Western Metal Industry Pension Plan — Form 5500 plan (Board Of Trustees, Western Metal Industry Pension Plan)
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 Metal Industry Pension Plan is a benefit plan reported by Board Of Trustees, Western Metal Industry Pension Plan under EIN 91-6033499 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,753 participants and $1,025,352,159 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Western Metal Industry Pension Plan
- EIN
- 91-6033499
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 13,753
- End-of-year plan assets
- $1,025,352,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,753 | H, C | 20241008144027NAL0008472611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,025,352,159
- Total liabilities (EOY)
- $4,911,436
- Net assets (EOY)
- $1,020,440,723
- Net assets (BOY)
- $962,416,525
Income & contributions
- Employer contributions
- $16,726,061
- Total contributions
- $20,472,501
- Total income / additions
- $148,393,304
Expenses & distributions
- Benefits paid
- $86,922,810
- Administrative expenses
- $3,446,296
- Total expenses
- $90,369,106
- Net increase / (decrease)
- $58,024,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Svcs, Inc | NONE | $961,495 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgmt | NONE | $490,137 | $0 | 2023 |
| Pacific Investment Management Co. | NONE | $291,715 | $0 | 2023 |
| Milliman Inc | NONE | $205,344 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $201,207 | not reported in the loaded dataset | 2023 |
| R.V. Kuhns & Associates Inc | NONE | $142,251 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $131,114 | $0 | 2023 |
| Invesco Trust Co. | NONE | $120,844 | $0 | 2023 |
| U.S. Bank National Association | PARTY-IN-INTEREST | $88,090 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $45,176 | not reported in the loaded dataset | 2023 |
| Anastasi Moore & Martin Pllc | NONE | $35,123 | not reported in the loaded dataset | 2023 |
| Bank Of America Merrill Lynch | NONE | $20,061 | not reported in the loaded dataset | 2023 |
| American Arbitration Association | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Print Time | NONE | $7,596 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Western Metal Industry Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Svcs, Inc — Schedule C compensation
- Morgan Stanley Investment Mgmt — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- R.V. Kuhns & Associates Inc — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Invesco Trust Co. — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Anastasi Moore & Martin Pllc — Schedule C compensation
- Bank Of America Merrill Lynch — Schedule C compensation
- American Arbitration Association — Schedule C compensation
- Print Time — Schedule C compensation