Utah Pipe Trades Pension Trust Fund — Form 5500 plan (Board Of Trustees, Utah Pipe Trades Pension)
Plain-English plan 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, Utah Pipe Trades Pension Trust Fund is a benefit plan reported by Board Of Trustees, Utah Pipe Trades Pension under EIN 51-6077569 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,149 participants and $244,660,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Utah Pipe Trades Pension
- EIN
- 51-6077569
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 2,149
- End-of-year plan assets
- $244,660,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,149 | H, C | 20241015162539NAL0029098545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $244,660,213
- Total liabilities (EOY)
- $1,140,092
- Net assets (EOY)
- $243,520,121
- Net assets (BOY)
- $213,735,859
Income & contributions
- Employer contributions
- $6,103,447
- Total contributions
- $6,103,447
- Total income / additions
- $42,604,219
Expenses & distributions
- Benefits paid
- $11,138,166
- Administrative expenses
- $1,681,791
- Total expenses
- $12,819,957
- Net increase / (decrease)
- $29,784,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Delaware Capital Management | NONE | $236,279 | not reported in the loaded dataset | 2023 |
| Dana Investment Advisors | NONE | $234,559 | not reported in the loaded dataset | 2023 |
| Alta Capital Management | NONE | $226,415 | $0 | 2023 |
| Wells Fargo Advisors | NONE | $219,434 | not reported in the loaded dataset | 2023 |
| Systematic Financial Management, Lp | NONE | $205,867 | not reported in the loaded dataset | 2023 |
| Benesys Administrators | NONE | $107,912 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $88,142 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $70,533 | not reported in the loaded dataset | 2023 |
| Delaware International | NONE | $49,303 | not reported in the loaded dataset | 2023 |
| Mondress Monaco Parr Lockwood Pllc | NONE | $44,323 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $13,293 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $8,981 | not reported in the loaded dataset | 2023 |
| Segal Select Ins. Services | NONE | $0 | $8,819 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Utah Pipe Trades Pension
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Delaware Capital Management — Schedule C compensation
- Dana Investment Advisors — Schedule C compensation
- Alta Capital Management — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Systematic Financial Management, Lp — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Milliman — Schedule C compensation
- Delaware International — Schedule C compensation
- Mondress Monaco Parr Lockwood Pllc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Segal Select Ins. Services — Schedule C compensation