Western Washington Laborers Employers Pension Plan
Sponsored by Bot, Western Wa Laborers Employers Pension Trust · EIN 916022315 · Plan #001 · Bothell, WA
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 10,033
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $2,291,231 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $775,858 |
| Arrowstreet Capital, Lp | Investment management, Investment management fees (direct) | $732,422 |
| William Blair Investment Mgmt, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $578,218 |
| Zenith American Solutions, Inc. | Plan administrator, Other services, Direct payment from the plan | $557,173 |
| Walter Scott Ncs | Investment management, Investment management fees (direct) | $531,706 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $381,944 |
| Quest Investment Management, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $352,813 |
| Milliman, Inc. | Direct payment from the plan, Actuarial | $180,523 |
| Invesco Trust Company | Investment management, Investment management fees (direct) | $179,502 |
| Panagora Asset Management, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $171,153 |
| Segal Select Insurance Svcs, Inc | Insurance services, Insurance brokerage commissions | $132,676 |
| Verus Advisory, Inc. | Investment advisory (plan), Direct payment from the plan | $123,000 |
| Western Asset Mgmt Company, Llc | Investment management, Investment management fees (direct) | $109,046 |
| Stoll Law Group, Pllc | Legal, Direct payment from the plan | $102,465 |
| U.S. Bank National Association | Custodial (securities), Direct payment from the plan | $99,870 |
| Anastasi, Moore & Martin, Pllc | Accounting, Direct payment from the plan | $80,647 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $51,000 |
| Benefits Resource | Claims processing, Direct payment from the plan | $44,510 |
| Wells Fargo Bank | Custodial (other), Custodial (securities), Direct payment from the plan | $41,007 |
| Iron Mountain Records Mgmt Inc. | Other services, Direct payment from the plan | $9,036 |
| Abracadabra Printing | Copying and duplicating, Direct payment from the plan | $7,342 |
| Service Printing Company, Inc. | Other services, Direct payment from the plan | $5,430 |