Plan Snapshot
- Plan Sponsor: Alaska Pipe Trades U.A. 367 Health And Security Plan Bot
- Sponsor EIN: 920035263
- Sponsor Address: 610 WEST 54TH AVE, ANCHORAGE, AK, 99518
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 454
- Total Assets: $19.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 454 | $19.3M | $11.7M | $34,368 |
| 2023 | 456 | $16.3M | $10.2M | $65,520 |
| 2022 | 433 | $15.5M | $9.6M | $72,680 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $236,012 | — | $236,012 |
| AETNA INC. | Other Service Provider | $136,342 | — | $136,342 |
| PARKER SMITH & FEEK, INC. | Other Service Provider | $103,856 | — | $103,856 |
| US BANK | Recordkeeper | $56,429 | — | $56,429 |
| ALASKA VACCINE ASSESSMENT PROGRAM | Other Service Provider | $49,374 | — | $49,374 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $49,328 | — | $49,328 |
| STOLL LAW GROUP PLLC | Other Service Provider | $32,967 | — | $32,967 |
| RENALOGIC | Other Service Provider | $23,740 | — | $23,740 |
| LAWTON PRINTING SERVICES | Other Service Provider | $7,515 | — | $7,515 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $695,563
- Estimated Expense Ratio: 3.613% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $706,624 | $56,398 | $456,306 | $22,500 | — |
| 2023 | $637,548 | $55,683 | $408,296 | $22,500 | — |
| 2022 | $587,744 | $54,651 | $39,363 | — | $470,096 |