Plan Snapshot
- Plan Sponsor: Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund
- Sponsor EIN: 860104344
- Sponsor Address: 3109 N 24TH ST, PHOENIX, AZ, 850167328
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,246
- Total Assets: $127.8M
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 | 3,246 | $127.8M | $83.2M | $526,707 |
| 2023 | 3,370 | $114.5M | $70.5M | $601,951 |
| 2022 | 2,519 | $91.7M | $50.2M | $648,896 |
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 |
|---|---|---|---|---|
| EVERSIDE HEALTH, LLC | Other Service Provider | $2,116,482 | — | $2,116,482 |
| CIGNA HEALTH AND LIFE INSURANCE | Other Service Provider | $1,320,322 | — | $1,320,322 |
| BENESYS, INC | Other Service Provider | $937,629 | — | $937,629 |
| LYRA BEHAVIOURAL | Other Service Provider | $587,492 | — | $587,492 |
| THE SEGAL COMPANY | Other Service Provider | $237,948 | — | $237,948 |
| DELTA DENTAL | Other Service Provider | $211,147 | — | $211,147 |
| SPENCER FANE LLP | ERISA Attorney | $174,894 | — | $174,894 |
| SEGAL SELECT INSURANCE | Other Service Provider | $96,280 | — | $96,280 |
| WARD KEENAN AND BARRETT PC | Other Service Provider | $93,402 | — | $93,402 |
| NUCLEUS MEDICAL | Other Service Provider | $85,867 | — | $85,867 |
| GILBERT & SACKMAN | Other Service Provider | $74,491 | — | $74,491 |
| VERUS ADVISORS, INC | Other Service Provider | $60,442 | — | $60,442 |
| GLENDALE MEDICAL PROPERTIES | Other Service Provider | $60,086 | — | $60,086 |
| SMART SOURCE | Other Service Provider | $57,955 | — | $57,955 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $36,308 | — | $36,308 |
| INTERNATIONAL PRINTING COMPANY | Other Service Provider | $35,968 | — | $35,968 |
| IR & M RESEARCH | Other Service Provider | $28,707 | — | $28,707 |
| ACADIAN ASSET MGT | Other Service Provider | $17,870 | — | $17,870 |
| HEALTHWAVES | Other Service Provider | $13,730 | — | $13,730 |
| U S BANK | Other Service Provider | $11,402 | — | $11,402 |
| APS | Other Service Provider | $5,716 | — | $5,716 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $6,264,138
- Estimated Expense Ratio: 4.903% 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 | $3,792,842 | $109,017 | $909,156 | $36,308 | — |
| 2023 | $3,444,217 | $85,140 | $767,693 | $41,496 | — |
| 2022 | $2,862,672 | $97,770 | $744,428 | — | $326,907 |