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Original filing (PDF)20260316171034NAL0001241267001
BOARD OF TRUSTEES ARIZONA PIPE TRADES PENSION PLAN
Form 5500
FILING_RECEIVED
ARIZONA PIPE TRADES PENSION PLAN
Defined-benefit pension plan
Signals · 3
62% in single holdingNo recordkeeper disclosed21 service providers
Active participants
3,039
Accounts w/ balance
—
Plan assets (EOY)
$418.5M
Net assets (EOY)
$412.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: BNYM MELLON AFL-CIO STOCK INDEX FND (no filing on disk)]" is 62% of plan.
- 44 bps in Schedule C fees — 336% 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 ARIZONA PIPE TRADES PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES ARIZONA PIPE TRADES PENSION PLAN
EIN
86-6025734
Address
3109 N 24TH ST · PHOENIX, AZ · 850167328
Phone
(602) 956-1950
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-16
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BALDWIN MOFFITT BEHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsOther
21| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS | 38-2383171 | — | NONE OTHER THAN CONTRACT | $387K | — |
| VERUS ADVISORS, INC. | 91-1320111 | — | NONE OTHER THAN CONTRACT | $225K | — |
| MCMORGAN AND COMPANY | 94-1650768 | — | NONE OTHER THAN CONTRACT | $220K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE OTHER THAN CONTRACT | $137K | — |
| ULLICO | — | SILVER SPRINGS, MD | NONE OTHER THAN CONTRACT | $122K | — |
| US BANK | — | MINNEAPOLIS, MN | NONE OTHER THAN CONTRACT | $119K | — |
| ACADIAN ASSET MANAGEMENT | — | BOSTON, MA | NONE OTHER THAN CONTRACT | $72K | — |
| SPENCER FANE | — | PHOENIX, AZ | NONE OTHER THAN CONTRACT | $67K | — |
| WALTER SCOTT ASSET MGT | — | — | NONE OTHER THAN CONTRACT | $67K | — |
| PRUDENTIAL TRUST CO | 23-6994310 | — | NONE OTHER THAN CONTRACT | $65K | — |
| LAZARD | — | NEW YORK, NY | NONE OTHER THAN CONTRACT | $44K | — |
| SEGAL SELECT INSURANCE | — | NEW YORK, NY | NONE OTHER THAN CONTRACT | $40K | — |
| PANAGORA ASSET MANAGEMENT | 04-3063840 | — | NONE OTHER THAN CONTRACT | $39K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $36K | — |
| LOOMIS SAYLES | 04-0320030 | — | NONE OTHER THAN CONTRACT | $36K | — |
| SMART SOURCE LLC | — | COLUMBUS, GA | NONE OTHER THAN CONTRACT | $32K | — |
| WARD KEENAN AND BARRETT, PC | 86-0274260 | — | NONE OTHER THAN CONTRACT | $32K | — |
| PGIM REAL ESTATE | — | MADISON, NJ | NONE OTHER THAN CONTRACT | $31K | — |
| GILBERT & SACKMAN | — | LOS ANGELS, CA | NONE OTHER THAN CONTRACT | $26K | — |
| INTERNATIONAL PRINTING COMPANY | — | PHOENIX, AZ | NONE OTHER THAN CONTRACT | $15K | — |
| AFL CIO ASSET MANAGEMENT | — | BOSTON, MA | NONE OTHER THAN CONTRACT | $12K | — |
Investments
53 direct securities · 7 pooled funds· $227.5M(54% 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.
Common Collective Trust
$175.0M
5 holdings
Uncategorized
$30.4M
53 holdings
103-12 Investment Entity
$22.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM MELLON AFL-CIO STOCK INDEX FND BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | — | — | $121.9M | 29.1% | |
| CAUSEWAY INT; VALUE GROUP CAUSEWAY CAPITAL MGT · EIN 04-6987758 / PN 001 | Common Collective Trust | — | — | $22.6M | 5.4% | |
| WALTER SCOTT/NCS GROUP BNY MELLON · EIN 76-6192146 / PN 001 | 103-12 Investment Entity | — | — | $22.1M | 5.3% | |
| PRUDENTIAL EMERGING MARKET BLEND DE PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 204 | Common Collective Trust | — | — | $16.9M | 4.0% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | Common Collective Trust | — | — | $8.5M | 2.0% | |
| 1 INVESTMENT IN MASTER FUND | — | — | — | $8.5M | 2.0% | |
| LAZARD WILMINGTON EMERGING MARKET WILMINGTON TRUST, NATIONAL ASSOC · EIN 04-3478313 / PN 001 | Common Collective Trust | — | — | $5.0M | 1.2% | |
| Taiwan Semiconductor Manufacturing Company Limited Sponsored ADR* | — | 4,847.313 | — | $957K | 0.2% | |
| ASML Holding NV | — | 996.594 | — | $700K | 0.2% | |
| Novo Nordisk AS 'B' Shares | — | 7,617.528 | — | $660K | 0.2% | |
| Industria de Diseño Textil SA | — | 12,085.425 | — | $621K | 0.1% | |
| Compass Group Plc | — | 17,603.199 | — | $587K | 0.1% | |
| Keyence Corporation | — | 1,418.202 | — | $583K | 0.1% | |
| Alimentation Couche-Tard, Inc. | — | 10,053.992 | — | $557K | 0.1% | |
| Air Liquide SA | — | 3,425.519 | — | $557K | 0.1% | |
| AIA Group Limited | — | 75,228.021 | — | $545K | 0.1% | |
| SAP SE | — | 2,200.4 | — | $538K | 0.1% | |
| LVMH Moët Hennessy Louis Vuitton SE | — | 775.567 | — | $510K | 0.1% | |
| Hermes International SCA | — | 199.319 | — | $479K | 0.1% | |
| Experian Plc | — | 10,873.725 | — | $469K | 0.1% | |
| Hoya Corporation | — | 3,716.012 | — | $469K | 0.1% | |
| Diageo Plc | — | 14,690.383 | — | $467K | 0.1% | |
| Shin-Etsu Chemical Company Limited | — | 13,665.174 | — | $460K | 0.1% | |
| Roche Holding AG | — | 1,612.311 | — | $455K | 0.1% | |
| Universal Music Group NV | — | 17,676.217 | — | $452K | 0.1% | |
| SGS SA | — | 4,505.393 | — | $452K | 0.1% | |
| Dassault Systemes SE | — | 13,007.027 | — | $451K | 0.1% | |
| Sysmex Corporation | — | 24,026.788 | — | $446K | 0.1% | |
| Ferrari NV | — | 1,030.142 | — | $440K | 0.1% | |
| L'Oréal SA | — | 1,239.328 | — | $439K | 0.1% | |
| KONE Oyj 'B' Shares | — | 8,979.21 | — | $437K | 0.1% | |
| Obic Company Limited | — | 14,485.144 | — | $433K | 0.1% | |
| Canadian National Railway Company | — | 4,242.924 | — | $431K | 0.1% | |
| CSL Limited | — | 2,466.816 | — | $430K | 0.1% | |
| Amadeus IT Group SA | — | 6,082.182 | — | $430K | 0.1% | |
| Lonza Group AG | — | 718.337 | — | $425K | 0.1% | |
| Novartis AG | — | 4,315.941 | — | $422K | 0.1% | |
| Merck KGaA | — | 2,865.453 | — | $415K | <0.1% | |
| Wolters Kluwer NV | — | 2,456.949 | — | $408K | <0.1% | |
| SMC Corporation | — | 1,024.222 | — | $405K | <0.1% | |
| VAT Group AG | — | 1,047.903 | — | $396K | <0.1% | |
| CapitaLand Ascendas REIT | — | 207,231.45 | — | $390K | <0.1% | |
| TotalEnergies SE | — | 6,709.74 | — | $371K | <0.1% | |
| Terumo Corporation | — | 18,396.527 | — | $358K | <0.1% | |
| adidas AG | — | 1,455.421 | — | $357K | <0.1% | |
| Atlas Copco AB 'B' Shares | — | 24,859.585 | — | $336K | <0.1% | |
| Kuehne + Nagel International AG | — | 1,464.302 | — | $336K | <0.1% | |
| Sage Group Plc | — | 19,669.404 | — | $314K | <0.1% | |
| Recordati Industria Chimica e Farmaceutica SpA | — | 5,788.137 | — | $303K | <0.1% | |
| Daikin Industries Limited | — | 2,514.179 | — | $299K | <0.1% | |
| CLP Holdings Limited | — | 30,627.987 | — | $257K | <0.1% | |
| Coloplast AS 'B' Shares | — | 2,328.674 | — | $254K | <0.1% | |
| MISUMI Group, Inc. | — | 15,925.764 | — | $249K | <0.1% | |
| Infineon Technologies AG | — | 7,447.811 | — | $242K | <0.1% | |
| Shimadzu Corporation | — | 8,337.838 | — | $237K | <0.1% | |
| Jardine Matheson Holdings Limited | — | 5,523.694 | — | $226K | <0.1% | |
| Cochlear Limited | — | 1,243.275 | — | $223K | <0.1% | |
| Murata Manufacturing Company Limited | — | 13,606.957 | — | $222K | <0.1% | |
| RECEIVABLE FROM MASTER FUND | — | — | $29K | $29K | <0.1% | |
| PANAGORA GROUP RISK PARITY PANAGORA ASSET MANAGEMENT · EIN 04-3183235 / PN 007 | 103-12 Investment Entity | — | — | $0 | <0.1% |