Western States Insulators And Allied Workers Individual Account Plan — Form 5500 plan (Board Of Trustees Western States Insulators And Allied Workers Indiv)
Plain-English plan 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, Western States Insulators And Allied Workers Individual Account Plan is a benefit plan reported by Board Of Trustees Western States Insulators And Allied Workers Indiv under EIN 51-0155190 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,676 participants and $443,218,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Western States Insulators And Allied Workers Indiv
- EIN
- 51-0155190
- Plan number
- 002
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 6,676
- End-of-year plan assets
- $443,218,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,676 | H, C | 20241002142952NAL0008441105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $443,218,142
- Total liabilities (EOY)
- $51,074
- Net assets (EOY)
- $443,167,068
- Net assets (BOY)
- $383,699,595
Income & contributions
- Employer contributions
- $26,262,281
- Total contributions
- $26,262,281
- Total income / additions
- $79,340,377
Expenses & distributions
- Benefits paid
- $19,009,923
- Administrative expenses
- $862,981
- Total expenses
- $19,872,904
- Net increase / (decrease)
- $59,467,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $385,415 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $132,888 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $90,945 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc. | NONE | $74,321 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $52,370 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $38,588 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $15,374 | not reported in the loaded dataset | 2023 |
| Compliance Verification | NONE | $13,617 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford | NONE | $11,812 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $6,040 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Western States Insulators And Allied Workers Indiv
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys Administrators — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Compliance Verification — Schedule C compensation
- Wohlner Kaplon Cutler Halford — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation