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Original filing (PDF)20250404202504NAL0020515328001
BOARD OF TRUSTEES, PACIFIC COAST BENEFITS TRUST FUND
Form 5500
FILING_RECEIVED
PACIFIC COAST BENEFITS TRUST FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
49,727
Accounts w/ balance
0
Plan assets (EOY)
$786.3M
Net assets (EOY)
$783.7M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 826% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, PACIFIC COAST BENEFITS TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, PACIFIC COAST BENEFITS TRUST FUND
EIN
91-1032878
Address
2323 EASTLAKE AVE E · SEATTLE, WA · 98102
Phone
(206) 329-4900
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS INC | 91-0680697 | — | NONE | $2.8M | — |
| WASHINGTON CAPITAL MANAGEMENT, INC | 91-1042342 | — | NONE | $762K | — |
| ALLSPRING GLOBAL INVESTMENTS | 94-1347393 | — | NONE | $248K | — |
| WILMINGTON TRUST, NA | 16-1486454 | — | NONE | $157K | — |
| MAIL ADVERTISING BUREAU | — | KENT, WA | NONE | $137K | — |
| ABRACADABRA | — | TUKWILA, WA | NONE | $118K | — |
| ALAN BILLER & ASSOCIATES | 94-2854958 | — | NONE | $85K | — |
| WELLS FARGO BANK | 94-1347393 | — | NONE | $29K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $26K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $26K | — |
| REID MCCARTHY BALLEW & LEAHY | 91-0749971 | — | NONE | $26K | — |
| RAEL & LETSON | 91-1701048 | — | NONE | $6K | — |
| PROPEL INSURANCE | 91-0830024 | — | NONE | $0 | — |
Investments
2 pooled funds· $361.1M(46% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
103-12 Investment Entity
$239.5M
1 holding
Common Collective Trust
$121.6M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WA CAPITAL JOINT MASTER TRUST WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $239.5M | 30.5% |
| RUSSELL 3000 INDEX NL FUND BLACKROCK INSTITUTIONAL TRUST CO · EIN 26-4299518 / PN 001 | Common Collective Trust | $121.6M | 15.5% |