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TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUND

EIN 51-0155190-Construction-Latest filing 2024
Plans
2
Retirement
2
$978.6M assets
Welfare
0
Participants
13,955
7180 KOLL CENTER PARKWAY, #200 - PLEASANTON, CA 945663184800-320-0184
Plans on this EIN
2 filings
#001TraditionalDB-$491.7M - 5,738 part#002MoneyPurchase-$486.9M - 8,217 part

Retirement portfolio analytics

2 plans aggregated / $978.6M assets / 13,955 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • ALLIED WORKERS' PENSION (#001)50%
  • INDIVIDUAL ACCOUNT PLAN (#002)50%
Total $978.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
50%top
  • (Not disclosed)50%
  • GREAT-WEST LIFE & ANNUITY INSURANCE50%
Total $978.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INDIVIDUAL ACCOUNT PLAN (#002)8,217
  • ALLIED WORKERS' PENSION (#001)5,738
Total 13,955Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN

TraditionalDB

Assets$491.7M
Participants5,738
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN

MoneyPurchase

Assets$486.9M
Participants8,217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLANTraditionalDB$491.7M5,7382024
002WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLANMoneyPurchase$486.9M8,2172024
Retirement plans
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