# Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-arizona-pipe-trades-health-and-welfare-trust-fund-860104344-501

> Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund's Health & Welfare plan: 3,246 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-arizona-pipe-trades-health-and-welfare-trust-fund-860104344-501)

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