Wa-Id Laborers Employers Pension Trust — Form 5500 plan (Wa-Id Laborers Employers Pension 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, Wa-Id Laborers Employers Pension Trust is a benefit plan reported by Wa-Id Laborers Employers Pension Trust under EIN 91-6123988 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,210 participants and $199,180,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wa-Id Laborers Employers Pension Trust
- EIN
- 91-6123988
- Plan number
- 001
- Plan type
- 1
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 4,210
- End-of-year plan assets
- $199,180,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,210 | H, C | 20250313165940NAL0033362192003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,180,756
- Total liabilities (EOY)
- $315,561
- Net assets (EOY)
- $198,865,195
- Net assets (BOY)
- $181,090,315
Income & contributions
- Employer contributions
- $13,423,989
- Total contributions
- $13,423,989
- Total income / additions
- $33,836,155
Expenses & distributions
- Benefits paid
- $14,676,673
- Administrative expenses
- $1,384,602
- Total expenses
- $16,061,275
- Net increase / (decrease)
- $17,774,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $199,363 | not reported in the loaded dataset | 2023 |
| Bny Mellon Invest Mgmt Cayman Ltd. | NONE | $148,411 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $142,273 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment Mgmt | NONE | $120,569 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $99,106 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $97,319 | not reported in the loaded dataset | 2023 |
| Quest Investment Management, LLC | NONE | $91,994 | $0 | 2023 |
| Nepc, LLC | NONE | $84,615 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $63,038 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | NONE | $58,801 | $0 | 2023 |
| Turner, Stoeve & Gagliardi, Ps | NONE | $44,833 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $29,715 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $23,750 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $21,004 | $0 | 2023 |
| Wells Fargo Bank, Na | NONE | $9,375 | $0 | 2023 |
| Benefits Resource N.W LLC | NONE | $9,017 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wa-Id Laborers Employers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bothell, WA
- Zenith American Solutions, Inc. — Schedule C compensation
- Bny Mellon Invest Mgmt Cayman Ltd. — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Brandywine Global Investment Mgmt — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Quest Investment Management, LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Turner, Stoeve & Gagliardi, Ps — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Wells Fargo Bank, Na — Schedule C compensation
- Benefits Resource N.W LLC — Schedule C compensation