Western Conference Of Teamsters Supp Benefit Plan
Sponsored by Board Of Trustees, Western Conference Of Teamsters · EIN 953746907 · Plan #001
- Total assets
- $78.2M
- Net assets
- $74.4M
- Active participants
- 9,474
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Administrators Inc | Contract administrator, Direct payment from the plan, Other services | $636,424 |
| Dodge & Cox | Investment management, Investment management fees (direct), Soft dollars commissions | $212,069 |
| Milliman Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $167,270 |
| Beeson Tayer & Bodine Apc | Legal, Direct payment from the plan | $57,123 |
| U.S. Bank National Association | Custodial (other), Direct payment from the plan | $42,328 |
| Alan Biller & Associates Inc | Investment advisory (plan), Direct payment from the plan | $35,278 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $30,100 |
| Lathrop Gage Llp | Legal, Direct payment from the plan | $27,126 |
| Union Bank Of California | Sub-transfer agency fees, Account maintenance fees | $27,058 |
| West Coast Mailers | Copying and duplicating, Other services, Direct payment from the plan | $9,440 |
| Kaye Smith | Copying and duplicating, Other services, Direct payment from the plan | $7,820 |
| Stephen Horn Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |