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Original filing (PDF)20250730111810NAL0004591697003
TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND
Form 5500
FILING_RECEIVED
OKLAHOMA STATE PIPE TRADES ANNUITY FUND
401(k) retirement plan
Signals · 3
36% in single holdingNo recordkeeper disclosed6 service providers
Active participants
2,257
Accounts w/ balance
3,735
Plan assets (EOY)
$93.2M
Net assets (EOY)
$93.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 "Vanguard Wellesley Income Adm Mutual Fund" is 36% of plan.
- 52 bps in Schedule C fees — 228% 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 TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND.
Plan sponsor
Name
TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND
EIN
73-1153085
Address
2908 NORTH HARVARD · TULSA, OK · 741152404
Phone
(918) 836-0430
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ROYLE VAZQUEZ LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $226K | — |
| PLUMBERS LOCAL UNION 430 | 73-1530462 | — | RELATED PARTY | $117K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $98K | — |
| ROBEIN, URANN, SPENCER, PICARD & CA | 72-0999672 | — | NONE | $18K | — |
| ROYLE VAZQUEZ LLP | 92-1092242 | — | NONE | $16K | — |
| COLLINS QUALITY PRINT SHOP | — | TULSA, OK | NONE | $15K | — |
Investments
25 direct securities · 1 pooled fund· $98.8M(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
$92.1M
25 holdings
Pooled Separate Account
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Adm Mutual Fund | — | — | — | $33.2M | 35.6% | |
| Vanguard Total Stock Mkt Inst Mutual Fund | — | — | — | $14.0M | 15.1% | |
| New York Life Insurance Co Pooled Separate Accounts | — | — | — | $6.7M | 7.2% | |
| NYL ANCHOR ACCOUNT IV NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.7M | 7.2% | |
| T Rowe Price Ret 2060 I Mutual Fund | — | — | — | $4.7M | 5.0% | |
| T Rowe Price Sp Mod Grw Allo I Mutual Fund | — | — | — | $4.2M | 4.5% | |
| Columbia Balanced Fd Instl 3 Mutual Fund | — | — | — | $3.2M | 3.5% | |
| Vanguard 500 Index Fd Admiral Mutual Fund | — | — | — | $3.2M | 3.4% | |
| T Rowe Price Ret 2050 I Mutual Fund | — | — | — | $3.1M | 3.3% | |
| T Rowe Price Ret 2040 I Mutual Fund | — | — | — | $3.0M | 3.2% | |
| T Rowe Price Ret 2045 I Mutual Fund | — | — | — | $2.4M | 2.6% | |
| American New Perspective R6 Mutual Fund | — | — | — | $2.0M | 2.1% | |
| T Rowe Price Ret 2055 I Mutual Fund | — | — | — | $1.9M | 2.1% | |
| T Rowe Price Ret 2030 I Mutual Fund | — | — | — | $1.8M | 1.9% | |
| T Rowe Price Ret 2035 I Mutual Fund | — | — | — | $1.8M | 1.9% | |
| T Rowe Price Ret 2065 I Mutual Fund | — | — | — | $1.2M | 1.3% | |
| T Rowe Price Ret 2025 I Mutual Fund | — | — | — | $1.1M | 1.2% | |
| T Rowe Price Ret 2005 I Mutual Fund | — | — | — | $949K | 1.0% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $785K | 0.8% | |
| Bank of Oklahoma Interest Bearing Cash | — | — | — | $776K | 0.8% | |
| T Rowe Price Ret 2020 I Mutual Fund | — | — | — | $645K | 0.7% | |
| Vanguard Sm Cap Index Fd Adm Mutual Fund | — | — | — | $538K | 0.6% | |
| The Bond Fund of America R6 Mutual Fund | — | — | — | $538K | 0.6% | |
| JPMorgan Intl Equity R6 Mutual Fund | — | — | — | $254K | 0.3% | |
| T Rowe Price Ret 2010 I Mutual Fund | — | — | — | $60K | <0.1% | |
| T Rowe Price Ret 2015 I Mutual Fund | — | — | — | $21K | <0.1% |
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