2023 Form 5500 filing — Western Teamsters Welfare Trust
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 20250616192505NAL0000564051001) for Western Teamsters Welfare Trust, reported by Board Of Trustees, Western Teamsters Welfare Trust under EIN 91-6033601 and plan number 501. It reports 8,345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616192505NAL0000564051001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Western Teamsters Welfare Trust
- EIN
- 91-6033601
- Plan number
- 501
- Location
- Pasadena, CA
- Participants
- 8,345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $172,349,829
- Total liabilities (EOY)
- $18,004,061
- Net assets (EOY)
- $154,345,768
- Employer contributions
- $51,839,533
- Participant contributions
- $8,204,721
- Total income / additions
- $78,306,878
- Benefits paid
- $71,490,155
- Administrative expenses
- $3,982,331
- Total expenses
- $75,472,486
- Net increase / (decrease)
- $2,834,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $3,005,192 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $855,800 | not reported in the loaded dataset |
| Milliman | NONE | $211,159 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $92,920 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $88,449 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $85,550 | not reported in the loaded dataset |
| J.P. Morgan Investment Mgmt Inc. | NONE | $61,334 | not reported in the loaded dataset |
| Wilmington Trust, Na | NONE | $57,154 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $54,200 | not reported in the loaded dataset |
| Alan Biller & Associates, Inc. | NONE | $41,163 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | NONE | $32,582 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $29,847 | not reported in the loaded dataset |
| Service Printing | NONE | $15,783 | not reported in the loaded dataset |
| K&H Printers | NONE | $14,662 | not reported in the loaded dataset |
| Patrick D Kelly | TRUSTEE | $10,467 | not reported in the loaded dataset |
| Medical Review Institute Of America | NONE | $10,246 | not reported in the loaded dataset |
| Richard Sawhill | NONE | $8,282 | not reported in the loaded dataset |
| S&A Horn Limited | NONE | $0 | $8,194 |
| Pete Rokich | TRUSTEE | $6,656 | not reported in the loaded dataset |
| Sleepap Solutions | NONE | $6,425 | not reported in the loaded dataset |
| Abracadabra Printing | NONE | $5,673 | not reported in the loaded dataset |
| The House Of Printing | NONE | $5,650 | not reported in the loaded dataset |
| Doug Ruygrok | TRUSTEE | $5,482 | not reported in the loaded dataset |
| Michael A Simeone | TRUSTEE | $5,455 | not reported in the loaded dataset |
| Thomas C Walters | TRUSTEE | $5,045 | not reported in the loaded dataset |