Arizona Pipe Trades Health & Welfare Trust Fund — Form 5500 plan (Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund)
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, Arizona Pipe Trades Health & Welfare Trust Fund is a benefit plan reported by Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund under EIN 86-0104344 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,712 participants and $114,481,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund
- EIN
- 86-0104344
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 2,712
- End-of-year plan assets
- $114,481,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,712 | H, C | 20250316182417NAL0000417523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,481,998
- Total liabilities (EOY)
- $32,826,290
- Net assets (EOY)
- $81,655,708
- Net assets (BOY)
- $65,682,882
Income & contributions
- Employer contributions
- $70,463,811
- Participant contributions
- $601,951
- Total contributions
- $71,065,762
- Total income / additions
- $77,171,457
Expenses & distributions
- Benefits paid
- $57,754,414
- Administrative expenses
- $3,444,217
- Total expenses
- $61,198,631
- Net increase / (decrease)
- $15,972,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everside Health, LLC | NONE OTHER THAN CONTRACT | $2,091,682 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance | NONE OTHER THAN CONTRACT | $1,433,359 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE OTHER THAN CONTRACT | $799,549 | not reported in the loaded dataset | 2023 |
| Lyra Behavioual | NONE OTHER THAN CONTRACT | $439,655 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE OTHER THAN CONTRACT | $199,199 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $130,103 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $99,144 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE OTHER THAN CONTRACT | $97,641 | not reported in the loaded dataset | 2023 |
| Nucleus Medical | NONE OTHER THAN CONTRACT | $90,504 | not reported in the loaded dataset | 2023 |
| Smart Source | NONE OTHER THAN CONTRACT | $83,932 | not reported in the loaded dataset | 2023 |
| Ward Keenan And Barrett Pc | NONE OTHER THAN CONTRACT | $83,407 | not reported in the loaded dataset | 2023 |
| Glendale Medical Properties | NONE OTHER THAN CONTRACT | $62,080 | not reported in the loaded dataset | 2023 |
| Verus Advisors, Inc | NONE OTHER THAN CONTRACT | $56,099 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $41,496 | not reported in the loaded dataset | 2023 |
| International Printing Company | NONE OTHER THAN CONTRACT | $31,834 | not reported in the loaded dataset | 2023 |
| Surge Avalong Holdings | NONE OTHER THAN CONTRACT | $26,082 | not reported in the loaded dataset | 2023 |
| Ir & M Research | NONE OTHER THAN CONTRACT | $22,968 | not reported in the loaded dataset | 2023 |
| Healthwaves | NONE | $11,570 | not reported in the loaded dataset | 2023 |
| Jennings Strouss & Salmon | NONE OTHER THAN CONTRACT | $10,890 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE OTHER THAN CONTRACT | $10,625 | not reported in the loaded dataset | 2023 |
| Captrust Financial | NONE OTHER THAN CONTRACT | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Everside Health, LLC — Schedule C compensation
- Cigna Health And Life Insurance — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Lyra Behavioual — Schedule C compensation
- Delta Dental — Schedule C compensation
- The Segal Company — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- Nucleus Medical — Schedule C compensation
- Smart Source — Schedule C compensation
- Ward Keenan And Barrett Pc — Schedule C compensation
- Glendale Medical Properties — Schedule C compensation
- Verus Advisors, Inc — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- International Printing Company — Schedule C compensation
- Surge Avalong Holdings — Schedule C compensation
- Ir & M Research — Schedule C compensation
- Healthwaves — Schedule C compensation
- Jennings Strouss & Salmon — Schedule C compensation
- Us Bank — Schedule C compensation
- Captrust Financial — Schedule C compensation