Plan Snapshot
- Plan Sponsor: Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan
- Sponsor EIN: 826030679
- Sponsor Address: 5331 S MACADAM AVE STE #220, PORTLAND, OR, 97239
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,029
- Total Assets: $29.6M
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 | 1,029 | $29.6M | $12.9M | $374,199 |
| 2023 | 846 | $28.2M | $10.5M | $334,187 |
| 2022 | 848 | $26.0M | $10.6M | $393,063 |
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 |
|---|---|---|---|---|
| BLUE CROSS OF IDAHO HEALTH SERVICE | Other Service Provider | $881,651 | — | $881,651 |
| BENESYS INC. | Other Service Provider | $225,153 | — | $225,153 |
| MILLIMAN | Recordkeeper | $161,358 | — | $161,358 |
| MONDRESS MONACO PARR LOCKWOOD PLLC | ERISA Attorney | $86,629 | — | $86,629 |
| CLIFTONLARSONALLEN LLP | Auditor | $48,213 | — | $48,213 |
| OPTUM RX | Other Service Provider | $43,410 | — | $43,410 |
| SMART SOURCE, LLC | Other Service Provider | $26,490 | — | $26,490 |
| WELLS FARGO | Other Service Provider | $9,077 | — | $9,077 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- MONDRESS MONACO PARR LOCKWOOD PLLC — ERISA Attorney
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,481,981
- Estimated Expense Ratio: 4.999% 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 | $1,518,043 | $1,273 | $1,132,936 | $43,506 | — |
| 2023 | $1,394,977 | $1,788 | $1,027,903 | $13,341 | — |
| 2022 | $1,366,119 | $1,821 | $951,183 | — | $344,483 |