Plan Snapshot
- Plan Sponsor: Trustees Of The Pipe Trades Services Mn Pension Trust
- Sponsor EIN: 416131800
- Sponsor Address: 4461 WHITE BEAR PARKWAY, SUITE 1, WHITE BEAR LAKE, MN, 55110
- Plan Type: DB
- Plan Number: 001
- Total Participants: 4,758
- Total Assets: $1.6B
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 | 4,758 | $1.6B | $95.9M | $0 |
| 2023 | 4,759 | $1.5B | $90.2M | $0 |
| 2022 | 4,658 | $1.3B | $87.2M | $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 |
|---|---|---|---|---|
| STAIRWAY PARTNERS, LLC | Other Service Provider | $1,363,167 | — | $1,363,167 |
| PIPE TRADES SERVICES MN, INC. | Other Service Provider | $879,162 | — | $879,162 |
| ULLICO INVESTEMENT ADVISORS INC. | Other Service Provider | $344,683 | — | $344,683 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $299,660 | — | $299,660 |
| MILLIMAN, INC. | Recordkeeper | $242,635 | — | $242,635 |
| PLANTE & MORAN, PLLC | Other Service Provider | $219,685 | — | $219,685 |
| WESTFIELD CAPITAL MANAGEMENT CO, LP | Other Service Provider | $156,554 | — | $156,554 |
| TAFT STETTINIUS & HOLLISTER LLP | Other Service Provider | $153,546 | — | $153,546 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $153,447 | — | $153,447 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $125,711 | — | $125,711 |
| AMERICAN REALTY ADVISORS, LLC | Other Service Provider | $93,522 | — | $93,522 |
| HAMILTON LANE ADVISOR, LLC | Other Service Provider | — | $28,980 | $28,980 |
| MESIROW FINANCIAL SERVICES,INC. | Other Service Provider | $24,532 | — | $24,532 |
| TAFT HARTLEY HEALTHWORKS, INC. | Other Service Provider | $20,000 | — | $20,000 |
| EXAMWORKS, LLC | Other Service Provider | $10,721 | — | $10,721 |
| HONSA-BINDER PRINTING, INC. | Other Service Provider | $10,311 | — | $10,311 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,126,316
- Estimated Expense Ratio: 0.262% 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 | $4,399,614 | $2,265,220 | $879,162 | $219,685 | — |
| 2023 | $4,982,341 | $3,206,398 | $524,925 | $160,750 | — |
| 2022 | $4,412,996 | $2,750,548 | $870,309 | — | $396,801 |