# Board Of Trustees Arizona Pipe Trades Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-arizona-pipe-trades-pension-plan-866025734-001

> Board Of Trustees Arizona Pipe Trades Pension Plan's DB plan: 3,039 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

## Similar Plans

- [Board Of Trustees Arizona Pipe Trades Dc Pension Plan](https://planprovider.pro/companies/board-of-trustees-arizona-pipe-trades-dc-pension-plan-860434707-002) — 9,484 participants

- [Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund](https://planprovider.pro/companies/board-of-trustees-arizona-pipe-trades-health-and-welfare-trust-fund-860104344-501) — 3,246 participants

- [Modigent LLC](https://planprovider.pro/companies/pueblo-mechanical-controls-llc-401k-plan) — 1,448 participants

- [Chas Roberts Air Conditioning, INC.](https://planprovider.pro/companies/chas-roberts-air-conditioning-inc-401k-plan) — 665 participants

- [Interstate Mechanical Corporation](https://planprovider.pro/companies/interstate-mechanical-corporation-401k-plan) — 440 participants

- [Sun Mechanical Contracting, INC.](https://planprovider.pro/companies/sun-mechanical-contracting-inc-401k-plan) — 297 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-arizona-pipe-trades-pension-plan-866025734-001)

© 2026 PlanProvider.Pro