Plan Snapshot
- Plan Sponsor: Board Of Trustees Arizona Laborers & Teamsters Pension Trust Fund
- Sponsor EIN: 866084210
- Sponsor Address: 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 850275198
- Plan Type: DB
- Total Participants: 0
- Total Assets: $45.2M
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 | 0 | $45.2M | $0 | $0 |
| 2023 | 0 | $47.8M | $0 | $0 |
| 2022 | 0 | $50.2M | $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 | $222,400 | — | $222,400 |
| JPMORGAN ASSET MGT | Recordkeeper | $79,431 | — | $79,431 |
| VERUS ADVISORS, INC | Other Service Provider | $75,000 | — | $75,000 |
| THE SEGAL COMPANY | Other Service Provider | $60,146 | — | $60,146 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $28,605 | — | $28,605 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $26,155 | — | $26,155 |
| SPENCER FANE LLP | ERISA Attorney | $25,420 | — | $25,420 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $24,582 | — | $24,582 |
| WEINBERG, ROGER AND ROSENFELD | Other Service Provider | $24,000 | — | $24,000 |
| LETTERSTREAM | Other Service Provider | $23,522 | — | $23,522 |
| PANAGORA ASSET MANAGEMENT, INC | Other Service Provider | $17,782 | — | $17,782 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN ASSET MGT — Recordkeeper
- US BANK NATIONAL ASSOCIATION — Recordkeeper
- SPENCER FANE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $607,043
- Estimated Expense Ratio: 1.343% 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 | $708,698 | $172,213 | $217,456 | $24,582 | — |
| 2023 | $730,244 | $178,466 | $220,233 | $24,576 | — |
| 2022 | $720,640 | $197,545 | $176,856 | — | $127,874 |