Western Conference Of Teamsters Supp Benefit Plan — Form 5500 plan (Board Of Trustees, Western Conference Of Teamsters)
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 Conference Of Teamsters Supp Benefit Plan is a benefit plan reported by Board Of Trustees, Western Conference Of Teamsters under EIN 95-3746907 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,109 participants and $92,605,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Western Conference Of Teamsters
- EIN
- 95-3746907
- Plan number
- 001
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 15,109
- End-of-year plan assets
- $92,605,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,109 | H, C | 20250115182505NAL0012938611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,605,812
- Total liabilities (EOY)
- $6,336,570
- Net assets (EOY)
- $86,269,242
- Net assets (BOY)
- $79,592,664
Income & contributions
- Employer contributions
- $2,543,632
- Total contributions
- $2,543,632
- Total income / additions
- $14,720,233
Expenses & distributions
- Benefits paid
- $5,893,504
- Administrative expenses
- $2,150,151
- Total expenses
- $8,043,655
- Net increase / (decrease)
- $6,676,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators Inc | NONE | $856,040 | $0 | 2023 |
| Dodge & Cox | NONE | $219,898 | $0 | 2023 |
| Milliman Inc. | NONE | $122,207 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $99,200 | $0 | 2023 |
| Lathrop Gage Llp | NONE | $59,085 | $0 | 2023 |
| Beeson Tayer & Bodine Apc | NONE | $57,397 | $0 | 2023 |
| U.S. Bank National Association | NONE | $43,030 | $0 | 2023 |
| Alan Biller & Associates Inc | NONE | $35,833 | $0 | 2023 |
| Union Bank Of California | NONE | $18,848 | $0 | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $10,163 | 2023 |
| West Coast Mailers | NONE | $9,440 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Western Conference Of Teamsters
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Northwest Administrators Inc — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Lathrop Gage Llp — Schedule C compensation
- Beeson Tayer & Bodine Apc — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Alan Biller & Associates Inc — Schedule C compensation
- Union Bank Of California — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- West Coast Mailers — Schedule C compensation