Western Conference Of Teamsters Pension Trust Fund Board Of Trustees DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Western Conference Of Teamsters Pension Trust Fund Board Of Trustees
  • Sponsor EIN: 916145047
  • Sponsor Address: 2323 EASTLAKE AVE E, SEATTLE, WA, 981023305
  • Plan Type: DB
  • Total Participants: 231,353
  • Total Assets: $56.4B

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024231,353$56.4B$2.6B$0
2023231,156$57.4B$2.6B$0
2022229,511$53.7B$2.5B$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 INCOther Service Provider$86,336,155$86,336,155
PRUDENTIAL INSURANCE CORecordkeeper$32,491,179$32,491,179
BLACKSTONE INFR ASSOCIATES LPOther Service Provider$31,213,037$31,213,037
THOMA BRAVO UGPOther Service Provider$22,425,816$22,425,816
IFM INVESTORS PTY LTDOther Service Provider$18,727,091$18,727,091
ENCAP EQUITY FUND XI GP LPOther Service Provider$15,466,747$15,466,747
PGIM INCRecordkeeper$13,284,701$13,284,701
BLACKSTONE INFR ADVISORS LLCOther Service Provider$11,128,519$11,128,519
ALAN D BILLER & ASSOCIATES INCERISA Attorney$11,110,604$11,110,604
ENCAP EQUITY FUND X GP LPOther Service Provider$7,688,114$7,688,114
ARES MANAGEMENT LLCOther Service Provider$7,559,467$7,559,467
UBS REALTY INVESTORS LLCOther Service Provider$7,479,551$7,479,551
CAMDEN ASSET MANAGEMENT LPOther Service Provider$6,525,000$65,747$6,590,747
TENNENBAUM CAPITAL PARTNERS LLCOther Service Provider$6,048,747$6,048,747
LONE STAR PARTNERS XI LPOther Service Provider$5,957,732$5,957,732
GENSTAR CAPITAL IX LPOther Service Provider$5,950,620$5,950,620
GI GP VI LPOther Service Provider$5,745,272$5,745,272
GI GP V LPOther Service Provider$5,605,145$5,605,145
GENSTAR CAPITAL PARTNERS LLCOther Service Provider$5,528,332$5,528,332
AUDAX CREDIT OPPORTUNITIES BUSINESSOther Service Provider$5,090,494$5,090,494
SUMMIT PARTNERS GE IX LPOther Service Provider$4,970,260$4,970,260
GENERAL ATLANTIC SERVICE CO LPOther Service Provider$4,950,068$4,950,068
FOREST INVESTMENT ASSOCIATES LPOther Service Provider$4,929,892$4,929,892
INSIGHT ASSOCIATES OPPORTUNITIES IOther Service Provider$4,749,737$4,749,737
GI MANAGER LPOther Service Provider$4,630,415$4,630,415
GSO CAPITAL OPP ASSOCIATES IV LPOther Service Provider$4,226,032$4,226,032
AUDAX MANAGEMENT COMPANY NY LLCOther Service Provider$4,163,663$4,163,663
SUMMIT PARTNERS GE X LPOther Service Provider$3,706,116$3,706,116
LONE STAR PARTNERS X LPOther Service Provider$3,569,241$3,569,241
MANULIFE INV MGMT TIMBER & AGOther Service Provider$3,425,075$3,425,075
ORACLE AMERICA INCOther Service Provider$3,333,813$3,333,813
GENERAL ATLANTIC GP 2021 LLCOther Service Provider$3,276,343$3,276,343
NEW MOUNTAIN FINANCE ADVSRS BDC LLCOther Service Provider$3,224,939$3,224,939
WP GLOBAL PARTNERS LLCOther Service Provider$3,190,059$3,190,059
HARVEST PARTNERS LPOther Service Provider$2,895,525$2,895,525
ULLICO INVESTMENT ADVISORS INCOther Service Provider$2,829,654$2,829,654
INSIGHT VENTURE MANAGEMENT LLCOther Service Provider$2,764,888$2,764,888
EIG MANAGEMENT COMPANY LLCOther Service Provider$2,725,755$2,725,755
GENSTAR CAPITAL VIII LPOther Service Provider$2,708,708$2,708,708
GREENBRIAR SLP V LPOther Service Provider$2,674,007$2,674,007
OAKTREE CAPITAL MANAGEMENT LPOther Service Provider$110,683$2,302,279$2,412,962
INNOVATUS CAPITAL PARTNERS LLCOther Service Provider$2,406,430$2,406,430
SUMMIT PARTNERS GE XI LPOther Service Provider$2,392,347$2,392,347
GREENBRIAR EQUITY GROUP LPOther Service Provider$2,387,185$2,387,185
ENCAP EQUITY FUND IX GP LPOther Service Provider$2,315,169$2,315,169
TA ASSOCIATES SDF IV GP LPOther Service Provider$2,218,877$2,218,877
HARVEST ASSOCIATES VIII LPOther Service Provider$2,218,278$2,218,278
APAX PARTNERS LLPOther Service Provider$2,180,383$2,180,383
THOMA BRAVO ADVISERS LPOther Service Provider$2,136,146$2,136,146
TRUCKER HUSS APCERISA Attorney$2,061,800$2,061,800
HUDSON ADVISORS LPOther Service Provider$2,013,415$2,013,415
WINDJAMMER MANAGEMENT PARTNERS LPOther Service Provider$2,000,000$2,000,000
ALCENTRA LTDOther Service Provider$1,999,449$1,999,449
THOMA BRAVO CREDIT PARTNERS II LPOther Service Provider$1,935,757$1,935,757
WHITE OAK GLOBAL ADVISORS LLCOther Service Provider$1,734,097$1,734,097
TRILANTIC CAPITAL MANAGEMENT LPOther Service Provider$1,671,040$1,671,040
ONEX PARTNERS V GP LPOther Service Provider$1,643,005$1,643,005
OWL ROCK DIVERSIFIED ADVISORS LLCOther Service Provider$1,614,747$1,614,747
MC CREDIT ASSOCIATES LPOther Service Provider$1,595,145$1,595,145
GOLDMAN SACHS & COInvestment Advisor$1,570,906$1,570,906
MC CREDIT PARTNERS LPOther Service Provider$1,527,660$1,527,660
WATERFALL ASSET MANAGEMENT LLCOther Service Provider$1,504,391$1,504,391
GREENBRIAR SLP IV LPOther Service Provider$1,470,482$1,470,482
AUDAX MEZZANINE BUSINESS V LPOther Service Provider$1,446,581$1,446,581
GROSVENOR CAPITAL MANAGEMENT LPOther Service Provider$1,428,597$1,428,597
WINDJAMMER CAPITAL INVESTORS V LPOther Service Provider$1,426,366$1,426,366
FREEMAN SPOGLI MANAGEMENT CO LPOther Service Provider$1,415,522$1,415,522
DAWSON PARTNERS 5 GP INCOther Service Provider$1,400,000$1,400,000
GREENBRIAR EQUITY CAPITAL IV LPOther Service Provider$1,388,421$1,388,421
AUDAX PRIVATE EQUITY BUSINESS VIIOther Service Provider$1,261,534$1,261,534
GREENBRIAR EQUITY CAPITAL VI LPOther Service Provider$1,205,414$1,205,414
CENTERBRIDGE ADVISORS IV LLCOther Service Provider$1,187,049$1,187,049
SILVER LAKE ALPINE MGMT CO II LLCOther Service Provider$1,165,348$1,165,348
LONE STAR PARTNERS IX LPOther Service Provider$1,152,151$1,152,151
BLACKSTONE ALT CREDIT ADVISORS LPOther Service Provider$1,146,820$1,146,820
DAWSON PARTNERS INCOther Service Provider$1,140,101$1,140,101
JP MORGAN CLEARING CORPRecordkeeper$1,098,876$1,098,876
JP MORGAN INVESTMENT MANAGEMENT INCRecordkeeper$1,092,716$1,092,716
UNIGESTION US LTDOther Service Provider$1,061,932$1,061,932
AUDAX MANAGEMENT COMPANY LLCOther Service Provider$1,033,834$1,033,834
CENTERBRIDGE ASSOCIATES IV LPOther Service Provider$1,027,983$1,027,983
AEA INVESTORS LPOther Service Provider$919,086$919,086
CENTERBRIDGE ADVISORS III LLCOther Service Provider$910,586$910,586
CLAYTON DUBILIER & RICE LLCOther Service Provider$824,294$824,294
OMI MANAGEMENT US LIMITED PARTNEROther Service Provider$804,918$804,918
REID BALLEW & LEAHY LLPOther Service Provider$790,098$790,098
UBS INTL INFRASTRUCTURE FD GP CAYOther Service Provider$776,915$776,915
CLEARLAKE CAPITAL MGMT OPP III LPOther Service Provider$729,917$729,917
THE BANK OF NEW YORK MELLONOther Service Provider$724,812$724,812
GENERAL ATLANTIC GP 2017 LLCOther Service Provider$710,668$710,668
ENERVEST LTDOther Service Provider$707,299$707,299
MILLIMAN INCRecordkeeper$706,979$706,979
ALCENTRA EDLOther Service Provider$689,627$689,627
LONE STAR GLOBAL ACQUISITIONS LTDOther Service Provider$683,481$683,481
APOGEM CAPITAL LLCRecordkeeper$643,769$643,769
OSI DIGITAL INCOther Service Provider$631,653$631,653
MD SASS INVESTORS SERVICES INCOther Service Provider$628,904$628,904
CITIGROUP GLOBAL MARKETS INCRecordkeeper$604,824$604,824
GOLDPOINT PTNS SEL MGR IV GENPAR LPOther Service Provider$603,088$603,088
WITHUMSMITH+BROWN PCAuditor$592,976$592,976
SENTINEL CAPITAL PARTNERS LLCRecordkeeper$551,590$551,590
PARTNERS GROUP USA INCOther Service Provider$550,041$550,041
TA ASSOCIATES MANAGEMENT LPOther Service Provider$547,543$547,543
WP COREALPHA GP VI LLCOther Service Provider$545,304$545,304
TRANSAMERICA PREMIER LIFE INSURANCERecordkeeper$533,370$533,370
GENSTAR CAPITAL XI LPOther Service Provider$505,027$505,027
AYOCA AGOther Service Provider$488,463$488,463
DAWSON PARTNERS ASSOCIATES 5 LPOther Service Provider$485,511$485,511
PF SCHMIDT CONSULTING LLCOther Service Provider$482,160$482,160
EIG GLOBAL PRIVATE DEBT FUND GP LLCOther Service Provider$446,153$446,153
KPS INVESTORS V LPOther Service Provider$432,109$432,109
THE UNION LABOR LIFE INSURANCE CORecordkeeper$354,961$64,775$419,736
MONARCH ALTERNATIVE CAPITAL LPOther Service Provider$417,349$417,349
CHUCK MACK & ASSOC CO-CHAIR COMPOther Service Provider$413,121$413,121
ACOYA INVEST LIMITEDOther Service Provider$396,433$396,433
PANTHEON VENTURES US LPOther Service Provider$387,420$387,420
RICK PORTER CONSULTING COCHAIR COMPOther Service Provider$335,208$335,208
GREENBRIAR EQUITY CAPITAL III LPOther Service Provider$329,320$329,320
BLACKROCK INSTITUTIONAL TRUST COOther Service Provider$278,733$9,978$288,711
PARTNERS GROUP CAYMAN MANAGEMENT IIOther Service Provider$278,969$278,969
PE GLOBAL LLCOther Service Provider$265,841$265,841
LAW OFFICE OF JEFF MINZEL PLLCOther Service Provider$265,305$265,305
S & A HORN LIMITEDInvestment Advisor$181$257,767$257,948
AUDAX PRIVATE EQUITY BUSINESS V LPOther Service Provider$243,355$243,355
RBC CAPITAL MARKETS LLCRecordkeeper$242,493$242,493
CHUCK MACK & ASSOC-COCHR OFF EXPOther Service Provider$229,823$229,823
ABRACADABRA PRINTING INCOther Service Provider$201,589$201,589
PM PACKAGINGOther Service Provider$188,279$188,279
AEA INVESTORS PARTNERS VII LPOther Service Provider$174,944$174,944
BARCLAYS CAPITAL INCOther Service Provider$163,636$163,636
ARROWSTREET CAPITAL LPOther Service Provider$148,972$148,972
WP GLOBAL PARTNERS INCOther Service Provider$129,302$129,302
SOLID OBJECT SOFTWARE LLCOther Service Provider$128,350$128,350
EIG CREDIT MANAGEMENT COMPANY LLCOther Service Provider$118,332$118,332
RICK PORTER CONSULTING COCHR OF EXPOther Service Provider$117,705$117,705
BANK OF AMERICA CORP NCOther Service Provider$116,620$116,620
GI GP IV LPOther Service Provider$109,484$109,484
COVINGTON & BURLING LLPERISA Attorney$105,428$105,428
MORGAN STANLEY & CO INC NYRecordkeeper$95,794$95,794
IMAGE ACCESS CORPOther Service Provider$87,332$87,332
LEXISNEXIS RISK SOLUTIONS FL INCOther Service Provider$86,994$86,994
ROBERT F MAY COMPANYOther Service Provider$85,800$85,800
LOOMIS SAYLES & COMPANY LPOther Service Provider$83,497$83,497
SCMSLP LLCOther Service Provider$83,378$83,378
HARBOURVEST PARTNERS LPOther Service Provider$74,625$74,625
WELLINGTON MANAGEMENT COMPANY LLPOther Service Provider$35,834$35,178$71,012
DELL MARKETING LPOther Service Provider$70,053$70,053
INSIGHT DIRECT USA INCOther Service Provider$67,725$67,725
CRESCENT MEZZANINE VI LLCOther Service Provider$66,308$66,308
DAWSON PARTNERS ASSOCIATES 4 LPOther Service Provider$66,308$66,308
PACIFIC INVESTMENT MANAGEMENT COOther Service Provider$63,671$63,671
JP MORGAN SECURITIESRecordkeeper$59,523$59,523
BNY MELLONOther Service Provider$57,245$57,245
THEODORE LIFTMAN INSURANCE INCOther Service Provider$56,998$56,998
WELLS FARGO BANK NAOther Service Provider$55,136$55,136
JEFFERIES & CO INCOther Service Provider$49,155$49,155
WP COREALPHA CO-INVESTMENT GP IV LLOther Service Provider$46,987$46,987
STRATIFY INCOther Service Provider$45,901$45,901
TRILANTIC CAPITAL PTNRS ASSOC V LPOther Service Provider$44,399$44,399
RICK E PORTEROther Service Provider$39,447$39,447
CRESCENT CAPITAL GROUP LPOther Service Provider$34,702$34,702
INVESCO TRUST COMPANYOther Service Provider$29,327$29,327
PUSA VIII GP LLCOther Service Provider$28,945$28,945
LONE STAR RES MORT PARTNERS IOther Service Provider$26,109$26,109
JEFF A CARLSENCustodian / Trustee$25,763$25,763
TRIVISTA BUSINESS GROUP INCOther Service Provider$24,972$24,972
GOLDPOINT PTS SEL MGR III GENPAR LPOther Service Provider$24,349$24,349
LANDMARK EQUITY ADVISORS LLCOther Service Provider$24,107$24,107
ROBERT L HUTCHISONCustodian / Trustee$23,572$23,572
NORTH PIER FIDUCIARY MANAGEMENT LLCOther Service Provider$22,000$22,000
WEST PUBLISHING CORPORATIONOther Service Provider$20,850$20,850
MORGAN STANLEY AND CO LLC NYOther Service Provider$20,091$20,091
JASON RABINOWITZCustodian / Trustee$14,663$14,663
DARIN TOROSIANCustodian / Trustee$14,088$14,088
JOSEPH F HODGECustodian / Trustee$13,754$13,754
CHRIS LANGANCustodian / Trustee$13,156$13,156
ROBERT E WRIGHTSONCustodian / Trustee$12,879$12,879
RICK HICKSCustodian / Trustee$12,875$12,875
ANDREW SWEETCustodian / Trustee$11,918$11,918
LANGUAGE LINE SERVICES INCOther Service Provider$11,723$11,723
BEESON TAYER & BODINE APCERISA Attorney$11,465$11,465
MIZUHO SECURITIES USA INC NEW YORKOther Service Provider$11,437$11,437
WELLS FARGO SECURITIES LLCOther Service Provider$11,052$11,052
SAMANTHA KANTAKCustodian / Trustee$10,945$10,945
JOHN BOUCHARDCustodian / Trustee$10,517$10,517
ROBERT LINDSAY MARSHALLCustodian / Trustee$10,231$10,231
KEYBANC CAPITAL MARKETSOther Service Provider$10,093$10,093
JAMES R HAMCustodian / Trustee$9,867$9,867
SPENCER HOGUECustodian / Trustee$9,762$9,762
VERITAS TECHNOLOGIES LLCOther Service Provider$9,552$9,552
THOMAS VINCZE MEDIAOther Service Provider$9,200$9,200
SOFTCHOICE CORPOther Service Provider$9,000$9,000
GLACIER STENOGRAPHIC REPORTERS INCOther Service Provider$8,793$8,793
KEEFE BRUYETTE & WOODS INC NEW YORKOther Service Provider$8,454$8,454
KAYE-SMITH ENTERPRISES INCOther Service Provider$8,341$8,341
LOURDES GARCIACustodian / Trustee$8,274$8,274
UBS SECURITIES LLCOther Service Provider$8,162$8,162
BTIG LLCOther Service Provider$7,913$7,913
BRENT R BOHNCustodian / Trustee$7,895$7,895
DOCUSIGN INCOther Service Provider$7,505$7,505
PAUL MILLER CONSULTINGOther Service Provider$7,433$7,433
ERIC GOULDSBERRY ART DIRECTIONOther Service Provider$7,269$7,269
BERNSTEIN SANFORD & COOther Service Provider$6,820$6,820
MARK DAVISONCustodian / Trustee$5,643$5,643
COPYFREE TECHNOLOGY INCOther Service Provider$5,446$5,446

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $479,274,214
  • Estimated Expense Ratio: 0.850% 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$584,961,091$339,723,985$78,585,867$591,225
2023$615,812,777$366,157,750$77,222,351$518,039
2022$526,358,469$355,242,863$89,489,595$7,188,688

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