2023 Form 5500 filing — Western Metal Industry 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 20241008144027NAL0008472611001) for Western Metal Industry Pension Plan, reported by Board Of Trustees, Western Metal Industry Pension Plan under EIN 91-6033499 and plan number 001. It reports 13,753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144027NAL0008472611001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Western Metal Industry Pension Plan
- EIN
- 91-6033499
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 13,753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,025,352,159
- Total liabilities (EOY)
- $4,911,436
- Net assets (EOY)
- $1,020,440,723
- Employer contributions
- $16,726,061
- Total income / additions
- $148,393,304
- Benefits paid
- $86,922,810
- Administrative expenses
- $3,446,296
- Total expenses
- $90,369,106
- Net increase / (decrease)
- $58,024,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Svcs, Inc | NONE | $961,495 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt | NONE | $490,137 | $0 |
| Pacific Investment Management Co. | NONE | $291,715 | $0 |
| Milliman Inc | NONE | $205,344 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $201,207 | not reported in the loaded dataset |
| R.V. Kuhns & Associates Inc | NONE | $142,251 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $131,114 | $0 |
| Invesco Trust Co. | NONE | $120,844 | $0 |
| U.S. Bank National Association | PARTY-IN-INTEREST | $88,090 | $0 |
| Cliftonlarsonallen Llp | NONE | $45,176 | not reported in the loaded dataset |
| Anastasi Moore & Martin Pllc | NONE | $35,123 | not reported in the loaded dataset |
| Bank Of America Merrill Lynch | NONE | $20,061 | not reported in the loaded dataset |
| American Arbitration Association | NONE | $12,500 | not reported in the loaded dataset |
| Print Time | NONE | $7,596 | not reported in the loaded dataset |