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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 231,353 | $56.4B | $2.6B | $0 |
| 2023 | 231,156 | $57.4B | $2.6B | $0 |
| 2022 | 229,511 | $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 INC | NONE | $86,336,155 | — | $86,336,155 |
| PRUDENTIAL INSURANCE CO | NONE | $32,491,179 | — | $32,491,179 |
| BLACKSTONE INFR ASSOCIATES LP | NONE | — | $31,213,037 | $31,213,037 |
| THOMA BRAVO UGP | NONE | — | $22,425,816 | $22,425,816 |
| IFM INVESTORS PTY LTD | NONE | — | $18,727,091 | $18,727,091 |
| ENCAP EQUITY FUND XI GP LP | NONE | — | $15,466,747 | $15,466,747 |
| PGIM INC | NONE | $13,284,701 | — | $13,284,701 |
| BLACKSTONE INFR ADVISORS LLC | NONE | — | $11,128,519 | $11,128,519 |
| ALAN D BILLER & ASSOCIATES INC | NONE | $11,110,604 | — | $11,110,604 |
| ENCAP EQUITY FUND X GP LP | NONE | — | $7,688,114 | $7,688,114 |
| ARES MANAGEMENT LLC | NONE | — | $7,559,467 | $7,559,467 |
| UBS REALTY INVESTORS LLC | NONE | $7,479,551 | — | $7,479,551 |
| CAMDEN ASSET MANAGEMENT LP | NONE | $6,525,000 | $65,747 | $6,590,747 |
| TENNENBAUM CAPITAL PARTNERS LLC | NONE | — | $6,048,747 | $6,048,747 |
| LONE STAR PARTNERS XI LP | NONE | — | $5,957,732 | $5,957,732 |
| GENSTAR CAPITAL IX LP | NONE | — | $5,950,620 | $5,950,620 |
| GI GP VI LP | NONE | — | $5,745,272 | $5,745,272 |
| GI GP V LP | NONE | — | $5,605,145 | $5,605,145 |
| GENSTAR CAPITAL PARTNERS LLC | NONE | — | $5,528,332 | $5,528,332 |
| AUDAX CREDIT OPPORTUNITIES BUSINESS | NONE | — | $5,090,494 | $5,090,494 |
| SUMMIT PARTNERS GE IX LP | NONE | — | $4,970,260 | $4,970,260 |
| GENERAL ATLANTIC SERVICE CO LP | NONE | — | $4,950,068 | $4,950,068 |
| FOREST INVESTMENT ASSOCIATES LP | NONE | $4,929,892 | — | $4,929,892 |
| INSIGHT ASSOCIATES OPPORTUNITIES I | NONE | — | $4,749,737 | $4,749,737 |
| GI MANAGER LP | NONE | — | $4,630,415 | $4,630,415 |
| GSO CAPITAL OPP ASSOCIATES IV LP | NONE | — | $4,226,032 | $4,226,032 |
| AUDAX MANAGEMENT COMPANY NY LLC | NONE | — | $4,163,663 | $4,163,663 |
| SUMMIT PARTNERS GE X LP | NONE | — | $3,706,116 | $3,706,116 |
| LONE STAR PARTNERS X LP | NONE | — | $3,569,241 | $3,569,241 |
| MANULIFE INV MGMT TIMBER & AG | NONE | $3,425,075 | — | $3,425,075 |
| ORACLE AMERICA INC | NONE | $3,333,813 | — | $3,333,813 |
| GENERAL ATLANTIC GP 2021 LLC | NONE | — | $3,276,343 | $3,276,343 |
| NEW MOUNTAIN FINANCE ADVSRS BDC LLC | NONE | — | $3,224,939 | $3,224,939 |
| WP GLOBAL PARTNERS LLC | NONE | — | $3,190,059 | $3,190,059 |
| HARVEST PARTNERS LP | NONE | — | $2,895,525 | $2,895,525 |
| ULLICO INVESTMENT ADVISORS INC | NONE | — | $2,829,654 | $2,829,654 |
| INSIGHT VENTURE MANAGEMENT LLC | NONE | — | $2,764,888 | $2,764,888 |
| EIG MANAGEMENT COMPANY LLC | NONE | — | $2,725,755 | $2,725,755 |
| GENSTAR CAPITAL VIII LP | NONE | — | $2,708,708 | $2,708,708 |
| GREENBRIAR SLP V LP | NONE | — | $2,674,007 | $2,674,007 |
| OAKTREE CAPITAL MANAGEMENT LP | NONE | $110,683 | $2,302,279 | $2,412,962 |
| INNOVATUS CAPITAL PARTNERS LLC | NONE | — | $2,406,430 | $2,406,430 |
| SUMMIT PARTNERS GE XI LP | NONE | — | $2,392,347 | $2,392,347 |
| GREENBRIAR EQUITY GROUP LP | NONE | — | $2,387,185 | $2,387,185 |
| ENCAP EQUITY FUND IX GP LP | NONE | — | $2,315,169 | $2,315,169 |
| TA ASSOCIATES SDF IV GP LP | NONE | — | $2,218,877 | $2,218,877 |
| HARVEST ASSOCIATES VIII LP | NONE | — | $2,218,278 | $2,218,278 |
| APAX PARTNERS LLP | NONE | — | $2,180,383 | $2,180,383 |
| THOMA BRAVO ADVISERS LP | NONE | — | $2,136,146 | $2,136,146 |
| TRUCKER HUSS APC | NONE | $2,061,800 | — | $2,061,800 |
| HUDSON ADVISORS LP | NONE | — | $2,013,415 | $2,013,415 |
| WINDJAMMER MANAGEMENT PARTNERS LP | NONE | — | $2,000,000 | $2,000,000 |
| ALCENTRA LTD | NONE | — | $1,999,449 | $1,999,449 |
| THOMA BRAVO CREDIT PARTNERS II LP | NONE | — | $1,935,757 | $1,935,757 |
| WHITE OAK GLOBAL ADVISORS LLC | NONE | $1,734,097 | — | $1,734,097 |
| TRILANTIC CAPITAL MANAGEMENT LP | NONE | — | $1,671,040 | $1,671,040 |
| ONEX PARTNERS V GP LP | NONE | — | $1,643,005 | $1,643,005 |
| OWL ROCK DIVERSIFIED ADVISORS LLC | NONE | — | $1,614,747 | $1,614,747 |
| MC CREDIT ASSOCIATES LP | NONE | — | $1,595,145 | $1,595,145 |
| GOLDMAN SACHS & CO | NONE | $1,570,906 | — | $1,570,906 |
| MC CREDIT PARTNERS LP | NONE | — | $1,527,660 | $1,527,660 |
| WATERFALL ASSET MANAGEMENT LLC | NONE | — | $1,504,391 | $1,504,391 |
| GREENBRIAR SLP IV LP | NONE | — | $1,470,482 | $1,470,482 |
| AUDAX MEZZANINE BUSINESS V LP | NONE | — | $1,446,581 | $1,446,581 |
| GROSVENOR CAPITAL MANAGEMENT LP | NONE | — | $1,428,597 | $1,428,597 |
| WINDJAMMER CAPITAL INVESTORS V LP | NONE | — | $1,426,366 | $1,426,366 |
| FREEMAN SPOGLI MANAGEMENT CO LP | NONE | — | $1,415,522 | $1,415,522 |
| DAWSON PARTNERS 5 GP INC | NONE | — | $1,400,000 | $1,400,000 |
| GREENBRIAR EQUITY CAPITAL IV LP | NONE | — | $1,388,421 | $1,388,421 |
| AUDAX PRIVATE EQUITY BUSINESS VII | NONE | — | $1,261,534 | $1,261,534 |
| GREENBRIAR EQUITY CAPITAL VI LP | NONE | — | $1,205,414 | $1,205,414 |
| CENTERBRIDGE ADVISORS IV LLC | NONE | — | $1,187,049 | $1,187,049 |
| SILVER LAKE ALPINE MGMT CO II LLC | NONE | — | $1,165,348 | $1,165,348 |
| LONE STAR PARTNERS IX LP | NONE | — | $1,152,151 | $1,152,151 |
| BLACKSTONE ALT CREDIT ADVISORS LP | NONE | — | $1,146,820 | $1,146,820 |
| DAWSON PARTNERS INC | NONE | — | $1,140,101 | $1,140,101 |
| JP MORGAN CLEARING CORP | NONE | $1,098,876 | — | $1,098,876 |
| JP MORGAN INVESTMENT MANAGEMENT INC | NONE | — | $1,092,716 | $1,092,716 |
| UNIGESTION US LTD | NONE | — | $1,061,932 | $1,061,932 |
| AUDAX MANAGEMENT COMPANY LLC | NONE | — | $1,033,834 | $1,033,834 |
| CENTERBRIDGE ASSOCIATES IV LP | NONE | — | $1,027,983 | $1,027,983 |
| AEA INVESTORS LP | NONE | — | $919,086 | $919,086 |
| CENTERBRIDGE ADVISORS III LLC | NONE | — | $910,586 | $910,586 |
| CLAYTON DUBILIER & RICE LLC | NONE | — | $824,294 | $824,294 |
| OMI MANAGEMENT US LIMITED PARTNER | NONE | — | $804,918 | $804,918 |
| REID BALLEW & LEAHY LLP | NONE | $790,098 | — | $790,098 |
| UBS INTL INFRASTRUCTURE FD GP CAY | NONE | — | $776,915 | $776,915 |
| CLEARLAKE CAPITAL MGMT OPP III LP | NONE | — | $729,917 | $729,917 |
| THE BANK OF NEW YORK MELLON | NONE | $724,812 | — | $724,812 |
| GENERAL ATLANTIC GP 2017 LLC | NONE | — | $710,668 | $710,668 |
| ENERVEST LTD | NONE | — | $707,299 | $707,299 |
| MILLIMAN INC | NONE | $706,979 | — | $706,979 |
| ALCENTRA EDL | NONE | — | $689,627 | $689,627 |
| LONE STAR GLOBAL ACQUISITIONS LTD | NONE | — | $683,481 | $683,481 |
| APOGEM CAPITAL LLC | NONE | — | $643,769 | $643,769 |
| OSI DIGITAL INC | NONE | $631,653 | — | $631,653 |
| MD SASS INVESTORS SERVICES INC | NONE | — | $628,904 | $628,904 |
| CITIGROUP GLOBAL MARKETS INC | NONE | $604,824 | — | $604,824 |
| GOLDPOINT PTNS SEL MGR IV GENPAR LP | NONE | — | $603,088 | $603,088 |
| WITHUMSMITH+BROWN PC | NONE | $592,976 | — | $592,976 |
| SENTINEL CAPITAL PARTNERS LLC | NONE | — | $551,590 | $551,590 |
| PARTNERS GROUP USA INC | NONE | — | $550,041 | $550,041 |
| TA ASSOCIATES MANAGEMENT LP | NONE | — | $547,543 | $547,543 |
| WP COREALPHA GP VI LLC | NONE | — | $545,304 | $545,304 |
| TRANSAMERICA PREMIER LIFE INSURANCE | NONE | $533,370 | — | $533,370 |
| GENSTAR CAPITAL XI LP | NONE | — | $505,027 | $505,027 |
| AYOCA AG | NONE | — | $488,463 | $488,463 |
| DAWSON PARTNERS ASSOCIATES 5 LP | NONE | — | $485,511 | $485,511 |
| PF SCHMIDT CONSULTING LLC | NONE | $482,160 | — | $482,160 |
| EIG GLOBAL PRIVATE DEBT FUND GP LLC | NONE | — | $446,153 | $446,153 |
| KPS INVESTORS V LP | NONE | — | $432,109 | $432,109 |
| THE UNION LABOR LIFE INSURANCE CO | NONE | $354,961 | $64,775 | $419,736 |
| MONARCH ALTERNATIVE CAPITAL LP | NONE | — | $417,349 | $417,349 |
| CHUCK MACK & ASSOC CO-CHAIR COMP | COPR CO-CHAIR/TTEE SVCS | $413,121 | — | $413,121 |
| ACOYA INVEST LIMITED | NONE | — | $396,433 | $396,433 |
| PANTHEON VENTURES US LP | NONE | — | $387,420 | $387,420 |
| RICK PORTER CONSULTING COCHAIR COMP | CORP CO-CHAIR/TTEE SVCS | $335,208 | — | $335,208 |
| GREENBRIAR EQUITY CAPITAL III LP | NONE | — | $329,320 | $329,320 |
| BLACKROCK INSTITUTIONAL TRUST CO | NONE | $278,733 | $9,978 | $288,711 |
| PARTNERS GROUP CAYMAN MANAGEMENT II | NONE | — | $278,969 | $278,969 |
| PE GLOBAL LLC | NONE | — | $265,841 | $265,841 |
| LAW OFFICE OF JEFF MINZEL PLLC | NONE | $265,305 | — | $265,305 |
| S & A HORN LIMITED | NONE | $181 | $257,767 | $257,948 |
| AUDAX PRIVATE EQUITY BUSINESS V LP | NONE | — | $243,355 | $243,355 |
| RBC CAPITAL MARKETS LLC | NONE | $242,493 | — | $242,493 |
| CHUCK MACK & ASSOC-COCHR OFF EXP | CO-CHAIR OFFICE EXPENSE | $229,823 | — | $229,823 |
| ABRACADABRA PRINTING INC | NONE | $201,589 | — | $201,589 |
| PM PACKAGING | NONE | $188,279 | — | $188,279 |
| AEA INVESTORS PARTNERS VII LP | NONE | — | $174,944 | $174,944 |
| BARCLAYS CAPITAL INC | NONE | $163,636 | — | $163,636 |
| ARROWSTREET CAPITAL LP | NONE | $148,972 | — | $148,972 |
| WP GLOBAL PARTNERS INC | NONE | — | $129,302 | $129,302 |
| SOLID OBJECT SOFTWARE LLC | NONE | $128,350 | — | $128,350 |
| EIG CREDIT MANAGEMENT COMPANY LLC | NONE | — | $118,332 | $118,332 |
| RICK PORTER CONSULTING COCHR OF EXP | CO-CHAIR OFFICE EXPENSE | $117,705 | — | $117,705 |
| BANK OF AMERICA CORP NC | NONE | $116,620 | — | $116,620 |
| GI GP IV LP | NONE | — | $109,484 | $109,484 |
| COVINGTON & BURLING LLP | NONE | $105,428 | — | $105,428 |
| MORGAN STANLEY & CO INC NY | NONE | $95,794 | — | $95,794 |
| IMAGE ACCESS CORP | NONE | $87,332 | — | $87,332 |
| LEXISNEXIS RISK SOLUTIONS FL INC | Other Service Provider | $86,994 | — | $86,994 |
| ROBERT F MAY COMPANY | NONE | $85,800 | — | $85,800 |
| LOOMIS SAYLES & COMPANY LP | NONE | $83,497 | — | $83,497 |
| SCMSLP LLC | NONE | — | $83,378 | $83,378 |
| HARBOURVEST PARTNERS LP | NONE | — | $74,625 | $74,625 |
| WELLINGTON MANAGEMENT COMPANY LLP | NONE | $35,834 | $35,178 | $71,012 |
| DELL MARKETING LP | NONE | $70,053 | — | $70,053 |
| INSIGHT DIRECT USA INC | NONE | $67,725 | — | $67,725 |
| CRESCENT MEZZANINE VI LLC | NONE | — | $66,308 | $66,308 |
| DAWSON PARTNERS ASSOCIATES 4 LP | NONE | — | $66,308 | $66,308 |
| PACIFIC INVESTMENT MANAGEMENT CO | NONE | — | $63,671 | $63,671 |
| JP MORGAN SECURITIES | NONE | $59,523 | — | $59,523 |
| BNY MELLON | NONE | $57,245 | — | $57,245 |
| THEODORE LIFTMAN INSURANCE INC | NONE | — | $56,998 | $56,998 |
| WELLS FARGO BANK NA | NONE | $55,136 | — | $55,136 |
| JEFFERIES & CO INC | NONE | $49,155 | — | $49,155 |
| WP COREALPHA CO-INVESTMENT GP IV LL | NONE | — | $46,987 | $46,987 |
| STRATIFY INC | NONE | $45,901 | — | $45,901 |
| TRILANTIC CAPITAL PTNRS ASSOC V LP | NONE | — | $44,399 | $44,399 |
| RICK E PORTER | COPR CO-CHAIR/TTEE SVCS | $39,447 | — | $39,447 |
| CRESCENT CAPITAL GROUP LP | NONE | — | $34,702 | $34,702 |
| INVESCO TRUST COMPANY | NONE | $29,327 | — | $29,327 |
| PUSA VIII GP LLC | NONE | — | $28,945 | $28,945 |
| LONE STAR RES MORT PARTNERS I | NONE | — | $26,109 | $26,109 |
| JEFF A CARLSEN | EMPLOYER TRUSTEE | $25,763 | — | $25,763 |
| TRIVISTA BUSINESS GROUP INC | NONE | — | $24,972 | $24,972 |
| GOLDPOINT PTS SEL MGR III GENPAR LP | NONE | — | $24,349 | $24,349 |
| LANDMARK EQUITY ADVISORS LLC | NONE | — | $24,107 | $24,107 |
| ROBERT L HUTCHISON | EMPLOYER TRUSTEE | $23,572 | — | $23,572 |
| NORTH PIER FIDUCIARY MANAGEMENT LLC | NONE | $22,000 | — | $22,000 |
| WEST PUBLISHING CORPORATION | NONE | $20,850 | — | $20,850 |
| MORGAN STANLEY AND CO LLC NY | NONE | $20,091 | — | $20,091 |
| JASON RABINOWITZ | UNION TRUSTEE | $14,663 | — | $14,663 |
| DARIN TOROSIAN | EMPLOYER TRUSTEE | $14,088 | — | $14,088 |
| JOSEPH F HODGE | EMPLOYER TRUSTEE | $13,754 | — | $13,754 |
| CHRIS LANGAN | EMPLOYER TRUSTEE | $13,156 | — | $13,156 |
| ROBERT E WRIGHTSON | EMPLOYER TRUSTEE | $12,879 | — | $12,879 |
| RICK HICKS | UNION TRUSTEE | $12,875 | — | $12,875 |
| ANDREW SWEET | EMPLOYER TRUSTEE | $11,918 | — | $11,918 |
| LANGUAGE LINE SERVICES INC | NONE | $11,723 | — | $11,723 |
| BEESON TAYER & BODINE APC | NONE | $11,465 | — | $11,465 |
| MIZUHO SECURITIES USA INC NEW YORK | NONE | $11,437 | — | $11,437 |
| WELLS FARGO SECURITIES LLC | NONE | $11,052 | — | $11,052 |
| SAMANTHA KANTAK | UNION TRUSTEE | $10,945 | — | $10,945 |
| JOHN BOUCHARD | UNION TRUSTEE | $10,517 | — | $10,517 |
| ROBERT LINDSAY MARSHALL | EMPLOYER TRUSTEE | $10,231 | — | $10,231 |
| KEYBANC CAPITAL MARKETS | NONE | $10,093 | — | $10,093 |
| JAMES R HAM | EMPLOYER TRUSTEE | $9,867 | — | $9,867 |
| SPENCER HOGUE | UNION TRUSTEE | $9,762 | — | $9,762 |
| VERITAS TECHNOLOGIES LLC | NONE | $9,552 | — | $9,552 |
| THOMAS VINCZE MEDIA | NONE | $9,200 | — | $9,200 |
| SOFTCHOICE CORP | NONE | $9,000 | — | $9,000 |
| GLACIER STENOGRAPHIC REPORTERS INC | NONE | $8,793 | — | $8,793 |
| KEEFE BRUYETTE & WOODS INC NEW YORK | NONE | $8,454 | — | $8,454 |
| KAYE-SMITH ENTERPRISES INC | NONE | $8,341 | — | $8,341 |
| LOURDES GARCIA | UNION TRUSTEE | $8,274 | — | $8,274 |
| UBS SECURITIES LLC | NONE | $8,162 | — | $8,162 |
| BTIG LLC | NONE | $7,913 | — | $7,913 |
| BRENT R BOHN | EMPLOYER TRUSTEE | $7,895 | — | $7,895 |
| DOCUSIGN INC | NONE | $7,505 | — | $7,505 |
| PAUL MILLER CONSULTING | NONE | — | $7,433 | $7,433 |
| ERIC GOULDSBERRY ART DIRECTION | NONE | $7,269 | — | $7,269 |
| BERNSTEIN SANFORD & CO | NONE | $6,820 | — | $6,820 |
| MARK DAVISON | UNION TRUSTEE | $5,643 | — | $5,643 |
| COPYFREE TECHNOLOGY INC | Other Service Provider | $5,446 | — | $5,446 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO — NONE
- PGIM INC — NONE
- ALAN D BILLER & ASSOCIATES INC — NONE
- TRUCKER HUSS APC — NONE
- GOLDMAN SACHS & CO — NONE
- JP MORGAN CLEARING CORP — NONE
- JP MORGAN INVESTMENT MANAGEMENT INC — NONE
- MILLIMAN INC — NONE
- APOGEM CAPITAL LLC — NONE
- CITIGROUP GLOBAL MARKETS INC — NONE
- WITHUMSMITH+BROWN PC — NONE
- SENTINEL CAPITAL PARTNERS LLC — NONE
- TRANSAMERICA PREMIER LIFE INSURANCE — NONE
- THE UNION LABOR LIFE INSURANCE CO — NONE
- S & A HORN LIMITED — NONE
- RBC CAPITAL MARKETS LLC — NONE
- COVINGTON & BURLING LLP — NONE
- MORGAN STANLEY & CO INC NY — NONE
- JP MORGAN SECURITIES — NONE
- BEESON TAYER & BODINE APC — NONE
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 |