# Board Of Trustees, Pipe Industry Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-pipe-industry-health-and-welfare-840456274-501

> Board Of Trustees, Pipe Industry Health And Welfare's Health & Welfare plan: 2,787 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Pipe Industry Health And Welfare

- **Sponsor EIN:** 840456274

- **Sponsor Address:** 1391 SPEER BLVD STE 450, DENVER, CO, 80204

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,787

- **Total Assets:** $52.3M

## 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|2,787|$52.3M|$46.3M|$182,019|

| 2023|2,639|$46.2M|$43.8M|$239,394|

| 2022|2,576|$43.4M|$41.3M|$149,961|

## 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|

| UMR, INC.|Other Service Provider|$1,622,375|$29,212|$1,651,587|

| EMPLOYEE 1|Recordkeeper|$279,279|—|$279,279|

| EMPLOYEE 3|Recordkeeper|$127,585|—|$127,585|

| EMPLOYEE 4|Recordkeeper|$103,726|—|$103,726|

| EMPLOYEE 2|Recordkeeper|$101,122|—|$101,122|

| MILLER KAPLAN ARASE LLP|Auditor|$74,462|—|$74,462|

| SEGAL CONSULTING|Recordkeeper|$68,200|—|$68,200|

| SPENCER FANE LLP|ERISA Attorney|$59,797|—|$59,797|

| WEX HEALTH INC.|Other Service Provider|$37,135|—|$37,135|

| RICHMOND CAPITAL MANAGEMENT, INC|Other Service Provider|$33,123|—|$33,123|

| INNOVEST PORTFOLIO SOLUTIONS LLC|Other Service Provider|$25,065|—|$25,065|

| ORRANGE POLITICAL STRATEGIES|Other Service Provider|$24,000|—|$24,000|

| SEGAL BRYANT & HAMILL|Other Service Provider|$23,784|—|$23,784|

| PRINCIPAL LIFE INSURANCE COMPANY|Other Service Provider|$12,252|—|$12,252|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPLOYEE 1](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 3](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [SEGAL CONSULTING](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SPENCER FANE LLP](https://planprovider.pro/provider/spencer-fane-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,621,117

- **Estimated Expense Ratio:** 5.007% 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|$1,359,397|$81,972|—|$25,200|—|

| 2023|$1,397,581|$78,600|—|$24,000|—|

| 2022|$1,186,033|$81,519|—|—|$298,024|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-pipe-industry-health-and-welfare-840456274-501)

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