Western Conference Of Teamsters Pension Plan — Form 5500 plan (Western Conference Of Teamsters Pension Trust Fund Board Of Trustees)

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 Conference Of Teamsters Pension Plan is a benefit plan reported by Western Conference Of Teamsters Pension Trust Fund Board Of Trustees under EIN 91-6145047 and plan number 001. The latest loaded filing year is 2023. The filing reports 627,383 participants and $57,387,332,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Conference Of Teamsters Pension Trust Fund Board Of Trustees
EIN
91-6145047
Plan number
001
Plan type
1
Location
Seattle, WA
Latest filing year
2023
Participants
627,383
End-of-year plan assets
$57,387,332,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023627,383H, C20241003120552NAL0004852227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,387,332,732
Total liabilities (EOY)
$1,713,852,575
Net assets (EOY)
$55,673,480,157
Net assets (BOY)
$50,597,185,046

Income & contributions

Employer contributions
$2,564,734,147
Total contributions
$2,564,734,147
Total income / additions
$9,008,793,763

Expenses & distributions

Benefits paid
$3,316,685,875
Administrative expenses
$615,812,777
Total expenses
$3,932,498,652
Net increase / (decrease)
$5,076,295,111

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwest Administrators IncNONE$79,074,821not reported in the loaded dataset2023
Prudential Insurance CoNONE$38,284,826not reported in the loaded dataset2023
Thoma Bravo UgpNONE$0$31,767,6892023
Ifm Investors Pty LtdNONE$0$22,127,4472023
Blackstone Infr Associates LpNONE$0$14,174,6752023
Insight Associates Opportunities INONE$0$11,697,0942023
Alan D Biller & Associates IncNONE$11,446,350not reported in the loaded dataset2023
Blackstone Infr Advisors LLCNONE$0$9,268,7822023
Encap Equity Fund Xi Gp LpNONE$0$8,527,5862023
Ubs Realty Investors LLCNONE$7,970,036not reported in the loaded dataset2023
Genstar Capital Viii LpNONE$0$7,718,9052023
Ares Management LLCNONE$0$7,643,4432023
Apax X Usd Gp LpNONE$0$6,701,3332023
Summit Partners Ge X LpNONE$0$6,572,1272023
General Atlantic Gp 2017 LLCNONE$0$6,089,3592023
Tennenbaum Capital Partners LLCNONE$0$5,797,5552023
Pacific Investment Management CoNONE$0$5,483,1412023
Camden Asset Management LpNONE$5,286,145$88,2222023
Genstar Capital Ix LpNONE$0$5,310,5352023
New Mountain Finance Advsrs Bdc LLCNONE$0$5,118,6012023
Audax Credit Opportunities BusinessNONE$0$5,107,7342023
Forest Investment Associates LpNONE$4,839,186not reported in the loaded dataset2023
Encap Equity Fund X Gp LpNONE$0$4,771,8022023
General Atlantic Service Co LpNONE$0$4,743,2722023
Oaktree Capital Management LpNONE$2,029,107$2,649,9132023
Silver Lake Alpine Associates Ii LpNONE$0$4,623,0852023
Centerbridge Associates Iv LpNONE$0$4,570,7732023
Gi Gp V LpNONE$0$4,346,0212023
Genstar Capital Partners LLCNONE$0$4,185,0142023
Wellington Management Company LlpNONE$4,048,085$69,6392023
Audax Management Company Ny LLCNONE$0$4,035,3822023
Manulife Inv Mgmt Timber & AgNONE$3,685,973not reported in the loaded dataset2023
Arrowstreet Capital LpNONE$3,609,033not reported in the loaded dataset2023
Eig Management Company LLCNONE$0$3,503,2802023
Lone Star Partners Xi LpNONE$0$3,486,8012023
Onex Partners V Gp LpNONE$0$3,275,3502023
Harvest Associates Viii LpNONE$0$3,161,2422023
Harvest Partners LpNONE$0$3,112,4622023
Greenbriar Slp V LpNONE$0$3,065,4742023
Wp Global Partners LLCNONE$0$2,967,4042023
Lone Star Partners X LpNONE$0$2,952,9372023
Greenbriar Equity Group LpNONE$0$2,794,4022023
Sei Trust CompanyNONE$0$2,767,8472023
Ullico Investment Advisors IncNONE$0$2,749,4542023
Gi Manager LpNONE$0$2,638,2652023
Innovatus Capital Partners LLCNONE$0$2,627,4302023
Oracle America IncNONE$2,568,679not reported in the loaded dataset2023
Insight Venture Management LLCNONE$0$2,565,2572023
Gso Capital Opp Associates Iv LpNONE$0$2,550,1992023
Trilantic Capital Management LpNONE$0$2,533,6822023
Trucker Huss ApcNONE$2,517,299not reported in the loaded dataset2023
Loomis Sayles & Company LpNONE$2,499,203not reported in the loaded dataset2023
Innovatus Life Sciences Gp LpNONE$0$2,485,3192023
Gi Gp Iv LpNONE$0$2,283,2902023
Gi Gp Vi LpNONE$0$2,239,9642023
Summit Partners Ge Xi LpNONE$0$2,199,1172023
Bny MellonNONE$2,198,718not reported in the loaded dataset2023
Thoma Bravo Credit Partners Ii LpNONE$0$2,178,3212023
Alcentra LtdNONE$0$2,153,5872023
Mc Credit Associates LpNONE$0$2,084,8772023
General Atlantic Gp 2021 LLCNONE$0$2,068,9802023
Hudson Advisors LpNONE$0$2,043,6592023
Invesco Trust CompanyNONE$2,025,947not reported in the loaded dataset2023
Ta Associates Sdf Iv Gp LpNONE$0$1,970,9082023
Apax Partners LlpNONE$0$1,940,3432023
White Oak Global Advisors LLCNONE$1,907,127not reported in the loaded dataset2023
Greenbriar Slp Iv LpNONE$0$1,903,1692023
Blackrock Institutional Trust CoNONE$1,662,169$230,3212023
Encap Equity Fund Ix Gp LpNONE$0$1,702,0162023
Alcentra EdlNONE$0$1,700,3392023
Bridgewater Associates LpNONE$1,666,349not reported in the loaded dataset2023
Clearlake Capital Mgmt Opp Iii LpNONE$0$1,662,8512023
Md Sass Investors Services IncNONE$0$1,654,2032023
Mc Credit Partners LpNONE$0$1,617,9702023
Omi Management Us Limited PartnerNONE$0$1,544,5452023
Panagora Asset Management IncNONE$1,463,712$33,2902023
Audax Management Company LLCNONE$0$1,466,6252023
Freeman Spogli Management Co LpNONE$0$1,454,0192023
Whitehorse Liquidity Partners V GpNONE$0$1,400,0002023
Pm PackagingNONE$1,398,309not reported in the loaded dataset2023
Lone Star Partners Ix LpNONE$0$1,361,7052023
Grosvenor Capital Management LpNONE$0$1,328,0092023
Genstar Capital Vii LpNONE$0$1,310,4162023
Whitehorse Liquidity Partners IncNONE$0$1,280,3192023
Greenbriar Equity Capital V LpNONE$0$1,191,9052023
Neuberger Berman Invt Advisers LLCNONE$0$1,184,3202023
Jp Morgan Investment Management IncNONE$0$1,177,6242023
Kps Investors V LpNONE$0$1,162,5112023
Unigestion Us LtdNONE$0$1,160,3452023
Eig Energy Fund Xvii Gp LLCNONE$0$1,148,9042023
Aea Investors LpNONE$0$1,098,7182023
Audax Mezzanine Business V LpNONE$0$1,015,8102023
Centerbridge Advisors Iii LLCNONE$0$1,001,8592023
Enervest LtdNONE$0$982,4332023
Wp Corealpha Gp Vi LLCNONE$0$964,5792023
Osi Digital IncNONE$921,598not reported in the loaded dataset2023
Goldpoint Ptns Sel Mgr Iv Genpar LpNONE$0$879,6112023
Owl Rock Diversified Advisors LLCNONE$0$827,4902023
Thoma Bravo Advisers LpNONE$0$809,0352023
Apogem Capital LLCNONE$0$792,5192023
Milliman IncNONE$777,197not reported in the loaded dataset2023
Ubs Intl Infrastructure Fd Gp CayNONE$0$776,9152023
Lone Star Global Acquisitions LtdNONE$0$751,4322023
Pantheon Ventures Us LpNONE$0$747,1472023
Freeman Spogli Management Co LLCNONE$0$743,6812023
Silver Lake Alpine Mgmt Co Ii LLCNONE$0$732,5542023
Blackstone Alt Credit Advisors LpNONE$0$728,5552023
Reid Ballew Leahy & Holland LlpNONE$685,814not reported in the loaded dataset2023
Transamerica Premier Life InsuranceNONE$676,016not reported in the loaded dataset2023
Whitehorse Associates V LpNONE$0$670,4282023
Sentinel Junior Partners Ii LpNONE$0$641,5212023
Partners Group Usa IncNONE$0$611,1572023
Monarch Alternative Capital LpNONE$0$545,2322023
Withumsmith+Brown PcNONE$519,441not reported in the loaded dataset2023
Pf Schmidt Consulting LLCNONE$467,422not reported in the loaded dataset2023
Eig Global Private Debt Fund Gp LLCNONE$0$441,9262023
The Bank Of New York MellonNONE$415,427not reported in the loaded dataset2023
Pe Global LLCNONE$0$410,4082023
The Union Labor Life Insurance CoNONE$338,834$61,8102023
Chuck Mack & Assoc Co-Chair CompCORP CO-CHAIR/TTEE SVCS$385,629not reported in the loaded dataset2023
Goldpoint Pts Sel Mgr Iii Genpar LpNONE$0$364,8742023
Rick Porter Consulting Cochair CompCORP CO-CHAIR/TTEE SVCS$320,460not reported in the loaded dataset2023
Waterfall Asset Management LLCNONE$0$252,6062023
Barclays Capital IncNONE$241,067not reported in the loaded dataset2023
Chuck Mack & Assoc-Cochr Off ExpCO-CHAIR OFFICE EXPENSE$222,008not reported in the loaded dataset2023
Crescent Mezzanine Vi LLCNONE$0$219,2072023
Partners Group Cayman Management IiNONE$0$216,1222023
Eig Credit Management Company LLCNONE$0$211,2512023
S & A Horn LimitedNONE$25$199,5832023
Rbc Capital Markets LLCNONE$188,743not reported in the loaded dataset2023
Kaye-Smith Enterprises IncNONE$182,376not reported in the loaded dataset2023
Abracadabra Printing IncNONE$173,502not reported in the loaded dataset2023
Law Office Of Jeff Minzel PllcNONE$172,076not reported in the loaded dataset2023
Pusa Viii Gp LLCNONE$0$168,7682023
Clayton Dubilier & Rice LLCNONE$0$165,2102023
Windjammer Capital Investors V LpNONE$0$163,0852023
Wp Global Partners IncNONE$0$149,1812023
Harbourvest Partners LpNONE$0$140,0942023
Jp Morgan SecuritiesNONE$129,918not reported in the loaded dataset2023
Solid Object Software LLCNONE$122,400not reported in the loaded dataset2023
Rick Porter Consulting Cochr Of ExpCO-CHAIR OFFICE EXPENSE$115,659not reported in the loaded dataset2023
Ta Associates Management LpNONE$0$107,4082023
Perkins Coie LlpNONE$105,529not reported in the loaded dataset2023
Citigroup Global Markets IncNONE$92,336not reported in the loaded dataset2023
Nylcap Mezz Partners Iii Genpar LpNONE$0$89,9892023
Lexisnexis Risk Solutions Fl IncNONE$86,662not reported in the loaded dataset2023
Robert F May CompanyNONE$85,800not reported in the loaded dataset2023
Covington & Burling LlpNONE$84,763not reported in the loaded dataset2023
Landmark Equity Advisors LLCNONE$0$82,9772023
Scmslp LLCNONE$0$78,4992023
Insight Direct Usa IncNONE$76,370not reported in the loaded dataset2023
Image Access CorpNONE$64,145not reported in the loaded dataset2023
Trilantic Capital Ptnrs Assoc V LpNONE$0$62,2272023
Crescent Capital Group LpNONE$0$61,9122023
Jp Morgan Clearing CorpNONE$60,565not reported in the loaded dataset2023
Theodore Liftman Insurance IncNONE$0$56,9982023
Dell Marketing LpNONE$47,565not reported in the loaded dataset2023
Stratify IncNONE$47,337not reported in the loaded dataset2023
Wells Fargo Bank NaNONE$46,825not reported in the loaded dataset2023
Lowenstein Sandler LlpNONE$45,237not reported in the loaded dataset2023
Rick E PorterCOPR CO-CHAIR/TTEE SVCS$42,375not reported in the loaded dataset2023
Goldman Sachs & CoNONE$38,037not reported in the loaded dataset2023
Ubs Securities LLCNONE$35,872not reported in the loaded dataset2023
Btig LLCNONE$33,476not reported in the loaded dataset2023
Morgan Stanley And Co LLC NyNONE$32,503not reported in the loaded dataset2023
Trivista Business Group IncNONE$0$31,9092023
Lone Star Res Mort Partners INONE$0$31,4992023
Eric Gouldsberry Art DirectionNONE$28,979not reported in the loaded dataset2023
Cowen And Co LLCNONE$28,425not reported in the loaded dataset2023
Merrill Lynch Pierce Fenner SmithNONE$27,607not reported in the loaded dataset2023
Wells Fargo Securities LLCNONE$27,173not reported in the loaded dataset2023
Jeff A CarlsenEMPLOYER TRUSTEE$24,474not reported in the loaded dataset2023
Jefferies & Co IncNONE$23,575not reported in the loaded dataset2023
Leonard CrouchUNION TRUSTEE$23,495not reported in the loaded dataset2023
Blackrock Investment Mgmt LLCNONE$0$23,4002023
Gehrson Lehman GroupNONE$0$23,1872023
Robert L HutchisonEMPLOYER TRUSTEE$21,353not reported in the loaded dataset2023
Language Line Services IncNONE$20,834not reported in the loaded dataset2023
West Publishing CorporationNONE$19,845not reported in the loaded dataset2023
Chris LanganEMPLOYER TRUSTEE$19,832not reported in the loaded dataset2023
Cd&R Associates Xi LpNONE$0$17,0762023
Darin TorosianEMPLOYER TRUSTEE$14,831not reported in the loaded dataset2023
Guild Point ConsultingNONE$0$14,5082023
Bmo Capital MarketsNONE$13,406not reported in the loaded dataset2023
Robert Lindsay MarshallEMPLOYER TRUSTEE$13,195not reported in the loaded dataset2023
Bernstein Sanford & CoNONE$13,023not reported in the loaded dataset2023
Pershing LLCNONE$12,816not reported in the loaded dataset2023
Imagenet LLCNONE$12,777not reported in the loaded dataset2023
Veritas Us IncNONE$12,225not reported in the loaded dataset2023
Joseph F HodgeEMPLOYER TRUSTEE$12,131not reported in the loaded dataset2023
Spencer HogueUNION TRUSTEE$11,693not reported in the loaded dataset2023
Isi Group Inc New YorkNONE$10,513not reported in the loaded dataset2023
Glacier Stenographic Reporters IncNONE$10,397not reported in the loaded dataset2023
Rick HicksUNION TRUSTEE$10,359not reported in the loaded dataset2023
Mizuho Securities Usa Inc New YorkNONE$10,114not reported in the loaded dataset2023
Robert E WrightsonEMPLOYER TRUSTEE$10,102not reported in the loaded dataset2023
Andrew SweetEMPLOYER TRUSTEE$9,218not reported in the loaded dataset2023
Keefe Bruyette & Woods Inc New YorkNONE$8,882not reported in the loaded dataset2023
Baird Robert W & Co Inc MilwaukeeNONE$8,580not reported in the loaded dataset2023
Sentinel Capital Partners LLCNONE$0$8,2152023
Lone Star Partners Vii LpNONE$0$7,9052023
Stites & Harbison PllcNONE$7,525not reported in the loaded dataset2023
Dave HawleyUNION TRUSTEE$7,450not reported in the loaded dataset2023
Brent R BohnEMPLOYER TRUSTEE$7,027not reported in the loaded dataset2023
Morgan Stanley & Co Inc NyNONE$6,982not reported in the loaded dataset2023
Cantor Fitzgerald & Co Inc New YorkNONE$6,960not reported in the loaded dataset2023
Stifel NicolausNONE$6,823not reported in the loaded dataset2023
Language Scientific IncNONE$6,812not reported in the loaded dataset2023
James R HamEMPLOYER TRUSTEE$6,488not reported in the loaded dataset2023
Paul Miller ConsultingNONE$0$6,1482023
Raymond James & Assoc IncNONE$5,682not reported in the loaded dataset2023
John BouchardUNION TRUSTEE$5,211not reported in the loaded dataset2023
Liquidnet IncNONE$5,140not reported in the loaded dataset2023

Related Form 5500 pages