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Original filing (PDF)20251013185002NAL0000908323001
BOARD OF TRUSTEES, ALASKA PLUMBING & PIPEFITTING INDUSTRY PENSION PLAN
Form 5500
FILING_RECEIVED
ALASKA PLUMBING AND PIPEFITTING INDUSTRY PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
378
Accounts w/ balance
—
Plan assets (EOY)
$192.4M
Net assets (EOY)
$192.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — 589% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, ALASKA PLUMBING & PIPEFITTING INDUSTRY PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, ALASKA PLUMBING & PIPEFITTING INDUSTRY PENSION PLAN
EIN
52-6103810
Address
5331 S MACADAM AVE STE 258 · PORTLAND, OR · 97239
Phone
(503) 224-0048
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TUCKER ARENSBERG, P.C. | 25-1425735 | — | NONE | $271K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $232K | — |
| BENESYS, INC. | 38-2383171 | — | NONE | $229K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $125K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $86K | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | — | NONE | $76K | — |
| VERUS | 91-1320111 | — | NONE | $65K | — |
| U.S. BANK | 31-0841368 | — | NONE | $55K | — |
| PANAGORA ASSET MANAGEMENT, INC. | 04-3063840 | — | NONE | $42K | — |
| WITHUM SMITH+BROWN,PC | 22-2027092 | — | NONE | $40K | — |
| ASB CAPITAL MANAGEMENT LLC | 80-0618452 | — | NONE | $31K | — |
| BARLOW & COUGHRAN, P.S. | 91-0889948 | — | NONE | $26K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $21K | — |
| WPAS, INC. | 91-1363171 | — | NONE | $16K | — |
| SMART SOURCE LLC | 30-0830429 | — | NONE | $9K | — |
Investments
7 direct securities · 5 pooled funds· $186.2M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$105.3M
7 holdings
Common Collective Trust
$52.4M
3 holdings
103-12 Investment Entity
$28.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index Fund #94 | — | — | $21.7M | $31.3M | 16.3% | |
| Dodge & Cox Global Stock Fund | — | — | $23.7M | $26.4M | 13.7% | |
| WTC-CIF CORE BOND PLUS PORTFOLIO WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 004 | Common Collective Trust | — | $28.6M | $26.2M | 13.6% | |
| INVESCO BALANCED RISK ALLOCATION INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | — | $17.0M | $23.1M | 12.0% | |
| Dodge & Cox Income Fund | — | — | $22.2M | $20.5M | 10.6% | |
| PANAGORA GROUP TRUST RISK PARITY PANAGORA ASSET MANAGEMENT, INC. · EIN 04-3183235 / PN 006 | 103-12 Investment Entity | — | $14.0M | $15.9M | 8.3% | |
| Vanguard Global Minimum Volatility | — | — | $12.6M | $14.1M | 7.3% | |
| WA CAPITAL JOINT MASTER TRUST WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | $5.0M | $12.7M | 6.6% | |
| Vanguard Total Bond Market Index Fund | — | — | $9.1M | $7.9M | 4.1% | |
| Vanguard High Yield Corporate Adm | — | — | $5.4M | $5.2M | 2.7% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | $2.3M | $3.1M | 1.6% | |
| Short-Term Fund: Cash Management Dreyfus Cash Management Institutional Shares - Institutional Shares Variable Rate | — | — | $4K | $4K | <0.1% |