2023 Form 5500 filing — Western States Insulators And Allied Workers' Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002141447NAL0004872339001) for Western States Insulators And Allied Workers' Pension Plan, reported by Trustees Of W. States Insulators & Allied Workers Pension Fund under EIN 51-0155190 and plan number 001. It reports 5,970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002141447NAL0004872339001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of W. States Insulators & Allied Workers Pension Fund
- EIN
- 51-0155190
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 5,970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $468,355,919
- Total liabilities (EOY)
- $453,285
- Net assets (EOY)
- $467,902,634
- Employer contributions
- $23,124,137
- Total income / additions
- $73,298,090
- Benefits paid
- $30,059,313
- Administrative expenses
- $1,671,681
- Total expenses
- $31,730,994
- Net increase / (decrease)
- $41,567,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $388,252 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $205,812 | $3,051 |
| Asb Capital Management LLC | NONE | $197,641 | not reported in the loaded dataset |
| Kayne, Anderson, Rudnick | NONE | $145,415 | $679 |
| Meketa Investment Group, Inc. | NONE | $127,588 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $110,851 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc. | NONE | $84,740 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $73,109 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $50,533 | not reported in the loaded dataset |
| Compliance Verification | NONE | $45,203 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $24,888 | not reported in the loaded dataset |
| Sands Capital Management, Inc | NONE | $24,752 | $0 |
| Iron Mountain | NONE | $14,809 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford | NONE | $11,812 | not reported in the loaded dataset |
| Fremont Bank | NONE | $7,885 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $6,134 |