Back to filter
Original filing (PDF)20251014160353NAL0006724258005
ALASKA PIPE TRADES U.A. 367 HEALTH AND SECURITY PLAN BOT
Form 5500
FILING_RECEIVED
BOT ALASKA PIPE TRADES U.A. 367 HEALTH AND SECURITY PLAN
Health & welfare plan
Signals · 3
~361 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
454
Accounts w/ balance
—
Plan assets (EOY)
$19.3M
Net assets (EOY)
$17.0M
How this plan invests
This plan
28 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
- 361 bps in Schedule C fees — 1146% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALASKA PIPE TRADES U.A. 367 HEALTH AND SECURITY PLAN BOT.
Plan sponsor
Name
ALASKA PIPE TRADES U.A. 367 HEALTH AND SECURITY PLAN BOT
EIN
92-0035263
Address
610 WEST 54TH AVE · ANCHORAGE, AK · 99518
Phone
(907) 562-2810
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
ANASTASI, MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $236K | — |
| AETNA INC. | 06-6033492 | — | NONE | $136K | — |
| PARKER SMITH & FEEK, INC. | 91-0660018 | — | NONE | $104K | — |
| US BANK | 31-0841368 | — | NONE | $56K | — |
| ALASKA VACCINE ASSESSMENT PROGRAM | — | CONCORD, NH | NONE | $49K | — |
| ANASTASI, MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $49K | — |
| STOLL LAW GROUP PLLC | 91-1730364 | — | NONE | $33K | — |
| RENALOGIC | 22-3857341 | — | NONE | $24K | — |
| LAWTON PRINTING SERVICES | — | SPOKANE, WA | NONE | $8K | — |
Investments
28 direct securities· $19.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northrim Bank | — | — | $2.5M | $2.5M | 12.9% | |
| Dodge Cox Income | — | — | $2.7M | $2.5M | 12.8% | |
| Vanguard Short Term Invt Grade #539 | — | — | $1.7M | $1.7M | 8.6% | |
| Ishares US Treasurey Bond EFT 4 purchases ‐ | — | — | $1.0M | $1.0M | 5.3% | |
| Ishares US Treasury Bond ETF | — | — | $1.0M | $997K | 5.2% | |
| Vanguard Dividend Appreciation ETF | — | — | $536K | $907K | 4.7% | |
| Vanguard Mid Cap ETF | — | — | $570K | $876K | 4.6% | |
| Dreyfus Government Cash Management Fund 21 sales ‐ | — | — | $819K | $819K | 4.3% | |
| Ishares Core S P US Growth ETF | — | — | $697K | $765K | 4.0% | |
| Ishares Core Msci Eafe ETF | — | — | $684K | $719K | 3.7% | |
| Dreyfus Cash Management Fund | — | — | $704K | $704K | 3.7% | |
| Vanguard 500 Index Admiral | — | — | $369K | $703K | 3.7% | |
| Jpmorgan International Research ETF | — | — | $776K | $700K | 3.6% | |
| Vanguard Total Bond Market Index Adm | — | — | $760K | $671K | 3.5% | |
| Trust | — | — | $355K | $650K | 3.4% | |
| Spdr Portfolio Emerging Markets ETF | — | — | $589K | $586K | 3.0% | |
| Spdr Portolio Aggregate Bond ETF | — | — | $487K | $464K | 2.4% | |
| Ishares Core S P Small Cap ETF | — | — | $420K | $421K | 2.2% | |
| Ishares 15 Year Invmt Grd Corp ETF | — | — | $287K | $283K | 1.5% | |
| Vanguard Value Index Fund ETF | — | — | $202K | $271K | 1.4% | |
| Vanguard Growth Index Fund ETF | — | — | $242K | $261K | 1.4% | |
| Ishares Global Reit ETF | — | — | $225K | $206K | 1.1% | |
| Vanguard Ftse All World Ex US ETF | — | — | $215K | $202K | 1.0% | |
| Security | — | — | $107K | $186K | 1.0% | |
| Vaneck Vectors JP Morgan Em Lc ETF | — | — | $104K | $95K | 0.5% | |
| Vanguard Small Cap Value Index ETF | — | — | $35K | $64K | 0.3% | |
| Goldman Sachs Abs Ret Tracker Fund Instl 3 sales ‐ | — | — | $1.0M | $52K | 0.3% | |
| Invesco S P 500 Pure Growth ETF | — | — | $26K | $45K | 0.2% |
Related plans
Other plans using ZENITH AMERICAN SOLUTIONS, INC.
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND
$8.0B · 20,984 participants
STEELWORKERS PENSION TRUST
STEELWORKERS PENSION TRUST
$7.2B · 43,601 participants
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUND
UFCW CONSOLIDATED PENSION FUND
$5.6B · 166,161 participants
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING
PENSION TRUST FUND FOR OPERATING ENGINEERS
$5.4B · 20,793 participants
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUND
BUILDING SERVICE 32BJ PENSION FUND
$4.1B · 53,357 participants
Similar-size Finance & Insurance plans
OPTIMUS STEEL LLC BEAUMONT, TEXAS RETIREE HEALTH BENEFIT PLAN
OPTIMUS STEEL LLC BEAUMONT, TEXAS RETIREE HEALTH BENEFIT PLAN
$19.3M · 16 participants
PENTEGRA SERVICES INC
MSTC EASY(K) PEP
$19.3M · 1,450 participants
CLEVELAND LONGSHOREMEN'S PENSION FUND
CLEVELAND LONGSHOREMEN'S PENSION FUND
$19.4M · 62 participants
LOCAL 665 I.A.T.S.E. HEALTH & WELFARE PLAN
LOCAL 665 I.A.T.S.E. HEALTH & WELFARE PLAN
$19.5M · 400 participants
LIFE INSURANCE COMPANY OF ALABAMA
LIFE INSURANCE COMPANY OF ALABAMA EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN
$19.0M · 58 participants
BUSINESS HEALTH TRUST
BUSINESS HEALTH TRUST ARRANGEMENT
$18.9M · 16,967 participants
Large plans in Alaska
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND
ALASKA ELECTRICAL PENSION PLAN
$2.1B · 3,855 participants
ARCTIC SLOPE REGIONAL CORPORATION
ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN
$1.5B · 15,212 participants
GAINWELL ACQUISITION CORP.
GAINWELL TECHNOLOGIES 401(K) PLAN
$691.3M · 11,437 participants
COOK INLET REGION, INC.
COOK INLET REGION 401(K) RETIREMENT PLAN
$589.4M · 5,327 participants
ALASKA TEAMSTER EMPLOYER PENSION TRUST
ALASKA TEAMSTER-EMPLOYER PENSION TRUST
$516.0M · 3,901 participants
BRISTOL BAY NATIVE CORPORATION
BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN
$479.8M · 5,397 participants