Plan Snapshot
- Plan Sponsor: Board Of Trustees Arizona Laborers & Teamsters Annuity Plan
- Sponsor EIN: 866084210
- Sponsor Address: 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 850275198
- Plan Type: DC
- Total Participants: 2,566
- Total Assets: $45.9M
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 | 2,566 | $45.9M | $0 | $0 |
| 2023 | 2,693 | $49.3M | $0 | $0 |
| 2022 | 2,648 | $49.6M | $0 | $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 |
|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | $94,178 | — | $94,178 |
| JP MORGAN INVESTMENT MANAGEMENT | Other Service Provider | $76,291 | — | $76,291 |
| VERUS ADVISORS INC | Other Service Provider | $55,000 | — | $55,000 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $27,082 | — | $27,082 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $26,855 | — | $26,855 |
| PANAGORA ASSET MANAGEMENT | Other Service Provider | $19,021 | — | $19,021 |
| WEINBERG, ROGER AND ROSENFELD | Other Service Provider | $18,000 | — | $18,000 |
| SPENCER FANE LLP | ERISA Attorney | $18,000 | — | $18,000 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $17,446 | — | $17,446 |
| THE SEGAL COMPANY | Recordkeeper | $15,100 | — | $15,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE LLP — ERISA Attorney
- US BANK NATIONAL ASSOCIATION — Recordkeeper
- THE SEGAL COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $366,973
- Estimated Expense Ratio: 0.799% 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 | $378,565 | $150,312 | $83,511 | $27,082 | — |
| 2023 | $380,788 | $165,183 | $82,658 | $27,076 | — |
| 2022 | $397,854 | $185,079 | $81,640 | — | $80,285 |