# Southern California Pipe Trades Health & Welfare Plan
Source: https://planprovider.pro/companies/southern-california-pipe-trades-951867598-501

> Southern California Pipe Trades's Health & Welfare plan: 10,691 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [SEGAL CONSULTING](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MILLER KAPLAN ARASE & CO](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [RISING MEDICAL SOLUTIONS](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARSH MCLENNAN AGENCY, LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-california-pipe-trades-951867598-501)

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