Miller Kaplan Arase LLP signed Board of Trustees, Western Teamsters Welfare Trust's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Western Teamsters Welfare Trust's EIN is 91-6033601.
Download the official 2023 Form 5500 (PDF) for Board of Trustees, Western Teamsters Welfare Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees, Western Teamsters Welfare Trust's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN INVESTMENT MGMT INC. | 13-3200244 | — | NONE |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $61K |
| — |
| 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 | — |
| 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 | — |
| 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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMIT CORE BOND FUND JP MORGAN CHASE · EIN 13-3200244 / PN 001 | Common Collective Trust | — | $35.6M | $34.9M | 20.3% | |
| PIMCO Total Return Fund | Mutual Funds | — | $39.3M | $32.8M | 19.0% | |
| Goldman Sachs FS Treasury Obligation Fund | Other securities | — | $31.5M | $31.5M | 18.2% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | $14.6M | $30.2M | 17.5% | |
| Allspring Treasury Plus Money Market Fund | Cash / Money Market | — | $5.1M | $5.1M | 3.0% | |
| United States Treasury Bonds | U.S. Treasuries | — | $3.0M | $3.0M | 1.7% | |
| United States Treasury Bonds | U.S. Treasuries | — | $2.0M | $2.0M | 1.2% | |
| Federal Home Loan Mortgage Corp | Agency / Mortgage-Backed | — | $2.0M | $2.0M | 1.2% | |
| Federal Home Loan Mortgage Corp | Agency / Mortgage-Backed | — | $2.0M | $2.0M | 1.2% | |
| Federal Home Loan Banks | Other securities | — | $2.0M | $1.9M | 1.1% | |
| Federal Home Loan Banks | Other securities | — | $2.0M | $1.9M | 1.1% | |
| Federal Home Loan Mortgage Corp | Agency / Mortgage-Backed | — | $1.0M | $1000K | 0.6% | |
| Federal Home Loan Banks | Other securities | — | $1.0M | $999K | 0.6% | |
| Federal Home Loan Banks | Other securities | — | $1.0M | $997K | 0.6% | |
| United States Treasury Bonds | U.S. Treasuries | — | $996K | $987K | 0.6% | |
| Federal Home Loan Banks | Other securities | — | $1.0M | $986K | 0.6% | |
| Federal Home Loan Banks | Other securities | — | $1.0M | $976K | 0.6% | |
| Federal Home Loan Banks | Other securities | — | $1.0M | $943K | 0.5% | |
| Federal Home Loan Banks | Other securities | — | $975K | $928K | 0.5% |
