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401(k) Retirement Plan · Active

WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN

WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES·EIN 916145047
2323 EASTLAKE AVE E · SEATTLE, WA 981023305
Plan year
2024
Plan #
001
Industry
Filing ACK
202509301143…
Prospect flagsNo flags tripped

Summary metrics

Total assets (EOY)
$56410.5M
$0 per participant
Active participants
639,222
56.4% participation
Participation rate
56.4%
5th percentile
Annual return
-0.29%
3rd percentile
Admin expense
2.87%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 0Watched years: 0
Section 02

How this plan compares

Peer groupIndustry48, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $00th pctile
  • Employer contribution
    $11,44276th pctile
  • Participation rate
    56.4%5th pctile
  • Assets per participant
    $00th pctile
  • Expense efficiency
    $2,5280th pctile
  • Annual return
    -0.29%3rd pctile
Overall peer rank

Averaged across 6 normalized metrics within the selected peer group.

Fee trend
Return trend
Section 03

10-year trajectory2021 - 2024

How plan year 2024 played out
Asset flow
-$976.82M
Start of year to end of year
Section 04

Asset composition

End-of-year allocation
Cash drag vs peers
Section 04

Service providers

Top 10 of 50 by compensation
ProviderService typeCompensation
NORTHWEST ADMINISTRATORS INC
Service code 12
Claims processing; Recordkeeping and ...
$86,336,155
PRUDENTIAL INSURANCE CO
Service code 13
Contract Administrator
$32,491,179
BLACKSTONE INFR ASSOCIATES LP
Service code 52
Indirect Investment Fees
$31,213,037
THOMA BRAVO UGP
Service code 52
Indirect Investment Fees
$22,425,816
IFM INVESTORS PTY LTD
Service code 52
Indirect Investment Fees
$18,727,091
ENCAP EQUITY FUND XI GP LP
Service code 52
Indirect Investment Fees
$15,466,747
PGIM INC
Service code 28
Investment Management
$13,284,701
BLACKSTONE INFR ADVISORS LLC
Service code 52
Indirect Investment Fees
$11,128,519
ALAN D BILLER & ASSOCIATES INC
Service code 27
Advisory (Plan)
$11,110,604
ENCAP EQUITY FUND X GP LP
Service code 52
Indirect Investment Fees
$7,688,114
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes1B
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
Contributions
Employer total$2,647,240,015
Participant total$0
Employer / P$11,442
Participant / P$0
Expenses
Admin expenses$584,961,091
Per participant$2,528.44
% of assets1.04%
Fidelity bond
Coverage amount$20,000,000
% of assets0.04%Below ERISA §412 10% minimum
Section 06

Other plans under this sponsor

Same EIN ·916145047
No other plans under this sponsor
Only this plan is filed under the sponsor's EIN.