Plan Snapshot
- Plan Sponsor: Board Of Trustees, Idaho Plumbers And Pipefitters Pension Plan
- Sponsor EIN: 826010346
- Sponsor Address: 5331 S. MACADAM AVE. SUITE 220, PORTLAND, OR, 97239
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,508
- Total Assets: $188.9M
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 | 1,508 | $188.9M | $18.6M | $0 |
| 2023 | 1,286 | $170.0M | $14.7M | $0 |
| 2022 | 1,299 | $150.2M | $14.8M | $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 INC. | Other Service Provider | $231,497 | — | $231,497 |
| MILLIMAN, INC. | Recordkeeper | $137,481 | — | $137,481 |
| ULLICO | Other Service Provider | $134,432 | — | $134,432 |
| MONDRESS MONACO PARR LOCKWOOD PLLC | ERISA Attorney | $75,485 | — | $75,485 |
| RV KUHNS | Other Service Provider | $71,634 | — | $71,634 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $54,215 | — | $54,215 |
| CLIFTONLARSONALLEN LLP | Auditor | $48,797 | — | $48,797 |
| LGIM AMERICA | Other Service Provider | $34,205 | — | $34,205 |
| WELLS FARGO | Other Service Provider | $33,698 | — | $33,698 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — 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: $821,444
- Estimated Expense Ratio: 0.435% 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 | $966,864 | $328,183 | $214,862 | $24,442 | — |
| 2023 | $845,233 | $327,225 | $185,369 | $8,667 | — |
| 2022 | $927,541 | $296,668 | $211,444 | — | $281,373 |