Plan Snapshot
- Plan Sponsor: Southern California Pipe Trades
- Sponsor EIN: 951867598
- Sponsor Address: 501 SHATTO PLACE, SUITE 500, LOS ANGELES, CA, 90020
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 10,691
- Total Assets: $423.2M
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. |
|---|---|---|---|---|
| 2024 | 10,691 | $423.2M | $168.2M | $957,758 |
| 2023 | 10,639 | $395.5M | $122.9M | $44.5M |
| 2022 | 10,089 | $350.6M | $116.3M | $41.3M |
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 |
|---|---|---|---|---|
| SO CA PIPE TRADES ADMIN CORP | Other Service Provider | $7,954,471 | — | $7,954,471 |
| BLUE SHIELD | Other Service Provider | $2,362,814 | — | $2,362,814 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $1,062,922 | — | $1,062,922 |
| EIDE BAILLY LLP | Auditor | $512,093 | — | $512,093 |
| SEGAL CONSULTING | Recordkeeper | $138,827 | — | $138,827 |
| MILLER KAPLAN ARASE & CO | Auditor | $130,862 | — | $130,862 |
| BUSH GOTTLIEB | Other Service Provider | $122,279 | — | $122,279 |
| RAEL & LETSON | Other Service Provider | $110,092 | — | $110,092 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $56,563 | — | $56,563 |
| MEDICAL EVALUATION SPECIALIST | Other Service Provider | $55,523 | — | $55,523 |
| RISING MEDICAL SOLUTIONS | Auditor | $32,873 | — | $32,873 |
| NEW ENGLAND PENSION CONSULTANTS | Other Service Provider | $14,978 | — | $14,978 |
| US BANK | Recordkeeper | $10,113 | — | $10,113 |
| MARSH MCLENNAN AGENCY, LLC | Investment Advisor | — | $8,491 | $8,491 |
| COMMUNICATE WRITE | Other Service Provider | $8,369 | — | $8,369 |
| HEALTHRISK RESOURCE GROUP | Other Service Provider | $7,282 | — | $7,282 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
- SEGAL CONSULTING — Recordkeeper
- MILLER KAPLAN ARASE & CO — Auditor
- RISING MEDICAL SOLUTIONS — Auditor
- US BANK — Recordkeeper
- MARSH MCLENNAN AGENCY, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,588,552
- Estimated Expense Ratio: 2.974% 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 | $13,857,668 | $1,077,900 | $10,317,285 | $85,200 | — |
| 2023 | $12,283,652 | $945,494 | $7,582,498 | $542,385 | — |
| 2022 | $11,320,624 | $922,765 | $6,694,594 | — | $3,337,604 |