Back to filter
Original filing (PDF)20250616192505NAL0000564051001
BOARD OF TRUSTEES, WESTERN TEAMSTERS WELFARE TRUST
Form 5500
FILING_RECEIVED
WESTERN TEAMSTERS WELFARE TRUST
Health & welfare plan
Signals · 3
~274 bps in Sched C feesNo recordkeeper disclosed25 service providers
Active participants
2,239
Accounts w/ balance
—
Plan assets (EOY)
$172.3M
Net assets (EOY)
$154.3M
How this plan invests
This plan
1 collective trust
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
- 274 bps in Schedule C fees — 2636% above peer band of 10 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, WESTERN TEAMSTERS WELFARE TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES, WESTERN TEAMSTERS WELFARE TRUST
EIN
91-6033601
Address
225 S LAKE AVE STE 1200 · PASADENA, CA · 91101
Phone
(626) 463-6041
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
25 rowsTrustee
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRICK D KELLY | — | PASADENA, CA | TRUSTEE | $10K | — |
| PETE ROKICH | — | PASADENA, CA | TRUSTEE | $7K | — |
| DOUG RUYGROK | — | PASADENA, CA | TRUSTEE | $5K | — |
| MICHAEL A SIMEONE | — | PASADENA, CA | TRUSTEE | $5K | — |
| THOMAS C WALTERS | — | PASADENA, CA | TRUSTEE | $5K | — |
Other
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. | 91-0680697 | — | NONE | $3.0M | — |
| ANTHEM BLUE CROSS | 95-4331852 | — | NONE | $856K | — |
| MILLIMAN | 91-0675641 | — | NONE | $211K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $93K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $88K | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $86K | — |
| J.P. MORGAN INVESTMENT MGMT INC. | 13-3200244 | — | NONE | $61K | — |
| WILMINGTON TRUST, NA | 16-1486454 | — | NONE | $57K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $54K | — |
| ALAN BILLER & ASSOCIATES, INC. | 94-2854958 | — | NONE | $41K | — |
| WELLS FARGO BANK, N.A. | 91-1347393 | — | NONE | $33K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $30K | — |
| SERVICE PRINTING | 91-0830372 | — | NONE | $16K | — |
| K&H PRINTERS | 91-0531929 | — | NONE | $15K | — |
| MEDICAL REVIEW INSTITUTE OF AMERICA | 87-0515201 | — | NONE | $10K | — |
| RICHARD SAWHILL | — | FONTANA, CA | NONE | $8K | — |
| SLEEPAP SOLUTIONS | 88-4388011 | — | NONE | $6K | — |
| ABRACADABRA PRINTING | 86-3913400 | — | NONE | $6K | — |
| THE HOUSE OF PRINTING | 95-2234833 | — | NONE | $6K | — |
| S&A HORN LIMITED | 94-3249244 | — | NONE | $0 | — |
Investments
1 pooled fund· $34.9M(20% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JPMIT CORE BOND FUND JP MORGAN CHASE · EIN 13-3200244 / PN 001 | Common Collective Trust | $34.9M | 20.3% |