Back to filter
Original filing (PDF)20250822111452NAL0002512003001
PIPELINE INDUSTRY BENEFIT FUND
Form 5500
FILING_RECEIVED
PIPELINE INDUSTRY BENEFIT FUND
Health & welfare plan
Signals · 4
36% in single holding~400 bps in Sched C feesNo recordkeeper disclosed48 service providers
Active participants
1,865
Accounts w/ balance
—
Plan assets (EOY)
$99.5M
Net assets (EOY)
$88.6M
How this plan invests
This plan
1 pooled trust
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PIMCO Moderate Duration Institutional Fund" is 36% of plan.
- 400 bps in Schedule C fees — 2403% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIPELINE INDUSTRY BENEFIT FUND.
Plan sponsor
Name
PIPELINE INDUSTRY BENEFIT FUND
EIN
73-0742835
Address
RENEE E VAUSE, DIRECTOR · PO BOX 470950 · TULSA, OK · 741456909
Phone
(918) 280-4800
Industry
Constructionsee all
Plan administrator
Name
BOARD OF TRUSTEES PIPELINE INDUSTRY BENEFIT FUND
EIN
73-0742835
City
TULSA, OK
Phone
(918) 280-4800
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
48 rowsOther
48| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 36-1236610 | — | NONE | $1.4M | — |
| PIPELINE INDUSTRY BENEFIT FUND | 73-0742835 | — | EMPLOYEES OF THE PLAN | $695K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796472 | — | NONE | $211K | — |
| EMPLOYEE B | — | TULSA, OK | EMPLOYEE | $123K | — |
| PITNEY BOWES GLOBAL FINANCIAL SERVI | — | PITTSBURGH, PA | NONE | $122K | — |
| EMPLOYEE A | — | TULSA, OK | EMPLOYEE | $118K | — |
| EMPLOYEE D | — | TULSA, OK | EMPLOYEE | $66K | — |
| EMPLOYEE I | — | TULSA, OK | EMPLOYEE | $64K | — |
| EMPLOYEE E | — | TULSA, OK | EMPLOYEE | $63K | — |
| EMPLOYEE G | — | TULSA, OK | EMPLOYEE | $61K | — |
| EMPLOYEE F | — | TULSA, OK | EMPLOYEE | $55K | — |
| EMPLOYEE H | — | TULSA, OK | EMPLOYEE | $55K | — |
| EMPLOYEE J | — | TULSA, OK | EMPLOYEE | $52K | — |
| EMPLOYEE K | — | TULSA, OK | EMPLOYEE | $50K | — |
| THE SEGAL COMPANY | 13-2619259 | — | NONE | $46K | — |
| DENTAL NETWORK OF AMERICA | 36-3339483 | — | NONE | $45K | — |
| EMPLOYEE M | — | TULSA, OK | EMPLOYEE | $44K | — |
| SIKITCH LLP | 36-3168081 | — | NONE | $44K | — |
| PNC BANK | — | LOUISVILLE, KY | NONE | $41K | — |
| ROBEIN, URANN, SPENCER, ET AL | 73-0999672 | — | NONE | $41K | — |
| EMPLOYEE C | — | TULSA, OK | EMPLOYEE | $38K | — |
| CARDIOPTICS SCREENING SERVICES | — | JONESBORO, AR | NONE | $37K | — |
| RUBINBROWN LLP | 43-0765316 | — | NONE | $34K | — |
| AT&T MOBILITY | — | CAROL STREAM, IL | NONE | $33K | — |
| DATAMATION IMAGING SERVICES | 36-4303011 | — | NONE | $30K | — |
| TRUSTED TECH TEAM | — | IRVINE, CA | NONE | $29K | — |
| EMPLOYEE V | — | TULSA, OK | EMPLOYEE | $28K | — |
| COX COMMUNICATIONS - TULSA | — | OKLAHOMA CITY, OK | NONE | $28K | — |
| EMPLOYEE L | — | TULSA, OK | EMPLOYEE | $27K | — |
| DECISION TREE CONSULTING, LLC | — | TULSA, OK | NONE | $27K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $25K | — |
| AT&T OKLAHOMA | — | CAROL STREAM, IL | NONE | $24K | — |
| BOLTON PARTNERS | — | TOWSON, MD | NONE | $24K | — |
| SODER MECHANICAL, INC | — | TULSA, OK | NONE | $19K | — |
| HARDESTY PRESS | — | TULSA, OK | NONE | $18K | — |
| NEWWAVE SOLUTIONS | — | TULSA, OK | NONE | $17K | — |
| NICK HONDROS | — | TULSA, OK | NONE | $17K | — |
| WESTERN PRINTING | — | TULSA, OK | NONE | $15K | — |
| SYSTEM ONE HOLDINGS, LLC | — | TULSA, OK | NONE | $15K | — |
| ADMIRAL EXPRESS | — | TULSA, OK | NONE | $14K | — |
| SAVATREE | — | CHICAGO, IL | NONE | $13K | — |
| A&S FINANCIAL SERVICES LLC | 27-4188863 | — | NONE | $12K | — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | NONE | $9K | — |
| KUDELSKI SECURITY, INC. | 41-1961338 | — | NONE | $7K | — |
| FIRST LIGHT OF TULSA | 77-0559191 | — | NONE | $7K | — |
| CHUBB | — | SIMSBURY, CT | NONE | $6K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE | $5K | — |
| RENAISSANCE TULSA HOTEL | — | TULSA, OK | NONE | $0 | — |
Investments
6 direct securities · 1 pooled fund· $113.9M(100% 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
$58.4M
5 holdings
Mutual Funds
$41.0M
1 holding
Common Collective Trust
$14.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Moderate Duration Institutional Fund | Mutual Funds | — | $43.1M | $41.0M | 41.3% | |
| Intersest Bearing Cash Spirit Bank | — | — | $18.9M | $18.9M | 19.0% | |
| Money Market Fund Invesco Short-Term Investments Trust Government & Agency Portfolio Institutional Class | — | — | $18.5M | $18.5M | 18.6% | |
| Assets On | — | — | — | $17.2M | 17.3% | |
| MSCI ACWI INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 84-3172952 / PN 001 | Common Collective Trust | — | $11.2M | $14.5M | 14.5% | |
| CurrentValue Of | — | — | — | $3.5M | 3.5% | |
| Regent Bank | — | — | $262K | $262K | 0.3% |