2023 Form 5500 filing — Arizona Pipe Trades Health & Welfare Trust Fund
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 20250316182417NAL0000417523001) for Arizona Pipe Trades Health & Welfare Trust Fund, reported by Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund under EIN 86-0104344 and plan number 501. It reports 2,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250316182417NAL0000417523001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Arizona Pipe Trades Health And Welfare Trust Fund
- EIN
- 86-0104344
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 2,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,481,998
- Total liabilities (EOY)
- $32,826,290
- Net assets (EOY)
- $81,655,708
- Employer contributions
- $70,463,811
- Participant contributions
- $601,951
- Total income / additions
- $77,171,457
- Benefits paid
- $57,754,414
- Administrative expenses
- $3,444,217
- Total expenses
- $61,198,631
- Net increase / (decrease)
- $15,972,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everside Health, LLC | NONE OTHER THAN CONTRACT | $2,091,682 | not reported in the loaded dataset |
| Cigna Health And Life Insurance | NONE OTHER THAN CONTRACT | $1,433,359 | not reported in the loaded dataset |
| Benesys, Inc | NONE OTHER THAN CONTRACT | $799,549 | not reported in the loaded dataset |
| Lyra Behavioual | NONE OTHER THAN CONTRACT | $439,655 | not reported in the loaded dataset |
| Delta Dental | NONE OTHER THAN CONTRACT | $199,199 | not reported in the loaded dataset |
| The Segal Company | NONE OTHER THAN CONTRACT | $130,103 | not reported in the loaded dataset |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $99,144 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE OTHER THAN CONTRACT | $97,641 | not reported in the loaded dataset |
| Nucleus Medical | NONE OTHER THAN CONTRACT | $90,504 | not reported in the loaded dataset |
| Smart Source | NONE OTHER THAN CONTRACT | $83,932 | not reported in the loaded dataset |
| Ward Keenan And Barrett Pc | NONE OTHER THAN CONTRACT | $83,407 | not reported in the loaded dataset |
| Glendale Medical Properties | NONE OTHER THAN CONTRACT | $62,080 | not reported in the loaded dataset |
| Verus Advisors, Inc | NONE OTHER THAN CONTRACT | $56,099 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $41,496 | not reported in the loaded dataset |
| International Printing Company | NONE OTHER THAN CONTRACT | $31,834 | not reported in the loaded dataset |
| Surge Avalong Holdings | NONE OTHER THAN CONTRACT | $26,082 | not reported in the loaded dataset |
| Ir & M Research | NONE OTHER THAN CONTRACT | $22,968 | not reported in the loaded dataset |
| Healthwaves | NONE | $11,570 | not reported in the loaded dataset |
| Jennings Strouss & Salmon | NONE OTHER THAN CONTRACT | $10,890 | not reported in the loaded dataset |
| Us Bank | NONE OTHER THAN CONTRACT | $10,625 | not reported in the loaded dataset |
| Captrust Financial | NONE OTHER THAN CONTRACT | $5,000 | not reported in the loaded dataset |