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Original filing (PDF)20260115212511NAL0019398419001
BOARD OF TRUSTEES, WESTERN CONFERENCE OF TEAMSTERS
Form 5500
FILING_RECEIVED
WESTERN CONFERENCE OF TEAMSTERS SUPP BENEFIT PLAN
Defined-benefit pension plan
Signals · 3
~160 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
9,474
Accounts w/ balance
0
Plan assets (EOY)
$78.2M
Net assets (EOY)
$74.4M
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
- 160 bps in Schedule C fees — 901% above peer band of 16 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 CONFERENCE OF TEAMSTERS.
Plan sponsor
Name
BOARD OF TRUSTEES, WESTERN CONFERENCE OF TEAMSTERS
DBA
SUPP BENEFIT PLAN
EIN
95-3746907
Address
225 S LAKE AVE STE 1200 · PASADENA, CA · 91101
Phone
(650) 827-2107
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS INC | 91-0680697 | — | NONE | $636K | — |
| DODGE & COX | 94-1441976 | — | NONE | $212K | — |
| MILLIMAN INC. | 91-0675641 | — | NONE | $167K | — |
| BEESON TAYER & BODINE APC | 94-3126136 | — | NONE | $57K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $42K | — |
| ALAN BILLER & ASSOCIATES INC | 94-2854958 | — | NONE | $35K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $30K | — |
| LATHROP GAGE LLP | 44-0649536 | — | NONE | $27K | — |
| UNION BANK OF CALIFORNIA | 94-0304288 | — | NONE | $27K | — |
| WEST COAST MAILERS | 41-2039938 | — | NONE | $9K | — |
| KAYE SMITH | — | RENTON, WA | NONE | $8K | — |
| STEPHEN HORN INSURANCE SERVICES | 94-3249244 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.