2023 Form 5500 filing — Western Conference Of Teamsters Supp Benefit 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 20250115182505NAL0012938611001) for Western Conference Of Teamsters Supp Benefit Plan, reported by Board Of Trustees, Western Conference Of Teamsters under EIN 95-3746907 and plan number 001. It reports 15,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115182505NAL0012938611001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Western Conference Of Teamsters
- EIN
- 95-3746907
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 15,109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,605,812
- Total liabilities (EOY)
- $6,336,570
- Net assets (EOY)
- $86,269,242
- Employer contributions
- $2,543,632
- Total income / additions
- $14,720,233
- Benefits paid
- $5,893,504
- Administrative expenses
- $2,150,151
- Total expenses
- $8,043,655
- Net increase / (decrease)
- $6,676,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators Inc | NONE | $856,040 | $0 |
| Dodge & Cox | NONE | $219,898 | $0 |
| Milliman Inc. | NONE | $122,207 | $0 |
| Miller Kaplan Arase Llp | NONE | $99,200 | $0 |
| Lathrop Gage Llp | NONE | $59,085 | $0 |
| Beeson Tayer & Bodine Apc | NONE | $57,397 | $0 |
| U.S. Bank National Association | NONE | $43,030 | $0 |
| Alan Biller & Associates Inc | NONE | $35,833 | $0 |
| Union Bank Of California | NONE | $18,848 | $0 |
| Stephen Horn Insurance Services | NONE | $0 | $10,163 |
| West Coast Mailers | NONE | $9,440 | $0 |