# Board Of Trustees, Idaho Plumbers And Pipefitters Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-idaho-plumbers-and-pipefitters-pension-plan-826010346-001

> Board Of Trustees, Idaho Plumbers And Pipefitters Pension Plan's DB plan: 1,508 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MONDRESS MONACO PARR LOCKWOOD PLLC](https://planprovider.pro/provider/mondress-monaco-parr-lockwood-pllc) — ERISA Attorney

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-idaho-plumbers-and-pipefitters-pension-plan-826010346-001)

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