2023 Form 5500 filing — Arizona Pipe Trades Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250316150019NAL0000470849001) for Arizona Pipe Trades Pension Plan, reported by Board Of Trustees Arizona Pipe Trades Pension Plan under EIN 86-6025734 and plan number 001. It reports 3,980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250316150019NAL0000470849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Arizona Pipe Trades Pension Plan
- EIN
- 86-6025734
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 3,980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $384,257,646
- Total liabilities (EOY)
- $1,778,880
- Net assets (EOY)
- $382,478,766
- Employer contributions
- $28,141,589
- Total income / additions
- $70,804,310
- Benefits paid
- $29,807,195
- Administrative expenses
- $1,838,737
- Total expenses
- $31,645,932
- Net increase / (decrease)
- $39,158,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE OTHER THAN CONTRACT | $367,559 | not reported in the loaded dataset |
| Verus Advisors, Inc. | NONE OTHER THAN CONTRACT | $226,938 | not reported in the loaded dataset |
| Mcmorgan And Company | NONE OTHER THAN CONTRACT | $204,111 | not reported in the loaded dataset |
| Ullico | NONE OTHER THAN CONTRACT | $121,009 | not reported in the loaded dataset |
| Us Bank | NONE OTHER THAN CONTRACT | $116,090 | not reported in the loaded dataset |
| The Segal Company | NONE OTHER THAN CONTRACT | $94,994 | not reported in the loaded dataset |
| Spencer Fane | NONE OTHER THAN CONTRACT | $78,943 | not reported in the loaded dataset |
| Lazard | NONE OTHER THAN CONTRACT | $75,802 | not reported in the loaded dataset |
| Prudential Trust Co | NONE OTHER THAN CONTRACT | $60,369 | not reported in the loaded dataset |
| Cap Financial Partners | NONE OTHER THAN CONTRACT | $50,000 | not reported in the loaded dataset |
| Ward Keenan And Barrett, Pc | NONE OTHER THAN CONTRACT | $45,091 | not reported in the loaded dataset |
| Panagora Asset Management | NONE OTHER THAN CONTRACT | $41,892 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $39,996 | not reported in the loaded dataset |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $38,853 | not reported in the loaded dataset |
| International Printing Company | NONE OTHER THAN CONTRACT | $30,369 | not reported in the loaded dataset |
| Pgim Real Estate | NONE OTHER THAN CONTRACT | $26,886 | not reported in the loaded dataset |
| Smart Source LLC | NONE OTHER THAN CONTRACT | $24,182 | not reported in the loaded dataset |
| Loomis Sayles | NONE OTHER THAN CONTRACT | $23,602 | not reported in the loaded dataset |
| Jennings Strouss & Salmon, Plc | NONE OTHER THAN CONTRACT | $5,346 | not reported in the loaded dataset |