2023 Form 5500 filing — Utah Pipe Trades 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 20250715135503NAL0001365539001) for Utah Pipe Trades Welfare Trust Fund, reported by Board Of Trustees, Utah Pipe Trades Welfare Trust under EIN 87-6128290 and plan number 501. It reports 1,195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715135503NAL0001365539001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Utah Pipe Trades Welfare Trust
- EIN
- 87-6128290
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 1,195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,928,813
- Total liabilities (EOY)
- $10,352,457
- Net assets (EOY)
- $16,576,356
- Employer contributions
- $18,677,950
- Participant contributions
- $729,622
- Total income / additions
- $22,256,821
- Benefits paid
- $16,390,285
- Administrative expenses
- $1,605,669
- Total expenses
- $17,995,954
- Net increase / (decrease)
- $4,260,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Co | NONE | $742,866 | $0 |
| Benesys Administrators | NONE | $247,232 | not reported in the loaded dataset |
| Express Scripts | NONE | $207,232 | not reported in the loaded dataset |
| Mondress Monaco Parr Lockwood Pllc | NONE | $100,020 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $65,329 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $55,563 | not reported in the loaded dataset |
| Delaware Capital Management | NONE | $31,761 | not reported in the loaded dataset |
| Us Bank | NONE | $25,100 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $16,415 | not reported in the loaded dataset |