2023 Form 5500 filing — Western Washington Laborers-Employers 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 20241010184655NAL0036750160004) for Western Washington Laborers-Employers Pension Plan, reported by Bot, Western Wa Laborers-Employers Pension Trust under EIN 91-6022315 and plan number 001. It reports 19,748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010184655NAL0036750160004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot, Western Wa Laborers-Employers Pension Trust
- EIN
- 91-6022315
- Plan number
- 001
- Location
- Bothell, WA
- Participants
- 19,748
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,360,670,928
- Total liabilities (EOY)
- $1,365,243
- Net assets (EOY)
- $1,359,305,685
- Employer contributions
- $65,596,683
- Total income / additions
- $201,639,038
- Benefits paid
- $67,752,066
- Administrative expenses
- $7,516,193
- Total expenses
- $75,268,259
- Net increase / (decrease)
- $126,370,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Capital Management, Inc. | NONE | $2,353,961 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $1,110,634 | not reported in the loaded dataset |
| Zenith American Solutions, Inc. | NONE | $517,948 | not reported in the loaded dataset |
| Arrowstreet Capital, Lp | NONE | $494,093 | $0 |
| William Blair Investment Mgmt, LLC | NONE | $404,501 | $0 |
| Quest Investment Management, LLC | NONE | $394,876 | $0 |
| Ullico Investment Advisors, Inc. | NONE | $296,538 | $0 |
| U.S. Bank National Association | NONE | $285,311 | not reported in the loaded dataset |
| Panagora Asset Management, Inc. | NONE | $158,716 | $0 |
| Invesco Trust Company | NONE | $149,545 | $0 |
| Verus Advisory, Inc. | NONE | $123,000 | not reported in the loaded dataset |
| Segal Select Insurance Svcs, Inc | NONE | $115,371 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $107,132 | not reported in the loaded dataset |
| Western Asset Mgmt Company, LLC | NONE | $104,485 | not reported in the loaded dataset |
| Stoll Law Group, Pllc | NONE | $98,972 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $88,688 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $51,000 | not reported in the loaded dataset |
| Benefits Resource | not reported in the loaded dataset | $35,010 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $27,372 | not reported in the loaded dataset |
| Iron Mountain Records Mgmt Inc. | NONE | $9,304 | not reported in the loaded dataset |
| Abracadabra Printing | not reported in the loaded dataset | $7,272 | not reported in the loaded dataset |
| Service Printing Company, Inc. | NONE | $6,749 | not reported in the loaded dataset |