Plan Ledger DOL Form 5500 · updated monthly

Plumbers Local Union No. 200 Supplemental Vested Annuity FundMoney purchase plan

PLUMBERS LOCAL UNION NO. 200 SUPPLEMENTAL VESTED ANNUITY FUND · RONKONKOMA, NY · plan year 2024

Reported admin expense ratio · 2024
0.30%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Plumbers Local Union No. 200 Supplemental Vested Annuity Fund reported $238,104 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,151 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 940th-largest of 5,648 plans among New York employers on file, and the 733rd of 5,337 in construction.

Plan summary
Net assets, end of year$81,330,100
Participants with balances1,627
Active participants712
Employer contributions$5,803,338
Employee contributions—
Employer contribution per active participant$8,151
Average account balance$49,988
Benefits paid to participants$5,950,072
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$81.3M · 1,627 accts · $5.8M emplr
2023$78.5M · 1,624 accts · $5.9M emplr
2022$76.3M · 1,627 accts · $6.6M emplr
Administrative expenses, itemized · 2024
Investment management$157,096
Audit (IQPA)$7,215
Total administrative$238,104
Employer contributions to the Plumbers Local Union No. 200 Supplemental Vested Annuity Fund plan · 2024
Employer contribution per active participant$8,151
Median for plans this size$3,635
2024$8,151 per active participant
2023$7,793 per active participant
2022$8,530 per active participant

Plumbers Local Union No. 200 Supplemental Vested Annuity Fund's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20248
PLU NO. 200 WELFARE FUND · Other services$56,912
EMPOWER ANNUITY INSURANCE COMPANY · Investment management$55,324
INTERCONTINENTAL REAL ESTATE CORP · Investment management$48,237
INVESCO · Investment management$34,816
ARCHER, BYINGTON, GLENNON & LEVINE · Legal$19,050
QUAN-VEST CONSULTANTS · Investment management$18,720
CITRIN COOPERMAN & COMPANY LLP · Accounting / audit$9,021
KMR SYSTEMS CORP · Other services$8,642

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$238,104 · 0.30%
2023$238,822 · 0.31%
2022$218,503 · 0.29%
Similar plansConstruction · New York
Suit-Kote Corporation NY$83.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113124801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.