Western Alliance Trust Fund — Form 5500 plan (Board Of Trustees, Western Alliance Trust 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 Alliance Trust Fund is a benefit plan reported by Board Of Trustees, Western Alliance Trust Fund under EIN 95-6981657 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,298 participants and $7,967,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Western Alliance Trust Fund
- EIN
- 95-6981657
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 4,298
- End-of-year plan assets
- $7,967,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,298 | H, C | 20250911165505NAL0000676817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,967,824
- Total liabilities (EOY)
- $4,346,299
- Net assets (EOY)
- $3,621,525
- Net assets (BOY)
- $5,877,338
Income & contributions
- Employer contributions
- $60,967,488
- Participant contributions
- $636,034
- Total contributions
- $61,603,522
- Total income / additions
- $62,036,838
Expenses & distributions
- Benefits paid
- $61,948,615
- Administrative expenses
- $2,344,036
- Total expenses
- $64,292,651
- Net increase / (decrease)
- -$2,255,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Federal LLC | NONE | $1,993,235 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $87,082 | not reported in the loaded dataset | 2023 |
| Bush Gottlieb, A Law Corporation | NONE | $55,513 | not reported in the loaded dataset | 2023 |
| Bleiweiss Communications Inc | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $23,100 | not reported in the loaded dataset | 2023 |
| Nigro Karlin Segal & Feldstein | NONE | $7,084 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Western Alliance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Pacific Federal LLC — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Bush Gottlieb, A Law Corporation — Schedule C compensation
- Bleiweiss Communications Inc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Nigro Karlin Segal & Feldstein — Schedule C compensation