Plan Snapshot
- Plan Sponsor: Board Of Trustees, Western Conference Of Teamsters
- Sponsor EIN: 953746907
- Sponsor Address: 225 S LAKE AVE STE 1200, PASADENA, CA, 91101
- Plan Type: DB
- Plan Number: 001
- Total Participants: 9,474
- Total Assets: $78.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,474 | $78.2M | $2.2M | $0 |
| 2023 | 9,871 | $92.6M | $2.5M | $0 |
| 2022 | 10,355 | $85.8M | $3.4M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS INC | Other Service Provider | $636,424 | — | $636,424 |
| DODGE & COX | Other Service Provider | $212,069 | — | $212,069 |
| MILLIMAN INC. | Recordkeeper | $167,270 | — | $167,270 |
| BEESON TAYER & BODINE APC | ERISA Attorney | $57,123 | — | $57,123 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $42,328 | — | $42,328 |
| ALAN BILLER & ASSOCIATES INC | ERISA Attorney | $35,278 | — | $35,278 |
| MILLER KAPLAN ARASE LLP | Auditor | $30,100 | — | $30,100 |
| LATHROP GAGE LLP | Other Service Provider | $27,126 | — | $27,126 |
| UNION BANK OF CALIFORNIA | Other Service Provider | $27,058 | — | $27,058 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $10,643 | $10,643 |
| WEST COAST MAILERS | Other Service Provider | $9,440 | — | $9,440 |
| KAYE SMITH | Other Service Provider | $7,820 | — | $7,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC. — Recordkeeper
- BEESON TAYER & BODINE APC — ERISA Attorney
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
- ALAN BILLER & ASSOCIATES INC — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,262,679
- Estimated Expense Ratio: 1.616% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,919,851 | $247,347 | $625,800 | $30,100 | — |
| 2023 | $2,150,151 | $255,731 | $693,900 | $28,700 | — |
| 2022 | $1,736,010 | $236,907 | $555,900 | — | $326,525 |