2023 Form 5500 filing — Arizona Pipe Trades Defined Contribution Pension Plan
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 20250316150008NAL0000856912001) for Arizona Pipe Trades Defined Contribution Pension Plan, reported by Board Of Trustees Arizona Pipe Trades Dc Pension Plan under EIN 86-0434707 and plan number 002. It reports 5,016 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250316150008NAL0000856912001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Arizona Pipe Trades Dc Pension Plan
- EIN
- 86-0434707
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 5,016
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $403,820,283
- Total liabilities (EOY)
- $1,561,925
- Net assets (EOY)
- $402,258,358
- Employer contributions
- $32,382,434
- Participant contributions
- $12,256,147
- Total income / additions
- $108,333,497
- Benefits paid
- $17,267,481
- Administrative expenses
- $974,133
- Total expenses
- $18,241,614
- Net increase / (decrease)
- $90,091,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE OTHER THAN CONTRACT | $316,716 | not reported in the loaded dataset |
| Benesys | NONE OTHER THAN CONTRACT | $281,377 | not reported in the loaded dataset |
| Verus Advisors, Inc | NONE OTHER THAN CONTRACT | $140,523 | not reported in the loaded dataset |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $44,483 | not reported in the loaded dataset |
| Spencer Fane | NONE OTHER THAN CONTRACT | $40,903 | not reported in the loaded dataset |
| Ward Keenan And Barrett, Pc | NONE OTHER THAN CONTRACT | $39,956 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $33,291 | not reported in the loaded dataset |
| The Segal Company | NONE OTHER THAN CONTRACT | $15,900 | not reported in the loaded dataset |
| International Printing Company | NONE OTHER THAN CONTRACT | $15,100 | not reported in the loaded dataset |
| Smart Source | NONE OTHER THAN CONTRACT | $13,127 | not reported in the loaded dataset |
| Cap Financial Partners | NONE OTHER THAN CONTRACT | $5,000 | not reported in the loaded dataset |