Plumbers Local Union No. 200 Pension Fund
Sponsored by Plumbers Local Union No 200 Pension Fund Board Of Trustees · EIN 113125387 · Plan #001 · Ronkonkoma, NY
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 692
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 96% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plu No. 200 Welfare Fund | Other services | $178,743 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $91,432 |
| Columbia Management Investments | Investment management, Investment management fees (direct), Soft dollars commissions | $62,813 |
| Kba 74 | Actuarial, Direct payment from the plan | $55,675 |
| Intercontinental Real Estate | Investment management, Investment management fees (direct) | $37,488 |
| Quan Vest Consultants | Investment management, Investment management fees (direct) | $32,437 |
| Western Asset Management | Investment management, Investment management fees (direct) | $31,152 |
| Archer Byington Glennon & Levine | Legal | $28,453 |
| Bank Of America | Investment management, Investment management fees (direct), Float revenue | $25,412 |
| Citrin Cooperman & Company Llp | Accounting, Direct payment from the plan | $15,636 |
| Kmr Systems Corp | Consulting (general), Direct payment from the plan | $10,302 |