Plumbers Local Union No. 200 Welfare Fund — Form 5500 plan (Plumbers Local Union No. 200 Welfare Fund Board Of Trustees)
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 Welfare Fund is a benefit plan reported by Plumbers Local Union No. 200 Welfare Fund Board Of Trustees under EIN 11-3124836 and plan number 501. The latest loaded filing year is 2023. The filing reports 772 participants and $57,913,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local Union No. 200 Welfare Fund Board Of Trustees
- EIN
- 11-3124836
- Plan number
- 501
- Plan type
- 1
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 772
- End-of-year plan assets
- $57,913,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 772 | H, C | 20250228115730NAL0000590499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,913,160
- Total liabilities (EOY)
- $975,424
- Net assets (EOY)
- $56,937,736
- Net assets (BOY)
- $46,644,847
Income & contributions
- Employer contributions
- $17,880,220
- Participant contributions
- $278,137
- Total contributions
- $18,158,357
- Total income / additions
- $22,193,678
Expenses & distributions
- Benefits paid
- $11,284,087
- Administrative expenses
- $616,702
- Total expenses
- $11,900,789
- Net increase / (decrease)
- $10,292,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare | NONE | $210,687 | not reported in the loaded dataset | 2023 |
| Matthew Parson | EMPLOYEE | $154,757 | not reported in the loaded dataset | 2023 |
| Robert Siachitano | EMPLOYEE | $133,296 | not reported in the loaded dataset | 2023 |
| Dolores Blake | EMPLOYEE | $128,803 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $100,598 | not reported in the loaded dataset | 2023 |
| Valerie Zabielski | EMPLOYEE | $58,336 | not reported in the loaded dataset | 2023 |
| Michele Busa | EMPLOYEE | $57,895 | not reported in the loaded dataset | 2023 |
| Kmr Systems Corp | NONE | $49,398 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services, LLC | NONE | $33,750 | not reported in the loaded dataset | 2023 |
| Guardian Life | NONE | $31,772 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $26,438 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company Llp | NONE | $25,453 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $24,523 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consulting | NONE | $13,732 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $5,659 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local Union No. 200 Welfare Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ronkonkoma, NY
- Magnacare — Schedule C compensation
- Matthew Parson — Schedule C compensation
- Robert Siachitano — Schedule C compensation
- Dolores Blake — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- Valerie Zabielski — Schedule C compensation
- Michele Busa — Schedule C compensation
- Kmr Systems Corp — Schedule C compensation
- Summit Actuarial Services, LLC — Schedule C compensation
- Guardian Life — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Citrin Cooperman & Company Llp — Schedule C compensation
- Express Scripts — Schedule C compensation
- Quan-Vest Consulting — Schedule C compensation
- Bank Of America — Schedule C compensation