Plan Snapshot
- Plan Sponsor: Board Of Trustees Arizona Pipe Trades Pension Plan
- Sponsor EIN: 866025734
- Sponsor Address: 3109 N 24TH ST, PHOENIX, AZ, 850167328
- Plan Type: DB
- Plan Number: 001
- Total Participants: 3,039
- Total Assets: $418.5M
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 | 3,039 | $418.5M | $27.7M | $0 |
| 2023 | 2,281 | $384.3M | $28.1M | $0 |
| 2022 | 1,921 | $344.0M | $20.6M | $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 |
|---|---|---|---|---|
| BENESYS | Other Service Provider | $387,020 | — | $387,020 |
| VERUS ADVISORS, INC. | Other Service Provider | $224,845 | — | $224,845 |
| MCMORGAN AND COMPANY | Other Service Provider | $220,404 | — | $220,404 |
| THE SEGAL COMPANY | Other Service Provider | $137,155 | — | $137,155 |
| ULLICO | Other Service Provider | $122,197 | — | $122,197 |
| US BANK | Other Service Provider | $119,049 | — | $119,049 |
| ACADIAN ASSET MANAGEMENT | Other Service Provider | $72,048 | — | $72,048 |
| SPENCER FANE | ERISA Attorney | $66,680 | — | $66,680 |
| WALTER SCOTT ASSET MGT | Other Service Provider | $66,598 | — | $66,598 |
| PRUDENTIAL TRUST CO | Other Service Provider | $65,473 | — | $65,473 |
| LAZARD | Other Service Provider | $43,946 | — | $43,946 |
| SEGAL SELECT INSURANCE | Other Service Provider | $40,307 | — | $40,307 |
| PANAGORA ASSET MANAGEMENT | Other Service Provider | $39,265 | — | $39,265 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $36,308 | — | $36,308 |
| LOOMIS SAYLES | Other Service Provider | $35,919 | — | $35,919 |
| SMART SOURCE LLC | Other Service Provider | $31,735 | — | $31,735 |
| WARD KEENAN AND BARRETT, PC | Other Service Provider | $31,723 | — | $31,723 |
| PGIM REAL ESTATE | Other Service Provider | $31,003 | — | $31,003 |
| GILBERT & SACKMAN | Other Service Provider | $26,326 | — | $26,326 |
| INTERNATIONAL PRINTING COMPANY | Other Service Provider | $15,125 | — | $15,125 |
| AFL CIO ASSET MANAGEMENT | Other Service Provider | $12,472 | — | $12,472 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,825,598
- Estimated Expense Ratio: 0.436% 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 | $1,994,066 | $934,170 | $374,246 | $36,308 | — |
| 2023 | $1,838,737 | $830,609 | $353,597 | $39,996 | — |
| 2022 | $1,695,881 | $717,810 | $282,573 | — | $343,290 |