Western Teamsters Welfare Trust — Form 5500 plan (Board Of Trustees, Western Teamsters Welfare Trust)
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 Teamsters Welfare Trust is a benefit plan reported by Board Of Trustees, Western Teamsters Welfare Trust under EIN 91-6033601 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,345 participants and $172,349,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Western Teamsters Welfare Trust
- EIN
- 91-6033601
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 8,345
- End-of-year plan assets
- $172,349,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,345 | H, C | 20250616192505NAL0000564051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $172,349,829
- Total liabilities (EOY)
- $18,004,061
- Net assets (EOY)
- $154,345,768
- Net assets (BOY)
- $151,511,376
Income & contributions
- Employer contributions
- $51,839,533
- Participant contributions
- $8,204,721
- Total contributions
- $60,044,254
- Total income / additions
- $78,306,878
Expenses & distributions
- Benefits paid
- $71,490,155
- Administrative expenses
- $3,982,331
- Total expenses
- $75,472,486
- Net increase / (decrease)
- $2,834,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $3,005,192 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $855,800 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $211,159 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $92,920 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $88,449 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $85,550 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Mgmt Inc. | NONE | $61,334 | not reported in the loaded dataset | 2023 |
| Wilmington Trust, Na | NONE | $57,154 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $54,200 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates, Inc. | NONE | $41,163 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | NONE | $32,582 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $29,847 | not reported in the loaded dataset | 2023 |
| Service Printing | NONE | $15,783 | not reported in the loaded dataset | 2023 |
| K&H Printers | NONE | $14,662 | not reported in the loaded dataset | 2023 |
| Patrick D Kelly | TRUSTEE | $10,467 | not reported in the loaded dataset | 2023 |
| Medical Review Institute Of America | NONE | $10,246 | not reported in the loaded dataset | 2023 |
| Richard Sawhill | NONE | $8,282 | not reported in the loaded dataset | 2023 |
| S&A Horn Limited | NONE | $0 | $8,194 | 2023 |
| Pete Rokich | TRUSTEE | $6,656 | not reported in the loaded dataset | 2023 |
| Sleepap Solutions | NONE | $6,425 | not reported in the loaded dataset | 2023 |
| Abracadabra Printing | NONE | $5,673 | not reported in the loaded dataset | 2023 |
| The House Of Printing | NONE | $5,650 | not reported in the loaded dataset | 2023 |
| Doug Ruygrok | TRUSTEE | $5,482 | not reported in the loaded dataset | 2023 |
| Michael A Simeone | TRUSTEE | $5,455 | not reported in the loaded dataset | 2023 |
| Thomas C Walters | TRUSTEE | $5,045 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Western Teamsters Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Northwest Administrators, Inc. — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Milliman — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- J.P. Morgan Investment Mgmt Inc. — Schedule C compensation
- Wilmington Trust, Na — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Alan Biller & Associates, Inc. — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Service Printing — Schedule C compensation
- K&H Printers — Schedule C compensation
- Patrick D Kelly — Schedule C compensation
- Medical Review Institute Of America — Schedule C compensation
- Richard Sawhill — Schedule C compensation
- S&A Horn Limited — Schedule C compensation
- Pete Rokich — Schedule C compensation
- Sleepap Solutions — Schedule C compensation
- Abracadabra Printing — Schedule C compensation
- The House Of Printing — Schedule C compensation
- Doug Ruygrok — Schedule C compensation
- Michael A Simeone — Schedule C compensation
- Thomas C Walters — Schedule C compensation