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
- 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. |
|---|---|---|---|---|
| 2025 | 3,039 | $418.5M | $0 | $0 |
| 2024 | 2,281 | $384.3M | $0 | $0 |
| 2023 | 1,921 | $344.0M | $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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | $36,308 | — | $36,308 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,308
- Estimated Expense Ratio: 0.009% 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 |
|---|---|---|---|---|---|
| 2025 | $1,994,066 | $934,170 | $374,246 | $36,308 | — |
| 2024 | $1,838,737 | $830,609 | $353,597 | $39,996 | — |
| 2023 | $1,695,881 | $717,810 | $282,573 | — | $343,290 |