Arizona Pipe Trades Pension Plan — Form 5500 plan (Board Of Trustees Arizona Pipe Trades 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 Pension Plan is a benefit plan reported by Board Of Trustees Arizona Pipe Trades Pension Plan under EIN 86-6025734 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,980 participants and $384,257,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Arizona Pipe Trades Pension Plan
- EIN
- 86-6025734
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 3,980
- End-of-year plan assets
- $384,257,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,980 | H, C | 20250316150019NAL0000470849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $384,257,646
- Total liabilities (EOY)
- $1,778,880
- Net assets (EOY)
- $382,478,766
- Net assets (BOY)
- $343,320,388
Income & contributions
- Employer contributions
- $28,141,589
- Total contributions
- $28,141,589
- Total income / additions
- $70,804,310
Expenses & distributions
- Benefits paid
- $29,807,195
- Administrative expenses
- $1,838,737
- Total expenses
- $31,645,932
- Net increase / (decrease)
- $39,158,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE OTHER THAN CONTRACT | $367,559 | not reported in the loaded dataset | 2023 |
| Verus Advisors, Inc. | NONE OTHER THAN CONTRACT | $226,938 | not reported in the loaded dataset | 2023 |
| Mcmorgan And Company | NONE OTHER THAN CONTRACT | $204,111 | not reported in the loaded dataset | 2023 |
| Ullico | NONE OTHER THAN CONTRACT | $121,009 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE OTHER THAN CONTRACT | $116,090 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $94,994 | not reported in the loaded dataset | 2023 |
| Spencer Fane | NONE OTHER THAN CONTRACT | $78,943 | not reported in the loaded dataset | 2023 |
| Lazard | NONE OTHER THAN CONTRACT | $75,802 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co | NONE OTHER THAN CONTRACT | $60,369 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners | NONE OTHER THAN CONTRACT | $50,000 | not reported in the loaded dataset | 2023 |
| Ward Keenan And Barrett, Pc | NONE OTHER THAN CONTRACT | $45,091 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | NONE OTHER THAN CONTRACT | $41,892 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $39,996 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $38,853 | not reported in the loaded dataset | 2023 |
| International Printing Company | NONE OTHER THAN CONTRACT | $30,369 | not reported in the loaded dataset | 2023 |
| Pgim Real Estate | NONE OTHER THAN CONTRACT | $26,886 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE OTHER THAN CONTRACT | $24,182 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE OTHER THAN CONTRACT | $23,602 | not reported in the loaded dataset | 2023 |
| Jennings Strouss & Salmon, Plc | NONE OTHER THAN CONTRACT | $5,346 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Arizona Pipe Trades Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Benesys — Schedule C compensation
- Verus Advisors, Inc. — Schedule C compensation
- Mcmorgan And Company — Schedule C compensation
- Ullico — Schedule C compensation
- Us Bank — Schedule C compensation
- The Segal Company — Schedule C compensation
- Spencer Fane — Schedule C compensation
- Lazard — Schedule C compensation
- Prudential Trust Co — Schedule C compensation
- Cap Financial Partners — Schedule C compensation
- Ward Keenan And Barrett, Pc — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- International Printing Company — Schedule C compensation
- Pgim Real Estate — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Jennings Strouss & Salmon, Plc — Schedule C compensation