Plan Snapshot
- Plan Sponsor: Board Of Trustees, Pipe Trades District Council No 36
- Sponsor EIN: 946082956
- Sponsor Address: 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502
- Plan Type: DB
- Total Participants: 1,113
- Total Assets: $389.5M
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 | 1,113 | $389.5M | $26.7M | $0 |
| 2023 | 1,082 | $345.5M | $24.4M | $0 |
| 2022 | 1,061 | $306.4M | $23.1M | $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 |
|---|---|---|---|---|
| US BANK | Recordkeeper | $177,955 | — | $177,955 |
| RREEF AMERICA L.L.C. | Other Service Provider | $141,315 | — | $141,315 |
| VERUS | Other Service Provider | $136,539 | — | $136,539 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $48,417 | $78,942 | $127,359 |
| NWPS | Recordkeeper | $126,600 | — | $126,600 |
| WELLINGTON TRUST | Other Service Provider | $123,431 | — | $123,431 |
| ARROWSTREET CAPITAL | Other Service Provider | $122,167 | — | $122,167 |
| ALAN BILLER | Other Service Provider | $109,995 | — | $109,995 |
| MILLER KAPLAN ARASE LLP | Auditor | $97,205 | — | $97,205 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $95,693 | — | $95,693 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $74,036 | — | $74,036 |
| EMPLOYEE 1 | Recordkeeper | $61,751 | — | $61,751 |
| SEGALL, BRYANT & HAMILL | Other Service Provider | $56,145 | — | $56,145 |
| UA LOCAL 246 | Other Service Provider | $16,871 | — | $16,871 |
| UA LOCAL 442 | Other Service Provider | $16,252 | — | $16,252 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | Other Service Provider | $16,230 | — | $16,230 |
| UA LOCAL 228 | Other Service Provider | $10,662 | — | $10,662 |
| THE LAW OFFICE OF MICHAEL E. MOSS | Other Service Provider | $9,800 | — | $9,800 |
| UA LOCAL 62 | Other Service Provider | $9,041 | — | $9,041 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- NWPS — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- EMPLOYEE 1 — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,529,047
- Estimated Expense Ratio: 0.393% 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 | $1,646,675 | $964,115 | $54,351 | $46,000 | — |
| 2023 | $1,759,080 | $994,574 | $55,055 | $46,000 | — |
| 2022 | $1,294,195 | $643,021 | $82,435 | — | $316,154 |