2023 Form 5500 filing — Western Alliance Trust Fund
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 20250911165505NAL0000676817001) for Western Alliance Trust Fund, reported by Board Of Trustees, Western Alliance Trust Fund under EIN 95-6981657 and plan number 501. It reports 4,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250911165505NAL0000676817001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Western Alliance Trust Fund
- EIN
- 95-6981657
- Plan number
- 501
- Location
- Pasadena, CA
- Participants
- 4,298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,967,824
- Total liabilities (EOY)
- $4,346,299
- Net assets (EOY)
- $3,621,525
- Employer contributions
- $60,967,488
- Participant contributions
- $636,034
- Total income / additions
- $62,036,838
- Benefits paid
- $61,948,615
- Administrative expenses
- $2,344,036
- Total expenses
- $64,292,651
- Net increase / (decrease)
- -$2,255,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Federal LLC | NONE | $1,993,235 | not reported in the loaded dataset |
| Milliman Usa | NONE | $87,082 | not reported in the loaded dataset |
| Bush Gottlieb, A Law Corporation | NONE | $55,513 | not reported in the loaded dataset |
| Bleiweiss Communications Inc | NONE | $39,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $23,100 | not reported in the loaded dataset |
| Nigro Karlin Segal & Feldstein | NONE | $7,084 | not reported in the loaded dataset |