Plan Snapshot
- Plan Sponsor: Board Of Trustees, Alaska Plumbing & Pipefitting Industry Pension Plan
- Sponsor EIN: 526103810
- Sponsor Address: 5331 S MACADAM AVE STE 258, PORTLAND, OR, 97239
- Plan Type: DB
- Total Participants: 378
- Total Assets: $192.4M
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 | 378 | $192.4M | $13.3M | $0 |
| 2023 | 537 | $194.6M | $11.2M | $0 |
| 2022 | 499 | $194.4M | $10.5M | $0 |
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 |
|---|---|---|---|---|
| TUCKER ARENSBERG, P.C. | ERISA Attorney | $271,198 | — | $271,198 |
| MILLIMAN, INC. | Recordkeeper | $231,871 | — | $231,871 |
| BENESYS, INC. | Other Service Provider | $229,135 | — | $229,135 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $125,094 | — | $125,094 |
| INVESCO TRUST COMPANY | Other Service Provider | $86,436 | — | $86,436 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $76,352 | — | $76,352 |
| VERUS | Other Service Provider | $65,000 | — | $65,000 |
| U.S. BANK | Recordkeeper | $54,798 | — | $54,798 |
| PANAGORA ASSET MANAGEMENT, INC. | Other Service Provider | $41,621 | — | $41,621 |
| WITHUM SMITH+BROWN,PC | Auditor | $40,211 | — | $40,211 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $31,451 | — | $31,451 |
| BARLOW & COUGHRAN, P.S. | Other Service Provider | $26,496 | — | $26,496 |
| CLIFTONLARSONALLEN LLP | Auditor | $21,105 | — | $21,105 |
| WPAS, INC. | Other Service Provider | $15,843 | — | $15,843 |
| SMART SOURCE LLC | Other Service Provider | $9,393 | — | $9,393 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TUCKER ARENSBERG, P.C. — ERISA Attorney
- MILLIMAN, INC. — Recordkeeper
- U.S. BANK — Recordkeeper
- WITHUM SMITH+BROWN,PC — Auditor
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,326,004
- Estimated Expense Ratio: 0.689% 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 | $1,475,475 | $425,954 | $227,629 | $21,105 | — |
| 2023 | $1,309,823 | $442,137 | $145,631 | $30,070 | — |
| 2022 | $1,362,191 | $689,221 | $142,150 | — | $371,339 |