Plumbers Local Union No. 200 Pension Fund
Taft-Hartley plan, based in Ronkomkoma, New York, reporting $136M in assets, for 1,650 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Plumbers Local Union No. 200 Pension Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $20M at 2024-06-30; absent from the 2025-06-30 filing).
2 more advisers, 1 more manager, 4 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Columbia Trust Core Bond Fund3 commitments
- Western Asset US Core Plus LLC2 commitments
- Strategic Income Opportunities Bond1 commitment
- Ameriprise Trust Company3 commitments
- Western Asset Mgmt Company, LLC2 commitments
- Blackrock Institutional Trust Company, N.A.1 commitment
Relationship network
27 connected entities7 observed commitments4 repeat counterparties6 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Non-interest-bearing cash 0.4%
- Other investments 8.7%
- Common/collective trusts 34.3%
- Registered investment companies 47.5%
- Common stock 9.0%
Consultants and advisers
- KMR Systems Corp General consultantthrough Jun 30, 2023 Form 5500
- KBA 74 Actuarythrough Jun 30, 2025 Form 5500
- Kba74 Actuarythrough Jun 30, 2024 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Ameriprise Trust Company3 rows, latest Jun 30, 2025
- Western Asset Mgmt Company, LLC2 rows, latest Jun 30, 2024
- Blackrock Institutional Trust Company, N.A.1 row, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Ameriprise Trust Companyplan years
- Western Asset Mgmt Company, LLCplan years 2023
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding endedinferencePlumbers Local Union No. 200 Pension Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $20M at 2024-06-30; absent from the 2025-06-30 filing)with Western Asset US Core Plus LLCaskebsa.dol.gov
- Jun 30, 2025Holding startedPlumbers Local Union No. 200 Pension Fund first reports an interest in Strategic Income Opportunities Bond: $18M at 2025-06-30with Strategic Income Opportunities Bondaskebsa.dol.gov
- Jun 30, 2025Assets changedPlumbers Local Union No. 200 Pension Fund total assets $123M -> $136M (+10.5%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Manager relationship endedinferenceJanus Capital Group Company no longer appears on Plumbers Local Union No. 200 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Janus Capital Group Companyaskebsa.dol.gov
- Jul 1, 2024Assets changedPlumbers Local Union No. 200 Pension Fund plan assets $110M -> $123M (+12.5%, 2023-07-01 to 2024-07-01)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Columbia Trust Core Bond Fundcollective trust | Ameriprise Trust Company | Fixed income | $28.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Strategic Income Opportunities Bondcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $18.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Columbia Trust Core Bond Fundcollective trust | Ameriprise Trust Company | Fixed income | $20.4M held | Disclosed holding | askebsa.dol.gov |
+4 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,650 | Not disclosed | Not disclosed | n/a | $136M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,638 | Not disclosed | Not disclosed | n/a | $123M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,628 | Not disclosed | Not disclosed | n/a | $110M | Not disclosed | Not disclosed | Not disclosed |
- PLU No. 200 Welfare Fund codes 49 $178,743 PY2024
- American Realty Advisors codes 28 51 $91,432 PY2024
- Columbia Management Investments codes 28 51 68 $62,813 PY2024
+44 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers Local Union No. 200 Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
- Total assets changed2025-06-30source on record
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+16 connections on the graph
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