# Trustees, Alaska Pipe Trades Assoc U.A. Local No. 375 Health & Sec Tr Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-alaska-pipe-trades-assoc-u-a-local-no-375-health-sec-tr-920023819-532

> Trustees, Alaska Pipe Trades Assoc U.A. Local No. 375 Health & Sec Tr's Health & Welfare plan: 316 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [PLATFORM CPAS, LLP](https://planprovider.pro/provider/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|

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