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Original filing (PDF)20250414170243NAL0000929491002

WASHINGTON CAPITAL MANAGEMENT, INC.

Form 5500
FILING_RECEIVED
WASHINGTON CAPITAL JOINT MASTER TRUST
Pooled investment trusta fund that other plans invest in — not a participant plan
Signals · 1
28 service providers
Active participants
Accounts w/ balance
Plan assets (EOY)
$4.7B
Net assets (EOY)
$4.7B
How this plan invests
106 plans
invest in this fund
This trust
pooled vehicle
Underlying securities
on this filing

This is a pooled fund: many plans invest in it, and it holds the underlying securities.

Master trust / DFE filing
Pooled investment vehicle

This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.

Pooled assets (EOY)
$4.7B
Net assets (EOY)
$4.7B
Participating plans
106
latest filings citing this trust
Cited interest
$4.5B
across citing plans' latest filings

Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.

Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.

Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON CAPITAL MANAGEMENT, INC..
Plan sponsor
Name
WASHINGTON CAPITAL MANAGEMENT, INC.
EIN
91-1163419
Address
1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA · 98101
Phone
(206) 382-0825
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
2025-04-14
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

28 rows
Other
28
NameEINLocationRelationDirect compIndirect comp
ALTUS GROUP US INC98-0602321N/A$750K
WASHINGTON CAPITAL MANAGEMENT, INC91-1042342FUND MANAGER$591K
BANK OF NEW YORK MELLON TRUST CO95-3571558N/A$519K
COMMERCE BANK OF WA81-0189025N/A$476K
SCHUTTS & BOWEN LLP59-0447122N/A$344K
CHATHAM FINANCIAL23-2659499N/A$204K
HARBOR GROUP INTERNATIONAL LLC54-1934716N/A$152K
NATIONAL VALUATION CONSULTANTS, INC84-1181072N/A$36K
CSC51-0009810N/A$34K
NEWMARK KNIGHT & FRANK82-2920891N/A$33K
CBRE, INC.95-2743174N/A$30K
COLLIERS INTERNATIONAL VALUATION41-2227433N/A$27K
AEI CONSULTANTS68-0288965N/A$27K
MCNAUL EBEL NAWROT91-1692557N/A$26K
JACOBSON JARVIS CPA91-2011386N/A$14K
LERNER & HOLMES PC04-3407552N/A$14K
MOSS ADAMS LLP91-0189318N/A$13K
BBG, INC47-3942404N/A$10K
JLL VALUATION & ADVISORY SERVICES81-3802842N/A$10K
POLSINELLI LLP43-1064260N/A$9K
PARTNER ENGINEERING AND SCIENCE, IN20-8264379N/A$9K
CUSHMAN & WAKEFIELD OF WA INC.13-2696654N/A$7K
PARTNER VALUATION ADVISORS88-3351652N/A$7K
INTEGRA REALTY RESOURCES36-4186033N/A$6K
HILLIS CLARK MARTIN & PETERSON91-0870796N/A$6K
COGENCY GLOBAL13-3246732N/A$5K
FOSTER GARVEY PC91-0876461N/A$5K
BREAKPOINT ADVISORS LLC43-1064261N/A$5K

Investments

This filing is a master trust (Direct Filing Entity). It reports the full pooled balance on Schedule H; the line-item Schedule of Assets attached to its PDF has not yet been parsed by our offline pipeline.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.