Plan Snapshot
- Plan Sponsor: Pipeline Industry Pension Fund
- Sponsor EIN: 736146433
- Sponsor Address: RENEE E VAUSE, DIRECTOR, TULSA, OK, 741470950
- Plan Type: DB
- Total Participants: 2,034
- Total Assets: $1.7B
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 | 2,034 | $1.7B | $28.9M | $0 |
| 2023 | 2,308 | $1.6B | $31.0M | $0 |
| 2022 | 1,904 | $1.4B | $25.4M | $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 |
|---|---|---|---|---|
| PRIME PROPERTY FUND | Recordkeeper | $1,970,608 | — | $1,970,608 |
| PIPELINE INDUSTRY BENEFIT FUND | Other Service Provider | $1,399,564 | $10,681 | $1,410,245 |
| SEGAL MARCO ADVISORS | Other Service Provider | $366,125 | — | $366,125 |
| GLOBAL INFRASTRUCTURE | Other Service Provider | $345,349 | — | $345,349 |
| FIDELITY MANAGEMENT TRUST COMPANY | Other Service Provider | $262,164 | — | $262,164 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $248,752 | — | $248,752 |
| DUCENTA SQUARED ASSET MANAGEMENT | Other Service Provider | $245,589 | — | $245,589 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $243,362 | — | $243,362 |
| EMPLOYEE C | Other Service Provider | $204,392 | $2,350 | $206,742 |
| OAKTREE | Other Service Provider | $192,893 | — | $192,893 |
| BARDIN HILL | Other Service Provider | $185,166 | — | $185,166 |
| EMPLOYEE A | Other Service Provider | $162,511 | $3,408 | $165,919 |
| KOHLBERG TE INVESTORS | Other Service Provider | $140,696 | — | $140,696 |
| MEISIROW FINANCIAL | Other Service Provider | $127,851 | — | $127,851 |
| SEGAL SELECT INSURANCE | Other Service Provider | $120,435 | — | $120,435 |
| THE SEGAL COMPANY | Other Service Provider | $106,290 | — | $106,290 |
| EMPLOYEE I | Other Service Provider | $87,549 | $1,406 | $88,955 |
| EMPLOYEE J | Other Service Provider | $71,182 | $1,399 | $72,581 |
| TEDFORD INSURANCE | Other Service Provider | $64,033 | — | $64,033 |
| FIRST RESERVE FUND XIII, L.P. | Other Service Provider | $60,180 | — | $60,180 |
| EMPLOYEE R | Other Service Provider | $57,983 | — | $57,983 |
| THE TRUST COMPANY OF OKLAHOMA | Other Service Provider | $50,287 | — | $50,287 |
| EMPLOYEE K | Other Service Provider | $50,085 | — | $50,085 |
| EMPLOYEE S | Other Service Provider | $34,313 | — | $34,313 |
| EMPLOYEE U | Other Service Provider | $30,778 | — | $30,778 |
| RUBINBROWN LLP | Auditor | $30,700 | — | $30,700 |
| EMPLOYEE V | Other Service Provider | $29,445 | — | $29,445 |
| ROBEIN, URANN, SPENCER, ET AL | Other Service Provider | $22,094 | — | $22,094 |
| RENAISSANCE TULSA HOTEL | Other Service Provider | — | $13,017 | $13,017 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $7,881 | — | $7,881 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIME PROPERTY FUND — Recordkeeper
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,950,518
- Estimated Expense Ratio: 0.412% 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 | $7,317,692 | $4,441,965 | — | $30,700 | — |
| 2023 | $6,671,398 | $4,030,458 | — | $15,900 | — |
| 2022 | $6,596,091 | $4,065,337 | — | — | $141,847 |