Western States Insulators And Allied Workers' Pension Plan — Form 5500 plan (Trustees Of W. States Insulators & Allied Workers Pension Fund)
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 States Insulators And Allied Workers' Pension Plan is a benefit plan reported by Trustees Of W. States Insulators & Allied Workers Pension Fund under EIN 51-0155190 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,970 participants and $468,355,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of W. States Insulators & Allied Workers Pension Fund
- EIN
- 51-0155190
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 5,970
- End-of-year plan assets
- $468,355,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,970 | H, C | 20241002141447NAL0004872339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $468,355,919
- Total liabilities (EOY)
- $453,285
- Net assets (EOY)
- $467,902,634
- Net assets (BOY)
- $426,335,538
Income & contributions
- Employer contributions
- $23,124,137
- Total contributions
- $23,124,137
- Total income / additions
- $73,298,090
Expenses & distributions
- Benefits paid
- $30,059,313
- Administrative expenses
- $1,671,681
- Total expenses
- $31,730,994
- Net increase / (decrease)
- $41,567,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $388,252 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $205,812 | $3,051 | 2023 |
| Asb Capital Management LLC | NONE | $197,641 | not reported in the loaded dataset | 2023 |
| Kayne, Anderson, Rudnick | NONE | $145,415 | $679 | 2023 |
| Meketa Investment Group, Inc. | NONE | $127,588 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $110,851 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc. | NONE | $84,740 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $73,109 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $50,533 | not reported in the loaded dataset | 2023 |
| Compliance Verification | NONE | $45,203 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $24,888 | not reported in the loaded dataset | 2023 |
| Sands Capital Management, Inc | NONE | $24,752 | $0 | 2023 |
| Iron Mountain | NONE | $14,809 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford | NONE | $11,812 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $7,885 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $6,134 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of W. States Insulators & Allied Workers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys Administrators — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Kayne, Anderson, Rudnick — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc. — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Compliance Verification — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Sands Capital Management, Inc — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Wohlner Kaplon Cutler Halford — Schedule C compensation
- Fremont Bank — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation