Plan Snapshot
- Plan Sponsor: Board Of Trustees Northern Cali. Pipe Trades Pension Trust
- Sponsor EIN: 943190386
- Sponsor Address: 935 DETROIT AVENUE, SUITE 242A, CONCORD, CA, 945182501
- Plan Type: DB
- Total Participants: 2,266
- Total Assets: $1.1B
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 | 2,266 | $1.1B | $54.9M | $0 |
| 2023 | 2,358 | $1.0B | $59.0M | $0 |
| 2022 | 2,470 | $941.4M | $52.3M | $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 |
|---|---|---|---|---|
| U.A. LOCAL 342 JOINT MGMT COOP COM | Custodian / Trustee | $1,066,724 | — | $1,066,724 |
| THE UNION LABOR LIFE INSURANCE COMP | Recordkeeper | $833,902 | — | $833,902 |
| JPMORGAN INVESTMENT MANAGEMENT, INC | Recordkeeper | $608,650 | — | $608,650 |
| SANDS CAPITAL MANAGEMENT, LLC | Other Service Provider | $384,571 | — | $384,571 |
| METROPOLITAN WEST ASSET MANAGEMENT | Other Service Provider | $321,578 | — | $321,578 |
| DODGE & COX | Other Service Provider | $310,979 | — | $310,979 |
| EAGLE ASSET MANAGEMENT | Other Service Provider | $216,089 | — | $216,089 |
| VERUS ADVISORY, INC. | Other Service Provider | $200,000 | — | $200,000 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $148,887 | — | $148,887 |
| NORTHWEST PLAN SERVICES | Recordkeeper | $131,100 | — | $131,100 |
| COMERICA BANK | Other Service Provider | $70,966 | $18,286 | $89,252 |
| VOYA INVESTMENT TRUST COMPANY | Other Service Provider | $88,959 | — | $88,959 |
| ARISTOTLE PACIFIC CAPITAL, LLC | Other Service Provider | $81,844 | — | $81,844 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | Other Service Provider | $38,726 | — | $38,726 |
| WITHUMSMITH+BROWN, PC | Auditor | $38,368 | — | $38,368 |
| SUBURBAN PRESS | Other Service Provider | $34,187 | — | $34,187 |
| PRINT2ASSIST, INC. | Other Service Provider | $20,730 | — | $20,730 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $20,096 | $20,096 |
| FREMONT BANK | Other Service Provider | $19,632 | — | $19,632 |
| LIFESTATUS360, LLC | Other Service Provider | $13,717 | — | $13,717 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $6,639 | — | $6,639 |
| MILLER KAPLAN ARASE, LLP | Auditor | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE UNION LABOR LIFE INSURANCE COMP — Recordkeeper
- JPMORGAN INVESTMENT MANAGEMENT, INC — Recordkeeper
- NORTHWEST PLAN SERVICES — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
- MILLER KAPLAN ARASE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,681,130
- Estimated Expense Ratio: 0.408% 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 | $4,889,423 | $3,201,259 | $548,473 | $38,602 | — |
| 2023 | $4,877,679 | $3,153,943 | $586,983 | $36,915 | — |
| 2022 | $4,522,494 | $2,727,355 | $665,782 | — | $208,112 |