6,001,568
- Total income / additions
- $20,794,077
- Benefits paid
- $6,427,510
- Administrative expenses
- $630,948
- Total expenses
- $7,058,458
- Net increase / (decrease)
- $13,735,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plu No. 200 Welfare Fund | NONE | $161,653 | not reported in the loaded dataset |
| Columbia Management Investments | NONE | $59,357 | $52,808 |
| American Realty Advisors | NONE | $93,412 | not reported in the loaded dataset |
| Cbiz, Inc. | NONE | $81,975 | not reported in the loaded dataset |
| Western Asset Management | NONE | $53,969 | not reported in the loaded dataset |
| Intercontinental Real Estate | NONE | $36,893 | not reported in the loaded dataset |
| Quan-Vest Consultants | NONE | $32,962 | not reported in the loaded dataset |
| Bank Of America | NONE | $24,021 | $0 |
| Citrin Cooperman & Company Llp | NONE | $17,422 | not reported in the loaded dataset |
| Archer Byington Glennon & Levine | NONE | $12,462 | not reported in the loaded dataset |
| Kmr Systems Corp | NONE | $10,302 | not reported in the loaded dataset |
| Janus Capital Group Company | NONE | $8,085 | not reported in the loaded dataset |