Plan Snapshot
- Plan Sponsor: Trustees, Alaska Pipe Trades Assoc U.A. Local No. 375 Health & Sec Tr
- Sponsor EIN: 920023819
- Sponsor Address: 5331 S MACADAM AVE STE 258, PORTLAND, OR, 97239
- Plan Type: 401(k)
- Plan Number: 532
- Total Participants: 316
- Total Assets: $18.4M
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 | 316 | $18.4M | $8.7M | $837,230 |
| 2023 | 269 | $17.9M | $6.9M | $769,300 |
| 2022 | 265 | $16.7M | $5.7M | $784,867 |
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 |
|---|---|---|---|---|
| LABOR FIRST, LLC | Other Service Provider | $361,559 | — | $361,559 |
| BENESYS, INC | Other Service Provider | $218,501 | — | $218,501 |
| AETNA | Other Service Provider | $90,323 | — | $90,323 |
| PACIFIC WEALTH ADVISORS, LLC | Other Service Provider | $89,968 | — | $89,968 |
| PROPEL INSURANCE | Other Service Provider | $33,900 | — | $33,900 |
| BARLOW & COUGHRAN, P.S. | Other Service Provider | $27,453 | — | $27,453 |
| WELFARE & PENSION ADMIN. SERVICES | Other Service Provider | $24,126 | — | $24,126 |
| WITHUM SMITH+BROWN, PC | Auditor | $20,828 | — | $20,828 |
| PLUMBERS LOCAL UNION 375 | Other Service Provider | $20,637 | — | $20,637 |
| PLATFORM CPAS, LLP | Auditor | $16,213 | — | $16,213 |
| SMART SOURCE LLC | Other Service Provider | $9,072 | — | $9,072 |
| HCCMA | Other Service Provider | $8,621 | — | $8,621 |
| HEALTHCARE ACTUARIES | Other Service Provider | $7,500 | — | $7,500 |
| TRANSCARENT, INC. | Other Service Provider | $6,431 | — | $6,431 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH+BROWN, PC — Auditor
- PLATFORM CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $935,132
- Estimated Expense Ratio: 5.080% 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 | $1,047,369 | $89,968 | $351,016 | $17,963 | — |
| 2023 | $813,979 | $72,810 | $430,595 | $17,350 | — |
| 2022 | $642,197 | $79,010 | $255,985 | — | $62,773 |