2023 Form 5500 filing — Western Conference Of Teamsters Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003120552NAL0004852227001) for Western Conference Of Teamsters Pension Plan, reported by Western Conference Of Teamsters Pension Trust Fund Board Of Trustees under EIN 91-6145047 and plan number 001. It reports 627,383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003120552NAL0004852227001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Western Conference Of Teamsters Pension Trust Fund Board Of Trustees
- EIN
- 91-6145047
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 627,383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,387,332,732
- Total liabilities (EOY)
- $1,713,852,575
- Net assets (EOY)
- $55,673,480,157
- Employer contributions
- $2,564,734,147
- Total income / additions
- $9,008,793,763
- Benefits paid
- $3,316,685,875
- Administrative expenses
- $615,812,777
- Total expenses
- $3,932,498,652
- Net increase / (decrease)
- $5,076,295,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators Inc | NONE | $79,074,821 | not reported in the loaded dataset |
| Prudential Insurance Co | NONE | $38,284,826 | not reported in the loaded dataset |
| Thoma Bravo Ugp | NONE | $0 | $31,767,689 |
| Ifm Investors Pty Ltd | NONE | $0 | $22,127,447 |
| Blackstone Infr Associates Lp | NONE | $0 | $14,174,675 |
| Insight Associates Opportunities I | NONE | $0 | $11,697,094 |
| Alan D Biller & Associates Inc | NONE | $11,446,350 | not reported in the loaded dataset |
| Blackstone Infr Advisors LLC | NONE | $0 | $9,268,782 |
| Encap Equity Fund Xi Gp Lp | NONE | $0 | $8,527,586 |
| Ubs Realty Investors LLC | NONE | $7,970,036 | not reported in the loaded dataset |
| Genstar Capital Viii Lp | NONE | $0 | $7,718,905 |
| Ares Management LLC | NONE | $0 | $7,643,443 |
| Apax X Usd Gp Lp | NONE | $0 | $6,701,333 |
| Summit Partners Ge X Lp | NONE | $0 | $6,572,127 |
| General Atlantic Gp 2017 LLC | NONE | $0 | $6,089,359 |
| Tennenbaum Capital Partners LLC | NONE | $0 | $5,797,555 |
| Pacific Investment Management Co | NONE | $0 | $5,483,141 |
| Camden Asset Management Lp | NONE | $5,286,145 | $88,222 |
| Genstar Capital Ix Lp | NONE | $0 | $5,310,535 |
| New Mountain Finance Advsrs Bdc LLC | NONE | $0 | $5,118,601 |
| Audax Credit Opportunities Business | NONE | $0 | $5,107,734 |
| Forest Investment Associates Lp | NONE | $4,839,186 | not reported in the loaded dataset |
| Encap Equity Fund X Gp Lp | NONE | $0 | $4,771,802 |
| General Atlantic Service Co Lp | NONE | $0 | $4,743,272 |
| Oaktree Capital Management Lp | NONE | $2,029,107 | $2,649,913 |
| Silver Lake Alpine Associates Ii Lp | NONE | $0 | $4,623,085 |
| Centerbridge Associates Iv Lp | NONE | $0 | $4,570,773 |
| Gi Gp V Lp | NONE | $0 | $4,346,021 |
| Genstar Capital Partners LLC | NONE | $0 | $4,185,014 |
| Wellington Management Company Llp | NONE | $4,048,085 | $69,639 |
| Audax Management Company Ny LLC | NONE | $0 | $4,035,382 |
| Manulife Inv Mgmt Timber & Ag | NONE | $3,685,973 | not reported in the loaded dataset |
| Arrowstreet Capital Lp | NONE | $3,609,033 | not reported in the loaded dataset |
| Eig Management Company LLC | NONE | $0 | $3,503,280 |
| Lone Star Partners Xi Lp | NONE | $0 | $3,486,801 |
| Onex Partners V Gp Lp | NONE | $0 | $3,275,350 |
| Harvest Associates Viii Lp | NONE | $0 | $3,161,242 |
| Harvest Partners Lp | NONE | $0 | $3,112,462 |
| Greenbriar Slp V Lp | NONE | $0 | $3,065,474 |
| Wp Global Partners LLC | NONE | $0 | $2,967,404 |
| Lone Star Partners X Lp | NONE | $0 | $2,952,937 |
| Greenbriar Equity Group Lp | NONE | $0 | $2,794,402 |
| Sei Trust Company | NONE | $0 | $2,767,847 |
| Ullico Investment Advisors Inc | NONE | $0 | $2,749,454 |
| Gi Manager Lp | NONE | $0 | $2,638,265 |
| Innovatus Capital Partners LLC | NONE | $0 | $2,627,430 |
| Oracle America Inc | NONE | $2,568,679 | not reported in the loaded dataset |
| Insight Venture Management LLC | NONE | $0 | $2,565,257 |
| Gso Capital Opp Associates Iv Lp | NONE | $0 | $2,550,199 |
| Trilantic Capital Management Lp | NONE | $0 | $2,533,682 |
| Trucker Huss Apc | NONE | $2,517,299 | not reported in the loaded dataset |
| Loomis Sayles & Company Lp | NONE | $2,499,203 | not reported in the loaded dataset |
| Innovatus Life Sciences Gp Lp | NONE | $0 | $2,485,319 |
| Gi Gp Iv Lp | NONE | $0 | $2,283,290 |
| Gi Gp Vi Lp | NONE | $0 | $2,239,964 |
| Summit Partners Ge Xi Lp | NONE | $0 | $2,199,117 |
| Bny Mellon | NONE | $2,198,718 | not reported in the loaded dataset |
| Thoma Bravo Credit Partners Ii Lp | NONE | $0 | $2,178,321 |
| Alcentra Ltd | NONE | $0 | $2,153,587 |
| Mc Credit Associates Lp | NONE | $0 | $2,084,877 |
| General Atlantic Gp 2021 LLC | NONE | $0 | $2,068,980 |
| Hudson Advisors Lp | NONE | $0 | $2,043,659 |
| Invesco Trust Company | NONE | $2,025,947 | not reported in the loaded dataset |
| Ta Associates Sdf Iv Gp Lp | NONE | $0 | $1,970,908 |
| Apax Partners Llp | NONE | $0 | $1,940,343 |
| White Oak Global Advisors LLC | NONE | $1,907,127 | not reported in the loaded dataset |
| Greenbriar Slp Iv Lp | NONE | $0 | $1,903,169 |
| Blackrock Institutional Trust Co | NONE | $1,662,169 | $230,321 |
| Encap Equity Fund Ix Gp Lp | NONE | $0 | $1,702,016 |
| Alcentra Edl | NONE | $0 | $1,700,339 |
| Bridgewater Associates Lp | NONE | $1,666,349 | not reported in the loaded dataset |
| Clearlake Capital Mgmt Opp Iii Lp | NONE | $0 | $1,662,851 |
| Md Sass Investors Services Inc | NONE | $0 | $1,654,203 |
| Mc Credit Partners Lp | NONE | $0 | $1,617,970 |
| Omi Management Us Limited Partner | NONE | $0 | $1,544,545 |
| Panagora Asset Management Inc | NONE | $1,463,712 | $33,290 |
| Audax Management Company LLC | NONE | $0 | $1,466,625 |
| Freeman Spogli Management Co Lp | NONE | $0 | $1,454,019 |
| Whitehorse Liquidity Partners V Gp | NONE | $0 | $1,400,000 |
| Pm Packaging | NONE | $1,398,309 | not reported in the loaded dataset |
| Lone Star Partners Ix Lp | NONE | $0 | $1,361,705 |
| Grosvenor Capital Management Lp | NONE | $0 | $1,328,009 |
| Genstar Capital Vii Lp | NONE | $0 | $1,310,416 |
| Whitehorse Liquidity Partners Inc | NONE | $0 | $1,280,319 |
| Greenbriar Equity Capital V Lp | NONE | $0 | $1,191,905 |
| Neuberger Berman Invt Advisers LLC | NONE | $0 | $1,184,320 |
| Jp Morgan Investment Management Inc | NONE | $0 | $1,177,624 |
| Kps Investors V Lp | NONE | $0 | $1,162,511 |
| Unigestion Us Ltd | NONE | $0 | $1,160,345 |
| Eig Energy Fund Xvii Gp LLC | NONE | $0 | $1,148,904 |
| Aea Investors Lp | NONE | $0 | $1,098,718 |
| Audax Mezzanine Business V Lp | NONE | $0 | $1,015,810 |
| Centerbridge Advisors Iii LLC | NONE | $0 | $1,001,859 |
| Enervest Ltd | NONE | $0 | $982,433 |
| Wp Corealpha Gp Vi LLC | NONE | $0 | $964,579 |
| Osi Digital Inc | NONE | $921,598 | not reported in the loaded dataset |
| Goldpoint Ptns Sel Mgr Iv Genpar Lp | NONE | $0 | $879,611 |
| Owl Rock Diversified Advisors LLC | NONE | $0 | $827,490 |
| Thoma Bravo Advisers Lp | NONE | $0 | $809,035 |
| Apogem Capital LLC | NONE | $0 | $792,519 |
| Milliman Inc | NONE | $777,197 | not reported in the loaded dataset |
| Ubs Intl Infrastructure Fd Gp Cay | NONE | $0 | $776,915 |
| Lone Star Global Acquisitions Ltd | NONE | $0 | $751,432 |
| Pantheon Ventures Us Lp | NONE | $0 | $747,147 |
| Freeman Spogli Management Co LLC | NONE | $0 | $743,681 |
| Silver Lake Alpine Mgmt Co Ii LLC | NONE | $0 | $732,554 |
| Blackstone Alt Credit Advisors Lp | NONE | $0 | $728,555 |
| Reid Ballew Leahy & Holland Llp | NONE | $685,814 | not reported in the loaded dataset |
| Transamerica Premier Life Insurance | NONE | $676,016 | not reported in the loaded dataset |
| Whitehorse Associates V Lp | NONE | $0 | $670,428 |
| Sentinel Junior Partners Ii Lp | NONE | $0 | $641,521 |
| Partners Group Usa Inc | NONE | $0 | $611,157 |
| Monarch Alternative Capital Lp | NONE | $0 | $545,232 |
| Withumsmith+Brown Pc | NONE | $519,441 | not reported in the loaded dataset |
| Pf Schmidt Consulting LLC | NONE | $467,422 | not reported in the loaded dataset |
| Eig Global Private Debt Fund Gp LLC | NONE | $0 | $441,926 |
| The Bank Of New York Mellon | NONE | $415,427 | not reported in the loaded dataset |
| Pe Global LLC | NONE | $0 | $410,408 |
| The Union Labor Life Insurance Co | NONE | $338,834 | $61,810 |
| Chuck Mack & Assoc Co-Chair Comp | CORP CO-CHAIR/TTEE SVCS | $385,629 | not reported in the loaded dataset |
| Goldpoint Pts Sel Mgr Iii Genpar Lp | NONE | $0 | $364,874 |
| Rick Porter Consulting Cochair Comp | CORP CO-CHAIR/TTEE SVCS | $320,460 | not reported in the loaded dataset |
| Waterfall Asset Management LLC | NONE | $0 | $252,606 |
| Barclays Capital Inc | NONE | $241,067 | not reported in the loaded dataset |
| Chuck Mack & Assoc-Cochr Off Exp | CO-CHAIR OFFICE EXPENSE | $222,008 | not reported in the loaded dataset |
| Crescent Mezzanine Vi LLC | NONE | $0 | $219,207 |
| Partners Group Cayman Management Ii | NONE | $0 | $216,122 |
| Eig Credit Management Company LLC | NONE | $0 | $211,251 |
| S & A Horn Limited | NONE | $25 | $199,583 |
| Rbc Capital Markets LLC | NONE | $188,743 | not reported in the loaded dataset |
| Kaye-Smith Enterprises Inc | NONE | $182,376 | not reported in the loaded dataset |
| Abracadabra Printing Inc | NONE | $173,502 | not reported in the loaded dataset |
| Law Office Of Jeff Minzel Pllc | NONE | $172,076 | not reported in the loaded dataset |
| Pusa Viii Gp LLC | NONE | $0 | $168,768 |
| Clayton Dubilier & Rice LLC | NONE | $0 | $165,210 |
| Windjammer Capital Investors V Lp | NONE | $0 | $163,085 |
| Wp Global Partners Inc | NONE | $0 | $149,181 |
| Harbourvest Partners Lp | NONE | $0 | $140,094 |
| Jp Morgan Securities | NONE | $129,918 | not reported in the loaded dataset |
| Solid Object Software LLC | NONE | $122,400 | not reported in the loaded dataset |
| Rick Porter Consulting Cochr Of Exp | CO-CHAIR OFFICE EXPENSE | $115,659 | not reported in the loaded dataset |
| Ta Associates Management Lp | NONE | $0 | $107,408 |
| Perkins Coie Llp | NONE | $105,529 | not reported in the loaded dataset |
| Citigroup Global Markets Inc | NONE | $92,336 | not reported in the loaded dataset |
| Nylcap Mezz Partners Iii Genpar Lp | NONE | $0 | $89,989 |
| Lexisnexis Risk Solutions Fl Inc | NONE | $86,662 | not reported in the loaded dataset |
| Robert F May Company | NONE | $85,800 | not reported in the loaded dataset |
| Covington & Burling Llp | NONE | $84,763 | not reported in the loaded dataset |
| Landmark Equity Advisors LLC | NONE | $0 | $82,977 |
| Scmslp LLC | NONE | $0 | $78,499 |
| Insight Direct Usa Inc | NONE | $76,370 | not reported in the loaded dataset |
| Image Access Corp | NONE | $64,145 | not reported in the loaded dataset |
| Trilantic Capital Ptnrs Assoc V Lp | NONE | $0 | $62,227 |
| Crescent Capital Group Lp | NONE | $0 | $61,912 |
| Jp Morgan Clearing Corp | NONE | $60,565 | not reported in the loaded dataset |
| Theodore Liftman Insurance Inc | NONE | $0 | $56,998 |
| Dell Marketing Lp | NONE | $47,565 | not reported in the loaded dataset |
| Stratify Inc | NONE | $47,337 | not reported in the loaded dataset |
| Wells Fargo Bank Na | NONE | $46,825 | not reported in the loaded dataset |
| Lowenstein Sandler Llp | NONE | $45,237 | not reported in the loaded dataset |
| Rick E Porter | COPR CO-CHAIR/TTEE SVCS | $42,375 | not reported in the loaded dataset |
| Goldman Sachs & Co | NONE | $38,037 | not reported in the loaded dataset |
| Ubs Securities LLC | NONE | $35,872 | not reported in the loaded dataset |
| Btig LLC | NONE | $33,476 | not reported in the loaded dataset |
| Morgan Stanley And Co LLC Ny | NONE | $32,503 | not reported in the loaded dataset |
| Trivista Business Group Inc | NONE | $0 | $31,909 |
| Lone Star Res Mort Partners I | NONE | $0 | $31,499 |
| Eric Gouldsberry Art Direction | NONE | $28,979 | not reported in the loaded dataset |
| Cowen And Co LLC | NONE | $28,425 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner Smith | NONE | $27,607 | not reported in the loaded dataset |
| Wells Fargo Securities LLC | NONE | $27,173 | not reported in the loaded dataset |
| Jeff A Carlsen | EMPLOYER TRUSTEE | $24,474 | not reported in the loaded dataset |
| Jefferies & Co Inc | NONE | $23,575 | not reported in the loaded dataset |
| Leonard Crouch | UNION TRUSTEE | $23,495 | not reported in the loaded dataset |
| Blackrock Investment Mgmt LLC | NONE | $0 | $23,400 |
| Gehrson Lehman Group | NONE | $0 | $23,187 |
| Robert L Hutchison | EMPLOYER TRUSTEE | $21,353 | not reported in the loaded dataset |
| Language Line Services Inc | NONE | $20,834 | not reported in the loaded dataset |
| West Publishing Corporation | NONE | $19,845 | not reported in the loaded dataset |
| Chris Langan | EMPLOYER TRUSTEE | $19,832 | not reported in the loaded dataset |
| Cd&R Associates Xi Lp | NONE | $0 | $17,076 |
| Darin Torosian | EMPLOYER TRUSTEE | $14,831 | not reported in the loaded dataset |
| Guild Point Consulting | NONE | $0 | $14,508 |
| Bmo Capital Markets | NONE | $13,406 | not reported in the loaded dataset |
| Robert Lindsay Marshall | EMPLOYER TRUSTEE | $13,195 | not reported in the loaded dataset |
| Bernstein Sanford & Co | NONE | $13,023 | not reported in the loaded dataset |
| Pershing LLC | NONE | $12,816 | not reported in the loaded dataset |
| Imagenet LLC | NONE | $12,777 | not reported in the loaded dataset |
| Veritas Us Inc | NONE | $12,225 | not reported in the loaded dataset |
| Joseph F Hodge | EMPLOYER TRUSTEE | $12,131 | not reported in the loaded dataset |
| Spencer Hogue | UNION TRUSTEE | $11,693 | not reported in the loaded dataset |
| Isi Group Inc New York | NONE | $10,513 | not reported in the loaded dataset |
| Glacier Stenographic Reporters Inc | NONE | $10,397 | not reported in the loaded dataset |
| Rick Hicks | UNION TRUSTEE | $10,359 | not reported in the loaded dataset |
| Mizuho Securities Usa Inc New York | NONE | $10,114 | not reported in the loaded dataset |
| Robert E Wrightson | EMPLOYER TRUSTEE | $10,102 | not reported in the loaded dataset |
| Andrew Sweet | EMPLOYER TRUSTEE | $9,218 | not reported in the loaded dataset |
| Keefe Bruyette & Woods Inc New York | NONE | $8,882 | not reported in the loaded dataset |
| Baird Robert W & Co Inc Milwaukee | NONE | $8,580 | not reported in the loaded dataset |
| Sentinel Capital Partners LLC | NONE | $0 | $8,215 |
| Lone Star Partners Vii Lp | NONE | $0 | $7,905 |
| Stites & Harbison Pllc | NONE | $7,525 | not reported in the loaded dataset |
| Dave Hawley | UNION TRUSTEE | $7,450 | not reported in the loaded dataset |
| Brent R Bohn | EMPLOYER TRUSTEE | $7,027 | not reported in the loaded dataset |
| Morgan Stanley & Co Inc Ny | NONE | $6,982 | not reported in the loaded dataset |
| Cantor Fitzgerald & Co Inc New York | NONE | $6,960 | not reported in the loaded dataset |
| Stifel Nicolaus | NONE | $6,823 | not reported in the loaded dataset |
| Language Scientific Inc | NONE | $6,812 | not reported in the loaded dataset |
| James R Ham | EMPLOYER TRUSTEE | $6,488 | not reported in the loaded dataset |
| Paul Miller Consulting | NONE | $0 | $6,148 |
| Raymond James & Assoc Inc | NONE | $5,682 | not reported in the loaded dataset |
| John Bouchard | UNION TRUSTEE | $5,211 | not reported in the loaded dataset |
| Liquidnet Inc | NONE | $5,140 | not reported in the loaded dataset |