Arizona Pipe Trades Defined Contribution Pension Plan — Form 5500 plan (Board Of Trustees Arizona Pipe Trades Dc Pension Plan)
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 Defined Contribution Pension Plan is a benefit plan reported by Board Of Trustees Arizona Pipe Trades Dc Pension Plan under EIN 86-0434707 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,016 participants and $403,820,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Arizona Pipe Trades Dc Pension Plan
- EIN
- 86-0434707
- Plan number
- 002
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 5,016
- End-of-year plan assets
- $403,820,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,016 | H, C | 20250316150008NAL0000856912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $403,820,283
- Total liabilities (EOY)
- $1,561,925
- Net assets (EOY)
- $402,258,358
- Net assets (BOY)
- $312,166,475
Income & contributions
- Employer contributions
- $32,382,434
- Participant contributions
- $12,256,147
- Total contributions
- $46,187,819
- Total income / additions
- $108,333,497
Expenses & distributions
- Benefits paid
- $17,267,481
- Administrative expenses
- $974,133
- Total expenses
- $18,241,614
- Net increase / (decrease)
- $90,091,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE OTHER THAN CONTRACT | $316,716 | not reported in the loaded dataset | 2023 |
| Benesys | NONE OTHER THAN CONTRACT | $281,377 | not reported in the loaded dataset | 2023 |
| Verus Advisors, Inc | NONE OTHER THAN CONTRACT | $140,523 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $44,483 | not reported in the loaded dataset | 2023 |
| Spencer Fane | NONE OTHER THAN CONTRACT | $40,903 | not reported in the loaded dataset | 2023 |
| Ward Keenan And Barrett, Pc | NONE OTHER THAN CONTRACT | $39,956 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $33,291 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $15,900 | not reported in the loaded dataset | 2023 |
| International Printing Company | NONE OTHER THAN CONTRACT | $15,100 | not reported in the loaded dataset | 2023 |
| Smart Source | NONE OTHER THAN CONTRACT | $13,127 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners | 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 Dc Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Benesys — Schedule C compensation
- Verus Advisors, Inc — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Spencer Fane — Schedule C compensation
- Ward Keenan And Barrett, Pc — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- International Printing Company — Schedule C compensation
- Smart Source — Schedule C compensation
- Cap Financial Partners — Schedule C compensation