2023 Form 5500 filing — Plumbers Local Union No. 200 Welfare 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 20250228115730NAL0000590499001) for Plumbers Local Union No. 200 Welfare Fund, reported by Plumbers Local Union No. 200 Welfare Fund Board Of Trustees under EIN 11-3124836 and plan number 501. It reports 772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228115730NAL0000590499001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local Union No. 200 Welfare Fund Board Of Trustees
- EIN
- 11-3124836
- Plan number
- 501
- Location
- Ronkonkoma, NY
- Participants
- 772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,913,160
- Total liabilities (EOY)
- $975,424
- Net assets (EOY)
- $56,937,736
- Employer contributions
- $17,880,220
- Participant contributions
- $278,137
- Total income / additions
- $22,193,678
- Benefits paid
- $11,284,087
- Administrative expenses
- $616,702
- Total expenses
- $11,900,789
- Net increase / (decrease)
- $10,292,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnacare | NONE | $210,687 | not reported in the loaded dataset |
| Matthew Parson | EMPLOYEE | $154,757 | not reported in the loaded dataset |
| Robert Siachitano | EMPLOYEE | $133,296 | not reported in the loaded dataset |
| Dolores Blake | EMPLOYEE | $128,803 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $100,598 | not reported in the loaded dataset |
| Valerie Zabielski | EMPLOYEE | $58,336 | not reported in the loaded dataset |
| Michele Busa | EMPLOYEE | $57,895 | not reported in the loaded dataset |
| Kmr Systems Corp | NONE | $49,398 | not reported in the loaded dataset |
| Summit Actuarial Services, LLC | NONE | $33,750 | not reported in the loaded dataset |
| Guardian Life | NONE | $31,772 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $26,438 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | NONE | $25,453 | not reported in the loaded dataset |
| Express Scripts | NONE | $24,523 | not reported in the loaded dataset |
| Quan-Vest Consulting | NONE | $13,732 | not reported in the loaded dataset |
| Bank Of America | NONE | $5,659 | $0 |