Plan Snapshot
- Plan Sponsor: Pipeline Industry Benefit Fund
- Sponsor EIN: 730742835
- Sponsor Address: RENEE E VAUSE, DIRECTOR, TULSA, OK, 741456909
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,094
- Total Assets: $126.2M
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. |
|---|---|---|---|---|
| 2025 | 2,094 | $126.2M | $0 | $0 |
| 2024 | 1,865 | $99.5M | $49.4M | $3.8M |
| 2023 | 2,145 | $83.5M | $55.5M | $4.6M |
| 2022 | 1,900 | $58.3M | $35.6M | $5.3M |
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 |
|---|---|---|---|---|
| PIPELINE INDUSTRY BENEFIT FUND | Other Service Provider | $1,385,702 | — | $1,385,702 |
| BLUE CROSS BLUE SHIELD | Other Service Provider | $1,324,141 | — | $1,324,141 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $290,583 | — | $290,583 |
| A&S FINANCIAL SERVICES LLC | Other Service Provider | $287,506 | — | $287,506 |
| EMPLOYEE B | Other Service Provider | $126,649 | $13,669 | $140,318 |
| EMPLOYEE A | Other Service Provider | $116,908 | $7,637 | $124,545 |
| PITNEY BOWES GLOBAL FINANCIAL SERV | Other Service Provider | $109,091 | — | $109,091 |
| EMPLOYEE C | Other Service Provider | $71,723 | $36,445 | $108,168 |
| EMPLOYEE I | Other Service Provider | $73,331 | $5,690 | $79,021 |
| EMPLOYEE D | Other Service Provider | $68,826 | — | $68,826 |
| EMPLOYEE G | Other Service Provider | $64,821 | — | $64,821 |
| EMPLOYEE E | Other Service Provider | $64,558 | — | $64,558 |
| PNC BANK | Other Service Provider | $62,225 | — | $62,225 |
| EMPLOYEE Y | Other Service Provider | $61,311 | — | $61,311 |
| ROBEIN, URANN, SPENCER, ET AL | Other Service Provider | $59,829 | — | $59,829 |
| DECISION TREE CONSULTING, LLC | Other Service Provider | $57,653 | — | $57,653 |
| EMPLOYEE H | Other Service Provider | $56,631 | — | $56,631 |
| EMPLOYEE F | Other Service Provider | $56,031 | — | $56,031 |
| EMPLOYEE K | Other Service Provider | $52,581 | — | $52,581 |
| EMPLOYEE M | Other Service Provider | $44,948 | — | $44,948 |
| THE SEGAL COMPANY | Other Service Provider | $44,841 | — | $44,841 |
| CARDIOPTICS SCREENING SERVICES | Other Service Provider | $42,625 | — | $42,625 |
| DENTAL NETWORK OF AMERICA | Other Service Provider | $42,579 | — | $42,579 |
| AT&T MOBILITY | Other Service Provider | $40,009 | — | $40,009 |
| EMPLOYEE Z | Other Service Provider | $36,112 | — | $36,112 |
| RUBINBROWN LLP | Other Service Provider | $34,500 | — | $34,500 |
| EMPLOYEE V | Other Service Provider | $33,460 | — | $33,460 |
| NEWWAVE SOLUTIONS | Other Service Provider | $33,376 | — | $33,376 |
| DATAMATION IMAGING SERVICES | Other Service Provider | $32,812 | — | $32,812 |
| EMPLOYEE X | Other Service Provider | $30,109 | — | $30,109 |
| EMPLOYEE L | Other Service Provider | $28,005 | — | $28,005 |
| EMPLOYEE U | Other Service Provider | $26,974 | — | $26,974 |
| EMPLOYEE AA | Other Service Provider | $25,936 | — | $25,936 |
| COX COMMUNICATIONS - TULSA | Other Service Provider | $25,911 | — | $25,911 |
| AT&T OKLAHOMA | Other Service Provider | $25,405 | — | $25,405 |
| RAPIDSCALE, INC | Other Service Provider | $21,749 | — | $21,749 |
| SEGAL MARCO ADVISORS | Other Service Provider | $20,834 | — | $20,834 |
| ADMIRAL EXPRESS | Other Service Provider | $19,713 | — | $19,713 |
| WESTERN PRINTING | Other Service Provider | $17,162 | — | $17,162 |
| BOLTON PARTNERS | Other Service Provider | $15,000 | — | $15,000 |
| SIKITCH LLP | Other Service Provider | $15,000 | — | $15,000 |
| NICK HONDROS | Other Service Provider | $14,924 | — | $14,924 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $12,822 | — | $12,822 |
| RENAISSANCE TULSA HOTEL | Other Service Provider | $12,257 | — | $12,257 |
| GENERAL DYNAMICS INFO TECHNOLOGY | Other Service Provider | $10,028 | — | $10,028 |
| SODER MECHANICAL, INC | Other Service Provider | $9,732 | — | $9,732 |
| TRUSTED TECH TEAM | Other Service Provider | $9,354 | — | $9,354 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,179,718
- Estimated Expense Ratio: 4.105% 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 | $44,170,188 | $237,724 | $1,654,226 | $34,500 | — |
| 2024 | $4,381,836 | $152,265 | $1,485,063 | $33,500 | — |
| 2023 | $4,002,879 | $138,023 | $1,376,626 | $32,300 | — |
| 2022 | $4,204,879 | $33,071 | $1,566,004 | — | $101,718 |