Utah Pipe Trades Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Utah Pipe Trades Welfare Trust)
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 Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Utah Pipe Trades Welfare Trust under EIN 87-6128290 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,195 participants and $26,928,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Utah Pipe Trades Welfare Trust
- EIN
- 87-6128290
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 1,195
- End-of-year plan assets
- $26,928,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,195 | H, C | 20250715135503NAL0001365539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,928,813
- Total liabilities (EOY)
- $10,352,457
- Net assets (EOY)
- $16,576,356
- Net assets (BOY)
- $12,315,489
Income & contributions
- Employer contributions
- $18,677,950
- Participant contributions
- $729,622
- Total contributions
- $19,407,572
- Total income / additions
- $22,256,821
Expenses & distributions
- Benefits paid
- $16,390,285
- Administrative expenses
- $1,605,669
- Total expenses
- $17,995,954
- Net increase / (decrease)
- $4,260,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co | NONE | $742,866 | $0 | 2023 |
| Benesys Administrators | NONE | $247,232 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $207,232 | not reported in the loaded dataset | 2023 |
| Mondress Monaco Parr Lockwood Pllc | NONE | $100,020 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $65,329 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $55,563 | not reported in the loaded dataset | 2023 |
| Delaware Capital Management | NONE | $31,761 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $25,100 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $16,415 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Utah Pipe Trades Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Cigna Health And Life Insurance Co — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Express Scripts — Schedule C compensation
- Mondress Monaco Parr Lockwood Pllc — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Delaware Capital Management — Schedule C compensation
- Us Bank — Schedule C compensation
- Smart Source LLC — Schedule C compensation