Plan Snapshot
- Plan Sponsor: Pipeline Industry 401(K) Fund
- Sponsor EIN: 263051108
- Sponsor Address: RENEE E. VAUSE, DIRECTOR, TULSA, OK, 741470950
- Plan Type: 401(k)
- Plan Number: 301
- Total Participants: 6,449
- Total Assets: $380.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 6,449 | $380.5M | $0 | $0 |
| 2024 | 2,034 | $340.4M | $16.4M | $6.9M |
| 2023 | 2,308 | $314.0M | $21.0M | $8.6M |
| 2022 | 1,904 | $276.8M | $18.0M | $6.3M |
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 |
|---|---|---|---|---|
| TRUST COMPANY OF OKLAHOMA | Other Service Provider | $219,951 | — | $219,951 |
| PIPELINE INDUSTRY BENEFIT FUND | Other Service Provider | $131,377 | — | $131,377 |
| EMPLOYEE Q | Other Service Provider | $51,861 | — | $51,861 |
| SEGAL SELECT INSURANCE | Other Service Provider | $28,051 | — | $28,051 |
| SEGAL MARCO ADVISORS | Other Service Provider | $25,000 | — | $25,000 |
| RUBINBROWN LLP | Other Service Provider | $23,800 | — | $23,800 |
| ROBEIN, URANN, SPENCER, ET. AL. | Other Service Provider | $12,446 | — | $12,446 |
| TEDFORD INSURANCE | Other Service Provider | $11,604 | — | $11,604 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $7,743 | — | $7,743 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $511,833
- Estimated Expense Ratio: 0.135% 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 |
|---|---|---|---|---|---|
| 2025 | $35,521,183 | $25,000 | — | $23,800 | — |
| 2024 | $564,118 | $27,083 | — | $23,100 | — |
| 2023 | $505,270 | $22,917 | — | $22,100 | — |
| 2022 | $545,720 | $25,000 | — | — | $278,042 |