Washington Capital Joint Master Trust — Form 5500 plan (Washington Capital Management, Inc.)
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, Washington Capital Joint Master Trust is a benefit plan reported by Washington Capital Management, Inc. under EIN 91-1163419 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,690,682,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Capital Management, Inc.
- EIN
- 91-1163419
- Plan number
- 001
- Plan type
- 4
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,690,682,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250414170243NAL0000929491002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,690,682,384
- Total liabilities (EOY)
- $17,884,914
- Net assets (EOY)
- $4,672,797,470
- Net assets (BOY)
- $4,713,034,609
Income & contributions
- Total income / additions
- -$67,108,932
Expenses & distributions
- Administrative expenses
- $2,635,052
- Total expenses
- $2,739,811
- Net increase / (decrease)
- -$69,848,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Altus Group Us Inc | N/A | $750,076 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc | FUND MANAGER | $591,210 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon Trust Co | N/A | $519,035 | $0 | 2023 |
| Commerce Bank Of Wa | N/A | $475,746 | not reported in the loaded dataset | 2023 |
| Schutts & Bowen Llp | N/A | $344,227 | not reported in the loaded dataset | 2023 |
| Chatham Financial | N/A | $203,890 | not reported in the loaded dataset | 2023 |
| Harbor Group International LLC | N/A | $152,303 | not reported in the loaded dataset | 2023 |
| National Valuation Consultants, Inc | N/A | $36,150 | not reported in the loaded dataset | 2023 |
| Csc | N/A | $34,208 | not reported in the loaded dataset | 2023 |
| Newmark Knight & Frank | N/A | $33,000 | not reported in the loaded dataset | 2023 |
| Cbre, Inc. | N/A | $29,500 | not reported in the loaded dataset | 2023 |
| Colliers International Valuation | N/A | $27,000 | not reported in the loaded dataset | 2023 |
| Aei Consultants | N/A | $26,935 | not reported in the loaded dataset | 2023 |
| Mcnaul Ebel Nawrot | N/A | $26,018 | not reported in the loaded dataset | 2023 |
| Jacobson Jarvis Cpa | N/A | $14,120 | not reported in the loaded dataset | 2023 |
| Lerner & Holmes Pc | N/A | $13,661 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $13,040 | not reported in the loaded dataset | 2023 |
| Bbg, Inc | N/A | $9,800 | not reported in the loaded dataset | 2023 |
| Jll Valuation & Advisory Services | N/A | $9,500 | not reported in the loaded dataset | 2023 |
| Polsinelli Llp | N/A | $9,158 | not reported in the loaded dataset | 2023 |
| Partner Engineering And Science, In | N/A | $8,622 | not reported in the loaded dataset | 2023 |
| Cushman & Wakefield Of Wa Inc. | N/A | $7,438 | not reported in the loaded dataset | 2023 |
| Partner Valuation Advisors | N/A | $6,500 | not reported in the loaded dataset | 2023 |
| Integra Realty Resources | N/A | $6,000 | not reported in the loaded dataset | 2023 |
| Hillis Clark Martin & Peterson | N/A | $5,944 | not reported in the loaded dataset | 2023 |
| Cogency Global | N/A | $5,452 | not reported in the loaded dataset | 2023 |
| Foster Garvey Pc | N/A | $5,307 | not reported in the loaded dataset | 2023 |
| Breakpoint Advisors LLC | N/A | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington Capital Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Altus Group Us Inc — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- Bank Of New York Mellon Trust Co — Schedule C compensation
- Commerce Bank Of Wa — Schedule C compensation
- Schutts & Bowen Llp — Schedule C compensation
- Chatham Financial — Schedule C compensation
- Harbor Group International LLC — Schedule C compensation
- National Valuation Consultants, Inc — Schedule C compensation
- Csc — Schedule C compensation
- Newmark Knight & Frank — Schedule C compensation
- Cbre, Inc. — Schedule C compensation
- Colliers International Valuation — Schedule C compensation
- Aei Consultants — Schedule C compensation
- Mcnaul Ebel Nawrot — Schedule C compensation
- Jacobson Jarvis Cpa — Schedule C compensation
- Lerner & Holmes Pc — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Bbg, Inc — Schedule C compensation
- Jll Valuation & Advisory Services — Schedule C compensation
- Polsinelli Llp — Schedule C compensation
- Partner Engineering And Science, In — Schedule C compensation
- Cushman & Wakefield Of Wa Inc. — Schedule C compensation
- Partner Valuation Advisors — Schedule C compensation
- Integra Realty Resources — Schedule C compensation
- Hillis Clark Martin & Peterson — Schedule C compensation
- Cogency Global — Schedule C compensation
- Foster Garvey Pc — Schedule C compensation
- Breakpoint Advisors LLC — Schedule C compensation