Western Washington U.A. Supplemental Pension Plan — Form 5500 plan (Board Of Trustees Of The Western Wa U.A. Supplemental Pension Plan)
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 Washington U.A. Supplemental Pension Plan is a benefit plan reported by Board Of Trustees Of The Western Wa U.A. Supplemental Pension Plan under EIN 91-1879397 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,488 participants and $573,824,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Western Wa U.A. Supplemental Pension Plan
- EIN
- 91-1879397
- Plan number
- 001
- Plan type
- 1
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 5,488
- End-of-year plan assets
- $573,824,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,488 | H, C | 20241009171819NAL0019697057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $573,824,074
- Total liabilities (EOY)
- $969,560
- Net assets (EOY)
- $572,854,514
- Net assets (BOY)
- $472,360,547
Income & contributions
- Employer contributions
- $31,476,590
- Participant contributions
- $10,719,814
- Total contributions
- $42,427,302
- Total income / additions
- $130,384,011
Expenses & distributions
- Benefits paid
- $28,803,255
- Administrative expenses
- $1,086,789
- Total expenses
- $29,890,044
- Net increase / (decrease)
- $100,493,967
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $364,702 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $352,102 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $64,360 | $0 | 2023 |
| Washington Capital Management, Inc | NONE | $53,195 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $50,625 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales Josephson | NONE | $48,987 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $22,631 | not reported in the loaded dataset | 2023 |
| Segal Select Ins Services, Inc. | NONE | $0 | $17,417 | 2023 |
| Wells Fargo Bank Na | NONE | $13,812 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $11,622 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $8,191 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Western Wa U.A. Supplemental Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bothell, WA
- Zenith American Solutions — Schedule C compensation
- Milliman — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- Verus — Schedule C compensation
- Barlow Coughran Morales Josephson — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Segal Select Ins Services, Inc. — Schedule C compensation
- Wells Fargo Bank Na — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Us Bank — Schedule C compensation