Plan Snapshot
- Plan Sponsor: Board Of Trustees, Pipe Trades District Council 36
- Sponsor EIN: 946082955
- Sponsor Address: 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,042
- Total Assets: $63.3M
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 | 1,042 | $63.3M | $25.3M | $2.1M |
| 2023 | 963 | $59.5M | $24.4M | $2.2M |
| 2022 | 993 | $54.3M | $23.2M | $2.3M |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $660,667 | — | $660,667 |
| BLUE CROSS OF CALIFORNIA | Other Service Provider | $402,474 | — | $402,474 |
| NWPS | Recordkeeper | $245,814 | — | $245,814 |
| DELTA DENTAL OF CALIFORNIA | Other Service Provider | $149,668 | — | $149,668 |
| MILLER KAPLAN ARASE LLP | Auditor | $80,723 | — | $80,723 |
| INNOVATIVE CARE MANAGEMENT | Other Service Provider | $60,511 | — | $60,511 |
| MATRIX TRUST COMPANY | Recordkeeper | $52,577 | — | $52,577 |
| VERUS | Other Service Provider | $37,634 | — | $37,634 |
| CRYSTAL CLEAR RX | Other Service Provider | $25,897 | — | $25,897 |
| BEAT IT! EAP | Other Service Provider | $21,431 | — | $21,431 |
| NEYHART, ANDERSON, FLYNN & GROSBOL | Other Service Provider | $16,920 | — | $16,920 |
| UA LOCAL 246 | Other Service Provider | $16,871 | — | $16,871 |
| UA LOCAL 442 | Other Service Provider | $16,252 | — | $16,252 |
| UA LOCAL 228 | Other Service Provider | $10,662 | — | $10,662 |
| UA LOCAL 62 | Other Service Provider | $9,041 | — | $9,041 |
| THE LAW OFFICE OF MICHAEL E MOSS | Other Service Provider | $8,811 | — | $8,811 |
| COSTCO RX | Other Service Provider | $8,571 | — | $8,571 |
| US BANK | Recordkeeper | $6,309 | — | $6,309 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- MATRIX TRUST COMPANY — Recordkeeper
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,830,833
- Estimated Expense Ratio: 2.894% 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 | $1,736,080 | $135,140 | $847,780 | $29,500 | — |
| 2023 | $1,825,712 | $159,587 | $848,349 | $41,400 | — |
| 2022 | $1,870,010 | $82,032 | $601,123 | — | $1,012,111 |