# Board Of Trustees, Western Conference Of Teamsters DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-western-conference-of-teamsters-953746907-001

> Board Of Trustees, Western Conference Of Teamsters's DB plan: 9,474 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [BEESON TAYER & BODINE APC](https://planprovider.pro/provider/beeson-tayer-and-bodine-apc) — ERISA Attorney

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ALAN BILLER & ASSOCIATES INC](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [STEPHEN HORN INSURANCE SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — 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|

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