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Original filing (PDF)20260302200258NAL0001513697002
PLUMBERS LOCAL UNION NO. 200 WELFARE FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
PLUMBERS LOCAL UNION NO. 200 WELFARE FUND
Health & welfare plan
Signals · 5
1 failed disclosure52% in single holding~156 bps in Sched C feesNo recordkeeper disclosed16 service providers
Active participants
584
Accounts w/ balance
—
Plan assets (EOY)
$70.3M
Net assets (EOY)
$68.4M
How this plan invests
This plan
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Vanguard Total Bond Market Index Instl Class" is 52% of plan.
- 156 bps in Schedule C fees — 873% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS LOCAL UNION NO. 200 WELFARE FUND BOARD OF TRUSTEES.
Plan sponsor
Name
PLUMBERS LOCAL UNION NO. 200 WELFARE FUND BOARD OF TRUSTEES
EIN
11-3124836
Address
2121 5TH AVENUE · RONKONKOMA, NY · 11779
Phone
(631) 739-0200
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
PLUMBERS LOCAL UNION NO. 200 WELFARE FUND
EIN
11-3124836
City
RONKONKOMA, NY
Phone
(631) 739-0020
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-02
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAGNACARE | 11-3410766 | — | NONE | $178K | — |
| MATTHEW PARSON | 11-3124836 | — | EMPLOYEE | $159K | — |
| ARCHER, BYINGTON, GLENNON & LEVINE | 26-0873462 | — | NONE | $151K | — |
| ROBERT SIACHITANO | 11-3124836 | — | EMPLOYEE | $137K | — |
| DOLORES BLAKE | 11-3124836 | — | EMPLOYEE | $132K | — |
| VALERIE ZABIELSKI | 11-3124836 | — | EMPLOYEE | $59K | — |
| MICHELE BUSA | 11-3124836 | — | EMPLOYEE | $59K | — |
| KMR SYSTEMS CORP | 13-3192128 | — | NONE | $49K | — |
| ATALANTA SOSNOFF | 20-0461050 | — | NONE | $46K | — |
| GUARDIAN LIFE | 13-5123390 | — | NONE | $28K | — |
| SUMMIT ACTUARIAL SERVICES, LLC | 77-0645890 | — | NONE | $26K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $24K | — |
| CITRIN COOPERMAN & COMPANY LLP | 22-2428965 | — | NONE | $17K | — |
| QUAN-VEST CONSULTING | 11-2559669 | — | NONE | $15K | — |
| RICHARD SCHAFFER | — | NORTH BABYLON, NY | NONE | $6K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| ATALANTA SOSNOFF | SERVICE PROVIDER DID NOT CONFIRM WHETHER THERE WAS ANY INDIRECT COMPENSATION. |
Investments
55 direct securities· $64.7M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Instl Class | — | — | $35.0M | $33.3M | 47.5% | |
| Empower Guaranteed Deposit Account | — | — | $18.0M | $18.0M | 25.6% | |
| Nvidia | — | — | $184K | $798K | 1.1% | |
| Microsoft Corp | — | — | $463K | $750K | 1.1% | |
| Meta Platforms Inc | — | — | $358K | $699K | 1.0% | |
| Amazon Com Inc | — | — | $437K | $642K | 0.9% | |
| Broadcom Inc | — | — | $201K | $583K | 0.8% | |
| JPMorgan Chase & Co | — | — | $269K | $524K | 0.7% | |
| Apple Inc | — | — | $370K | $484K | 0.7% | |
| Alphabet Inc | — | — | $338K | $480K | 0.7% | |
| Netflix Com Inc | — | — | $149K | $450K | 0.6% | |
| Invescob | — | — | $364K | $437K | 0.6% | |
| Blackrock Liquidity Fund | — | — | $367K | $367K | 0.5% | |
| Goldman Sachs Group | — | — | $214K | $355K | 0.5% | |
| RTX Corp | — | — | $217K | $304K | 0.4% | |
| Schwab Charles Corp | — | — | $253K | $296K | 0.4% | |
| INTL Business Machines | — | — | $149K | $276K | 0.4% | |
| Eli Lilly & Co | — | — | $132K | $272K | 0.4% | |
| Coca Cola Com | — | — | $239K | $272K | 0.4% | |
| Abbvie Inc | — | — | $230K | $257K | 0.4% | |
| Mckesson Corporation | — | — | $198K | $254K | 0.4% | |
| Constellation Energy | — | — | $195K | $250K | 0.4% | |
| Take Two Inter Software | — | — | $207K | $241K | 0.3% | |
| Boston Scientific Corp | — | — | $99K | $233K | 0.3% | |
| Exxon Mobil Corp | — | — | $192K | $224K | 0.3% | |
| GE Aerospace | — | — | $172K | $221K | 0.3% | |
| Oracle Corp | — | — | $164K | $211K | 0.3% | |
| Costco Wholesale CRP | — | — | $105K | $208K | 0.3% | |
| Lam Resh Corp | — | — | $161K | $197K | 0.3% | |
| CBRE Group Inc | — | — | $187K | $190K | 0.3% | |
| Palo Alto Networks Inc | — | — | $93K | $182K | 0.3% | |
| Snowflake Inc | — | — | $129K | $173K | 0.2% | |
| Micron Technology Inc | — | — | $115K | $166K | 0.2% | |
| Servicenow Inc | — | — | $92K | $162K | 0.2% | |
| Royal Caribbean Group | — | — | $125K | $161K | 0.2% | |
| Boeing Company | — | — | $156K | $158K | 0.2% | |
| Home Depot Inc | — | — | $137K | $148K | 0.2% | |
| Salesforce Inc | — | — | $171K | $141K | 0.2% | |
| Eaton Corp PLC | — | — | $94K | $140K | 0.2% | |
| Allstate Corp Del | — | — | $119K | $139K | 0.2% | |
| TJX Cos Inc | — | — | $123K | $124K | 0.2% | |
| American Express Company | — | — | $70K | $123K | 0.2% | |
| T-Mobile US Inc | — | — | $80K | $121K | 0.2% | |
| L3Harris Technologies Inc | — | — | $92K | $109K | 0.2% | |
| American Tower Corp | — | — | $109K | $109K | 0.2% | |
| Advanced Micro D Inc | — | — | $91K | $104K | 0.1% | |
| Tesla Inc | — | — | $72K | $98K | 0.1% | |
| United Rentals Inc | — | — | $60K | $95K | 0.1% | |
| EQT Corp | — | — | $71K | $79K | 0.1% | |
| Lockheed Martin Corp | — | — | $71K | $69K | <0.1% | |
| Dicks Sporting Goods Inc | — | — | $59K | $66K | <0.1% | |
| McDonalds Corp | — | — | $54K | $63K | <0.1% | |
| Vertex Pharmaceuticals Inc | — | — | $44K | $62K | <0.1% | |
| Northrop Grumann Corp | — | — | $55K | $57K | <0.1% | |
| AT&T Inc | — | — | $51K | $55K | <0.1% |