Plan5500

Plumbers Local Union No. 200 Supplemental Vested Annuity Fund — Form 5500 plan (Plumbers Local Union No. 200 Supplemental Vested Annuity Fund)

Plain-English plan 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, Plumbers Local Union No. 200 Supplemental Vested Annuity Fund is a benefit plan reported by Plumbers Local Union No. 200 Supplemental Vested Annuity Fund under EIN 11-3124801 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,677 participants and $78,452,767 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$78.5MPlan net assets, end of year$78,452,767
Participants1.7KCovered participants reported1,677
Assets / participant$46.8KComputed: assets ÷ participants$46,782 (computed)
Provider compensation$241.5K8 Schedule C provider row(s)$241,530
Plan sponsor
Plumbers Local Union No. 200 Supplemental Vested Annuity Fund
EIN
11-3124801
Plan number
002
Plan type
1
Location
Ronkonkoma, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,677 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$78.5M total assets
Net assets$78.5MLiabilities—
Money in vs. money out
Total income / additions$8M
Total expenses$5.8M
Benefits paid / distributions$5.6M
Contributions
Employer$5.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$78,452,767
Net assets (EOY)
$78,452,767
Net assets (BOY)
$76,294,311

Income & contributions

Employer contributions
$5,906,739
Total contributions
$5,906,739
Total income / additions
$7,971,863

Expenses & distributions

Benefits paid
$5,574,585
Administrative expenses
$238,822
Total expenses
$5,813,407
Net increase / (decrease)
$2,158,456
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income70%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Prudential Retirement Insurance$66.4K
    NONE · Direct $66.4K
  2. 2
    Plu No. 200 Welfare Fund$48.8K
    AFFILIATED BENEFIT PLAN · Direct $48.8K
  3. 3
    Intercontinental Real Estate Corp$47K
    NONE · Direct $47K
  4. 4
    Invesco$32.8K
    NONE · Direct $32.8K · Indirect $0
  5. 5
    Quan-Vest Consultants$20K
    NONE · Direct $20K
  6. 6
    Citrin Cooperman & Company Llp$11.1K
    NONE · Direct $11.1K
  7. 7
    Kmr Systems Corp$8.6K
    NONE · Direct $8.6K
  8. 8
    Archer, Byington, Glennon & Levine$6.9K
    NONE · Direct $6.9K

What to inspect next

Frequently asked questions

Who sponsors the Plumbers Local Union No. 200 Supplemental Vested Annuity Fund?
Plumbers Local Union No. 200 Supplemental Vested Annuity Fund is reported as sponsored by Plumbers Local Union No. 200 Supplemental Vested Annuity Fund (EIN 11-3124801, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Plumbers Local Union No. 200 Supplemental Vested Annuity Fund?
The latest Form 5500 filing year loaded for Plumbers Local Union No. 200 Supplemental Vested Annuity Fund is 2023.
How many participants does Plumbers Local Union No. 200 Supplemental Vested Annuity Fund report?
Plumbers Local Union No. 200 Supplemental Vested Annuity Fund reports 1,677 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Plumbers Local Union No. 200 Supplemental Vested Annuity Fund?
Plumbers Local Union No. 200 Supplemental Vested Annuity Fund reports $78,452,767 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages