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Original filing (PDF)20260302200258NAL0001513697003
PLUMBERS LOCAL UNION NO. 200 ADDITIONAL SECUTITY BENEFITS FUND
Form 5500
FILING_RECEIVED
PLUMBERS LOCAL UNION NO. 200 ADDITIONAL SECURITY BENEFITS FUND
Health & welfare plan
Signals · 2
~164 bps in Sched C feesNo recordkeeper disclosed
Active participants
714
Accounts w/ balance
—
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
214 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 164 bps in Schedule C fees — 216% above peer band of 52 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 ADDITIONAL SECUTITY BENEFITS FUND.
Plan sponsor
Name
PLUMBERS LOCAL UNION NO. 200 ADDITIONAL SECUTITY BENEFITS FUND
DBA
BOARD OF TRUSTEES
EIN
11-6037700
Address
2121 5TH AVENUE · RONKONKOMA, NY · 11779
Phone
(631) 739-0020
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
PLUMBERS LOCAL UNION NO. 200 ADDITIONAL SECURITY BENEFITS FUND
EIN
11-6037700
City
RONKONKOMA, NY
Phone
(631) 739-0020
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-02
Welfare benefit codes
4C · Supplemental Unemployment
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLU NO. 200 WELFARE FUND | 11-3124836 | — | AFFILIATED BENEFIT FUND | $60K | — |
| KMR SYSTEMS | 13-3192128 | — | NONE | $9K | — |
| COLUMBIA MANAGEMENT | 41-1533211 | — | NONE | $9K | — |
| CITRIN COOPERMAN & COMPANY LLP | 22-2428965 | — | NONE | $8K | — |
Investments
213 direct securities· $5.0M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | $665K | $1.2M | 23.3% | |
| United States of America | — | — | $145K | $146K | 2.8% | |
| Freddie Mac | — | — | $124K | $126K | 2.4% | |
| United States of America | — | — | $149K | $113K | 2.1% | |
| United States of America | — | — | $99K | $95K | 1.8% | |
| United States of America | — | — | $89K | $90K | 1.7% | |
| Federal National Mortgage Association | — | — | $88K | $90K | 1.7% | |
| United States of America | — | — | $84K | $85K | 1.6% | |
| Carvana Auto Re ABS 2025 | — | — | $80K | $80K | 1.5% | |
| Federal National Mortgage Association | — | — | $75K | $75K | 1.4% | |
| Federal National Mortgage Association | — | — | $73K | $70K | 1.3% | |
| United States of America | — | — | $63K | $61K | 1.2% | |
| Santander Drive ABS 2024 | — | — | $55K | $54K | 1.0% | |
| Freddie Mac | — | — | $51K | $53K | 1.0% | |
| United States of America | — | — | $53K | $53K | 1.0% | |
| Gilead Sciences Inc | — | — | $48K | $48K | 0.9% | |
| Freddie Mac | — | — | $52K | $47K | 0.9% | |
| Freddie Mac | — | — | $46K | $47K | 0.9% | |
| United States of America | — | — | $46K | $46K | 0.9% | |
| United Health Group Inc | — | — | $43K | $44K | 0.8% | |
| ABBVIE Inc | — | — | $40K | $41K | 0.8% | |
| Freddie Mac | — | — | $39K | $38K | 0.7% | |
| Freddie Mac | — | — | $39K | $38K | 0.7% | |
| Freddie Mac | — | — | $38K | $37K | 0.7% | |
| Freddie Mac | — | — | $45K | $36K | 0.7% | |
| United States of America | — | — | $38K | $36K | 0.7% | |
| Comcast Corp | — | — | $34K | $35K | 0.7% | |
| Federal National Mortgage Association | — | — | $31K | $32K | 0.6% | |
| United States of America | — | — | $32K | $32K | 0.6% | |
| Freddie Mac | — | — | $31K | $31K | 0.6% | |
| Federal National Mortgage Association | — | — | $30K | $30K | 0.6% | |
| JPMorgan Chase & Co | — | — | $29K | $30K | 0.6% | |
| Federal National Mortgage Association | — | — | $30K | $29K | 0.6% | |
| Federal National Mortgage Association | — | — | $28K | $29K | 0.6% | |
| United States of America | — | — | $28K | $28K | 0.5% | |
| Freddie Mac | — | — | $28K | $28K | 0.5% | |
| Freddie Mac | — | — | $27K | $28K | 0.5% | |
| Federal National Mortgage Association | — | — | $27K | $27K | 0.5% | |
| Freddie Mac | — | — | $27K | $27K | 0.5% | |
| United States of America | — | — | $25K | $25K | 0.5% | |
| Walmart Inc | — | — | $25K | $25K | 0.5% | |
| United States of America | — | — | $25K | $25K | 0.5% | |
| JPMorgan Chase & Co | — | — | $24K | $25K | 0.5% | |
| Campbell Soup Co | — | — | $25K | $25K | 0.5% | |
| HCA Inc | — | — | $23K | $25K | 0.5% | |
| United States of America | — | — | $26K | $24K | 0.5% | |
| Freddie Mac | — | — | $24K | $24K | 0.5% | |
| United States of America | — | — | $23K | $23K | 0.4% | |
| United States of America | — | — | $24K | $23K | 0.4% | |
| Freddie Mac | — | — | $23K | $23K | 0.4% | |
| Federal National Mortgage Association | — | — | $23K | $23K | 0.4% | |
| Bank of America Corp | — | — | $24K | $22K | 0.4% | |
| NextEra Energy Capital | — | — | $22K | $22K | 0.4% | |
| Morgan Stanley | — | — | $21K | $22K | 0.4% | |
| T-Mobile USA Inc | — | — | $21K | $21K | 0.4% | |
| United States of America | — | — | $21K | $21K | 0.4% | |
| Bank of America Corp | — | — | $23K | $21K | 0.4% | |
| Federal National Mortgage Association | — | — | $21K | $21K | 0.4% | |
| BP CAP Markets America | — | — | $20K | $20K | 0.4% | |
| Federal National Mortgage Association | — | — | $20K | $20K | 0.4% | |
| Bank of America Corp | — | — | $20K | $20K | 0.4% | |
| Verizon Master ABS 2024 | — | — | $20K | $20K | 0.4% | |
| Morgan Stanley | — | — | $20K | $20K | 0.4% | |
| Lockheed Martin Corp | — | — | $20K | $20K | 0.4% | |
| Raytheon Tech Corp | — | — | $21K | $20K | 0.4% | |
| Constellation Brands Inc | — | — | $20K | $20K | 0.4% | |
| Freddie Mac | — | — | $20K | $19K | 0.4% | |
| Campbell Soup Co | — | — | $19K | $19K | 0.4% | |
| Morgan Stanley CMO 2019 | — | — | $20K | $19K | 0.4% | |
| Broadcom Inc | — | — | $18K | $18K | 0.4% | |
| United States of America | — | — | $18K | $18K | 0.3% | |
| Mercedes-Benz A ABS 2024 | — | — | $18K | $18K | 0.3% | |
| Harley-Davidson ABS 2024 | — | — | $17K | $17K | 0.3% | |
| USB Commercial CMO 2017 | — | — | $18K | $17K | 0.3% | |
| Hyundai Auto RE ABS 2024 | — | — | $16K | $16K | 0.3% | |
| Citigroup Inc | — | — | $16K | $16K | 0.3% | |
| Freddie Mac | — | — | $15K | $16K | 0.3% | |
| United States of America | — | — | $16K | $16K | 0.3% | |
| AMGEN Inc | — | — | $15K | $15K | 0.3% | |
| CarMax Auto Own ABS 2024 | — | — | $15K | $15K | 0.3% | |
| Pfizer Investment Enter | — | — | $15K | $15K | 0.3% | |
| Financial Le ABS 2024 | — | — | $15K | $15K | 0.3% | |
| John Deere Capital Corp | — | — | $15K | $15K | 0.3% | |
| Goldman Sachs Group Inc | — | — | $14K | $15K | 0.3% | |
| Freddie Mac | — | — | $15K | $15K | 0.3% | |
| United States of America | — | — | $14K | $15K | 0.3% | |
| Federal National Mortgage Association | — | — | $14K | $15K | 0.3% | |
| Caterpillar FINL Service | — | — | $15K | $14K | 0.3% | |
| CVS Health Corp | — | — | $14K | $14K | 0.3% | |
| GE Healthcare Tech Inc | — | — | $14K | $14K | 0.3% | |
| Duke Energy Corp | — | — | $14K | $14K | 0.3% | |
| BBCMS Mortgage CMO 2020 | — | — | $13K | $14K | 0.3% | |
| HCA Inc | — | — | $13K | $13K | 0.3% | |
| Honda Auto RECE ABS 2023 | — | — | $13K | $13K | 0.3% | |
| Northrop Grumman Corp | — | — | $13K | $13K | 0.3% | |
| John Deere Owne ABS 2024 | — | — | $13K | $13K | 0.2% | |
| Toyota Auto Rec ABS 2024 | — | — | $13K | $13K | 0.2% | |
| Progress Energy | — | — | $12K | $13K | 0.2% | |
| Wells Fargo & Company | — | — | $12K | $12K | 0.2% | |
| Bristol-Myers SQUIBB Co | — | — | $12K | $12K | 0.2% | |
| United States of America | — | — | $12K | $12K | 0.2% | |
| Federated Government Obligations Fund | — | — | $12K | $12K | 0.2% | |
| Volkswagen Auto ABS 2024 | — | — | $12K | $12K | 0.2% | |
| Royal Bank of Canada | — | — | $12K | $12K | 0.2% | |
| Kraft Heinz Foods Co | — | — | $12K | $12K | 0.2% | |
| New Jersey St TPK AUTH | — | — | $10K | $11K | 0.2% | |
| CVS Health Corp | — | — | $11K | $11K | 0.2% | |
| L3harris Tech Inc | — | — | $10K | $10K | 0.2% | |
| T-Mobile USA Inc | — | — | $10K | $10K | 0.2% | |
| JPMorgan Chase & Co | — | — | $10K | $10K | 0.2% | |
| Boeing Co | — | — | $12K | $10K | 0.2% | |
| PepsiCo Inc | — | — | $10K | $10K | 0.2% | |
| Dominion Energy Inc | — | — | $10K | $10K | 0.2% | |
| Pacific Gas & Electric | — | — | $10K | $10K | 0.2% | |
| CNH Equipment T ABS 2024 | — | — | $10K | $10K | 0.2% | |
| Freddie Mac | — | — | $10K | $10K | 0.2% | |
| Ford Credit AUT ABS 2024 | — | — | $10K | $10K | 0.2% | |
| AMGEN Inc | — | — | $11K | $10K | 0.2% | |
| Citigroup Inc | — | — | $10K | $10K | 0.2% | |
| Wells Fargo Com CMO 2017 | — | — | $11K | $10K | 0.2% | |
| Goldman Sachs Group Inc | — | — | $10K | $10K | 0.2% | |
| Morgan Stanley CMO 2019 | — | — | $11K | $10K | 0.2% | |
| University Calif REVS | — | — | $10K | $10K | 0.2% | |
| Benchmark 2019- CMO 2019 | — | — | $10K | $9K | 0.2% | |
| L3harris Tech Inc | — | — | $9K | $9K | 0.2% | |
| HSBC Holdings PLC | — | — | $9K | $9K | 0.2% | |
| Boeing Co | — | — | $9K | $9K | 0.2% | |
| USD Canadian Pacific | — | — | $9K | $9K | 0.2% | |
| Raytheon Tech Corp | — | — | $8K | $9K | 0.2% | |
| NiSource Inc | — | — | $9K | $9K | 0.2% | |
| Lowe's Cos Inc | — | — | $9K | $9K | 0.2% | |
| Federal National Mortgage Association | — | — | $9K | $9K | 0.2% | |
| Morgan Stanley | — | — | $8K | $8K | 0.2% | |
| HSBC Holdings PLC | — | — | $8K | $8K | 0.2% | |
| Citigroup Inc | — | — | $8K | $8K | 0.2% | |
| United States of America | — | — | $8K | $8K | 0.2% | |
| Federal National Mortgage Association | — | — | $9K | $8K | 0.2% | |
| Berkshire Hathaway FIN | — | — | $8K | $8K | 0.1% | |
| Wells Fargo & Company | — | — | $7K | $7K | 0.1% | |
| Federal National Mortgage Association | — | — | $8K | $7K | 0.1% | |
| BP CAP Markets America | — | — | $8K | $7K | 0.1% | |
| AEP Texas Inc | — | — | $7K | $7K | 0.1% | |
| United States of America | — | — | $7K | $7K | 0.1% | |
| Carvana Auto Re ABS 2021 | — | — | $7K | $6K | 0.1% | |
| Freddie Mac | — | — | $7K | $6K | 0.1% | |
| Williams Companies Inc | — | — | $6K | $6K | 0.1% | |
| Baylor Scott & White Hol | — | — | $7K | $6K | 0.1% | |
| Lowe's Cos Inc | — | — | $6K | $6K | 0.1% | |
| Carvana Auto Re ABS 2024 | — | — | $6K | $6K | 0.1% | |
| Volkswagen Auto ABS 2024 | — | — | $6K | $6K | 0.1% | |
| Diageo Capital PLC | — | — | $5K | $6K | 0.1% | |
| Plains all Amer Pipeline | — | — | $6K | $6K | 0.1% | |
| First Maryland Cap I | — | — | $5K | $6K | 0.1% | |
| Kimberly - Clark Corp | — | — | $6K | $6K | 0.1% | |
| Metropolitan TRANSN AUTH | — | — | $5K | $5K | 0.1% | |
| Kinder Morgan Inc/Delawa | — | — | $7K | $5K | 0.1% | |
| US Bancorp | — | — | $5K | $5K | <0.1% | |
| Wells Fargo & Company | — | — | $5K | $5K | <0.1% | |
| Financial Co ABS 2024 | — | — | $5K | $5K | <0.1% | |
| CSX Corp | — | — | $5K | $5K | <0.1% | |
| BP CAP Markets America | — | — | $5K | $5K | <0.1% | |
| United States of America | — | — | $5K | $5K | <0.1% | |
| PNC Financial Services | — | — | $5K | $5K | <0.1% | |
| Intel Corp | — | — | $5K | $5K | <0.1% | |
| Kroger Co/The | — | — | $5K | $5K | <0.1% | |
| HSBC Holdings PLC | — | — | $4K | $4K | <0.1% | |
| CNH Equipment T ABS 2023 | — | — | $4K | $4K | <0.1% | |
| RTX Corp | — | — | $4K | $4K | <0.1% | |
| Federal National Mortgage Association | — | — | $5K | $4K | <0.1% | |
| USD Enbridge Inc | — | — | $5K | $4K | <0.1% | |
| Federal National Mortgage Association | — | — | $5K | $4K | <0.1% | |
| United States of America | — | — | $4K | $4K | <0.1% | |
| ABBVIE Inc | — | — | $5K | $4K | <0.1% | |
| L3 Technologies Inc | — | — | $4K | $4K | <0.1% | |
| United States of America | — | — | $4K | $4K | <0.1% | |
| United Health Group Inc | — | — | $4K | $4K | <0.1% | |
| Broadcom Inc | — | — | $5K | $4K | <0.1% | |
| Federal National Mortgage Association | — | — | $4K | $4K | <0.1% | |
| CSX Corp | — | — | $4K | $4K | <0.1% | |
| United States of America | — | — | $4K | $4K | <0.1% | |
| Tyson Food Inc | — | — | $4K | $4K | <0.1% | |
| Kinder Morgan, Inc | — | — | $4K | $3K | <0.1% | |
| Federal National Mortgage Association | — | — | $4K | $3K | <0.1% | |
| USD Canadian Pacific | — | — | $5K | $3K | <0.1% | |
| Lowe's Cos Inc | — | — | $3K | $3K | <0.1% | |
| NXP BV/NXP FDG/NXP USA | — | — | $3K | $3K | <0.1% | |
| Merck & Co | — | — | $3K | $3K | <0.1% | |
| Broadcom Inc | — | — | $3K | $3K | <0.1% | |
| DTE Energy Co | — | — | $3K | $3K | <0.1% | |
| Boeing Co | — | — | $3K | $3K | <0.1% | |
| Mondelez International | — | — | $3K | $3K | <0.1% | |
| Federal National Mortgage Association | — | — | $3K | $3K | <0.1% | |
| Federal National Mortgage Association | — | — | $3K | $3K | <0.1% | |
| Microsoft Corp | — | — | $4K | $2K | <0.1% | |
| Federal National Mortgage Association | — | — | $3K | $2K | <0.1% | |
| Freddie Mac | — | — | $2K | $2K | <0.1% | |
| Metlife Inc | — | — | $2K | $2K | <0.1% | |
| Federal National Mortgage Association | — | — | $2K | $2K | <0.1% | |
| Norfolk Southern Corp | — | — | $3K | $2K | <0.1% | |
| Western Midstream Operat | — | — | $2K | $2K | <0.1% |
Showing top 200 of 213 investments by value.