2023 Form 5500 filing — Utah Pipe Trades Pension Trust Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015162539NAL0029098545001) for Utah Pipe Trades Pension Trust Fund, reported by Board Of Trustees, Utah Pipe Trades Pension under EIN 51-6077569 and plan number 001. It reports 2,149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162539NAL0029098545001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Utah Pipe Trades Pension
- EIN
- 51-6077569
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 2,149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $244,660,213
- Total liabilities (EOY)
- $1,140,092
- Net assets (EOY)
- $243,520,121
- Employer contributions
- $6,103,447
- Total income / additions
- $42,604,219
- Benefits paid
- $11,138,166
- Administrative expenses
- $1,681,791
- Total expenses
- $12,819,957
- Net increase / (decrease)
- $29,784,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Delaware Capital Management | NONE | $236,279 | not reported in the loaded dataset |
| Dana Investment Advisors | NONE | $234,559 | not reported in the loaded dataset |
| Alta Capital Management | NONE | $226,415 | $0 |
| Wells Fargo Advisors | NONE | $219,434 | not reported in the loaded dataset |
| Systematic Financial Management, Lp | NONE | $205,867 | not reported in the loaded dataset |
| Benesys Administrators | NONE | $107,912 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $88,142 | not reported in the loaded dataset |
| Milliman | NONE | $70,533 | not reported in the loaded dataset |
| Delaware International | NONE | $49,303 | not reported in the loaded dataset |
| Mondress Monaco Parr Lockwood Pllc | NONE | $44,323 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $24,500 | not reported in the loaded dataset |
| Us Bank | NONE | $13,293 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $8,981 | not reported in the loaded dataset |
| Segal Select Ins. Services | NONE | $0 | $8,819 |